energy

Reliance Industries

RELIANCE · Nifty 50

1,332.7

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

ValuationPE 21.6 (33%ile of 5Y range 19-29). Trading near median.
Sector Positionenergy sector. Flow: outflow. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score90/100 (STRONG). 5 positive flags, 3 concerns.
Historical Context161 similar technical setups. Average outcome: -7.2% decline. 0% positive.
Revenue TrendRevenue growing at 12.5% YoY. Moderate revenue growth — 12.5% YoY

Fundamental

90/100

STRONG

Trust

95/100

Verification

Coverage

89/100

HIGH

Quick Take

Reliance Industries scores 90/100 on fundamentals (strong). Reliance Industries: PE above historical average. BROAD EXPANSION regime.

Fundamental Score: 90/100 · STRONG · 2 signals detected

DuPont Analysis

ROE 9.1% broken into three drivers. Each shows how efficiently the company generates returns.

ROE9.1%=
7.7%Net Margin
×
0.5xTurnover
×
2.4xLeverage

ROE of 9.07% is modest margin-driven and stable. Net margin of 7.7% × asset turnover of 0.49x × leverage of 2.4x.

What This Means

Net margin of 7.7% means the company keeps ₹7.7 as profit for every ₹100 of revenue. This is a moderate-margin business. Asset turnover of 0.49x means the company generates ₹0.49 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 2.4x means the company uses moderate debt. Returns are primarily driven by operations, not borrowing.

Margin Structure

Gross

29.3%

Operating

14.1%

Net

7.7%

declining

Gross margin 29.3% → operating margin 14.1% → net margin 7.7%. Margins are DECLINING. Check if input costs are rising or competition is pressuring pricing.

Financial Health

Earnings Quality

STRONG

Cash flow covers net income 2.3x — earnings are HIGH QUALITY. The company converts profit to cash efficiently.

Debt Sustainability

COMFORTABLE

Interest covered 5.7x — adequate buffer. Debt is manageable. Debt/EBITDA at 2.7x is moderate.

Free Cash Flow

STRONG

FCF margin at 6.5% — moderate. Generating cash after investments.

Peer Comparison

Reliance Industries is compared against 10 peers in the energy sector.

Key Watchpoints

🟢

Breaks above ₹1399 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹1266 (-5%)

Further downside risk

🟡

PE reverts to 5Y median of 21.6

Valuation normalization

🟢

Energy sector entering leadership

Sector rotation signal

Detected Patterns

✅ Cash Flow Inflection: FCF turned positive after negative periods — major transition
✅ High Earnings Quality: Cash flow covers earnings 2.3x — strong cash conversion

Risk Flags

🔴 1 Critical⚠️ 2 Warning5 Positive8 total flags
🔴Overall governance risk: 9/10
Governance

Elevated risk score. Review audit, board, and shareholder rights metrics.

⚠️Cash covers 25% of current liabilities
Balance Sheet

Tight liquidity. Monitor cash position and access to credit lines.

⚠️Board risk elevated: 9/10
Governance

Governance structure concerns. Independent director representation may be weak.

Minimal unusual items — clean earnings
Earnings Quality

Profits are from core operations, not one-offs. High quality.

Assets relatively new (25% depreciated)
Balance Sheet

Modern asset base. Lower near-term capex requirements.

Receivables decreasing — 5.0% of revenue
Cash Flow

Collection cycle changing. Collection improving — positive for cash flow.

PEG ratio: 0.8x — attractive growth-adjusted valuation
Valuation

Growth available at reasonable price. Favourable risk-reward.

Strong analyst consensus: strong_buy (32 analysts)
Valuation

Mean recommendation: 1.3/5 (1=Strong Buy, 5=Strong Sell). Institutional confidence is high.

⚠️ 1 critical + 2 warning flags. Exercise caution.

Data Quality

95/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
Our margin analysis (declining) matches news reports of cost/margin pressure

50 articles scanned for fundamental themes

Facts

P/E Ratio
21.6HIGH
P/B Ratio
1.9HIGH
ROE
9.1%HIGH
Market Cap
₹174974870.5L CrHIGH
From 52W High
83% of high
Promoter Holding
51.2%MODERATE
Institutional
28.7%
Sector Peers
10
Reliance Industries Stock Analysis, Valuation, Fundamentals & Intelligence | FynSight