REN - Redes Energéticas Nacionais SGPS S.A./€RENE

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About REN - Redes Energéticas Nacionais SGPS S.A.

REN - Redes Energéticas Nacionais, SGPS, S.A. is a Portuguese utility company established in 1994, specializing in the transmission of electricity and natural gas. The company operates the National Electricity Transmission Grid and the National Natural Gas Transportation Grid, overseeing their planning, construction, operation, and maintenance. REN also manages a liquefied natural gas (LNG) regasification terminal in Sines, Portugal, facilitating LNG storage and transportation. Additionally, through its subsidiary Rentelecom, REN provides telecommunications services, including infrastructure management and fiber optic rentals. Headquartered in Lisbon, Portugal, REN's strategic role in managing critical energy infrastructure positions it as a key player in ensuring the country's energy supply stability.

Ticker

€RENE
Sector

Primary listing

XLIS

Employees

769

Headquarters

Lisbon, Portugal
Website

RENE Metrics

BasicAdvanced
€2.2B
12.76
€0.26
0.21
€0.16
4.68%

Bulls say / Bears say

REN reported a robust first-half performance with net profit of €65.7 million on revenues of €494.8 million and EBITDA of €256.6 million, demonstrating resilient operations amid market challenges.
The board approved a final dividend of €0.157 per share for FY 2024, with remaining €0.093 payable in May 2025, underlining a shareholder-friendly payout and a yield above 5%.
The Portuguese government earmarked €400 million for grid management and battery storage upgrades after the April blackout, with REN tasked to install critical equipment, enhancing long-term reliability and reducing outage risk.
Regulator’s proposal for only a 1% increase in regulated electricity tariffs for 2026, below the government’s projected 2% inflation rate, constrains revenue growth for REN’s core transmission business.
REN faces increased capital expenditures to install government-mandated grid enhancements—such as shunt devices and voltage regulation equipment—following the April blackout, without commensurate tariff adjustments, straining its free cash flow.
Persistent caps on electricity import capacity from Spain—ranging between 1,500 MW and 2,500 MW during peak hours—reduce opportunities for cross-border trading revenues and underscore the grid’s operational vulnerability.
Data summarised monthly by Lightyear AI. Last updated on 4 Nov 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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