The combined market value of TCS, Infosys, Wipro, HCL Technologies and Tech Mahindra has declined 46.2 per cent from a record ₹33.71 trillion at the end of August 2024 to ₹18.15 trillion
Industry experts say the next stage of AI development in India will depend on investments in compute infrastructure, data centres, energy, and connectivity
Reliance Industries reportedly worked behind the scenes to overcome regulatory hurdles, secure investor backing and structure Jio Platforms' proposed stock market debut
Reliance Industries has emerged as India's most valuable company over the past five years, while financial services firms continue to dominate the country's corporate rankings
Top monthly stock picks by Motilal Oswal Wealth Management Research Desk: Analysts are bullish on Reliance, Bharat Electronics, ACME Solar, Delhivery, Gokaldas Exports and Lenskart.
Reliance's AGM showed the conglomerate is shifting from being viewed as an energy-retail giant to an AI infrastructure player built around data centres, compute, connectivity, and power
From Jio Call Agent to AI-powered call screening, artificial intelligence is becoming an active participant in phone conversations, raising questions around trust, transparency and human interaction
Ajit Mishra of Religare Broking believes that the recent pullback in RIL stock is showing signs of recovery, and adds that a breakout above ₹1,380 could signal a trend reversal.
As telecom, retail and digital businesses contribute larger share of revenue, Mukesh Ambani says Reliance's O2C and oil & gas divisions remain crucial cash generators and key drivers of future growth
The AGM reinforces Reliance's transition from traditional energy to a tech-energy-retail powerhouse. The Jio IPO is the near-term catalyst for value unlocking
Reliance Industries Limited has guided to more than double consolidated Ebitda over the next five years, with a $125-150 billion exports enablement target by 2032.
Amar Deo Singh said that RIL is methodically evolving into a diversified, technology-enabled, green conglomerate deeply aligned with India's Viksit Bharat 2047 vision.
Stocks to Watch today: RIL, RVNL, Voltas, Sun Pharma, TaMo, Bharat Forge, Dalmia Bharat are among other stocks that will be in focus today.
RIL is entering a value unlocking cycle (Jio IPO), capex monetisation phase (New Energy) and platform expansion phase (AI & Retail/FMCG) with clear visibility on Ebitda doubling in 5 years.
The bull-case fair-value range has more credible support after the AGM than the base case; actual trajectory will depend on the pace at which the post-listing arithmetic plays out.
Reliance Industries is positioning itself for what Chairman Mukesh Ambani described as an impending energy "supercycle" in India, ramping up investments across renewable energy, chemicals, advanced materials and alternative fuels as the conglomerate seeks to reduce the country's dependence on imported energy. Speaking at company's annual shareholder meeting, Ambani said Reliance is pursuing an integrated energy strategy spanning solar power, batteries, wind energy, hydrogen, compressed biogas (CBG), bioenergy and underground coal gasification, aimed at strengthening India's energy security while supporting its transition to cleaner fuels. The push comes as India remains heavily dependent on imported energy, with Ambani warning that reliance on overseas supplies leaves the country exposed to geopolitical disruptions and price volatility. "India remains dependent on external energy sources for over 70 per cent of our needs. This is not only costly, but it also makes India vulnerable t
The company also plans to invest Rs 30,000 crore in AI-driven integrated food parks as it scales manufacturing, distribution and consumer brands across India
Market participants expect Jio Platforms' IPO to improve valuation discovery, attract investor interest and unlock value for Reliance Industries shareholders
RIL Chairman Mukesh Ambani outlined RIL's next phase of growth, with plans spanning sovereign artificial intelligence infrastructure, satellite broadband, 5G expansion and digital services
RIL AGM comes amid increased anticipation over the listing of Jio, which is reportedly nearing the filing of draft papers for a proposed $4 billion share sale