ReNew Energy Global Plc

NASDAQ•RNW

CEO: Mr. Sumant Sinha

セクター: Utilities

業種: Renewable Utilities

上場日: 2021-02-01

ReNew Energy Global Plc, together with its subsidiaries, generates power through non-conventional and renewable energy sources in India. It operates through four segments: Wind Power, Solar Power, Hydro Power, and Transmission Line. The company develops and owns utility scale wind and solar energy projects, wind and solar energy projects, and utility-scale firm power projects. It had a total operational capacity of 9.52 GW, out of which 8.87 GW is commissioned and 650 MW, and an additional 6.1 GW of committed capacity. In addition, the company provides operation and maintenance services; consultancy services; and engineering, procurement, and construction services. ReNew Energy Global Plc was founded in 2011 and is based in London, the United Kingdom.

連絡先情報

50, Broadway, Suite 3, 7th Floor, London, SW1H 0DB, United Kingdom

N/A

www.renew.com

時価総額

$1.93B

PER (TTM)

14.9

配当利回り

52週高値

$8.24

52週安値

$5.05

52週レンジ

順位36Top 31.8%

4.5

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 4.5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$284.67M+0.00%

直近4四半期の推移

EPS

-$0.01+0.00%

直近4四半期の推移

フリーCF

-$216.77M+0.00%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Total income reached 109,070M INR, revenue grew 19.4% to 97,063M INR for the year ended March 31, 2025.

Profitability Improves Net profit for the year was 4,591M INR, marking a 10.7% increase from 4,147M INR in the prior fiscal year.

Capacity Reaches 10.7 GW Total commissioned capacity reached 10,702 MW as of March 31, 2025, with 7.29 GW additional committed capacity.

ESG Ratings Leap S&P CSA ESG score jumped to 73 from 55 in 2024; ranked first globally in Electric Utilities & IPPs category by Refinitiv.

リスク要因

Project Development Uncertainties Developing projects faces risks from unfavorable environmental conditions, potentially causing electricity production and revenue to fall below expectations.

Revenue Concentration Risk Majority of revenue relies on PPAs with state utilities; one customer accounted for over 10% of total income in FY2025.

Regulatory/Legal Exposure Ongoing tax disputes, legal proceedings, and Supreme Court matters regarding GBI claims pose material uncertainty to financials.

High Indebtedness Levels Total borrowings stand at 723.0B INR; meeting debt obligations depends on sustained cash flow generation and refinancing ability.

見通し

Deepen Value Chain Presence Strategy focuses on deepening presence in solar manufacturing (4 GW cell facility expansion) and in-house EPC/O&M capabilities.

Focus on Intelligent Energy Investing in hybrid and storage capabilities, aiming to build robust pipeline of utility-scale BESS linked projects in India.

Maintain Capital Discipline Intend to continue deploying prudent bidding approach, targeting pre-determined internal rates of return across new projects.

Consortium Offer Pending Actively evaluating final non-binding offer from Consortium to acquire remaining shares for US$ 8.00 per share cash consideration.

同業比較

売上高 (TTM)

FLNC

$2.55B

+1.2%

AVA

$1.96B

+1.4%

NWE

$1.61B

+6.4%

粗利益率 (最新四半期)

MGEE

199.4%

-15.2pp

CPK

72.2%

+1.1pp

RNW

56.6%

-13.9pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
KEN	$4.39B	9.8	31.3%	29.3%
NWE	$4.28B	23.6	6.3%	38.9%
EE	$4.17B	15.0	12.2%	34.6%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-5.3%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし