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 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: 5.160
Low
7.00
Averages
7.67
High
8.00
Current: 5.160
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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- Portfolio Expansion: This agreement expands ReNew's commercial and industrial portfolio to 2.7 GW, reinforcing its position as a leading provider of clean energy and carbon reduction solutions in India, thereby enhancing its market competitiveness.
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- Other Affected Firms: Chesapeake Utilities (CPK), Enel Chile (ENIC), and Pampa Energía (PAM) also face D grades, suggesting that their earnings expectations have not met market forecasts, potentially leading to diminished investor confidence.
- Market Outlook Analysis: In the context of the 2026 market rotation, investors should monitor the performance of these utility companies to avoid potential risks in future investment decisions.
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
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- Partnership Agreement: ReNew Energy Global PLC has signed a long-term agreement with Google to develop a 150 megawatt solar project in Rajasthan, India, reflecting growing global confidence in India's clean energy ecosystem.
- Market Performance Decline: The company's stock has fallen approximately 28% over the past month, with a 52-week low of $5.04 and an RSI value of 27.3, indicating severe overselling and potential buying opportunities for investors.
- Price Recovery Signs: Despite downward pressure, ReNew Energy's shares rose 1.5% to close at $5.50 on Wednesday, indicating market recognition of its long-term growth potential.
- Sustainability Commitment: The co-founder of ReNew stated that this partnership not only supports India's energy transition but also helps global companies meet sustainability goals, highlighting its strategic significance.
See More
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- Portfolio Expansion: ReNew's long-term agreement with Google expands its commercial and industrial portfolio to 2.7 GW, further solidifying its leadership position in India's clean energy market.
- Renewable Energy Contribution: The 150 MW solar project, scheduled for commissioning in 2026, is expected to generate approximately 425,000 MWh of clean electricity annually, equivalent to powering over 360,000 Indian households, thereby aiding India's goal of achieving 500 GW of non-fossil fuel energy by 2030.
- Climate Action Catalyst: This agreement not only enhances ReNew's bankability but also supports Google's efforts to reduce emissions across its value chain, highlighting the critical role of private sector investment in accelerating India's energy transition.
- Sustainability Commitment: ReNew is advancing towards its net-zero emissions target by 2040, promoting renewable energy use and value chain decarbonization through long-term partnerships with global tech leaders, further facilitating the transition to a low-carbon economy.
See More
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- Long-term Partnership: ReNew's long-term agreement with Google will develop a 150 MW solar project expected to be commissioned by 2026, generating approximately 425,000 MWh annually, equivalent to powering over 360,000 Indian households, significantly advancing India's clean energy transition.
- Portfolio Expansion: This agreement expands ReNew's commercial and industrial portfolio to 2.7 GW, reinforcing its position as a leading provider of clean energy and carbon reduction solutions in India, thereby enhancing its market competitiveness.
- Renewable Energy Investment: The project's implementation will support India's target of achieving 500 GW of non-fossil fuel energy capacity by 2030, underscoring the essential role of private sector investment in accelerating the clean energy transition.
- Climate Action Precedent: The collaboration between ReNew and Google reflects growing global confidence in India's clean energy ecosystem, promoting scalable climate-positive solutions and helping global companies meet their sustainability commitments.
See More
