Overview

• Reliance will host its 48th AGM at 2:00 PM IST via video conferencing for about 44 lakh shareholders, with a livestream on JioEvents, YouTube, Facebook, X and Instagram plus a WhatsApp help chatbot.
• Markets are focused on whether management provides timelines for Jio Platforms and Reliance Retail IPOs, with analysts noting Sebi’s proposal to allow only 2.5% minimum float in very large offerings could shape structure and market absorption.
• Updates are expected on Jio’s AI and connectivity roadmap, with brokerages highlighting AirFiber-led home broadband growth and Reliance’s stated confidence in reaching 100 million homes through Fiber and AirFiber.
• Execution milestones for the New Energy buildout are in focus, including commissioning timelines over the next four to six quarters across solar, batteries, electrolysers and green hydrogen, along with targeted cost cuts from captive renewable power.
• Investors are watching for commentary on oil-to-chemicals and crude sourcing strategy given reported US tariff actions affecting imports, even as the meeting follows a strong Q1 FY26 aided by a one-time gain from an Asian Paints stake sale.