ReNew Energy's Shares Drop After Masdar Exits Buyout Group
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy RNW?
Source: SeekingAlpha
Stock Performance: ReNew Energy Global's stock fell 28.9% to a 52-week low of $5.26 after Masdar withdrew from a consortium for a potential buyout, halting the proposed transaction.
Buyout Offer Details: The buyout discussions included a significant increase in the proposed offer price from $7.07/share in December 2024 to $8.15/share in October 2025, following extensive due diligence.
Business Performance: Despite the setback in the buyout negotiations, ReNew Energy reported strong underlying business performance, with a 22% year-over-year increase in commissioned capacity and a 24% rise in adjusted EBITDA for H1 FY 2026.
Future Outlook: ReNew Energy reaffirmed its full-year guidance, indicating confidence in its operational performance moving forward.
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Analyst Views on RNW
Wall Street analysts forecast RNW stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 5.350
Low
7.00
Averages
7.67
High
8.00
Current: 5.350
Low
7.00
Averages
7.67
High
8.00
About RNW
ReNew Energy Global Plc is a decarbonization solutions company. The Company is a utility-scale renewable energy solutions provider in India. Its segments include wind power, solar power, hydro power, transmission line, and manufacturing. Its wind power segment includes utility-scale wind energy projects in India. Its solar power segment includes utility-scale solar energy projects in India. Its hydro power segment includes hydro energy projects in India. Its transmission line segment includes construction and maintenance of transmission lines. Its manufacturing segment includes manufacturing of solar panels and modules. It primarily operates wind, solar, and hydro energy projects. It provides clean energy solutions and value-added energy offerings through digitalization, storage, and carbon market services. It conducts business activities relating to the generation of power through non-conventional and renewable energy sources through ReNew Power Private Limited and its subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Operational Capacity Growth: In Q3 FY26, ReNew Energy commissioned a total of 288 MW, including 238 MW of wind and 50 MW of solar, bringing its total commissioned capacity to approximately 11.7 GW, reflecting a 7% year-over-year increase and demonstrating its ongoing expansion and competitiveness in the renewable energy sector.
- Electricity Sales Surge: Total electricity sold in Q3 FY26 reached 5,077 million kWh, a 23.1% increase year-over-year, with wind energy sales soaring by 52.2% to 2,178 million kWh, indicating strong performance and rising demand in the wind energy market.
- Significant Revenue Increase: Total income for Q3 was INR 31,372 million (approximately USD 349 million), a 47.9% increase from the previous year, primarily driven by enhanced operational capacity and increased external sales, showcasing improved profitability under the company's capital recycling strategy.
- Net Loss Reduction: The net loss for Q3 FY26 was reduced to INR 198 million (approximately USD 2 million), a significant improvement from a loss of INR 3,879 million in the same quarter last year, indicating that gains from external sales and asset disposals are effectively alleviating financial pressures.
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- Improved Net Profit: The net loss for Q3 FY26 decreased to INR 198 million (approximately USD 2 million), a substantial improvement from a loss of INR 3,879 million (approximately USD 43 million) in Q3 FY25, reflecting enhanced financial health driven by external sales and asset gains.
- Increased Generation Capacity: As of December 31, 2025, the company’s commissioned capacity reached 11.7 GW (including 100 MW of BESS), marking a 7% year-over-year increase, which lays a solid foundation for future revenue growth and strengthens market competitiveness.
- Strong External Sales Performance: For the first nine months of FY26, external sales from solar module and cell manufacturing amounted to INR 30,014 million (approximately USD 334 million), nearly an 8-fold increase year-over-year, showcasing rapid expansion and strong demand in the solar manufacturing sector.
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- Capacity Expansion: The company commissioned 288 MW in Q3 FY26, comprising 238 MW of wind and 50 MW of solar, further solidifying its position in the renewable energy market and enhancing its operational capabilities.
- Revised Outlook: ReNew has adjusted its FY2026 outlook, now forecasting the completion of 1.8–2.4 GW of construction by year-end, while noting that Adjusted EBITDA and Cash Flow to Equity remain contingent on weather conditions and resource availability, highlighting market uncertainties.
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- Conference Call Timing: The company has scheduled a conference call at 8:30 AM EST (7:00 PM IST) on February 16, 2026, to discuss the earnings results, enhancing communication and transparency with investors.
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- Earnings Report Announcement: ReNew Energy will issue its Q3 FY2026 earnings report before the US market opens on February 16, 2026, which is expected to provide critical financial data and operational performance insights, aiding investors in assessing the company's market performance and future outlook.
- Conference Call Details: The company will hold a conference call at 8:30 AM EST on February 16, 2026, to discuss the earnings results, with investors able to participate via toll-free numbers from various countries, enhancing interaction and transparency with stakeholders.
- Clean Energy Investment: As of November 10, 2025, ReNew's clean energy portfolio reached approximately 18.5 GW (including 1.1 GWh of battery energy storage systems), positioning the company as a leader in the renewable energy sector and showcasing its significant market influence.
