The oil-to-chemicals business posted Ebitda of Rs 15,008 crore, up from Rs 14,511 crore in the preceding quarter. (Photo: NDTV Profit)
4 months ago
Oct 17, 2025
Reliance Industries Ltd. has logged a 33% slump in its consolidated bottom-line to Rs 18,165 crore in the quarter ended September, whereas the revenue rose by a modest 4% to Rs 2,54,623 crore in the same period.
The earnings heavy day comes to an end with everyone preparing for the Diwali festivities. However, before you leave for the day here are few important points from today's Reliance Industries earnings:
The oil-to-telecom conglomerate reported a 33% sequential fall in consolidated net profit for the quarter ended September to Rs 18,165 crore. The fall in profit followed an exceptional other income of Rs 15,119 crore in the previous quarter, which included Rs 8,924 crore from the sale of listed investments, the company said.
The oil-to-chemicals business posted Ebitda of Rs 15,008 crore, up from Rs 14,511 crore in the preceding quarter. The increase was driven by stronger fuel cracks and improved polymer spreads, partly offset by weaker polyester margins.
The retail business recorded Ebitda of Rs 6,817 crore, compared with Rs 6,381 crore in the June quarter. Festive demand lifted sales across grocery, fashion and consumer electronics.
Grocery revenue grew 23% year-on-year, fashion and lifestyle rose 22%, and consumer electronics increased 18%.
Thats all folks have a good night and a good weekend.
The Fashion & Lifestyle business delivered strong growth with the onset of the festive season.
Emerging Formats such as Yousta and Azorte registered a growth of 66% year-on-year, and Yousta reached the significant milestone of 100 stores.
There was a pickup in ethnic wear categories during the early festive period, and smart casuals and semi-formals also performed well, strengthening the own brands play.
AJIO delivered steady growth, led by a wider assortment, promotions, and festive buying.
AJIO expanded its catalogue to over 2.7 million options, representing a 35% year-on-year increase, and launched several new brands on its platform.
Compared to the platform average, the service achieved superior results, including a 16% higher Average Selling Price, 17% better conversion rates, and 500 basis points lower sales returns.
Shein surpassed 6 million app installs, reached 11.4 million Monthly Active Users (MAU) while its portfolio expanded to more than 25,000 options.
JioMart added 5.8 million new customers. This represented a quarter-on-quarter growth rate of 120%.
JioMart continued to expand Quick Hyper-Local deliveries, registering 42% quarter-on-quarter growth and over 200% year-on-year growth in average daily orders.
The platform's seller base grew 20% year-on-year, and the live catalogue selection was further expanded to augment the customer choice.
Reliance Retail Ventures expanded its store network with 412 new store openings, taking the total store count to 19,821 with area under operation at 77.8 million sq. ft.
RIL Q2 Results Live: Reliance Jio Revenue Rose 15%
JPL revenue increased by 14.9% year-on-year led by industry leading subscriber growth across mobility and homes, sustained improvement in ARPU and continued ramp-up in digital service offerings, Reliance Industries said in its press release.
RIL Q2 Results Live: Reliance Industries Oil & Gas, O2C Revenue Fell In June Quarter
Revenue from the oil and gas segment fell 5% quarter-on-quarter to Rs 6,103 crore from Rs 6,440 crore. On a year-on-year basis, revenue declined 1.2% due to lower KGD6 gas volumes from natural decline in production, lower realisations from coal bed methane gas, and weaker crude price realisations.
Ebitda was lower on the back of reduced gas volumes and pricing.
Revenue from the oil-to-chemicals business declined 6% to Rs 1.55 lakh crore from Rs 1.65 lakh crore. The fall was due to lower crude oil prices and reduced volumes caused by a planned shutdown. Segment revenues were supported by higher domestic placement of transportation fuels through Jio-bp.
Segment Ebitda declined due to maintenance shutdowns and inventory losses, continuing to weigh on overall performance.
RIL in its first quarter said that its Ebitda of Rs 42,905 crore is the highest-ever quarterly Ebitda. However, the Ebitda has fallen 2% quarter-on-quarter and is below estimates due to the weak performance in all segments apart from Jio.
The Ebitda margin, however, improved slightly to 17.6% from 16.8% in the previous quarter.
RIL Q2 Results Live: How Did Reliance Industries Perform In June Quarter?
Reliance Industries net profit of Rs 26,994 crore, which came in above Street estimates of Rs 19,775 crore. It included other income of Rs 8,924 crore from the sale of listed investments, including proceeds from RIL's stake in Asian Paints. This, according to the company, is the highest-ever consolidated net profit posted by the company.
The shares closed 1.32% higher at Rs 3,535.30 apiece, in comparison to 0.49% advance in Nifty 50. The shares rose as much as 1.79% during the day to Rs 1,423.30 apiece.
The stock has risen 4.45% in the last 12 months and 16.57% year-to-date.
Reliance Jio Average revenue per user (ARPU) is expected to climb for the fifth consecutive quarter, aided by an extra day in the quarter and previous tariff hikes. Subscriber base is projected to grow to 50.36 crore, driven by strong additions in the broadband segment.
Revenue from the retail segment is expected to decline 7% QoQ to Rs 77,979 crore, reflecting seasonal weakness. However, Ebitda may rise 2.7% to Rs 6,556 crore, supported by store additions and higher footfall on a year-on-year basis.
Oil-to-chemicals operating income is projected to grow 4% to Rs 15,093 crore, recovering from the impact of a maintenance shutdown in the June quarter.
The oil and gas exploration segment, Ebitda may drop 7.8% to Rs 4,607 crore due to lower realisations and volumes.
RIL Q2 Results Live: Reliance Industries To Announce Results Today
The earnings of Reliance Industries Ltd. for the quarter ended September 2025 will be declared today. The oil-to-telecom conglomerate is expected to post subdued results for this period, according to analysts tracked by Bloomberg. Stay with us for all the updates from RIL's financial scorecard.
