ReNew Energy Global Plc

NasdaqGS:RNW Stok Raporu

Piyasa değeri: US$1.9b

ReNew Energy Global Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

ReNew Energy Global yıllık ortalama 68.7% oranında kazançlarını artırırken, Renewable Energy sektöründe kazançlar growing at 17.5% annual. Gelirler growing yılda ortalama 18.7% oranında artmaktadır. ReNew Energy Global'in özkaynak karlılığı 7.2% ve net marjı 7.9%'dir.

Anahtar bilgiler

68.68%

Kazanç büyüme oranı

68.27%

EPS büyüme oranı

Renewable Energy Sektör Büyümesi-5.84%
Gelir büyüme oranı18.70%
Özkaynak getirisi7.19%
Net Marj7.86%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi May 07

RNW: New Capital Raise And Capacity Expansion Will Support Future Upside

Analysts have trimmed their price target for ReNew Energy Global to around $8.81 from about $8.98, citing updated assumptions for the discount rate, revenue growth, profit margin, and expected future P/E. What's in the News Commissioning of approximately 2.4 GW of assets in Fiscal year 2026 takes ReNew Energy Global's operating capacity to about 12.6 GW, with gross capacity at roughly 20 GW as of March 31, 2026 (Key Developments).
Anlatı Güncellemesi Apr 20

RNW: Solar Manufacturing Expansion And Asset Recycling Will Support Future Upside Potential

Analysts have trimmed their price target on ReNew Energy Global by about $0.11, reflecting slightly lower fair value and future P/E assumptions while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Commissioned approximately 2.4 GW of assets in Fiscal year 2026, taking total operating capacity to about 12.6 GW, with gross capacity at roughly 20 GW and a nationwide footprint of more than 150 renewable sites and 3 solar manufacturing facilities across 10 Indian states (Key Developments) Operating commercial and industrial portfolio includes 2.5 GW of committed capacity, with over 2.0 GW already commissioned, alongside a workforce of about 4,500 people across India (Key Developments) Solar manufacturing business includes 6.5 GW of operating solar module capacity and 2.5 GW of operating cell capacity, with an additional 4 GW of cell capacity under expansion targeted by December 2026, and production in Fiscal year 2026 of more than 4.1 GW of modules and almost 1.86 GW of cells (Key Developments) Received a US$100 million equity investment in the solar manufacturing business from British International Investments, focused on supporting the manufacturing platform (Key Developments) Agreed to sell a 100 MW / 117.5 MWp solar project in Tamil Nadu to Technique Solaire Group at an enterprise value of US$49 million.
Anlatı Güncellemesi Apr 06

RNW: Long Term Contracts And Asset Recycling Will Support Future Upside Potential

Analysts have maintained their price target for ReNew Energy Global at $7.98 per share, citing unchanged assumptions around fair value, discount rate, revenue growth of about 18.23% and profit margin near 9.59%, along with a modest adjustment in the expected future P/E to roughly 19.36x. What's in the News ReNew agreed to sell its 100 MW / 117.5 MWp solar project in Tamil Nadu to Technique Solaire Group at an enterprise value of US$49 million.
Anlatı Güncellemesi Mar 23

RNW: New Private Placement Will Support Future Clean Energy Upside

Analysts have raised their price target for ReNew Energy Global from about $8.00 to about $8.98, citing updated expectations for revenue growth, profit margins, and future P/E assumptions. What's in the News ReNew Energy Global Plc announced a private placement of common shares for gross proceeds of US$95,000,000 on March 16, 2026.
Anlatı Güncellemesi Mar 09

RNW: Long Term Clean Energy Contracts Will Support Future Upside Potential

Analysts have nudged their price target for ReNew Energy Global slightly higher to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. This has resulted in a modestly higher implied equity value in dollar terms.
Anlatı Güncellemesi Feb 22

RNW: Long Term Google Agreement Will Support Future Clean Energy Upside

Analysts have trimmed their price target on ReNew Energy Global to about $8.00 from roughly $8.02, citing updated assumptions that combine slightly softer revenue growth with a higher profit margin outlook and a lower projected future P/E multiple. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).
Seeking Alpha Feb 17

