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ReNew Energy Global (RNW) investor relations material
ReNew Energy Global Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary14 Aug, 2025
Executive summary
Commissioned 2.2–2.25 GW since July, growing operating MWs by 23% year-over-year and reaching a portfolio of 18.2 GW (+1.1 GWh BESS).
Adjusted EBITDA surged 43% YoY to INR 27.2B in Q1 FY26; PAT reached INR 5.1B, up 13x YoY.
Manufacturing produced over 900 MW modules and 400 MW cells, contributing INR 5.3B Adjusted EBITDA at over 40% margin.
Secured $100M investment for a 10% stake in solar manufacturing; 4 GW Topcon cell facility under construction.
ESG performance exceeded targets, with 18.2% GHG reduction and 51% YoY water savings.
Financial highlights
Q1 FY26 revenue was INR 39.9–41.2B, up 71% YoY; Adjusted EBITDA at INR 27.2B with a 69% margin.
PAT for Q1 FY26 was INR 5.1B, up 13x YoY; cash profit reached INR 13.5B, up 83% YoY.
Manufacturing segment revenue was INR 13.1–13.2B, with a 40%+ EBITDA margin.
Operating asset leverage at 5.7x EBITDA, below the 6x threshold.
Net debt stood at INR 609.3B as of June 30, 2025.
Outlook and guidance
FY26 guidance reaffirmed: 1.6–2.4 GW construction, Adjusted EBITDA at INR 87–93B, and cash flow to equity at INR 14–17B.
Manufacturing EBITDA guidance raised to INR 8–10B for FY26.
Asset sales expected to contribute INR 1–2B to Adjusted EBITDA.
Disciplined, selective bidding approach maintained amid competitive market.
What is the expected Adjusted EBITDA contribution from module/cell manufacturing?
Assess the risks impacting forward-looking statements.
Detail the capital recycling strategy.
What % of module production was sold externally?
Update on the consortium's nonbinding offer?
Assess ReNew's competitiveness in recent bidding.
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Next ReNew Energy Global earnings date
Q2 202610 Nov, 2025
Next ReNew Energy Global earnings date
Q2 202610 Nov, 2025
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Frequently asked questions
ReNew Energy Global Plc is a firm in the renewable energy sector, primarily focusing on the Indian market. The company has a diversified portfolio that includes the generation of power through wind and solar energy, along with hydro and utility-scale firm power projects. It also engages in the development, ownership, and operation of utility-scale wind and solar energy projects, as well as distributed solar energy projects catering to commercial and industrial customers. ReNew Energy provides a comprehensive suite of services encompassing engineering, procurement, and construction (EPC), operation and maintenance (O&M), consultancy services, and the sale of renewable energy certificates. The company is headquartered in London, United Kingdom, and its shares are listed on the Nasdaq.
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