RIL Q1 FY26-27 Analyst Meet: Revenue Up 25%, EBITDA Up 10%

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

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

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Nifty 100market-0.2%-0.4% vs market

Refineries & Marketing peers, median of 12sector+0.2%-0.8% vs sector

On the reaction day the stock moved 0.4 pts less than Nifty 100 and 0.8 pts less than its Refineries & Marketing peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

RIL Q1 FY26-27 consolidated revenue up 25% YoY, EBITDA above Rs.54,000 Crores (up 10%), net profit near Rs.23,200 Crores (up 6%). O2C revenue up 30%, EBITDA Rs.17,000 Crores (up 17%) on higher cracks and ethane advantage. Jio EBITDA up 15% at Rs.20,865 Crores with 533 million customers and 285 million 5G users. Retail revenue Rs.90,000 Crores, margin at 7.9% (down 80 bps) due to digital commerce push. FMCG revenue doubled to Rs.8,600 Crores. Moody's upgrade to Baa1. Net debt at Rs.1,23,000 Crores.

Likely market impact

Strong O2C and Jio performance, retail margin dip near-term, 2-year margin improvement guided, capex heavy, rating upgrade supportive