Q3 2025 Renew Energy Global PLC Earnings Call Transcript
Key Points
- ReNew Energy Global PLC (RNW) reported a 26% year-over-year increase in its operational portfolio, now standing at 10.8 gigawatts.
- The company has secured 3.9 gigawatts of renewable energy capacity and 600 megawatt hours of battery storage through auctions this fiscal year.
- ReNew Energy Global PLC (RNW) achieved a 50 basis points improvement in margins due to cost optimization initiatives.
- The company was recognized as India's highest-rated purely renewable energy company by S&P Global.
- ReNew Energy Global PLC (RNW) has a strong pipeline with approximately 24 gigawatts of renewable energy projects and 2 gigawatt hours of battery storage.
- The company experienced lower-than-expected wind performance, impacting revenue and leading to a revision of FY 2025 EBITDA guidance.
- ReNew Energy Global PLC (RNW) faced challenges with wind PLF, which was significantly lower due to reduced wind speeds.
- The company has not yet seen significant benefits from anticipated rate cuts by Indian banks, affecting borrowing costs.
- There are concerns about potential delays in project commissioning due to regulatory approvals and transmission infrastructure build-out.
- ReNew Energy Global PLC (RNW) is facing challenges with land availability for wind projects, impacting project execution timelines.
Thank you for standing by and welcome to the ReNew 3Q 2025 earnings report.
(Operator Instructions) I would now like to hand the conference over to Mr. Anunay Shahi. Please go ahead.
Thank you. Good morning, everyone, and thank you for joining us. We put out a press release announcing our results for fiscal 2025, third quarter ended December 31, 2025, last night, and a copy of the press release and the earnings presentation is available on the investor relations section on ReNew's website at www.renew.com.
With me today are Sumant Sinha, our founder, Chairman and Chief Executive Officer; Kailash Vaswani, our CFO, and Vaishali Nigam Sinha, co-founder and chairperson sustainability.
After the prepared remarks, which we expect will take about half an hour, we will open the call for questions. Please note our safe harbor statements are contained within our press release, presentation materials and materials
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