Fascinating details from a Reliance Industries (RIL) corporate presentation on the behemoth.
Thread on highlights from "New Reliance for a New India" for investors feeling left out after recent Jio deals with FB etc (the prospects of great returns will be tantalizing).
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Thread on highlights from "New Reliance for a New India" for investors feeling left out after recent Jio deals with FB etc (the prospects of great returns will be tantalizing).
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RIL's Oil-to-Chemicals (O2C) is world class platform & most profitable biz. Past investments make O2C biz future-proof.
Consumer biz rapidly scaled up to mkt leadership in 5 years, with 2x EBITDA growth. $23.4bn cash & equivalent.Imprvd cash flow gen=greater shareholder benefits.
Consumer biz rapidly scaled up to mkt leadership in 5 years, with 2x EBITDA growth. $23.4bn cash & equivalent.Imprvd cash flow gen=greater shareholder benefits.
RIL says re-rating of stock to continue with increasing share of consumer businesses in earnings.
Digital platforms & ecosystems being created by Jio will be primary drivers of growth, "company best placed to capitalize on India's massive growth opportunity".
Digital platforms & ecosystems being created by Jio will be primary drivers of growth, "company best placed to capitalize on India's massive growth opportunity".
Every Indian house within 20km of a #Jio point. Unmatchable cost efficiencies due to scale.
40x increase in data consumption in India, share in global data traffic up from <1% to17%.
2x growth in Jio rev & EBITDA over past 2 years, continued subs traction + industry leading ARPU.
40x increase in data consumption in India, share in global data traffic up from <1% to17%.
2x growth in Jio rev & EBITDA over past 2 years, continued subs traction + industry leading ARPU.
Reliance Retail revenue up 9x & EBITDA 12x in 5 years.
11,784 stories by FY20.
Indian retail hyper-growth mkt opportunity.
To ensure consumers able to access nearest kiranas by seamless transactions with JioMart across different channels.
India to be 3rd largest retail market.
11,784 stories by FY20.
Indian retail hyper-growth mkt opportunity.
To ensure consumers able to access nearest kiranas by seamless transactions with JioMart across different channels.
India to be 3rd largest retail market.
Jamnagar refining complex world's largest single refinery, crude capacity of 1.4mmbpd.
21.1 Complexity index enables flexible crude basket&product yield.
Value chain integration for annuity-like cash flow.
Plan >70% conversion of crude to olefins & aromatics.
Far ahead of curve.
21.1 Complexity index enables flexible crude basket&product yield.
Value chain integration for annuity-like cash flow.
Plan >70% conversion of crude to olefins & aromatics.
Far ahead of curve.
Recap:
*JioFiber to capitalize on home broadband mkt.
*To leverage online & offline ecosys to reach across consumption strata.
*New commerce to digitally enable $1.5Tn retail mkt opp.
*O2C biz to sustain growth, future integration to future-proof biz, create higher value.
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*JioFiber to capitalize on home broadband mkt.
*To leverage online & offline ecosys to reach across consumption strata.
*New commerce to digitally enable $1.5Tn retail mkt opp.
*O2C biz to sustain growth, future integration to future-proof biz, create higher value.
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