Reliance Industries Limited — Investor Meet, 19-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RIL reported a robust Q1, with revenue climbing 25%, EBITDA up 10%, and net profit increasing 6%. Strong cash flows are funding strategic capex. O2C delivered exceptional margins from distillates and chemicals, leveraging ethane cracking amidst market volatility. Jio Platforms gained over 35 million subscribers, with 285 million 5G users, while digital services revenue surged 20%. Retail is accelerating digital commerce, achieving 116% YoY growth in grocery orders, targeting a doubling of EBITDA within three years through disciplined investment. New Energy is on track with its Giga Complex, showing tangible progress in solar PV and battery manufacturing towards cost leadership. Management is confident in navigating market dynamics with an integrated growth strategy.