RELIANCE

Oil-to-Chemicals (O2C)

Reliance Industries Limited (RIL): Corporate & Market Overview Date: February 14, 2026 Current Market Price (approx.): ₹1,420 – ₹1,460 Market Cap: ~₹19.5 – ₹19.8 Lakh Crore Reliance Industries Limited (RIL) remains India's largest private sector corporation, operating as a diversified conglomerate with dominant positions in energy, materials, retail, and digital services. Below is a detailed overview of its current standing, financial performance, and strategic outlook as of February 2026. 1. Financial Performance (Q3 FY26) RIL released its results for the quarter ending December 31, 2025, in mid-January 2026. The performance was characterized by strong revenue growth driven by consumer businesses, though profitability remained flat due to margin pressures. 2. Segment-Wise Performance A. Jio Platforms (Digital Services) Performance: The strongest performing segment this quarter. Revenue: Up 12.7% YoY to ₹37,262 Crore. Net Profit: Up 11.2% YoY to ₹7,629 Crore. Key Metrics: ARPU (Average Revenue Per User): Increased to ₹213.7 (vs ₹203.3 YoY), driven by 5G adoption and tariff hikes. Subscriber Base: 5G subscribers reached 253 million; total data traffic grew 34% YoY. B. Reliance Retail Performance: Continued top-line growth, though margins saw slight compression. Revenue: Up 9.2% YoY to ₹86,951 Crore. Net Profit: Up 2.7% YoY to ₹3,551 Crore. Operational Highlights: Store Count: Added 431 new stores, bringing the total to 19,979. Footprint: Expanded area under operation to 78.1 million sq. ft.