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Portfolio Capacity
Measures ReNew’s total generation capacity (usually in megawatts) across operating, under-construction, and contracted projects. Bigger capacity signals greater scale, higher near‑term revenue potential and stronger ability to secure long-term power purchase agreements—key drivers of future cash flow and growth. Capacity growth also brings risks: project delays, construction or grid bottlenecks, variable wind/solar output, and heavier financing needs can all slow revenue realization or pressure margins.Portfolio Capacity growth accelerated from its mid‑cycle lull and is now underpinned by a ~20 GW committed portfolio and a >26 GW pipeline, giving clear visibility to management’s higher EBITDA and cash‑flow targets; manufacturing scale (TOPCon cell plant, modules already on site, locked battery/turbine prices) meaningfully lowers execution and supply risk. Near‑term risks—grid curtailments, transmission bottlenecks, DSM/CRC regulatory uncertainty and ~USD1bn refinancing needs—could compress generation or delay monetization timing despite the strong capacity trajectory.
Date | Portfolio Capacity |
|---|---|
Jun 30, 2026 | 20.50 |
Mar 31, 2026 | 20.00 |
Dec 31, 2025 | 19.20 |
Sep 30, 2025 | 18.50 |
Jun 30, 2025 | 18.20 |
Mar 31, 2025 | 17.30 |
Dec 31, 2024 | 17.40 |
Sep 30, 2024 | 15.60 |
Jun 30, 2024 | 15.60 |
Mar 31, 2024 | 13.50 |