RELIANCE RETAIL
Ahead of Market: 10 things that will decide stock market action on Friday
Sensex and Nifty surged nearly 1.5% on Thursday, rebounding from early losses. Gains in financials, auto, and IT stocks were driven by easing inflation and potential U.S.-India trade agreement hopes.
Shein to set up huge Vietnam warehouse in US tariff hedge: Sources
Shein, the fast-fashion online retailer, is expanding its supply chain by leasing a large warehouse in Vietnam, its first in the country. This move aims to mitigate risks associated with U.S.-China trade tensions, as the company currently relies heavily on China-based suppliers. The new warehouse will store clothing and apparel from contractors before export, potentially diversifying Shein's sourcing beyond China.
Market Wrap: D-Street ends in green as soft inflation data spurs rate cut hopes; Sensex adds 182 points, Nifty above 24,660
Indian benchmark indices ended higher on Wednesday, recovering from their biggest single-day loss in a month during the previous session, supported by gains in IT and commodities stocks as softer-than-expected inflation data for both the U.S. and India in April raised hopes for further rate cuts.
JM Financial bets on banks, capex-led growth stocks with launch of new model portfolio for Indian equities
JM Financial anticipates a pro-growth monetary policy under the new Reserve Bank of India Governor, Malhotra. The firm expects the central bank to potentially lower interest rates by 50 basis points during this cycle, citing stable inflation levels. Additionally, it highlighted the government's Rs 11.2 trillion capital expenditure plan for FY26 as a significant driver of economic growth.
Asian Paints shares in focus as Reliance eyes $1.3-billion exit
Reliance Industries plans to sell its 4.9% stake in Asian Paints, potentially exiting a 17-year-old investment worth over Rs 11,000 crore. The move comes amid intensifying competition and shrinking margins in the Rs 75,000-crore paints market. New players like Grasim and a potential AkzoNobel acquisition are reshaping the landscape, pressuring Asian Paints’ market share and profitability.
Hot Stocks: 3 stocks that may give returns between 12-35%
Analysts predict significant upside for Reliance Industries, IIFL Finance, and Tech Mahindra. Reliance is expected to benefit from improved O2C performance and potential Jio listing updates. IIFL Finance could see sharp rerating due to microfinance recovery and lower costs. Tech Mahindra's earnings growth potential is underestimated, with positive news expected regarding US policies.
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Reliance looks for $1.3-billion gloss finish to its exit from Asian Paints
Reliance Industries is considering selling its 4.9% stake in Asian Paints, a 17-year-old investment, amid increasing competition and margin pressures in the Indian paints market. The sale, managed by Bank of America, could fetch ?11,141 crore, representing a significant return on Reliance's initial investment. However, the deal hinges on securing bids within the desired price range.
US slashes 'de minimis' tariff on small China parcels to 54%
The United States is set to ease trade tensions with China by reducing the "de minimis" tariff on low-value goods, benefiting e-commerce giants like Shein and Temu. Effective May 14, 2025, the tariff will decrease to 54% from 120% for items under $800, with a $100 flat fee option.
FII return sees Rs 46,000 crore buying spree, likely prefer largecaps vs broader market stocks. Here’s why
FIIs have poured in over Rs 46,000 crore into Indian equities since mid-April, favouring largecaps amid easing geopolitical and trade tensions. Analysts point to quality-led buying in private banks, capital goods, and infrastructure stocks. While midcaps see selective interest, high valuations and liquidity concerns are keeping FIIs focused on scalable, liquid large-cap opportunities.
Can Reliance shares rally another 12%? Citi sees 6 near-term triggers for RIL stock
Citi Research suggests Reliance Industries shares may rise by 12%. The brokerage maintains a 'buy' rating with a target price of Rs 1,585. Six near-term catalysts across key business verticals could boost performance. These include O2C improvements, favourable year-on-year comparisons, and AGM announcements. Retail recovery, 5G monetization, and reduced net debt are also factors.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian markets soared over 3.7% on Monday, with the Sensex rising 2,975.43 points and Nifty 916.70, as easing India-Pakistan tensions and US-China trade hopes lifted sentiment across sectors.
Ahead of Market: 10 things that will decide stock market action on Monday
The Indian stock market fell for a second straight session on Friday, with the benchmark indices ending with weekly declines of 1.4% amid growing tension between India and Pakistan.
Canara Bank deploys employees to garner deposits, mobilises Rs 16,000 cr in 10 weeks
Canara Bank, facing deposit growth challenges, mobilized ?16,700 crore in ten weeks by engaging its 82,000 employees. Each staff member was tasked with gathering deposits from their network, contributing to a reduction in the credit deposit ratio from 76% to 73%. This initiative also decreased the bank's reliance on bulk deposits and strengthened customer connections.
National Technology Day: India targets $500 billion revenue from tech industry by 2030
India’s tech sector is set to add 126,000 jobs in FY25, reaching a 5.8 million-strong workforce. Amid global headwinds, AI and digital demand are driving $283 billion in revenue. With rising exports, government support, and ambitious targets, the industry aims to hit $500 billion by 2030, shaping 10% of GDP.
