Q3 2025 Reliance Industries Ltd Earnings Call Transcript
Key Points
- Reliance Industries Ltd (WBO:RLI) reported a strong operating quarter with revenue growth of nearly 8% and EBITDA growth of close to 12%.
- The company added 3.3 million subscribers during the quarter, with significant growth in the 5G customer base, now at 170 million.
- Retail segment showed robust performance with a 17% sequential increase in EBITDA, driven by a strong festive season and customer traction.
- Reliance's digital services saw a significant boost, with non-connectivity digital revenues growing at 60% year on year.
- The oil and gas segment reported steady performance with increased production and higher price realizations, contributing significantly to India's gas economy.
- Despite strong performance, the oil and gas segment faced challenges with slightly lower revenues due to reduced volumes from KG D6.
- The polyester chain margins were down 12% year on year, impacted by a 47% fall in PX prices.
- The jewelry business was affected by a substantial increase in gold prices, impacting volumes.
- The company faced a mixed margin environment globally, with significant volatility due to geopolitical events and large capacity additions.
- Despite strong domestic demand, the company had to navigate a 15% fall in gasoline and a 38% fall in gas oil and ATF cracks year on year.
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Good evening and a very happy New year to all of you are very happy to welcome you to the third quarter of financial year 2025. This presentation from the industry we did As always, we have Shehan walking you through the consolidated numbers first. Then we will have Ken talk about geo, we will have a talk about the numbers. Then we will have the next talk about retail and Sanjay. I talking about our E&P performance. Then Shrikant will come back and then summarize. But before summarizing, we'll also talk about the Thank you, Srika and.
Thanks and Happy New year to all of you. We had a good operating quarter with a strong performance in each of our segments, our revenue growth if that growth at close to 8% and AP growth of close to 12%. And specifically, the consumer businesses did well and so did want to see we had strong sequential performance. In fact, if you were to look at EBITDA
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