Reliance Industries Limited — PPTs, 16-01-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**Business Performance:**

The company delivered strong Q3 FY26 results with consolidated revenue up 10% YoY to Rs 293,829 Cr and EBITDA rising 6.1% to Rs 50,932 Cr. Digital Services and Retail fueled revenue growth, with Digital Services EBITDA jumping 16.1% and O2C EBITDA up 14.6% driven by strong fuel cracks. Non-energy businesses now contribute nearly 60% of overall EBITDA.

**Growth Drivers & Strategy:**

Rapid expansion in Digital Services saw 8.9 Mn new subscribers and 253 Mn 5G users, boosted by partnerships like Google Gemini. Retail's hyper-local commerce soared 360%+ YoY, adding 431 new stores. FMCG revenue surged 60% YoY, expanding its portfolio through strategic acquisitions. New Energy is on track, with solar module and cell manufacturing commissioned, and integrated battery gigafactories under construction.

**Recent Developments & Outlook:**

A significant credit rating upgrade (S&P BBB+ to A-) enhances capital access. FMCG acquired Udhaiyams and global rights for key beauty brands. Management is focused on leveraging its diversified portfolio for strong cash flows, supporting ongoing capex, and driving growth in New Energy, AI, and Consumer Products.