ReNew Energy Global PLC (RNW) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +45.45%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced earnings of $0.1, delivering a surprise of +42.86%.Over the last four quarters, th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of eve ...

Financial Data and Key Metrics Changes - The company reported a profit before tax of INR 10 billion, representing a 23% increase year-on-year [11] - Adjusted EBITDA for Q4 FY 2025 was INR 22.1 billion, a 32% increase compared to the previous year [21] - The profit after tax for Q4 was INR 3.1 billion, with a full-year profit after tax of INR 4.6 billion [22] Business Line Data and Key Metrics Changes - The total operating megawatts reached 11.2 gigawatts, a 17% increase year-on-year, and 21% when excluding asset sales [6] - The contracted portfolio now stands at 18.5 gigawatts, an 18% increase from the previous year [7] - The manufacturing business contributed approximately INR 4.2 billion to the consolidated EBITDA for FY 2025 [19] Market Data and Key Metrics Changes - The company secured a 14% market share in the bids participated in, winning 4.8 gigawatts plus 800 megawatt hours of BEST [9] - The macro environment in India remains robust, with over 50 gigawatts of auctions available annually [8] Company Strategy and Development Direction - The company aims to expand its renewable energy footprint in India, focusing on project development, EPC, and O&M in-house to reduce costs [12] - Plans to expand the cell facility by an additional 4 gigawatts to align with module manufacturing capacity [9] - The company is actively securing land parcels in high radiation and strong wind regions to support future projects [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the renewable energy sector's growth in India, despite geopolitical and economic challenges [11] - The company anticipates continued growth in energy demand and plans to leverage the supportive regulatory environment [13] Other Important Information - The company achieved a top ESG rating, scoring 84.35 in the LSEG ESG rating [30] - The company has raised $260 million in the past six months through capital recycling [23] Q&A Session Summary Question: What are the assumptions for PLF in fiscal 2026? - Management expects PLF levels to be similar to fiscal year 2025 at the lower end of the guidance range [40] Question: What are the expectations for module sales in fiscal 2026? - The company anticipates a mix of DCR and non-DCR sales, with a significant portion of the 1.4 gigawatt order book expected to be fulfilled throughout the fiscal year [41][50] Question: How will the $330 million CapEx for the Topcon facility be financed? - The financing will follow a 70% debt and 30% equity model, similar to previous expansions [43] Question: Are there plans to sell modules outside of India? - Currently, the contracted sales are primarily for the Indian market, but the company is building plans for international sales [49] Question: How will the company take advantage of declining interest rates? - The company plans to refinance existing debt opportunistically and will benefit from lower rates on new debt [52][53] Question: What are the refinancing plans for bonds due in July 2026? - The company is continuously monitoring the market for attractive refinancing opportunities [56]

Financial Data and Key Metrics Changes - The company reported a profit before tax of INR 10 billion, representing a 23% increase year-on-year [10] - Adjusted EBITDA for Q4 FY 2025 was INR 22.1 billion, a 32% increase compared to the previous year, driven by cost optimization and asset sales [21] - The EBITDA margin for the IPP business improved to almost 83%, up from just over 80% last year [9] Business Line Data and Key Metrics Changes - The total operating megawatts reached 11.2 gigawatts, a 17% increase year-on-year, and a 21% increase on a like-for-like basis after excluding asset sales [6] - The contracted portfolio now stands at 18.5 gigawatts, an 18% increase from the previous year [7] - The manufacturing business contributed around INR 4.2 billion to the consolidated EBITDA for FY 2025 [19] Market Data and Key Metrics Changes - The company secured a 14% market share in the bids participated in, winning 4.8 gigawatts plus 800 megawatt hours of BEST [8] - The macro environment in India remains robust, with over 50 gigawatts of auctions expected annually, maintaining attractive IRRs [7] Company Strategy and Development Direction - The company plans to expand its cell facility by an additional 4 gigawatts, aligning with its module manufacturing capacity [8] - The focus remains on capital recycling and judicious capital allocation to improve returns and support growth [16][27] - The company aims to build large land banks along with connectivity to enhance project delivery [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the renewable energy sector's growth in India, despite geopolitical and economic challenges [10] - The company anticipates continued growth in energy demand and a supportive regulatory environment for renewable energy [11][12] - The guidance for FY 2026 expects adjusted EBITDA between INR 87 billion to INR 93 billion, assuming similar weather patterns to FY 2025 [36] Other Important Information - The company achieved a top ESG rating, scoring 84.35 in the LSEG ESG rating, and was recognized in the Sustainalytics top-rated ESG companies list [31] - The company has impacted 1.7 million lives through its social responsibility initiatives, aiming for 2.5 million by 2030 [34] Q&A Session Summary Question: What are the assumptions for PLF in fiscal 2026? - Management expects PLF levels to be similar to those in FY 2025, at the lower end of the guidance range [42] Question: What are the expectations for module sales in FY 2026? - The company anticipates a mix of DCR and non-DCR sales, with a significant portion of the 1.4 gigawatt order book expected to be fulfilled throughout the fiscal year [44] Question: How will the Topcon facility be financed? - The financing plan includes 70% debt and 30% equity, similar to previous expansions, with ongoing discussions with lenders [46] Question: Are there plans to sell modules outside of India? - Currently, the contracted sales are primarily for the Indian market, with plans to build a presence in international markets [51] Question: How will the company take advantage of declining interest rates? - The company plans to refinance existing debt opportunistically and will benefit from lower rates on new debt for expansion projects [56]

ReNew Energy Global PLC (RNW) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 42.86%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.11, delivering a surprise of -175%.Over the last four quarters, the compan ...

