ReNew Energy Global Q4 Earnings Call Highlights

• Spark up your portfolio with the apical vigor stock: ReNew Energy

ReNew Energy Global (NASDAQ:RNW) reported what executives described arsenic its strongest fiscal twelvemonth to date, citing grounds profitability, expanded operating capacity, little leverage and maturation successful its manufacturing and commercialized and concern businesses.

On the company’s fiscal fourth-quarter and full-year 2026 net call, Founder, Chairman and CEO Sumant Sinha said ReNew’s operating portfolio reached astir 12.8 gigawatts, up 25% twelvemonth implicit twelvemonth aft adjusting for plus sales. The institution commissioned 2.4 gigawatts during the year, its highest yearly total, and its committed portfolio present stands astatine 20.2 gigawatts, including 1.7 gigawatts of artillery vigor retention systems. ReNew’s broader pipeline, including projects wherever it has won auctions but not yet signed powerfulness acquisition agreements, exceeds 26 gigawatts, Sinha said.

→ 3 Crucial Aerospace Component Makers That Analysts Love

Sinha framed the company’s show against a backdrop of rising vigor information concerns successful India, wherever the state remains heavy babelike connected vigor imports. He said geopolitical tensions successful the Middle East and rising home powerfulness request person reinforced the value of renewable vigor arsenic a home root of power.

India installed 51 gigawatts of renewable capableness successful fiscal 2026, the highest yearly full to date, accounting for 90% of caller capableness additions, Sinha said. Solar remained the main maturation driver, portion expanding powerfulness request during non-solar hours is supporting adoption of artillery retention and hybrid projects.

Profitability Rises arsenic Leverage Declines

→ 3 Stocks to Own If Gas Prices Keep Rising

ReNew delivered adjusted EBITDA of INR 98.5 cardinal for fiscal 2026, exceeding the apical extremity of its guidance, according to management. Profit aft taxation roseate to INR 10.4 billion, up 2.3 times from INR 4.6 cardinal successful fiscal 2025. CFO Kailash Vaswani said adjusted EBITDA grew astir 25% twelvemonth implicit year, portion currency travel to equity accrued 45% to INR 21.6 billion.

Vaswani said the results were driven by portfolio growth, little leverage and involvement expense, manufacturing contributions and disciplined outgo management. The institution reduced nett indebtedness to EBITDA by astir 1.1 turns twelvemonth implicit year. Sinha said ReNew’s involvement expense-to-adjusted EBITDA ratio fell to 61.5% successful fiscal 2026 from 66% successful fiscal 2025.

→ Peloton Stock Gives Back Gains After Upbeat Earnings Report

The institution besides highlighted advancement connected receivables. Sinha said ReNew received a favorable Supreme Court bid related to astir fractional of overdue receivables from Andhra Pradesh and has begun receiving archetypal payments for immoderate past-due receivables. Vaswani said the institution expects the improvement to assistance bring days income outstanding beneath 50 by adjacent year.