RNW Earnings

RNW reported its FY2026Q2 earnings on 2025-11-10, showcasing a revenue of 36.19B against an estimate of 35.75B, resulting in a 1.23% surprise. The EPS was 0.13, surpassing the expected 0.17 by -23.53%. The stock experienced a -1.99% price change on the earnings day and a -2.65% change over the next five days, reflecting market reactions to the results.

Following RNW's FY2026Q2 earnings announcement on 2025-11-10, the stock price moved by -1.99% on the day of the release. Over the subsequent five days, it saw a -2.65% change. Historically, RNW's stock price tends to shift by an average of -1.58% in the 10 days leading up to earnings and -2.55% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate RNW's annual revenue to reach 30.25B, while the EPS is projected at -10.85. These estimates reflect recent revisions, with revenue estimates revised upward by 5.66% and EPS estimates revised upward by 1.08% over the past three months, indicating analyst expectation in the company's performance.

The correlation between RNW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 5.66%, while EPS estimates moved revised upward by 1.08%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RNW's stock price typically moves by -1.58% in the 10 days before its earnings and -2.55% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of -10.85 and revenue of 30.25B.

The earnings call highlights strong financial performance with significant revenue and profit growth, a reduction in debt, and strategic portfolio shifts towards solar and BESS projects. The Q&A section reveals positive analyst sentiment, with strong margins in cell manufacturing and improved IRRs for solar projects. Although there are uncertainties regarding the take-private strategy and transmission issues, the overall outlook remains optimistic, driven by strong financial metrics and strategic focus on high-growth areas. The market cap suggests a moderate reaction, leading to a positive stock price movement prediction.