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Reliance Industries Ltd — Q4FY26 Earnings Call Summary
Key Takeaways
- FY26 consolidated revenue grew 10%, EBITDA up 13.5%, consumer businesses >55% of EBITDA
- FMCG FY26 revenue Rs22,000 Cr, Campa brand Rs4,700 Cr, rapid expansion in manufacturing and distribution
- Oil-to-Chemicals faced supply shocks; agile crude sourcing maintained refinery throughput near capacity
- Exploration & Production managing 8% production decline, LNG prices elevated due to geopolitical issues
- Jio Platforms: 524m subscribers, 268m 5G users, revenue Rs146,085 Cr +14.6%, EBITDA Rs76,255 Cr +19%, 52% margin
- Retail Q4 revenue Rs98,000 Cr +11% Y-o-Y, EBITDA Rs6,900 Cr, hyperlocal commerce +300% Y-o-Y
- New Energy signed large green ammonia contract; giga factories commissioning progressing
- Q&A highlighted refinery crude flexibility, fuel retail long-term view, Jio's network slicing and growth priorities
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.