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
Utilities
Primary listing
XLIS
Employees
787
Headquarters
Lisbon, Portugal
Website
www.ren.pt

RENE Metrics

BasicAdvanced
€2.3B
12.42
€0.28
0.25
€0.16
4.56%

Bulls say / Bears say

REN reported H1 2026 recurrent net profit of €93.4 million—a 42% year-on-year increase—and EBITDA of €284.2 million, driven by the new electricity regulatory framework and stronger international contributions. (Reuters)
Capital expenditure surged 23.1% to €184.6 million in H1 2026, highlighted by the commissioning of the 400 kV Ponte de Lima–Fontefría interconnection and a 77.2% jump in transfers to the Regulated Asset Base, laying the groundwork for future earnings growth. (Investing.com)
Net debt declined by €16.7 million to €2.3828 billion while the average cost of debt improved to 2.52% and liquidity of €1.198 billion was maintained, bolstering REN’s financial resilience. (Investing.com)
A notable €14.6 million of the H1 2026 profit improvement stemmed from one-off tax-related gains—mainly the elimination of the gas levy and favourable court rulings—raising concerns over the sustainability of future earnings beyond core operations. (Investing.com)
EU energy ministers decided national operators would not allocate any domestic congestion revenues for EU-backed cross-border infrastructure projects until 2028 (rising to only 10% that year and 25% by 2031), potentially constraining predictable funding for REN’s planned interconnections. (Reuters)
REN’s regulated asset base (RAB) saw headwinds as electricity RAB declined by €39.6 million and gas transmission RAB fell by €35 million in H1 2026, which may limit future regulated revenue growth under the tariff-based framework. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2026.

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