Скачать или смотреть Reliance Industries: Q3 Update: Buy Hold Or Sell?

Latest 9M Result Update

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Reliance Ind: cmp: 1581 (9M): A 42 year old company enjoying 2nd highest revenue and highest Profit making in India. The only company to cross 35000 cr Net profit per annum and We may see Reliance crossing 50000 cr profits in next 2 Years, Reliance beyond doubt A Great journey. Today India’s largest Exporter, Largest GST payer and Largest Corporate Taxpayer in the Country. They Believe India would reach 10 Tr till 2030.

Current 9M Revenue has grown by 8% (V/s 14% expectation, we can see the effect of muted economy) and Net Profit has grown by 13% (v/s as expected). Current Finance of around 2 lakh cr is major issue & costing margins. Saudi Aramco who is world's largest Enterprise will invest for a 20% stake in RIL’s O2C division at an EV of $75 billion, this can help reduce debt by around 1 Lakh cr. They are associated since 20 years and today relations getting stronger between world largest Oil producer a World Largest refineries. Reliance – BP : JV for fuel-retailing. BP is the world's 7th Largest in terms of revenue. Expansion of the existing nationwide network of 1,400 fuel retailing outlets to 5,500. Will receive 7000 cr from BP along with opportunity to Jump in gas with joint Collaboration. Retail was just 1.7% during 2015 while today Retail & Digital is 33% Reliance. Huge Consolidated Success. Strong growth in consumer businesses earnings offset weakness in energy businesses. Consumer businesses contribution at 33% (vs. 23.8%) since Q to Q & soon we would see them contributing around 50%.

Reliance Retail did 1.3 lakh Cr revenue last year with 33% 9M growth which is Biggest than Future retail or Dmart as they have 25,000 cr revenue annually. Largest than all other retailers combined together. Crossed Milestone of 10000 Stores with 10901 stores in 6700 towns & cities with coverage of 98% of the country, Added 1755 stores last 12 Months. Reliance Trends with 1900 stores growing at 32% added 117 new stores, Reliance Digital with 8000+ stores at 20% growth added 235 more stores, Reliance Smart with 670 Stores at 50% growth added 65 new stores & 516 owned Petrol-Retail outlets. Over 1.13 Lakh people employed. Registered 15 Cr Foot-falls/Q. 11 cr Registered Customers. During 2009 They were doing revenue of 3400 cr and today more than 1.3 Lakh cr shows Huge growth of 44% CAGR. 7X just in last 6 Years. Connectivity, Consumer Electronics and Grocery leads to 85% revenue in stores. Acquired 250 years old company Hamleys with 168 stores around 18 countries, crossed 100 stores in India. Acquired “JohnPlayer” of ITC. Focus on Life-style Apparels as it is India’s 2nd Biggest consumption. With 44 cr Indians at millenial age still Buy just ⅕th of China per head apparels. Huge potential, hence we can say Reliance trend is on Focused approach. Consumer Electronics a Big Indian market in consumption, still Indian have 8% AC/Home v/s China 87% AC/home, hence expected yearly sales of AC/Year is to rise from current 40 lakh Ac/ year to more than 1Cr AC/year till 2025. Hence Focused approach in Reliance Digital stores. Today they are in World Top 100 retailers & Should be in World in Top 20 in next 5 years.

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