Reliance Industries Delivers Strong Q4: Share Price Reacts
Reliance Industries’ share price surged 3.4% on April 28, 2025, touching a five-month high of ₹1344. This rally followed the announcement of the company’s robust Q4FY25 earnings, which beat market expectations.
The conglomerate, led by Mukesh Ambani, reported a consolidated profit of ₹22,434 crore for the quarter. Notably, this figure easily surpassed the Bloomberg analysts’ consensus of ₹18,471.4 crore. Retail and telecom segments continued to shine, even though the oil-to-chemicals (O2C) division faced challenges.
Retail and Telecom Drive Growth Despite O2C Headwinds
Reliance’s retail business saw a strong rebound, and Jio’s telecom arm delivered better-than-expected realizations. These two pillars helped cushion the impact from a relatively weaker O2C performance, which is traditionally the company’s largest revenue contributor.
The company’s consolidated revenue for Q4 rose to ₹2.61 lakh crore from ₹2.4 lakh crore a year earlier. On the operational side, the operating profit grew by nearly 4% to ₹48,737 crore. However, there was a slight dip in the EBITDA margin to 16.9%.
Still, analysts see the core retail and digital businesses as strong engines for future growth, giving Reliance a diversified edge over traditional energy players.
New Energy Initiatives Add a Fresh Spark
Reliance Industries is also making big moves in the renewable energy sector. During the Q4FY25 investor presentation, RIL announced the commissioning of its first solar panel manufacturing line.
Furthermore, the company is progressing well on setting up battery storage production facilities. These efforts are part of Reliance’s broader $10-billion green energy plan to achieve net zero emissions by 2035.
Brokerages see these developments as positive triggers, likely unlocking new revenue streams and reducing dependence on legacy businesses over the next decade.
Is Reliance Industries Stock Sees a Bullish Run?
Given the strong Q4 results, ambitious clean energy initiatives, and robust retail and telecom growth, many analysts have raised their price targets for Reliance Industries.
With a proven track record, a well-diversified business model, and future-ready investments, Reliance remains a promising long-term play.
However, investors should remain mindful of global oil market dynamics, as O2C still forms a major part of revenues. For those with a medium-to-long term horizon, current levels could offer an attractive entry point into India’s largest conglomerate.
Disclaimer: The views and investment insights provided here are based on publicly available information and do not constitute financial advice. Readers are advised to conduct their own research or consult certified financial experts before making investment decisions
