Reliance Industries Limited · NSE:RELIANCE
Reliance Industries — Shareholder Meeting (August 2024)
24 slides from Reliance Industries's shareholder meeting presentation, Aug 29, 2024
Slide 1: Key Highlights from Forty-seventh Annual General Meeting – Perspective for Investors
August 29, 2024 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, Dalal Street, G Block, Bandra-Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 500325 Trading Symbol: RELIANCE Dear Sirs, The presentation on Key Highl
Slide 2: Key Highlights from AGM – Perspective for Investors
Key Highlights from AGM – Perspective for Investors 29 August 2024 1
Slide 3: Forward Looking Statement
Forward Looking Statement This presentation contains forward-looking statements which may be identified by their use of words like “plans,” “expects,” “will,” “anticipates,” “believes,” “intends,” “projects,” “estimates” or other words of similar meaning. All statements that address expectations or
Slide 4: Consistently Delivering on Value Creation Commitment
Consistently Delivering on Value Creation Commitment ... 1. First Indian company to cross US$ 250 billion in market cap (US$ 100 billon in July’18) 2. Reliance ranks among the world’s Top 50 most valuable corporations - delivered on goal set in 2017 3. Solid foundation to ensure doubling of value by
Slide 5: … And Rewarding Shareholders
… And Rewarding Shareholders 1. Consistently track record of rewarding shareholders since IPO ✓ Four Rights Issues, Five Bonus Issues ▪ Investments in 2020 Rights Issue up nearly 2.5x ✓ Progressively increasing Dividend payment 2. Significant value unlocking through demerger of Jio Financial Service
Slide 6: Reliance Retail
Q Reliance Industries Limited Reliance Retail
Slide 7: Retail – Delivering Quality and Value at Scale
Retail – Delivering Quality and Value at Scale 1. Among the Top 10 global retailers by market cap and among Top 30 by Revenues 2. Unparalleled access to consumers across India; Registered customer base of >300 Mn ✓ ~19,000 store, 80 Mn. Sq.ft., 7,000+ cities, digital platforms across consumption bas
Slide 8: Retail – Expanding Customer Base and Brand Portfolio
Retail – Expanding Customer Base and Brand Portfolio 1. Grocery – Focus on enhancing consumer experience through innovation; selectively expanding premium formats ✓ Providing platform to small and medium vendors, regional brands to grow and scale ✓ Expanding subscription services, convenience offeri
Slide 9: Digital Services
Q Reliance Industries Limited Digital Services
Slide 10: Digital Services – Fulfilling India’s Digital Needs
Digital Services – Fulfilling India’s Digital Needs 1. Strong family of 490 Mn subscribers – reflecting customer trust and loyalty 2. India is now the largest data market globally – Jio’s network carries 8% of global mobile traffic ✓ Per-user data consumption on Jio’s network of over 30 GB / month 3
Slide 11: Digital Services – Immense Growth Opportunities Ahead
Digital Services – Immense Growth Opportunities Ahead 1. Creating new revenue and earnings streams through technological developments and digital offerings 2. 5G network leadership driving accelerated growth across mobility, homes and enterprises ✓ Availability of affordable of 5G smartphones to boo
Slide 12: Media & Entertainment
Q Reliance Industries Limited Media & Entertainment 11
Slide 13: Media & Entertainment – Transforming India’s Media Landscape
Media & Entertainment – Transforming India’s Media Landscape 1. Providing content across genres, regions and languages through multiple platforms ✓ Leading presence across sports, news and entertainment 2. JioCinema revolutionising digital sports and entertainment ✓ IPL 2024 reached 620 million Indi
Slide 14: O2C and Upstream
Q Reliance Industries Limited O2C and Upstream 13
Slide 15: O2C and Upstream – Strategic Direction
O2C and Upstream – Strategic Direction 1. Reliance owns and operates the largest industrial assets in India 2. Investing in new capacities across existing and new chemical chain to cater to domestic demand ✓ Healthy demand trend expected across consumer goods, infrastructure, automotive, packaging,
Slide 16: O2C and Upstream – Growth Initiatives
O2C and Upstream – Growth Initiatives 1. Vinyl chain and Polyester chain expansion to meet growing domestic demand ✓ Integrated 1.5 MMTPA PVC and CPVC facilities at Dahej and Nagothane by 2026-27 ✓ 1 MMTPA specialty Polyester capacity by 2026-27, 3 MMTPA PTA capacity by 2027 2. World-class integrate
Slide 17: New Energy
New Energy 16
Slide 18: New Energy – Building Self-Reliant Green Economy
New Energy – Building Self-Reliant Green Economy 1. Affordable and sustainable Round-the Clock clean energy is critical for India’s accelerating growth ✓ Rising industrial activity, discretionary consumption, energy intensive applications like AI to drive unprecedented growth in energy demand 2. Com
Slide 19: New Energy – Integrated Solar Value Chain
New Energy – Integrated Solar Value Chain 1. Production of solar PV modules to commence by end of this year ✓ Target to achieve first phase of integrated solar production facilities in the following quarters ✓ Integration to include modules, cells, glass, wafer, ingot, polysilicon, with initial annu
Slide 20: New Energy – Integrated Solar & BESS to Deliver RE-RTC
New Energy – Integrated Solar & BESS to Deliver RE-RTC 1. Building robust energy storage solution to deliver round the clock power 2. Advanced battery manufacturing facility with 30 GWh annual capacity to commence by 2H next year ✓ Planned backward integration to cell manufacturing and battery chemi
Slide 21: New Energy – Building Renewable Fuel Streams
New Energy – Building Renewable Fuel Streams 1. Building fully-automated, multi-GW electrolyser facility to be ready by 2026 ✓ Facility to be capable of supporting different technologies such as Alkaline, PEM and AEM ✓ Green energy and world-class electrolyser to enable production of green hydrogen
Slide 22: Summary
Q Reliance Industries Limited Summary 21
Slide 23: Pursuing Impactful and Inclusive Growth
Pursuing Impactful and Inclusive Growth 1. Evolving global macro environment and consumer preferences provide multiple growth opportunities 2. Reliance well positioned to benefit with scale, best-in-class technology choices and flawless execution 3. Widening portfolio of products and services at aff
Slide 24: Thank You
Thank You 23
Reliance Industries — Shareholder Meeting (August 2024) on 6ix