ReNew Energy Global: Volatile, Leveraged, And Worth The Risk

Summary ReNew Energy Global remains a Buy, driven by robust revenue growth, manufacturing momentum, and supportive regulatory tailwinds despite elevated debt and execution risks. RNW's Q3 revenue surged 48% YoY, with manufacturing EBITDA up sharply; asset recycling and domestic content rules enhance revenue visibility and competitive positioning. Valuation appears attractive: RNW trades at a 22% EV/EBITDA discount to sector peers and a price-to-cash-flow ratio 76% below the sector average. High net debt and execution risks persist, but RNW's long-term growth trajectory and pipeline execution could unlock substantial upside for patient, risk-tolerant investors. Read the full article on Seeking Alpha
Anlatı Güncellemesi Feb 07

RNW: Long Term Google Deal Will Support Future Clean Energy Upside

Analysts have nudged their price target on ReNew Energy Global slightly lower to reflect updated fair value estimates, along with small adjustments to revenue growth, profit margin expectations and future P/E assumptions. What's in the News ReNew Energy Global Plc signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).
Anlatı Güncellemesi Jan 24

RNW: New Google Agreement Will Support Long Run Clean Energy Upside

Analysts have nudged their price target on ReNew Energy Global slightly higher to reflect updated assumptions around revenue growth and future P/E, while modestly trimming profit margin expectations and keeping both fair value and the discount rate effectively unchanged. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).
Anlatı Güncellemesi Jan 09

RNW: New Google Contract Will Support Stronger Long Term Clean Energy Upside

Analysts have nudged their price target on ReNew Energy Global slightly higher to US$8.08 from US$8.03, citing updated assumptions around revenue growth, profit margins and future P/E multiples as the key drivers of this change. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).
Anlatı Güncellemesi Dec 26

RNW: New Google Partnership Will Support Stronger Long Term Clean Energy Upside

Analysts have modestly reduced their price target on ReNew Energy Global, citing lower projected fair value to about $8.03 from roughly $9.99 as they factor in slower expected revenue growth, a steeper discount rate, and compressed profit margins that offset a higher anticipated future P/E multiple. What's in the News Signed a long-term agreement with Google to develop a new 150 MW solar project in Rajasthan, with Google procuring the project's energy attributes to support its value chain emissions reduction (company announcement).
Anlatı Güncellemesi Dec 11

RNW: Steady Profit Outlook Will Support Modestly Lower Long Term Expectations

Analysts have modestly reduced their price target on ReNew Energy Global by approximately 1 percent, reflecting slightly softer long term revenue growth assumptions that are only partially offset by a marginally improved profit margin outlook. Valuation Changes Fair Value: edged down slightly from 8.00 to 7.95, indicating a modest reduction in the intrinsic value estimate.
Anlatı Güncellemesi Nov 27

RNW: Stable Metrics And Outlook Will Support Fair Value Assessment

Analysts have maintained their price target for ReNew Energy Global at $8.00, citing stable expectations for the company's revenue growth and profit margin outlook, even though there have been minor adjustments in future earnings estimates. Valuation Changes Fair Value estimate remains unchanged at $8.00.
Anlatı Güncellemesi Nov 13

RNW: Future Profit Margins And Discount Rate Will Influence Fair Value

Analysts have raised their price target for ReNew Energy Global slightly, from $7.96 to $8.00. They attribute this change to revised estimates for key financial metrics and updated valuation assumptions.
Anlatı Güncellemesi Oct 30

Improved Margins And Steady Discount Rate Will Sustain Balanced Long-Term Outcome

Analysts have lowered their price target for ReNew Energy Global from $8.48 to $7.96, citing slightly reduced revenue growth expectations. This adjustment comes despite modest improvement in profit margins.
Seeking Alpha Feb 20

ReNew Energy Global Continues To Grow Influence In India But An Attempt To Take It Private

