📈 EduInvesting.in | May 11, 2025

🧾 Quick Snapshot

🛢️ From Petro Dollars to Jio Gigs

Mukesh Ambani isn’t building an empire—he’s building the default setting of Indian capitalism. In FY25, Reliance Industries Limited (RIL) reported a net profit of ₹81,309 crore. That’s more than the GDP of some small nations and roughly equal to what your neighborhood uncle “invested” in crypto last year—before vanishing from the family WhatsApp group.

The company’s diversified empire now includes telecom, retail, oil refining, and apparently, future plans for colonizing Mars (pending Elon’s approval).

🛒 

Retail Therapy That Actually Works

Reliance Retail posted revenues of ₹3.29 lakh crore, up 17.8% YoY.

What are Indians buying? Apparently everything from diapers to Dior—thanks to Ajio, Trends, and an increasingly aggressive strategy to dominate both kirana and luxury.

🧃 Highlights include:

• Over 18,800 new store additions
• 30% YoY growth in grocery
• 100+ acquisitions that made even Amazon blink

Investor Note: If Ambani opens a paan stall tomorrow, expect it to do ₹1,000 crore in quarterly revenue.

📶 Jio Still Holding Strong Signal

Jio Platforms, the digital baby of Reliance, continues to print money like it’s running its own central bank.

Fun Fact: Mukesh Ambani now owns more 5G spectrum than some governments own land.

🏭 Oil-to-Chemicals: Still Lubricating the Engine

The good ol’ refinery business—the original cash cow—saw muted growth due to crude oil volatility and lower refining margins. But don’t worry, RIL still managed to churn out:

• ₹5.8 lakh crore in revenue
• Steady export earnings
• Expanded capacity at Jamnagar and Hazira

And yet, people still complain about petrol prices.

💰 Capital Expenditure: Building for Bharat

₹1.31 lakh crore in capex this year. That’s roughly:

• 5,000 crore more than what the government spent on healthcare
• 131 times what you planned to spend on Zomato Gold before deleting the app again

Projects include:

• Renewable energy giga complexes in Jamnagar
• EV battery manufacturing units
• JioFiber expansion (aka Fiber-to-Everything)

🧮 How’s The Stock Doing?

📉 Even if your smallcap went down 80%, don’t worry—Ambani’s still up 35% from the lows. Moral of the story: diversify your karma and your investments.

🧠 Analyst Gyaan (with a Pinch of Namak)

“Reliance has mastered the art of vertical integration. You consume their oil, talk on their network, shop in their malls, and now, even store your data on their cloud. Only thing left? A RIL-branded marriage bureau.”

— EduInvesting Analyst, while sipping chai in Ambani’s Antilia-themed filter

🎯 What’s Next for Reliance?

• IPO Watch: Reliance Retail and Jio Platforms IPOs still brewing.
• AI Plans: RIL is investing in generative AI, because apparently ChatGPT isn’t just for writing your college assignments anymore.
• EV Play: By 2027, expect a full-fledged Reliance-branded electric vehicle that sings “Vande Mataram” when started.

🛍️ Bottom Line: Should You Invest?

🔍 Reasons to be Bullish:

• Diversified revenue model
• Strong execution across sectors
• Aggressive capex = future-ready business

⚠️ Caution Flags:

• Global oil volatility
• Retail and telecom margin pressures
• Regulatory heat if RIL becomes too big to tax

🚀 Verdict: Still the King of the D-Street

Reliance is no longer a company—it’s an ecosystem. Whether you’re wearing a Reliance T-shirt, using JioFiber to binge Netflix, or complaining about petrol prices, you’re already part of Mukesh’s world.

📊 In Mukesh we trust. All others must show quarterly growth.

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