Q4 FY25 Results Presentation June 16, 2025 1 Disclaimer This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended and the Private Securities Litigation Reform Act of 1995. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely ...

Exhibit 99.1 ReNew Announces Results for the Fourth Quarter of Fiscal Year 2025 (Q4 FY25) and Fiscal Year 2025, both ended March 31, 2025 June 16, 2025: ReNew Energy Global Plc ("ReNew" or "the Company") (Nasdaq: RNW, RNWWW), a leading decarbonization solutions company, today announced its unaudited consolidated IFRS results for Q4 FY25 and the fiscal year ended March 31, 2025. Operating Highlights: Note: the translation of Indian rupees into U.S. dollars has been made at INR 85.43 to US$ 1.00. See note 1 f ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for ReNew Energy Global PLC despite lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.07 per share, reflecting a significant year-over-year increase of +250% [3]. - Revenues are projected to be $291.8 million, which is a decrease of 1.8% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - A positive Earnings ESP of +100% suggests that analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, ReNew Energy Global was expected to post a loss of $0.04 per share but instead reported a loss of $0.11, resulting in a surprise of -175% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 2 indicates a high likelihood of beating the consensus EPS estimate [12]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10].

Financial Data and Key Metrics Changes - The company reported a 500 basis points improvement in margins due to cost optimization initiatives and lower provisioning compared to the previous quarter [19] - Adjusted EBITDA rose by 11% year-on-year, although impacted by weaker than expected wind performance [31] - The company revised its FY25 EBITDA guidance to INR 74 million to INR 78 million, and cash flow to equity guidance to INR 11 billion to INR 13 billion due to lower wind PLFs [19][34] Business Line Data and Key Metrics Changes - The operational portfolio increased by 26% year-on-year, now standing at 10.8 gigawatts, with 2.6 gigawatts commissioned in the last 12 months [12][22] - The total committed portfolio grew by 27% year-on-year to 17.4 gigawatts, with an additional 1.1 gigawatts secured since the last earnings call [13][22] - The manufacturing facility is producing about 10 megawatts per day of modules, with an aggregate order book of about 2 gigawatts [16][28] Market Data and Key Metrics Changes - The renewable energy environment in India remains robust, with over 50 gigawatts of renewable energy capacity auctioned during the year [10] - Wind PLFs for the portfolio stood at 13.5%, a decline from 17% over the previous year, impacting revenue [35] - The company has secured 3.9 gigawatts of renewable energy capacity and 600 megawatt hours of battery energy storage systems (BESS) through auctions this fiscal year [13][23] Company Strategy and Development Direction - The company is adopting a disciplined approach to bidding, focusing on auctions that offer attractive return profiles [14] - There is a strategic shift towards more complex projects, with a focus on solar plus battery energy storage systems [14][24] - The company aims to meet its targeted megawatt installations by the end of the year, including 600 megawatts subject to regulatory approvals [15][46] Management's Comments on Operating Environment and Future Outlook - Management noted that while the US equity markets for renewable energy companies remain challenging, the fundamentals in India are strong [10] - The company anticipates further reductions in borrowing costs due to recent rate cuts by the RBI, which should benefit infrastructure companies [8][9] - Management expressed confidence in meeting targeted installations and highlighted the importance of battery solutions for future growth [24][60] Other Important Information - The company was recognized as India's highest-rated pure play renewable energy company by S&P [17][38] - The manufacturing facility achieved an industry-leading efficiency of 23.2% for its cells [30] - A consortium has made a non-binding offer to acquire the company, which is under evaluation by a special committee of independent directors [20][21] Q&A Session Summary Question: What caused the lower wind PLF in Q3? - Management indicated that the reduction was entirely due to significantly lower wind speeds in Q3, with expectations for Q4 to trend closer to normal [50][51] Question: What is the outlook for project finance rates? - Management noted that while some benefits from lower rates are being seen, significant reductions have not yet been fully realized across the portfolio [53][54] Question: How do battery plus solar solutions compare in returns to traditional solar projects? - Management stated that battery plus solar solutions are expected to yield attractive returns, especially as battery prices continue to decline [58][60] Question: What is the current production rate for solar cells and modules? - The company is producing between 10 and 11 megawatts per day of modules and 3.5% to 4 megawatts per day of cells [63][64] Question: Are there concerns regarding patent issues with solar technology? - Management indicated that there are no expected impacts from patent issues as the company does not export to the US market [69] Question: What is the status of the 300 megawatt asset sale? - Management confirmed that the sale is in line with past capital recycling initiatives [71] Question: How is the company addressing land and transmission challenges? - Management stated that connectivity issues are minimal for their projects, and while land remains a challenge for wind projects, they have secured sufficient connectivity for their pipeline [77][81] Question: What is the company's approach to O&M costs? - Management explained that they are increasingly internalizing O&M for solar projects and renegotiating contracts for wind projects to reduce costs [128][130]

分组1 - ReNew Energy Global PLC reported a quarterly loss of $0.11 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.04, and compared to a loss of $0.10 per share a year ago, indicating an earnings surprise of -175% [1] - The company posted revenues of $248 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 6.34%, but showing an increase from year-ago revenues of $232 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once, while it has topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 4.4% since the beginning of the year, while the S&P 500 gained 4% [3] - The current consensus EPS estimate for the coming quarter is $0.03 on revenues of $311.35 million, and for the current fiscal year, it is $0.15 on revenues of $1.22 billion [7] - The Zacks Industry Rank for Alternative Energy - Other is currently in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]