What long-term trends can investors see in RNW's 2025 earnings?

**ReNew Energy Global (RNW) is poised for a challenging 2025 with declining earnings and revenue projections**, as indicated by the following trends:

1. **Earnings Decline**: Roth Capital has decreased its Q1 2026 EPS estimates for ReNew Energy Global from $0.20 to $0.17. The consensus estimate for the company's current full-year earnings is $0.15 per share. This downward revision suggests a deteriorating earnings outlook.
2. **Revenue Projection Lower**: The full-year 2025 revenue is expected to be $1.12 billion, which is a reduction from the previous estimate of $1.18 billion. This indicates a potential decline in revenue generation.
3. **Q3 FY25 Performance**: ReNew Energy Global reported a net loss for Q3 FY25 despite a 25.5% increase in commissioned capacity year-over-year. This reflects operational challenges that may impact earnings throughout the year.
4. **Analyst Ratings and Price Target**: The average analyst price target for RNW is $7.5, with a consensus rating of "Strong Buy". However, given the earnings and revenue projections, investors should consider the potential risks associated with achieving these targets.

In conclusion, while RNW has potential for growth as indicated by its committed portfolio expansion and positive operational portfolio capacity increase, the near-term outlook is tempered by declining earnings and revenue estimates. Investors should monitor the company's operational performance and market conditions closely, especially given the variability in wind resource availability that affects ReNew's financial performance.