ReNew Energy Global Plc Announces the Receipt of a Final Non-Binding Offer from Masdar, CPP Investments, ADIA and Sumant Sinha
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 03 2025
0mins
Should l Buy RNW?
Source: Newsfilter
Acquisition Offer: ReNew Energy Global Plc has received a final non-binding offer from a consortium including Masdar and CPP Investments to acquire its shares at $8.00 each, representing a 13.2% increase from a previous proposal and significant premiums over past share prices.
Evaluation Process: The company's Board of Directors has formed a Special Committee to evaluate the offer with assistance from financial and legal advisors, while ongoing discussions with the consortium are taking place, though no assurance of a transaction is guaranteed.
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Analyst Views on RNW
Wall Street analysts forecast RNW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RNW is 7.67 USD with a low forecast of 7.00 USD and a high forecast of 8.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 5.200
Low
7.00
Averages
7.67
High
8.00
Current: 5.200
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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See More
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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.
- 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
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- Focus on Financial Performance: The earnings call will provide insights into the company's financial performance for the third quarter.
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See More
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- Strong Water Security Rating: The company retained an 'A-' rating in CDP Water Security, indicating a consistent and comprehensive sustainability strategy across environmental priorities, further solidifying its position among global energy companies.
- Sustainability Reporting Milestone: ReNew published its second Annual Integrated Report, aligning for the first time with India's BRSR framework and releasing comprehensive Climate and Nature Action Reports in line with IFRS S2 and TNFD recommendations, showcasing its progress in sustainability disclosures.
- Investor Focus on Environmental Impact: In 2025, 640 investors representing $127 trillion in assets requested CDP to collect data on environmental impacts, underscoring the strong link between transparency and sustainable performance, with ReNew's achievements standing out in this context.
See More
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- Project Expansion: This funding will support the company's expansion plans in the renewable energy sector, particularly in the development and operation of solar assets, thereby driving its long-term growth strategy.
- Market Reaction: The capital injection is anticipated to boost investor confidence in ReNew Energy, potentially leading to a positive impact on its stock price, reflecting ongoing market interest in the renewable energy sector.
- Strategic Positioning: By securing this funding, ReNew Energy further solidifies its strategic position in the renewable energy market, demonstrating the company's commitment to promoting sustainable development and the transition to green energy.
See More
