Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RNW
SELLREMOVEReNew Energy Global Plc · Utilities · United Kingdom · $2.3B · Avg Vol: $8M/d
ReNew Energy Global is a capital-intensive utility operator with high debt levels and low returns on capital. It lacks the asset-light, high-ROIC characteristics of a true quality compounder.
COMPANY DESCRIPTION
ReNew Energy Global Plc is one of India's largest independent power producers, focused on developing, building, owning, and operating utility-scale wind and solar energy projects. It benefits from a significant portfolio of operational renewable energy assets in India, a rapidly growing market for clean energy, supported by long-term power purchase agreements. ReNew Energy is a leading pure-play renewable energy company, driving India's energy transition with a large and diversified asset base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 59.3B | 78.2B | 81.3B | 97.1B | 17.8% |
| EPS | -40.40 | -12.32 | 9.94 | 10.92 | 9.9% |
| Shares | 399M | 401M | 401M | 401M | +0.6% |
| Debt | 447.7B | 536.6B | 655.7B | 732.3B | 17.8% |
| Equity | 118.4B | 106.9B | 105.2B | 112.6B | -1.7% |
| Op CF | 42.4B | 65.6B | 68.9B | 67.6B | 16.8% |
| Inv CF | -124.7B | -75.0B | -162.5B | -74.2B | — |
| Fin CF | 90.0B | 19.1B | 82.4B | 20.0B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of RNW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RNW | ReNew Energy Global Plc(you) | $2.3B | 28 | SELL |
| DRX.L | Drax Group plc | $3.6B | 84 | STRONG BUY |
| ATOM.L | Atome Plc | $71M | 6 | STRONG SELL |
| PNN.L | Pennon Group Plc | $3.3B | 25 | SELL |
| AMP.L | AMPEAK ENERGY LIMITED | $26M | 5 | STRONG SELL |
| TEP.L | Telecom Plus Plc | $1.1B | 59 | HOLD |
| SVT.L | Severn Trent PLC | $12.1B | 45 | HOLD |
| UU.L | United Utilities Group PLC | $13.4B | 72 | BUY |
| NG.L | National Grid plc | $81.6B | 47 | HOLD |
| CNA.L | Centrica plc | $11.5B | 92 | STRONG BUY |
Peer medians: ROE 8.4% · P/E 18.3x · Gross margin 37.2%