Reliance Industries Limited — Investor Meet, 19-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Reliance Industries' Q2 FY26 analyst call highlighted strong group performance, with EBITDA up 15% and PAT up 14%. Digital services led with Jio Platforms reporting 18% EBITDA growth, 506 million subscribers, and expanding its Jio AirFiber homes. Retail saw an 18% revenue increase, rapid quick commerce scaling (600 dark stores, 5000+ pin codes), and robust FMCG growth. O2C EBITDA rose 21% driven by improved fuel cracks and domestic sales. New Energy projects for solar and battery gigafactories are on track for captive power needs, with first RE-RTC production next year. Management expressed confidence in ongoing strategic initiatives and execution.