Summary ReNew Energy Global remains optimistic about its Indian renewables business, notwithstanding the US retreat from climate action and the switch to renewables. Major shareholders Canada Pension Plan, two Abu Dhabi investment groups, and Sumant Sinha, Chairman & CEO of RNW, have made a nonbinding takeover offer to acquire all shares for $7.07 cash/share. Redwheel, an active investor group and RNW shareholder based in London, has prepared a critical statement concerning the proposed acquisition of ReNew Energy Global. If the takeover offer fails, ReNew Energy Global is worth the attention of renewable energy investors interested in the emerging Indian market. Read the full article on Seeking Alpha
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Yeni Anlatı Nov 21

Expanding Renewable Horizons Powering Exceptional Growth And Profitability

Significant capacity growth and new PPAs could drive future revenue increases by expanding ReNew's renewable energy portfolio.
Analiz Makalesi Oct 23

It's A Story Of Risk Vs Reward With ReNew Energy Global Plc (NASDAQ:RNW)

With a median price-to-sales (or "P/S") ratio of close to 2.2x in the Renewable Energy industry in the United States...
Analiz Makalesi Sep 27

Is ReNew Energy Global (NASDAQ:RNW) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 28

ReNew Energy's Q1 Snapshot: Strong Winds, Stronger Challenges

Summary ReNew Energy Global Plc, a UK-based firm, focuses on wind and solar power in India, with ancillary services in engineering, procurement, and construction. Despite strong growth potential from India's renewable energy push, high debt, weather risks, and overvaluation pose significant concerns for ReNew Energy. ReNew's recent performance shows steady financial growth and strategic expansion, but execution risks and market-specific challenges warrant a “Hold” rating. The company's aggressive growth plans and India's renewable energy investments offer long-term promise, but substantial leveraging and reliance on weather remain critical risks. Read the full article on Seeking Alpha
Analiz Makalesi Jul 25

ReNew Energy Global (NASDAQ:RNW) Will Want To Turn Around Its Return Trends

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Seeking Alpha Jun 18

ReNew Energy Global Emerging As Leader In India's Renewable Transition

Summary ReNew Energy Global is now India’s premier large renewables project company. ReNew’s focus is on big complex projects; solar/wind/battery projects produce the cheapest power, notwithstanding that they require special skills to execute. ReNew’s digital platform is going to be increasingly important for costing, execution and profitability. Although significantly ignored by the market, ReNew Energy Global is worth energy investor attention. Read the full article on Seeking Alpha
Analiz Makalesi May 23

Should You Think About Buying ReNew Energy Global Plc (NASDAQ:RNW) Now?

ReNew Energy Global Plc ( NASDAQ:RNW ), is not the largest company out there, but it saw a decent share price growth of...
Seeking Alpha May 14

ReNew Energy Global: Structural Growth Opportunities Clouded By Debt

Summary ReNew is one of the leading IPPs in India, with 8.7GW of renewable installed capacity. The company is vertically integrated in the industry and is involved in the development, ECP and O&M of its facilities. India's 500GW renewable development plan by 2030 represents an excellent opportunity for growth. RNW faces risks due to its high debt levels and may need to raise additional funds through stock issuance. Read the full article on Seeking Alpha
Analiz Makalesi May 01

Fewer Investors Than Expected Jumping On ReNew Energy Global Plc (NASDAQ:RNW)

There wouldn't be many who think ReNew Energy Global Plc's ( NASDAQ:RNW ) price-to-sales (or "P/S") ratio of 1.9x is...
Analiz Makalesi Apr 09

Some Investors May Be Worried About ReNew Energy Global's (NASDAQ:RNW) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Analiz Makalesi Mar 19

These 4 Measures Indicate That ReNew Energy Global (NASDAQ:RNW) Is Using Debt In A Risky Way

