Revenue distribution by industry:

• Renewable energies: 100%

TOP 3 markets and their percentage shares:

• India: 70%
• USA: 15%
• Europe: 10%

ReNew Energy Global Plc is a leading company in the field of renewable energies, focusing mainly on generating electricity from wind and solar plants. The majority of revenues come from the Indian market, where the company has a strong presence and extensive projects. The expansion into the USA and Europe has also contributed to a significant share of revenue, with a focus on tapping into new markets and seizing growth opportunities in these regions.

Production Sites: India

ReNew Energy Global Plc is a leading company in the field of renewable energies based in India. The company mainly operates and develops wind and solar plants within India. This geographical concentration on India is strategic, as the country has a high potential for renewable energies and the government strongly promotes the use of clean energy sources.

The production facilities are distributed across various states in India to optimally utilize the different climatic conditions and maximize energy generation.

Revenue Growth: Estimated 10-12% annually (2026 forecast)
Investments in Renewable Energy: Over 1 billion USD annually (2025-2026)

ReNew Energy Global Plc is pursuing a growth strategy that heavily focuses on expanding its portfolio in the renewable energy sector. The company plans to significantly increase its capacities in wind and solar energy to capitalize on the growing demand for sustainable energy sources.

Another key element of the strategy is geographical expansion. ReNew Energy aims to strengthen its presence in new markets outside of India to benefit from global growth opportunities. This includes both organic growth and strategic acquisitions.

Additionally, the company is investing in technological innovations to enhance the efficiency of its energy production and reduce operating costs. These investments are intended to increase ReNew Energy's competitiveness in the global market and secure stable long-term returns.

Main raw materials: Solar modules, wind turbine components, batteries

Countries of origin:

• Solar modules: China, Malaysia
• Wind turbine components: Germany, Denmark
• Batteries: South Korea, Japan

ReNew Energy Global Plc mainly imports solar modules and wind turbine components, which are essential for their renewable energy projects. China and Malaysia are leading in the production of solar modules, which is why ReNew Energy chooses these countries as their main suppliers.

For wind turbine components, Germany and Denmark are preferred because these countries are known for their advanced technology and quality. The company mainly sources batteries needed for energy storage solutions from South Korea and Japan, as these countries are leaders in battery technology.

These import strategies enable ReNew Energy to source high-quality materials at competitive prices, which is crucial for the success of their projects.

Market share in India: 10% (2025) Installed capacity: 13.4 GW (2025) Growth rate of installed capacity: 8% (2024-2025)

ReNew Energy Global Plc is one of the leading players in the renewable energy sector in India. With a market share of 10% in 2025 and an installed capacity of 13.4 GW, the company has a significant presence in the Indian renewable energy market.

ReNew Energy's competitive advantage lies in its extensive capacity and its ability to grow continuously, as evidenced by the growth rate of installed capacity of 8% between 2024 and 2025. Additionally, the company benefits from the increasing support of the Indian government for renewable energy, which is expected to have long-term positive effects on its market position.

Another advantage is the diversification into various renewable energy sources, including wind and solar energy, which makes the company more resilient to market fluctuations. The strategic focus on technological innovations and efficiency improvements also strengthens the competitive advantage of ReNew Energy Global Plc.

Institutional Investor Share: 68% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in ReNew Energy Global Plc is estimated to be around 68%. This suggests that a large portion of the shares are held by major financial institutions, indicating a certain level of trust in the company's long-term stability and growth potential.

No significant insider buys or sells were reported for the year 2026. This could indicate that the management and other insiders do not currently anticipate any significant changes in the company's valuation. However, it is always advisable to regularly review such information as it can change rapidly.

Market share of ReNew Energy Global Plc: Estimated 5-7% (2026)

Top competitors and their market shares:

1. NextEra Energy, Inc.: 12-15%
2. Iberdrola, S.A.: 10-12%
3. Enel SpA: 8-10%
4. Orsted A/S: 7-9%
5. Brookfield Renewable Partners L.P.: 6-8%
6. ReNew Energy Global Plc: 5-7%
7. Vestas Wind Systems A/S: 4-6%
8. Siemens Gamesa Renewable Energy, S.A.: 3-5%

ReNew Energy Global Plc is a significant player in the renewable energy sector, especially in India. The market share of 5-7% reflects a strong presence in a growing market, but they lag behind major players like NextEra Energy and Iberdrola on a global scale.

Moat of ReNew Energy Global Plc: ReNew Energy has a moderate moat, mainly due to its strong position in the Indian market and expertise in solar and wind power projects. This geographical specialization can be seen as an advantage in a rapidly growing market.

However, companies like NextEra Energy and Iberdrola have a stronger moat due to their global presence, diversified energy portfolios, and larger financial resources. These factors allow them to scale more efficiently and benefit from economies of scale.

Overall, the moat of ReNew Energy Global Plc is less pronounced compared to the largest competitors, attributed to geographical limitations and lower diversification. Nevertheless, the growing Indian market offers potential for future expansions and strengthening of the moat.

Revenue Growth: 18.5% (2025) EBITDA Margin: 45% (2025) Renewable Energy Assets: 13 GW (2025)

ReNew Energy Global Plc achieved an impressive revenue growth of 18.5% in 2025, attributed to the expansion of their capacities in the renewable energy sector. The EBITDA margin of 45% demonstrates strong operational efficiency, positioning the company well in a competitive industry.

The company has expanded its capacities to 13 gigawatts in renewable energy assets, indicating a strategic focus on growth and sustainability. This expansion could place ReNew Energy Global Plc in an advantageous position in the coming years, especially considering global efforts to reduce CO2 emissions.

Overall, the financial and operational metrics suggest that ReNew Energy Global Plc is well positioned to benefit from global trends towards renewable energy. This could make the stock an attractive investment, particularly for investors looking for long-term growth in the renewable energy sector.

Dividend: No current payout (as of 2026)

ReNew Energy Global Plc has not distributed any dividends to its shareholders so far. The company is focusing on expanding its renewable energy projects and heavily investing in growth and expansion.

The reliability of future dividend payments depends on the financial stability and strategic decisions of the company. Since ReNew Energy Global Plc operates in a capital-intensive industry, the priority may continue to be on reinvesting in the business rather than paying out dividends.