Renew Holdings plc (RNWH) AI Stock Analysis

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Renew Holdings plc

(LSE:RNWH)

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Rating:79Outperform

Price Target:GBX 1,218.00▲(16.89% Upside)

Action:reiterated

Date:08/04/26

The score is driven primarily by strong financial performance (growth, profitability, and free cash flow) and supportive corporate developments (earnings-enhancing acquisitions, record order book, dividend increase). Technicals are neutral-to-mildly positive and valuation is reasonable, contributing moderately without materially elevating or reducing the overall rating.

Positive Factors

Consistent revenue and profitabilityRenew combines continued revenue growth with positive gross and net margins, showing that demand for its infrastructure services is translating into profitable activity. Stable EBIT and EBITDA margins also indicate that operating performance has remained resilient as the business expands.

Negative Factors

Declining EPS growthThe reported decline in EPS indicates that per-share earnings have weakened despite the company’s broader revenue and profitability strengths. If this persists, it could reduce the pace at which shareholder earnings compound and constrain the immediate benefits of operating growth.

Renew Holdings plc (RNWH) vs. iShares MSCI United Kingdom ETF (EWC)

Market Cap: GBP 824.88M
Dividend Yield: 1.95%
Average Volume (3M): 168.63K
Price to Earnings (P/E): 19.3
Beta (1Y): 1.08
Revenue Growth: 7.87%
EPS Growth: -23.17%
Country: UK
Employees: 4,478
Sector: Industrials
Sector Strength: 63
Industry: Engineering & Construction

Renew Holdings plc Business Overview & Revenue Model

Company Description

Renew Holdings plc operates as a prominent United Kingdom-based contractor, specializing in engineering services and bespoke construction projects. The company delivers essential services across vital market sectors including energy, environmental ma...

How the Company Makes Money

Renew Holdings makes money by providing contracted engineering and infrastructure services, with revenue largely generated from delivering maintenance, renewal and upgrade works on long-life infrastructure assets. Its income is principally earned fro...

Renew Holdings plc Financial Statement Overview

Summary

Strong overall fundamentals: consistent revenue growth (5.17%), healthy profitability (gross margin ~14.1%, net margin ~4.12%), and robust free cash flow growth (35.48%). Balance sheet leverage is low (debt-to-equity 0.115) with strong ROE (20.21%), though slightly declining total assets temper the score.

Income Statement

85Very Positive

Balance Sheet

78Positive

Cash Flow

82Very Positive

Financial statement breakdown
Breakdown	TTM	Sep 2025	Sep 2024	Sep 2023	Sep 2022	Sep 2021
Income Statement
Total Revenue	1.11B	1.08B	1.01B	921.55M	816.28M	775.64M
Gross Profit	160.20M	152.35M	141.66M	135.05M	115.82M	102.72M
EBITDA	81.65M	86.33M	80.10M	75.16M	67.19M	58.54M
Net Income	42.27M	48.81M	41.57M	43.38M	37.66M	30.46M
Balance Sheet
Total Assets	577.17M	530.65M	547.71M	449.63M	400.86M	374.12M
Cash, Cash Equivalents and Short-Term Investments	10.56M	6.22M	80.22M	35.66M	27.56M	881.00K
Total Debt	32.14M	27.73M	76.58M	17.68M	21.86M	30.21M
Total Liabilities	328.01M	289.51M	341.32M	270.24M	252.18M	249.30M
Stockholders Equity	249.17M	241.14M	206.39M	179.40M	148.68M	124.82M
Cash Flow
Free Cash Flow	54.40M	53.16M	38.29M	48.63M	52.39M	35.20M
Operating Cash Flow	63.05M	59.02M	44.44M	54.14M	57.44M	39.25M
Investing Cash Flow	-12.66M	-52.13M	-30.66M	-17.22M	-3.54M	-36.12M
Financing Cash Flow	-48.04M	-78.35M	28.25M	-21.12M	-24.33M	-25.86M

Renew Holdings plc Technical Analysis

Technical Analysis SentimentPositive

Last Price1042.00

Price Trends

50DMA945.00Positive

100DMA922.37Positive

200DMA909.82Positive

Market Momentum

MACD25.53Negative

RSI68.54Neutral

STOCH85.04Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:RNWH, the sentiment is Positive. The current price of 1042.00 is above the 20-day moving average (MA) of 971.65, above the 50-day MA of 945.00, and above the 200-day MA of 909.82, indicating a bullish trend. The MACD of 25.53 indicates Negative momentum. The RSI at 68.54 is Neutral, neither overbought nor oversold. The STOCH value of 85.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:RNWH.

Renew Holdings plc Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

GB:RNWH against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
GB:KLR	81Outperform	GBP 2.13B	14.15	24.09%	2.54%	9.58%	14.74%
GB:RNWH	79Outperform	GBP 824.88M	19.30	17.24%	1.95%	7.87%	-23.17%
GB:GFRD	77Outperform	GBP 680.50M	16.88	32.45%	2.89%	2.98%	23.40%
GB:COST	75Outperform	GBP 660.16M	17.55	14.73%	2.06%	-6.49%	22.41%
GB:MGNS	72Outperform	GBP 1.89B	9.90	24.83%	4.10%	10.84%	24.56%
GB:KIE	65Neutral	GBP 1.27B	22.28	11.95%	2.53%	6.75%	11.01%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

* Industrials Sector Average

Performance Comparison

GB:RNWH and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
GB:RNWH	Renew Holdings plc	1042.00	126.78	13.85%
GB:COST	Costain Group plc	253.00	102.59	68.20%
GB:GFRD	Galliford Try	692.00	202.37	41.33%
GB:KLR	Keller Group plc	3184.00	1647.01	107.16%
GB:KIE	Kier Group plc	308.20	98.81	47.19%
GB:MGNS	Morgan Sindall	3980.00	-451.74	-10.19%

Renew Holdings plc Corporate Events

Business Operations and StrategyExecutive/Board ChangesShareholder Meetings

Renew Holdings Names Pete Raby as Chair Designate in Planned Board Transition

Positive

Sep 9, 2026

Renew Holdings has appointed Pete Raby as an independent non-executive director and chair designate, effective 5 October 2026, succeeding long-serving chair David Brown after the annual general meeting on 27 January 2027. Raby brings board and leader...

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 04, 2026

Renew Holdings plc AI Stock Analysis

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