Reliance Industries stock rating resumed at Buy by UBS on value unlocking

Published 26/08/2025, 06:54
© Reuters.

Investing.com - UBS has resumed coverage on Reliance Industries (NS:RELIANCE) with a Buy rating and a price target of INR1,750.00, up from its previous target of INR1,550.00.

The investment bank expects Reliance to outperform the MSCI India index over the next 12-18 months, following a period of underperformance, as the company’s five-year earnings transformation creates opportunities for value unlocking.

UBS anticipates Jio, Reliance’s telecommunications unit, will unlock value within 12-18 months as it reaches "maturity" with mid-teens growth and increasing cash flows.

The firm also projects Reliance’s retail growth will improve to "teens" as its B2B restructuring concludes and recent store expansion begins to yield results.

UBS expects Reliance’s new energy business to begin contributing to EBITDA from fiscal year 2027, with 10GW of Solar PV and 15GWh of battery capacity by that time.

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