VNET Group Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
14analysts covering
FY EPS (est.)
-$1.26next fiscal year
Monitoring Framework
Key Performance Indicators
Wholesale Capacity in Service Quarterly907.0Target: Deliver 450-500 MW of wholesale capacity in fiscal year 2026
Average Annual Power Usage Effectiveness (PUE) Annually1.2Target: Continuous improvement from 1.27 in 2024
Renewable Energy Consumption Share Annually3,600.0%Target: Increase green power sourcing (up from 18% in 2024 to 36% in 2025)
Watch Items
- Strategic Investment Closing by CATL AffiliatesTrigger: Closing targeted for Q4 2026Action: Monitor regulatory approvals and final share transfer of up to 38.1% stake to ensure strategic continuity.
- Wholesale Utilization RateTrigger: Drops below 70% (currently at 75.7% as of Q1 2026)Action: Assess move-in execution and demand pipeline from hyperscale customers.
Research as of 20 Jun 2026