Management highlighted robust growth in Jio's ARPU, now at ₹195, and guided for continued expansion in retail and new energy segments. Capex for FY25 expected at ₹1.5L cr with significant allocation to green energy.
Revenue: ₹2.32L crPAT: ₹18,540 crJio ARPU: ₹195
Q3 FY25 · Jan 16, 2025
HDFC Bank — Q3FY25 Earnings Call
CEO guided for moderation in loan growth to 12-14% in FY26 due to tightening liquidity. NIMs compressed 10bps YoY to 3.4%. Management remains confident in maintaining asset quality with GNPA at 1.26%.
NIM: 3.4%GNPA: 1.26%Loan growth: 14%
Q3 FY25 · Jan 11, 2025
Infosys — Q3FY25 Earnings Call
FY25 revenue guidance narrowed to 4.5-5.0% in constant currency. Large deal TCV at $2.1B, highest in 6 quarters. Management cautious on BFSI vertical but optimistic about AI-led deal momentum in manufacturing.
Revenue growth: 4.5-5%TCV: $2.1BAttrition: 13.7%
Stock Screener
Filter by sector, market cap, and research coverage
Company
Sector
Price
1D Change
Market Cap
P/E
Reports
Consensus
Reliance Industries
RELIANCE
Energy
₹2,847
▲ 1.2%
₹19.3L cr
26.4
8
Buy
HDFC Bank
HDFCBANK
Banking
₹1,672
▲ 0.8%
₹12.7L cr
18.2
12
Buy
Infosys
INFY
IT Services
₹1,438
▼ 0.4%
₹6.0L cr
22.8
15
Hold
Tata Motors
TATAMOTORS
Auto
₹892
▲ 2.1%
₹3.3L cr
8.7
9
Buy
Asian Paints
ASIANPAINT
FMCG
₹2,310
▼ 0.6%
₹2.2L cr
42.1
7
Hold
Sun Pharma
SUNPHARMA
Pharma
₹1,680
▲ 0.3%
₹4.0L cr
31.4
11
Buy
RI
Reliance Industries
NSE: RELIANCE · Energy & Petrochemicals
₹2,847
▲ 1.2% today
Market Cap
₹19.3L cr
P/E Ratio
26.4x
52W High
₹3,217
▼ 11.5% from high
52W Low
₹2,394
▲ 18.9% from low
About
Reliance Industries Limited is an Indian multinational conglomerate, headquartered in Mumbai. Its businesses span energy, petrochemicals, natural gas, retail, telecommunications, mass media, and textiles. The company is the largest private sector corporation in India by revenue.
Analyst consensus
Buy
Consensus
Buy
5 of 8
Hold
2 of 8
Sell
1 of 8
₹3,200
Avg. target
▲ 12.4% upside
Revenue (FY24)
₹9.74L cr
↑ 2.6% YoY
Net Profit (FY24)
₹79,020 cr
↑ 7.3% YoY
EBITDA Margin
16.2%
▼ 0.4pp YoY
EPS
₹117.4
↑ 7.1% YoY
Profit & loss (₹ cr)
Particulars
FY21
FY22
FY23
FY24
Revenue
5,39,238
7,21,634
9,51,232
9,74,862
EBITDA
89,147
1,12,854
1,52,347
1,57,918
PAT
53,739
60,705
73,670
79,020
EPS (₹)
79.8
90.0
109.6
117.4
Balance sheet snapshot (₹ cr)
Particulars
FY22
FY23
FY24
Total Assets
14,72,540
17,12,847
19,34,211
Total Debt
2,59,118
3,08,147
3,38,445
Net Worth
6,94,726
7,93,112
8,96,440
D/E Ratio
0.37
0.39
0.38
Q3 FY25 · Jan 19, 2025
Q3FY25 Earnings Call — Reliance Industries
Jio ARPU now ₹195, management guiding for continued tariff hikes. Retail segment GMV at ₹89,472 cr. New Energy business on track, solar panel Giga factory operational in H1 FY26. Capex guidance of ₹1.5L cr for FY25 maintained.
Revenue: ₹2.32L crPAT: ₹18,540 crJio ARPU: ₹195
Q2 FY25 · Oct 14, 2024
Q2FY25 Earnings Call — Reliance Industries
O2C segment margins under pressure due to weak refining spreads globally. Retail expansion continued with 450 new stores. Jio added 8.2mn subscribers in the quarter. Management confident on FY25 EBITDA growth of 10-12%.
Revenue: ₹2.35L crPAT: ₹19,323 cr
Q3FY25 Result Update — In-line quarter; Jio ARPU drives upside
Kotak Securities · Jan 22, 2025 · 18 pages
Buy · ₹3,200
New Energy: The Next Leg of Growth
Motilal Oswal · Jan 8, 2025 · 31 pages
Buy · ₹3,100
Retail Segment Deep Dive — Scaling Towards Profitability
ICICI Securities · Dec 20, 2024 · 26 pages
Hold · ₹2,950
O2C Margins: Headwinds Ahead, Valuation Support Intact