Q4 FY25 analyst call transcript and audio recording available online

Management guided margin pressureMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

RELIANCE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+5.0%Reaction day

₹1301.00

prior close

₹1340.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+1.2%+3.8% vs market

Refineries & Marketing peers, median of 10sector-0.1%+5.2% vs sector

On the reaction day the stock moved 3.8 pts more than Nifty 100 and 5.2 pts more than its Refineries & Marketing peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.0

10m

-1.0

15m

-0.4

30m

-0.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+5.0+1.2+3.8-0.1+5.2

Next day

+7.5+1.2+6.3+0.1+7.4

+7.2+1.1+6.2-1.8+9.0

+9.3+1.1+8.2+0.5+8.9

+9.9+1.7+8.2+0.9+9.0

+9.0+1.0+8.0-1.0+10.0

+7.5+0.4+7.1-0.5+7.9

15d

+9.5+2.7+6.8+4.8+4.7

+8.6+3.2+5.4+8.3+0.3

+15.3+6.3+8.9+6.6+8.7

+6.6+2.9+3.8+7.9-1.3

UpDownMarket · Nifty 100Sector · Refineries & Marketing peers, median of 10Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

RIL has shared the transcript and audio recording of its Q4 FY25 analyst meet held on April 25, 2025. Full year revenue grew 7%. Jio Platforms revenue rose 17% with 488 million subscribers and ARPU of Rs 206. Retail revenue up 8% with PAT of Rs 12,400 crore. JioStar reached 280 million paid subscribers. O2C faced margin pressure with EBITDA down 12% on weak cracks and Chinese capacity.

Likely market impact

Shows consumer business strength but ongoing O2C margin pressure. Net debt stays flat and capex remains below cash profits.