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Company Analysis

ReNew Energy Global plc RNW

A comprehensive view of key metrics, scores, and financial health for ReNew Energy Global plc

Overview of ReNew Energy Global Plc

RNW NMS
Utilities Utilities - Renewable Framework: Regulated Utilities Mid Cap
ReNew Energy Global Plc (RNW), is a Mid Cap company, in the Utilities - Renewable industry, last closed at $6.85, about 21.2% undervalued vs fair value, -8.2% 1Y return, ranked 42/117 in sector.
Metrics P/E 16.2× Rev Growth 36.2% ROE 8.3% Gross Margin 83.7% Div Yield 0.00%
USD 6.85
0.00%
(Delayed)
• Vol 90d: 24.3%
52-Week Range
Market Cap
$2.50B
Enterprise Value
$10.81B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Weak
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Weak
Completeness: 100%
Confidence: 98%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.renew.com
HQ London
Employees 4,336
Fiscal year Mar 31

Next Events

Earnings Nov 2 Call: Nov 3

Fair Value Snapshot

Bear Base Bull
$7
$8
$9
Current: $6.85 +21% vs base

Engine Room Money Flow™

Mid Cap

Regulated Utilities - Where revenue goes and how value is created

Flow Steps
Total Revenue
INR 132.2B
36.2%%
EBITDA
INR 98.8B
21.8%%
Operating Income (EBIT)
INR 61.6B
18.7%%
Net Income
INR 9.8B
158%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Regulated Utilities

Quality & Reliability Indicators

FFO / Total Debt
4.7%
Poor

FFO ÷ Total Debt — the primary S&P/Moody's credit metric for utility ratings. >15% is investment-grade; >20% signals strong credit quality.

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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
4
Active Leaks
2/4
Improving
2
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Regulated Utilities

Competitive Advantage Assessment

Evaluating ReNew Energy Global plc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
74
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Strong Regulated Margins Regulated margin level is strong (score 0.78), indicating favourable rate-case outcomes.
  • Strong Operating Cash Generation Operating cash generation is strong (score 0.90), supporting dividend sustainability.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Regulatory Franchise

Strong
85
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Signals, strengths and risks for Regulatory Franchise

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Signals, strengths and risks for Rate-Base Return Quality

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Signals, strengths and risks for Dividend Sustainability

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Signals, strengths and risks for Capital Structure Discipline

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Signals, strengths and risks for Operational Efficiency

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Signals, strengths and risks for Essential Service Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Regulated Utilities vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing RNW's balance between Growth (48.9%), Profitability (46.0%), and Safety (5.2%). Growth 49% Safety 5% Profitability 46%

Click axes to expand details. Marker shows current allocation.

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Growth

79th percentile vs peers
79
Key Signals
Rev Growth YoY 36.2% 91p Asset Growth YoY 10.0% 60p Revenue CAGR 3Y 19.1% 91p EPS Growth YoY 1.56 89p Equity Growth YoY 11.8% 79p
Strengths
  • Rev Growth YoY in top 20% of peers (36.2%, 91th percentile)
  • Revenue CAGR 3Y in top 20% of peers (19.1%, 91th percentile)
  • EPS Growth YoY in top 20% of peers (1.56, 89th percentile)
  • Operating Margin in top 20% of peers (46.6%, 95th percentile)
  • EBITDA Margin in top 20% of peers (74.7%, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

74th percentile vs peers
75
Key Signals
Strengths
Risks
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Safety

8th percentile vs peers
8
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for ReNew Energy Global plc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$8.30
- - -
+21.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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