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RELIANCE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 3.2

Stock Code RELIANCE Market Cap 19,36,235 Cr. Current Price 1,431 ₹ High / Low 1,612 ₹
Stock P/E 44.2 Book Value 418 ₹ Dividend Yield 0.38 % ROCE 7.89 %
ROE 7.91 % Face Value 10.0 ₹ DMA 50 1,385 ₹ DMA 200 1,416 ₹
Chg in FII Hold -0.42 % Chg in DII Hold 0.36 % PAT Qtr 7,422 Cr. PAT Prev Qtr 9,396 Cr.
RSI 61.6 MACD 5.12 Volume 3,56,99,233 Avg Vol 1Wk 3,40,19,994
Low price 1,290 ₹ High price 1,612 ₹ PEG Ratio -45.5 Debt to equity 0.41
52w Index 43.8 % Qtr Profit Var -33.8 % EPS 32.4 ₹ Industry PE 15.7

📊 RELIANCE shows mixed fundamentals. While it has strong market capitalization (₹19,36,235 Cr) and diversified operations across energy, telecom, and retail, profitability metrics remain weak with ROE (7.91%) and ROCE (7.89%). EPS of ₹32.4 provides earnings visibility, but valuations are stretched with a P/E of 44.2 vs industry average of 15.7. The PEG ratio (-45.5) indicates poor growth prospects. Dividend yield is low at 0.38%. Quarterly PAT declined sharply (-33.8%), raising caution. Technicals show price trading near DMA 200 (₹1,416) with RSI (61.6) and MACD positive (5.12), suggesting mild bullish momentum.

💡 Ideal Entry Price Zone: ₹1,340 – ₹1,360 (near support levels and below DMA 50).

Exit Strategy / Holding Period: Existing holders should adopt a medium- to long-term horizon (3–5 years). Partial profit booking can be considered near ₹1,580–₹1,600 (recent highs). Long-term holding advisable only if ROE and earnings growth improve significantly.


✅ Positive

  • Strong market capitalization ensures scale and stability.
  • DII holdings increased (+0.36%), showing domestic institutional support.
  • Diversified operations across energy, telecom, and retail sectors.
  • EPS of ₹32.4 provides earnings visibility.

⚠️ Limitation

  • High P/E (44.2) vs industry average (15.7).
  • Weak ROE (7.91%) and ROCE (7.89%).
  • Negative PEG ratio (-45.5) signals poor growth prospects.
  • Dividend yield low at 0.38%.

📉 Company Negative News

  • Quarterly PAT declined sharply (₹7,422 Cr vs ₹9,396 Cr).
  • FII holdings reduced (-0.42%).

📈 Company Positive News

  • DII inflows (+0.36%) reflect domestic confidence.
  • Strong diversified business model supports resilience.

🏭 Industry

  • Industry P/E: 15.7, highlighting RELIANCE’s premium valuation.
  • Energy and telecom sectors remain growth drivers, but profitability metrics need improvement.

🔎 Conclusion

RELIANCE is a fundamentally strong conglomerate but currently overvalued with weak profitability metrics. New investors should wait for entry around ₹1,340–₹1,360 for valuation comfort. Existing holders can maintain a 3–5 year horizon, with partial profit booking near ₹1,580–₹1,600. Long-term holding is advisable only if ROE and earnings growth improve significantly.

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