Beverage players take a big sip to quench market share thirst
Beverage companies like Varun Beverages, Dabur, and Tata Consumer are intensifying their strategies to counter Reliance Retail's Campa cola challenge. These companies are focusing on expanding distribution networks, deploying more bottle chillers, and broadening product portfolios. After matching Reliance's higher retailer margins, the companies are now prioritizing rebuilding distribution and expanding into rural markets to regain market share.
Is China's economic growth sustainable amid uncertain trade relations and domestic challenges?
China's Q1 2025 GDP grew by 5.4% despite trade war challenges, driven by exports and manufacturing. Stimulus measures aim to counter trade tensions, but concerns remain about weak domestic demand and a strained property market. The focus shifts to boosting internal consumption, attracting foreign investment, and expanding ties with the 'global south'.
British beauty brands set to glam up Indian market as Nykaa, Tira prep for the glow
India and UK free trade agreement will reduce duties on cosmetics. This will lead to more affordable beauty product imports from the UK. Companies like The Body Shop plan to increase imports. Retailers such as Nykaa and Reliance Tira will also benefit. The policy will help meet the growing demand of young Indian consumers.
Oil prices fall below $60 per barrel, time ripe for hike in fuel duties
Oil prices have dipped below $60 a barrel, potentially boosting Indian refiners' margins. While petrol and diesel prices may remain stable for consumers, jet fuel could see a decrease. The government might increase fuel duties to capitalize on the price drop and allow refiners to build margin buffers, impacting retail pricing strategies.
‘Strike’-ing the target: A pragmatic strategy to leverage options in a volatile market
India led global equity options trading in 2023. The growth was driven by retail investors. However, most retail traders faced losses. SEBI has implemented regulations to protect investors. Options can be used for hedging or speculation. The article suggests using options for hedging. It also suggests using options for stock acquisition and exit strategies.
Perform or Perish: Reliance Retail’s warning to stores
Reliance Retail is prioritizing profitability and efficiency as it gears up for a potential IPO. The company now requires new stores to break even within 6-12 months, a significant shift from its previous two-year assessment period. While scaling back aggressive expansion plans, Reliance Retail focuses on premiumization, streamlining operations, and achieving profitability in its e-commerce ventures.
Inside Reliance Retail’s reboot to 30-minute quick commerce
The retail arm of Reliance Industries helped the conglomerate post steady results for the March quarter, even as Jio Platforms missed expectations and the oil-to-chemicals vertical delivered in-line performance. Reliance Retail Ventures' net revenue for the period jumped 16% to Rs 78,622 crore, while segment profit increased 30% to Rs 3,519 crore.
Reliance’s FMCG arm becomes India’s 8th largest in just 2 years, surpassing Marico
Reliance’s FMCG arm has swiftly become India’s eighth-largest, clocking Rs 11,500 crore revenue in FY25. Driven by brands like Campa and Independence, it surpassed Marico and Tata Consumer’s India business. With aggressive expansion, rapid product rollouts, and store rationalisation, Reliance Retail continues reshaping India’s consumer goods landscape, including quick commerce ambitions.
Jio Platform IPO, renewables capex to fuel next leg of Reliance’s growth: Deven Choksey
Reliance Industries sees a potential upswing. Consumer businesses, Jio platform and retail, now lead in EBITDA contribution. Growth is expected around 15-20% in these sectors. Renewable energy investments are also promising. Crude prices and better GRM are favorable. Market participation may increase, boosting the stock. The company's focus shifts towards renewables and select O2C projects.
For Reliance Retail, shoring up margins an open-and-shut case
Reliance Retail strategically closed 2,155 stores in FY25 to enhance operational efficiencies and margins, more than doubling closures from the previous year. Despite these closures, the company opened 2,659 new stores, resulting in a net addition of approximately 500 outlets. This rationalization, coupled with streamlining business operations, contributed to a 20 basis point increase in Ebitda margin, reaching 9%.
Reliance Industries shares surge 4% after Q4 profit beats estimates. Should you buy, sell or hold?
RIL Share Price: Reliance Industries share price: Reliance Industries' net profit rose to Rs 19,407 crore in Q4. Revenue increased to Rs 2.64 lakh crore. Jio Platforms and Reliance Retail showed strong growth. Brokerages like Motilal Oswal and Nomura have given a 'Buy' call. They cite positive results and future growth potential. Focus is on new energy business and tariff hikes.
Reliance Retail plans to set up dark stores as part of aggressive quick-commerce expansion
Reliance Retail is aggressively expanding its quick commerce operations after witnessing a 2.4x surge in orders during the March quarter. The company plans to establish dark stores to enhance coverage and ensure sub-30-minute deliveries across its extensive network, which already spans over 4,000 pin codes.
Reliance Retail scaling up quick commerce, to set up dark stores to cover untapped pockets
In the March quarter, Reliance Retail saw over 2.4 times growth in terms of the number of orders, which is a significant scale-up, said its CFO Dinesh Taluja during the earnings call earlier this week.
Rel Retail sales rise 16%, but 'demand yet to fully recover'
Reliance Retail reported a 16% sales growth in Q4 2024-25, with net revenue reaching ?78,622 crore and net profit increasing by 30% to ?3,519 crore. Despite pockets of uneven demand, the company strategically recalibrated its store network, adding 500 net new stores after rationalization.
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