The Daily Brief Reliance takes big swings this quarter
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Oct 30, 2025 Discover the latest insights into Reliance's impressive quarter, from soaring revenue to strategic shifts in retail and energy. Uncover the impact of new AI initiatives on Jio's growth and its subscriber boom. Dive into proposed changes for mutual funds aimed at enhancing transparency and lowering costs. Explore how these shifts could transform the investment landscape. Plus, catch quick updates on industrial output and more, providing a complete view of the current economic landscape.
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Reliance's Quarter Was Multi‑Engine Growth
- Reliance's Q2 shows a 10% revenue rise and 14.3% PAT growth, driven by multiple business engines.
- O2C margins jumped as the firm prioritized domestic fuel sales and optimized refinery throughput.
Refinery Optimization Drove Huge Margin Gains
- Jamnagar refinery raised throughput to 20.8mt and tilted yields toward petrol and diesel to capture fatter cracks.
- Global refinery outages and tight diesel supplies lifted gasoline, diesel and jet margins this quarter.
Retail's Fast Growth And Quick Commerce Pivot
- Reliance Retail grew 18% with strong grocery and fashion growth, aided by early festive demand and store network.
- The company is shifting GeoMart to sub‑30 minute quick commerce to meet faster grocery delivery needs.