RELIANCENSEReliance Industries Limited· RefineriesMediumNeutral
Announced Fri, 18 Jul · 19:48 IST

Reliance Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RELIANCE · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Reliance Industries reported strong Q1 FY26 results with consolidated revenue up 6% YoY to Rs 2,73,252 crore and EBITDA surging 35.7% YoY to Rs 58,024 crore, boosted by a Rs 8,924 crore one-time gain from the sale of its Asian Paints stake. Profit after tax jumped 76.5% YoY to Rs 30,783 crore. Digital Services (Jio) led growth with EBITDA up 23% YoY at Rs 18,312 crore and margins expanding 210bps to 51.8%, supported by 498mn subscribers, 210mn 5G users, and ARPU rising to Rs 209. Retail grew 11% with EBITDA up 13% to Rs 6,381 crore on 388 new store openings (19,592 total stores), while O2C EBITDA rose 11% to Rs 14,511 crore with margins improving 110bps to 9.4%. The company maintained a strong balance sheet with Net Debt/LTM EBITDA at 0.59x and capex of Rs 29,875 crore.

Likely market impact

The robust all-round performance with broad-based margin expansion across Jio, Retail, and O2C reinforces RIL's growth story and should be positive for the stock. Management's reiterated ambition to double group EBITDA by end of the decade and progress on New Energy giga-factories provide long-term visibility, though the headline PAT was inflated by the Asian Paints divestment gain.