Q1 2026 Renew Energy Global PLC Earnings Call Transcript

Aug 14, 2025 / 12:30 PM GMT

Transcript

Key Points

Positve

ReNew Energy Global PLC (RNW) reported a 43% year-over-year growth in adjusted EBITDA, reaching INR27.2 billion.
The company commissioned around 2.25 gigawatts of renewable energy capacity, marking a 23% growth in its portfolio.
ReNew Energy Global PLC (RNW) has signed PPAs for 3.7 gigawatts of installed renewable energy capacity, targeting higher returns.
The manufacturing business contributed INR5.3 billion to adjusted EBITDA with a margin of over 40%.
The company successfully reduced its scope 1 and 2 emissions by 18.2% from the FY22 baseline, surpassing its target of 12.6%.

Negative

The company experienced subdued solar PLFs due to low irradiation from the early onset of monsoons.
ReNew Energy Global PLC (RNW) sold over 600 megawatts of solar assets, resulting in a loss of approximately INR300 million in EBITDA for the quarter.
The bidding environment has become more competitive, with lower return expectations, affecting the company's win ratio.
There are occasional delays in transmission infrastructure, which sometimes lag behind generation capacity.
The company did not participate in recent ammonia tenders due to perceived structural issues and short contract durations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RNW.OQ - Renew Energy Global PLC
Q1 2026 Renew Energy Global PLC Earnings Call
Aug 14, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the renew first quarter FY26 earnings report. All participants are in a listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you would need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Mr. Anume Shahi. Please go ahead.

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Unidentified_2 [2]
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Thank you.

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Unidentified_3 [3]

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