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RERELIANCE

What Reliance Industries promised, and what happened

Oil, Gas & Consumable Fuels ·Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

1 of 7 judged targets kept · 9 open · verdicts reflect calls analysed to Q1 FY27.

TargetOriginal wordingSaidLatest callVerdict
Campa & Independence Turnovercross Rs 1000 crores turnover in FY25 (individually)Q2 FY25Q1 FY27:Promise was for FY25 and has been achieved. FMCG business continues to show strong growth.
Call transcript, Q1 FY27 · no direct link
Achieved
Homes Connected (Fixed Wireless)100 million plus homes across IndiaQ2 FY25Q1 FY27:Not explicitly mentioned. Homes service promotion mentioned as impacting ARPU mix.
Call transcript, Q1 FY27 · no direct link
Ghosted
Battery Energy Storage Capacity30 gigawattsQ3 FY25Q1 FY27:Will achieve 40-gigawatt hour capacity this year, and scaling up to 120-gigawatt hour (from 100 GWh).
Call transcript, Q1 FY27 · no direct link
Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Reliance Industries’s full ledger

A free account opens 5 company ledgers a month. All 16 tracked commitments, with each call’s wording and source.

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For Reliance Industries shareholders

Reliance Industries management has 6 missed targets and 9 still open. Did you buy on one of them?

Most people find out a target was dropped on results day, from the price. By then the money is gone. A company never announces it. The target just stops coming up on the call. The two calls above are the free sample; the full ledger holds all 16 commitments for Reliance Industries. A free account opens 5 ledgers a month; Pro opens 100.

What Pro opens for Reliance Industries

16 commitments
  • Campa & Independence Turnover delivered said Q2 FY25

    Promised: cross Rs 1000 crores turnover in FY25 (individually)

    every quarter's status · the sentence it was said in
  • 15 more commitments on Reliance Industries's record

Topics management dodges

The questions analysts keep asking that management stops answering, with the words used to deflect.

Metric trajectories

Each guided number, quarter after quarter: improving, stable or deteriorating, before the result confirms it.

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We read every earnings-call transcript the company has given and follow each number forward to the quarter it came due.