| Revenue growth | Consolidated revenue up 28% YoY, driven by O2C and Jio. |
|---|---|
| Margins | O2C margins elevated on tight markets; retail margins down 140bps YoY. |
| Demand visibility | Global refining, petchem demand rebound expected 2027; India demand strong. |
| Management confidence | Balanced; very constructive on O2C, cautious on Hormuz uncertainty. |
Growth
Revenue +28%; O2C EBITDA +69% to ₹25,203 Cr on geopolitics-driven cracks; Jio EBITDA +16.6%, retail -11%.
Outlook
O2C targets ~₹80,000 Cr this year (FY27). Retail EBITDA doubling in about two years target retained. New energy revenue from FY28.
Risks
Earnings are energy-shock driven, not structural. Hormuz uncertainty persists. Retail PAT -24%, margins down 140bps. SAED levy drags refining.
Earnings Call Transcript filed with BSE, NSE: RELIANCE. Summary written with AI assistance from the document.
Reliance Industries Ltd: key numbers
- Share price
- ₹1,164.90
- Market cap
- ₹15,76,405 Cr
- Revenue (annual)
- ₹10,57,035 Cr
- Net profit (annual)
- ₹80,775 Cr
- P/E (TTM)
- 19.2×Sector 17.7×
- Promoter holding
- 50.44%-0.04% QoQ
- FII holding
- 16.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Reliance Industries Ltd
All →Reliance Industries Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹362,268 Cr (+27.8% YoY), EBITDA ₹62,409 Cr (+23.9%), PAT ₹29,550 Cr (+33.8%); record O2C-led quarter.
Reliance Industries Results Update
Reliance Industries' media release reports Q2 FY27 consolidated revenue of ₹3,62,268 crore and EBITDA of ₹62,409 crore. Profit after tax rose 33.8% year-on-year.
Reliance Industries Q2 FY27 Results: Net Profit ₹29,550 Cr, Up 33.8% YoY
Reliance Industries Ltd reported revenue from operations of ₹332,861 Cr (+28.6% YoY) and net profit of ₹29,550 Cr (+33.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29,550 Cr · +33.8% YoY
Reliance Industries Merger & Restructuring
Reliance disclosed that UK registrar published a gazette notice for voluntary strike-off of step-down subsidiary Hamleys (Franchising) Limited. HFL contributed 0.0048% of consolidated turnover, so impact is negligible.
Reliance Industries Board Meeting Date
Reliance Industries will hold a board meeting on October 30, 2026 to consider quarterly results and NCD fundraising. This advance notice reports no decisions yet.
Reliance Industries IPO
Jio Platforms fixed its IPO issue price at Rs.1,119 per share and filed the prospectus. The offer of up to 27 crore shares closed on October 23.
- Value
- ₹30,213 Cr