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Feb 21

ReNew Energy Global: The Indian Renewables Opportunity Is Opening Up

Summary India is the world’s fourth biggest renewables market and plans are to treble renewable development. Nasdaq-listed ReNew Energy Global is a major player in the Indian renewables market and it's growing its influence substantially. India is poised for major uplift in solar/wind development by 2030 (and beyond). Renewables auctions are up from 11.3 GW in FY23 to 40.2 GW in FY24 (more to come). Solar PV costs are dramatically reduced and ReNew Energy benefits from its own solar PV manufacture. ReNew Energy has a strong position in wind projects and it's also heavily invested in grid improvements. Investors with a global view might find India interesting and ReNew Energy Global a vehicle to participate. Read the full article on Seeking Alpha
Analiz Makalesi Jan 28

Market Still Lacking Some Conviction On ReNew Energy Global Plc (NASDAQ:RNW)

With a median price-to-sales (or "P/S") ratio of close to 2.1x in the Renewable Energy industry in the United States...
Analiz Makalesi Jan 06

Is Now An Opportune Moment To Examine ReNew Energy Global Plc (NASDAQ:RNW)?

ReNew Energy Global Plc ( NASDAQ:RNW ), might not be a large cap stock, but it received a lot of attention from a...
Analiz Makalesi Dec 14

The Returns At ReNew Energy Global (NASDAQ:RNW) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi Sep 08

Returns On Capital At ReNew Energy Global (NASDAQ:RNW) Have Hit The Brakes

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analiz Makalesi May 27

The Returns At ReNew Energy Global (NASDAQ:RNW) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Analiz Makalesi Feb 07

ReNew Energy Global (NASDAQ:RNW) Has More To Do To Multiply In Value Going Forward

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

Gelir ve Gider Dağılımı

ReNew Energy Global nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:RNW Gelir, gider ve kazançlar (INR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26132,19610,3856,5860
31 Dec 25129,44912,1135,6670
30 Sep 25122,7818,4325,1800
30 Jun 25113,2508,6964,9160
31 Mar 2597,0633,9594,7350
31 Dec 2486,1381,3204,4050
30 Sep 2483,6591,9834,9120
30 Jun 2482,1008154,9050
31 Mar 2481,3193,6344,6150
31 Dec 2386,5183,8244,9610
30 Sep 2383,6953,0274,8810
30 Jun 2377,299-1,7304,6330
31 Mar 2378,223-4,7174,5770
31 Dec 2269,850-8,6074,3710
30 Sep 2268,576-10,9784,2690
30 Jun 2266,006-16,6065,0570
31 Mar 2259,349-16,0774,5590
31 Dec 2155,303-16,2983,8030
30 Sep 2153,292-13,6142,9920
30 Jun 2150,003-7,0781,6040
31 Mar 2148,187-7,8181,3110
31 Dec 2047,489-9,2231,2290
30 Sep 2045,920-7,1509850
30 Jun 2047,166-4,9239910
31 Mar 2048,412-2,6969970
31 Dec 1946,288-2,2839680
30 Sep 1946,043-1,7461,1500
30 Jun 1944,594-4731,1360
31 Mar 1943,1442,6461,0390
31 Dec 1840,7612,6631,0720
30 Sep 1837,2693,6711,1610
30 Jun 1830,9431,9861,0500
31 Mar 1824,6173009380
31 Dec 1721,6002409200
30 Sep 1719,6921,0317620
30 Jun 1716,3836836550
31 Mar 1713,0733385490
31 Mar 166,1368161870

Kaliteli Kazançlar: RNW yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: RNW 'nin mevcut net kar marjları (7.9%) geçen yılın (4.1%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: RNW son 5 yılda karlı hale geldi ve kazançlarını yıllık 68.7% oranında artırdı.

Büyüme Hızlandırma: RNW 'un son bir yıldaki kazanç büyümesi ( 162.3% ) 5 yıllık ortalamasını (yıllık 68.7% ) aşıyor.

Kazançlar vs. Sektör: RNW geçen yılki kazanç büyümesi ( 162.3% ) Renewable Energy sektörünün -3.3% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: RNW 'nin Özsermaye Getirisi ( 7.2% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 18:06
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ReNew Energy Global Plc 7 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Nikhil NiganiaBernstein
Julien Dumoulin-SmithBofA Global Research
Nikhil BhandariGoldman Sachs