Reliance (RELIANCE) — concall transcript

📢 Key Event
Reliance reported Q1 FY25 consolidated EBITDA of ₹42,748 crores, up 2% YoY, driven by retail and digital growth.

🔄 What Changed
Net debt decreased to ₹1,12,341 crores from ₹1,16,281 crores; CAPEX cut to ₹28,785 crores; PAT rose nearly 5% to ₹2,549 crores.

🔮 What's Next
CAPEX reduced to ₹28,785 crores; no explicit revenue or margin guidance provided; tariff increases of 13-25% to be implemented from July 3, excluding entry-level plans.

💡 Investor Takeaway
Reliance is strengthening its retail and digital ecosystems while reducing capex, signaling focus on profitability and subscriber growth amid competitive pressures.

Reliance Industries reported consolidated EBITDA of ₹42,748 crores (2% YoY growth) for Q1 FY25, driven by strong retail and digital segments despite margin pressure in O2C. Retail revenue reached ₹76,000 crores with 8% EBITDA growth and 10.5% margin improvement, while digital services revenue grew 12.8% YoY to ₹29,449 crores with 14,638 crore EBITDA. PAT rose nearly 5% to ₹2,549 crores, and net debt declined to ₹1,12,341 crores. The company added 8 million subscribers, reaching 489.7 million total, with 5G now its largest market outside China. CAPEX was reduced to ₹28,785 crores, reflecting disciplined capital allocation amid rising competitive and regulatory pressures.

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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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🔥 Also filed on 30 June 2024

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

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