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Mar 31, 2025
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ReNew Q4 2025 Earnings Report
ReNew reported strong Q4 FY25 results with revenue and profit boosted by increased operational capacity and manufacturing sales.
Key Takeaways
In Q4 FY25, ReNew Energy Global delivered significant growth in revenue and net income, driven by expanded project commissioning and contributions from module and cell manufacturing operations.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ReNew expects growth in FY26, driven by project expansion and manufacturing, while depending on stable conditions and regulatory progress.
Positive Outlook
- Targeting 1.6–2.4 GW commissioning in FY26
- FY26 Adjusted EBITDA guidance: $1.02B–$1.09B
- FY26 Cash Flow to Equity: $164M–$199M
- Manufacturing to contribute $58M–$82M in EBITDA
- Asset sales expected to add up to $23M in EBITDA
Challenges Ahead
- Guidance depends on FY25-like weather and resource availability
- Execution risks in manufacturing expansion
- No guaranteed closure of strategic asset sales
- Capex needs remain high for new developments
- Potential delays from regulatory or lender approvals
Historical Earnings Impact
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Avg. Return Before/After Earnings
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