Reliance (RELIANCE) — concall transcript

📢 Key Event
Reliance Q3 FY2023 earnings call transcript made available with Jio Platforms and Retail segment updates

🔄 What Changed
Retail segment added 789 stores and 33.6 million sq ft warehousing capacity; Jio Platforms reported 21% YoY revenue growth to Rs 24,892 crore with 50%+ EBITDA margin

🔮 What's Next
Targeting 30 MMSCMD gas production in FY24; 1.9 million barrels/day demand growth forecast for 2023

💡 Investor Takeaway
Retail expansion and Jio's strong subscriber growth drive near-term growth, but refining margins face pressure from polymer price declines

Reliance Industries' Q3 FY2023 earnings call transcript, released December 31, 2022, provides access to the January 20, 2023 audio, video, and presentation materials via BSE filing. The call featured leadership including Joint CFO Sh V Srikanth and Presidents of Jio Platforms and Retail. The presentation covered operational updates across Jio's digital services, retail expansion with 789 new stores and 33.6 million sq ft warehousing, and enterprise solutions like Edge Service with zero-cooling servers. Financial metrics included 21% YoY revenue growth for Jio Platforms to Rs 24,892 crore with 50%+ EBITDA margin and 432.9 million subscribers at Rs 178.2 ARPU. Retail revenue grew 17% YoY to Rs 67,623 crore with 7.9% EBITDA margin. Key growth drivers were festive demand, new brand additions on Ajio, and JioMart's WhatsApp integration expanding to 2.6K cities. Hydrocarbons E&P showed 91% YoY EBITDA growth to 30 MMSCMD target by FY24, while refining faced margin pressure from polymer price declines.

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About Reliance Industries Ltd (RELIANCE)

Oil Gas & Consumable Fuels · Refineries · Listed on BSE

Market Cap: ₹17,77,025.32 Cr P/E: 23.8 ROE: 9.7% ROCE: 11.3% Div Yield: 0.46%

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"How will 30 MMSCMD gas target impact FY24 EBITDA?" "What is the timeline for new commerce expansion beyond 2,600 cities?" "When will polymer margin pressure stabilize?"

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🔥 Also filed on 31 December 2022

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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