Reliance Industries Limited (RIL) shares ne 2026 ke start me kaafi excitement aur volatility dekhi hai. January 2 ko shares ne record highs touch kiye aur 1% tak upar gaye, thanks to bullish brokerage calls. Lekin phir, 52-week high ke baad, January 5-6 ko ye lagbhag 5% gir gaye, broad market weakness aur oil refining & chemicals sector pressure ke wajah se. Abhi RIL ₹1,357 per share pe trade ho raha hai, aur Sensex ke comparison me thoda underperform kar raha hai.
Morgan Stanley Ki Nazar 👀
Morgan Stanley ne RIL pe abhi bhi ‘Overweight’ rating maintain ki hai aur ₹1,847 ka target diya hai — matlab 18% upside ka chance. 2026 RIL ke liye ek catalyst year ho sakta hai, jisme $80 billion ki fourth monetisation cycle include hai. Key triggers:
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Q1FY26 me refining up-cycles
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Q2 me Jio ARPU hikes aur retail growth
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Q3 me new energy ramps aur Jio IPO potential
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Q4 me chemicals recovery
Past cycles (2017-19, 2020-21) me RIL ne Sensex ko 35 points outperform kiya tha, mostly earnings upgrades aur re-ratings ke wajah se.
Q1FY26 Earnings Recap 💰
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Net profit: ₹26,994 crore (+78% YoY)
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Revenue: ₹2.49 lakh crore (+5.3%)
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Jio: 200 million 5G users, 20 million homes connected
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Retail: 388 nayi stores add ki, total 19,592; profit +28%
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EBITDA margin: 8.7%
Mukesh Ambani ne highlight kiya ki performance robust rahi, oil volatility aur KGD6 gas decline ke bawajood. Asian Paints stake sale se ₹8,924 crore ka gain bhi mila.
Strategic Moves ⚡
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Jio ka public listing 2026 me possible hai
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AI data centers US hyperscalers ke support se valuation boost kar sakte hain
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Retail aur telecom growth drive karegi RIL ka multi-quarter momentum, O2C challenges ke bawajood
RIL ka 2026 ka journey abhi start hua hai, aur investors ke liye ye ek action-packed year ho sakta hai. Agar aap market me active hain, to RIL ke next moves ko closely follow karein!
Disclaimer: Yeh views market experts ke hain and not of trueincome. Investment karne se pehle certified advisor se consult zaroor karein.