- Production Capacity Expansion: ReNew also has 6.4 GW of solar module and 2.5 GW of solar cell manufacturing capacity, with plans to expand solar cell capacity by an additional 4 GW, further solidifying its competitive advantage in the clean energy market.
See More
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- Operational Capacity Growth: In Q3 FY26, ReNew Energy commissioned a total of 288 MW, including 238 MW of wind and 50 MW of solar, bringing its total commissioned capacity to approximately 11.7 GW, reflecting a 7% year-over-year increase and demonstrating its ongoing expansion and competitiveness in the renewable energy sector.
- Electricity Sales Surge: Total electricity sold in Q3 FY26 reached 5,077 million kWh, a 23.1% increase year-over-year, with wind energy sales soaring by 52.2% to 2,178 million kWh, indicating strong performance and rising demand in the wind energy market.
- Significant Revenue Increase: Total income for Q3 was INR 31,372 million (approximately USD 349 million), a 47.9% increase from the previous year, primarily driven by enhanced operational capacity and increased external sales, showcasing improved profitability under the company's capital recycling strategy.
- Net Loss Reduction: The net loss for Q3 FY26 was reduced to INR 198 million (approximately USD 2 million), a significant improvement from a loss of INR 3,879 million in the same quarter last year, indicating that gains from external sales and asset disposals are effectively alleviating financial pressures.
See More
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- Significant Revenue Growth: Total income for Q3 FY26 reached INR 31,372 million (approximately USD 349 million), reflecting a 48.5% year-over-year increase primarily driven by enhanced operational capacity and increased external sales, indicating strong performance in the renewable energy market.
- Improved Net Profit: The net loss for Q3 FY26 decreased to INR 198 million (approximately USD 2 million), a substantial improvement from a loss of INR 3,879 million (approximately USD 43 million) in Q3 FY25, reflecting enhanced financial health driven by external sales and asset gains.
- Increased Generation Capacity: As of December 31, 2025, the company’s commissioned capacity reached 11.7 GW (including 100 MW of BESS), marking a 7% year-over-year increase, which lays a solid foundation for future revenue growth and strengthens market competitiveness.
- Strong External Sales Performance: For the first nine months of FY26, external sales from solar module and cell manufacturing amounted to INR 30,014 million (approximately USD 334 million), nearly an 8-fold increase year-over-year, showcasing rapid expansion and strong demand in the solar manufacturing sector.
See More
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- Capacity Expansion: The company commissioned 288 MW in Q3 FY26, comprising 238 MW of wind and 50 MW of solar, further solidifying its position in the renewable energy market and enhancing its operational capabilities.
- Revised Outlook: ReNew has adjusted its FY2026 outlook, now forecasting the completion of 1.8–2.4 GW of construction by year-end, while noting that Adjusted EBITDA and Cash Flow to Equity remain contingent on weather conditions and resource availability, highlighting market uncertainties.
- Capital Recycling Strategy: The company anticipates continued net gains from asset sales and projects its solar module and cell manufacturing business to contribute INR 11–13 billion in Adjusted EBITDA, thereby enhancing its financial stability and growth prospects.
See More
AI Turbulence Impacts Market Performance
- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
ReNew Energy to Release Q3 FY2026 Earnings Report
- Earnings Report Schedule: ReNew Energy Global plc will issue its Q3 FY2026 earnings report before the US market opens on February 16, 2026, providing insights into the company's latest performance in the clean energy sector.
- Conference Call Timing: The company has scheduled a conference call at 8:30 AM EST (7:00 PM IST) on February 16, 2026, to discuss the earnings results, enhancing communication and transparency with investors.
- Clean Energy Portfolio: As of November 10, 2025, ReNew's clean energy portfolio boasts approximately 18.5 GW (including 1.1 GWh of battery energy storage systems), positioning it as a leader in the global renewable energy landscape.
- Solar Manufacturing Expansion: ReNew has a solar module capacity of 6.4 GW and a solar cell manufacturing capacity of 2.5 GW, with plans to expand solar cell production by an additional 4 GW to meet increasing market demand.
See More
ReNew Energy to Release Q3 FY2026 Earnings Report
- Earnings Report Announcement: ReNew Energy will issue its Q3 FY2026 earnings report before the US market opens on February 16, 2026, which is expected to provide critical financial data and operational performance insights, aiding investors in assessing the company's market performance and future outlook.
- Conference Call Details: The company will hold a conference call at 8:30 AM EST on February 16, 2026, to discuss the earnings results, with investors able to participate via toll-free numbers from various countries, enhancing interaction and transparency with stakeholders.
- Clean Energy Investment: As of November 10, 2025, ReNew's clean energy portfolio reached approximately 18.5 GW (including 1.1 GWh of battery energy storage systems), positioning the company as a leader in the renewable energy sector and showcasing its significant market influence.
- Production Capacity Expansion: ReNew also has 6.4 GW of solar module and 2.5 GW of solar cell manufacturing capacity, with plans to expand solar cell capacity by an additional 4 GW, further solidifying its competitive advantage in the clean energy market.
See More
