Renew Holdings
OrganizationHeard in 2 episodes across 2 shows since Jun 2024
A UK infrastructure-services group providing engineering, maintenance, and renewal services, including work on rail, highways, environmental, and utility infrastructure.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What experts have said about Renew Holdings
5 statements · 4 positive · 1 negative
Renew’s acquired business should benefit from National Grid’s infrastructure spending.
“Renew has just made an acquisition, and the business it's acquired is going to be a beneficiary of National Grid's largesse”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 26:07
Renew is capital-light and generates high returns on capital.
“it's a very capital-light business. It doesn't need much capital, huge returns on capital.”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 26:38
Renew Holdings has increased net margins to roughly 5–5.5% and generates substantial cash.
“Now its margins have actually grown. So this thing initially was about 2-3% net margin. Now it's 5%, 5.5% margins. So they've been ticking up all the time and it manages its capital really well. It generates lots of cash.”
Open the episode · IC018 Investor's Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical & RenewListen at 36:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring Renew Holdings, newest first
