STOCK TITAN

Consortium offers ReNew Energy Global (RNW) $7.02 per share cash

(Moderate)
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

A consortium led by Sumant Sinha submitted a Confirmatory Letter on August 6, 2026 reaffirming a cash consideration of $7.02 per share for ReNew Energy Global plc as its best and final non-binding offer. The letter states that due diligence is complete, that the consortium seeks to acquire all Shares on a fully diluted basis, and that it does not intend to sell its holdings to any third party in an alternative takeover transaction. No definitive agreements have been executed, and the letter itself is non-binding.

Cognisa Investment holds 6,498,328 Shares, about 2.64% of 245,833,850 Shares outstanding as of October 2, 2025, and Wisemore Advisory holds 4,939,313 Shares, about 2.00%. Sumant Sinha beneficially owns 60,540,417 Shares, or roughly 19.76% of an aggregate 306,374,267 Shares. Based on information reported by Canada Pension Plan Investment Board (CPPIB), CPPIB beneficially owns 88,846,844 Shares, representing about 34.4% of voting rights, so together the reporting persons and CPPIB may be deemed to beneficially own 149,387,261 Shares, approximately 46.87% of an aggregate 318,719,945 Shares.

Positive

  • A consortium led by Sumant Sinha reaffirmed a $7.02 per share cash consideration for ReNew Energy Global as its best and final non-binding offer after completing due diligence.

Negative

  • None.
Cash consideration per share $7.02 per share Best and final non-binding offer in Confirmatory Letter dated August 6, 2026
Beneficial ownership – Cognisa Investment 6,498,328 Shares Approximately 2.64% of 245,833,850 Shares outstanding as of October 2, 2025
Beneficial ownership – Wisemore Advisory 4,939,313 Shares Approximately 2.00% of 245,833,850 Shares outstanding as of October 2, 2025
Beneficial ownership – Sumant Sinha 60,540,417 Shares Represents approximately 19.76% of an aggregate 306,374,267 Shares
Ownership percentage – Sumant Sinha 19.76 % Beneficial ownership of ReNew Energy Global Class A ordinary shares
Beneficial ownership – CPPIB 88,846,844 Shares Represents approximately 34.4% of voting rights associated with outstanding Shares
Combined beneficial ownership – consortium and CPPIB 149,387,261 Shares May be deemed to represent approximately 46.87% of an aggregate 318,719,945 Shares
Shares outstanding baseline 245,833,850 Shares Shares outstanding (excluding treasury shares) as of October 2, 2025
Confirmatory Letter regulatory
"the Consortium jointly submitted a confirmatory letter (the "Confirmatory Letter")"
beneficially owns financial
"Cognisa Investment beneficially owns approximately 2.64% of the outstanding Shares"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
fully diluted basis financial
"the Consortium is interested only in acquiring the Shares (on a fully diluted basis)"
A fully diluted basis counts every share that could exist if all outstanding options, warrants, convertible securities and other rights were exercised or converted into common stock, showing the maximum number of shares outstanding. For investors this matters because it spreads ownership and earnings across that larger share count, like slicing a pie into every possible piece before deciding how big each investor’s slice will be, which affects per-share value and ownership percentage.
non-binding offer financial
"to reaffirm the Cash Consideration of $7.02 per share as its best and final non-binding offer"
Class B Ordinary Share financial
"Mr. Sinha is the record holder of one Class B Ordinary Share"
A Class B ordinary share is a type of common stock that carries a specific set of rights—often different voting power or dividend priority—distinct from other share classes of the same company. Think of it like owning a different model of the same car: it gets you the ride (ownership and profit share) but may limit your say in steering (voting) or how quickly you receive payouts; investors care because these differences affect control, influence over management decisions, and potential return or liquidity.
Proposed Transaction financial
"relating to the Confirmatory Letter, the Proposed Transaction or any other transaction"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What cash price does the consortium propose for ReNew Energy Global (RNW) shares?

The consortium reaffirmed a $7.02 per share cash consideration for ReNew Energy Global Class A ordinary shares. This price is described as its best and final non-binding offer in a confirmatory letter submitted to the board on August 6, 2026 after completing due diligence.

Is the proposed $7.02 per share transaction for ReNew Energy Global (RNW) binding?

No, the $7.02 per share proposal is explicitly described as a best and final non-binding offer. The letter states that no agreement will exist until definitive transaction documents are executed and delivered between the consortium and ReNew Energy Global.

How much of ReNew Energy Global (RNW) does Sumant Sinha beneficially own?

Sumant Sinha beneficially owns 60,540,417 Shares of ReNew Energy Global. This represents approximately 19.76% of an aggregate 306,374,267 Shares, including holdings through entities he controls and shares issuable under options exercisable within 60 days.

What stakes do Cognisa Investment and Wisemore Advisory hold in ReNew Energy Global (RNW)?

Cognisa Investment is the record holder of 6,498,328 Shares, about 2.64% of 245,833,850 Shares outstanding as of October 2, 2025. Wisemore Advisory holds 4,939,313 Shares, representing approximately 2.00% of the same outstanding share base.

What is CPPIB’s reported holding in ReNew Energy Global (RNW)?

According to information cited, CPPIB beneficially owns 88,846,844 Shares of ReNew Energy Global. This represents approximately 34.4% of the voting rights associated with the outstanding Shares, including voting rights linked to a Class D share held by CPPIB.

What combined ownership could the consortium and CPPIB have in ReNew Energy Global (RNW)?

Together, the reporting persons and CPPIB may be deemed to beneficially own 149,387,261 Shares. Based on an aggregate of 318,719,945 Shares, this combined position represents approximately 46.87% of ReNew Energy Global’s outstanding Shares.

Does the consortium intend to participate in alternative takeover transactions for ReNew Energy Global (RNW)?

The confirmatory letter states the consortium is interested only in acquiring the Shares on a fully diluted basis. It further notes that the consortium does not intend to sell its Shares to any third party in any alternative takeover transaction.





G7500M104

(CUSIP Number)
Sumant Sinha
Commercial Block-1, Zone 6, Golf Course, DLF City Phase-V
Gurugram, K7, 122009
(91) 124 489 6670

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
08/06/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




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SCHEDULE 13D






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SCHEDULE 13D


Sumant Sinha
Signature:/s/ Sumant Sinha
Name/Title:Sumant Sinha, in person capacity
Date:08/06/2026
Cognisa Investment
Signature:/s/ Sumant Sinha
Name/Title:Sumant Sinha, Partner
Date:08/06/2026
Wisemore Advisory Private Limited
Signature:/s/ Sumant Sinha
Name/Title:Sumant Sinha, Director
Date:08/06/2026