Reliance Industries Ltd (750634)
Transcript of the discussion on the Audited Financials Results (Consolidated and Standalone) of the Company for the quarter and year ended March 31, 2026, at the analyst meet held on April ....
AI summary
- FY26 consolidated revenue grew 10%, EBITDA up 13.5%, consumer businesses >55% of EBITDA
- 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
- 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
- New Energy signed large green ammonia contract; giga factories commissioning progressing
- Exploration & Production managing 8% production decline, LNG prices elevated due to geopolitical issues
- Q&A highlighted refinery crude flexibility, fuel retail long-term view, Jio's network slicing and growth priorities
Source: Original filing PDF
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🚨 750634 — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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