TLDR

ReNew Energy’s Q4 net profit jumps to INR 3.14 billion from INR 609 million.
Operational capacity increases 12.4% YoY to 11.2 GW.
Manufacturing capacity set at 6.5 GW for modules and 2.5 GW for cells.
FY25 net profit grows to INR 4.59 billion; EBITDA guidance for FY26 set between INR 87-93 billion.
Total portfolio reaches 18.5 GW, with significant PPAs signed post-fiscal year.

ReNew Energy Global Plc (NASDAQ:RNW) stock rose 2.36% to $6.95 during midday trading on June 17, 2025, following the company’s robust fourth-quarter and fiscal year results.

ReNew Energy Global Plc (RNW)

The Indian renewable energy firm posted a fourfold surge in its Q4 net profit, backed by the strong performance of its manufacturing segment.

Q4 and Fiscal Year Performance

For the fourth quarter ended March 31, 2025, ReNew Energy reported a net profit of INR 3.14 billion ($36.5 million), sharply up from INR 609 million in the same period last year. Total income for Q4 FY25 climbed to INR 34.39 billion ($403 million), compared to INR 24.78 billion ($290 million) in Q4 FY24. Revenue from power sales rose to INR 18.29 billion ($214 million), up from INR 16.91 billion ($198 million).

ReNew Energy Global, $RNW, Q4-FY25. Results:
🟢 +3.5% Pre-Market

📊 EPS: $0.10 🟢
💰 Revenue: $403M 🟢
📈 Net Income: $37M
🔎 Strong quarter driven by expanded operational capacity, boosted by $116M in module and cell manufacturing sales. pic.twitter.com/9jrxOxE9s2

— EarningsTime (@Earnings_Time) June 16, 2025

The company also registered an adjusted EBITDA of INR 22.12 billion ($259 million), up from INR 16.81 billion ($197 million) in Q4 FY24. A significant chunk of this performance was attributed to external sales from the solar module and cell manufacturing operations, contributing INR 9.91 billion ($116 million) in total income.

For the full fiscal year, ReNew posted a net profit of INR 4.59 billion ($54 million), higher than INR 4.15 billion ($49 million) in FY24. Adjusted EBITDA rose to INR 79.19 billion ($927 million) from INR 69.22 billion ($810 million) a year earlier.

Expansion of Manufacturing and Operational Capacity

ReNew’s total portfolio grew to 18.5 GW, including 1.1 GWh of Battery Energy Storage Systems (BESS). Operational capacity reached 11.2 GW after commissioning an additional 466 MW post-fiscal year-end. The company now holds 6.5 GW of solar module manufacturing and 2.5 GW of cell manufacturing capacity.

The company signed approximately 1.2 GW of new Power Purchase Agreements (PPAs) after the fiscal year closed, signaling ongoing portfolio expansion.

Guidance for FY26

Looking ahead, ReNew forecasts adjusted EBITDA between INR 87 billion and INR 93 billion for FY26. The company aims to complete 1.6 GW to 2.4 GW in new construction during the period. Management has factored in INR 1-2 billion in gains from asset sales and anticipates INR 5-7 billion of adjusted EBITDA from module and cell manufacturing operations.

Performance Compared to S&P 500

Despite its strong quarterly showing, ReNew’s stock performance over longer periods remains mixed. The stock has gained 1.76% year-to-date and 9.28% over the past year but posted an 18% return over three years, trailing the S&P 500’s 64.67% gain. Over five years, RNW shares are down 36.82%, compared to a 93.23% rise in the benchmark index.

The post ReNew Energy Global Plc ($RNW) Stock: Surges on Strong Q4 Profit Growth and Capacity Expansion appeared first on CoinCentral.

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Filed under: News - @ June 16, 2025 5:26 pm