Reliance Industries Limited · NSE:RELIANCE
Reliance Industries — Shareholder Meeting (August 2023)
26 slides from Reliance Industries's shareholder meeting presentation, Aug 28, 2023
Slide 1: Exchange filing cover letter
August 28, 2023 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, Please find attached a pres
Slide 2: Key Highlights from AGM – Perspective for Investors
Key Highlights from AGM – Perspective for Investors 28 August 2023 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: Strong Track Record of Value Creation
Strong Track Record of Value Creation 1. RIL has evolved and transformed with opportunities arising from an emerging India ✓ Textiles → Polyesters → Polymers → Refining → Upstream → Retail → Digital Services → New Energy 2. Creating world-scale businesses with sustainable cashflows ✓ Best-in-class t
Slide 5: Committed to Rewarding Shareholders
Committed to Rewarding Shareholders 1. Uninterrupted track record of dividend payment since IPO; increasing dividend pay out for 30 consecutive years 2. Multiple bonus and rights issues ✓ Value of Rights exercised in 2020 have doubled in <3 years 3. Value unlocking through monetization and demerger
Slide 6: Value Creation and Financial Framework (1/2)
Value Creation and Financial Framework (1/2) 1. Growth driven by perpetual demand ✓ Operating in a large supply-constrained market with favourable demographics ✓ Invested in sector that have large pent-up demand, with visibility of healthy growth over many decades 2. Growth driven by superior custom
Slide 7: Value Creation and Financial Framework (2/2)
Value Creation and Financial Framework (2/2) 5. Growth driven by business discipline Capital Allocation a) Disciplined and prudent approach to capital allocation b) Capital deployment in high value-add, high margin projects with focus on improving returns Financial Management a) Strong cash flow gen
Slide 8: Strategic Perspective
Q Reliance Industries Limited Strategic Perspective
Slide 9: Unique Combination of Capabilities and Reach
Unique Combination of Capabilities and Reach . . . 1. Adding deep technology skills to proven execution skills ✓ Jio – indigenous 5G stack, roll-out of Standalone Network, glass-to-glass video streaming platform ✓ Retail – robust online shopping platforms, JioMart integration with WhatsApp ✓ Technol
Slide 10: With Multiple Layers of Growth and Margin Expansion
. . . With Multiple Layers of Growth and Margin Expansion . . . 1. Growth drivers ✓ Organic growth – expanding market share and customer base ✓ Expanding addressable market – new use cases and product offerings for consumers and enterprises ✓ Replicable skill-sets with deep customer insights and tec
Slide 11: Leading New and Virtuous Multi-decade Value Creation Cycle
. . . Leading New and Virtuous Multi-decade Value Creation Cycle 1. Leveraged to consumer and industrial demand - Accelerated growth with rising India per capita Income 2. Higher revenues across businesses ✓ Jio – multiple opportunities across individuals, homes, enterprises, AI based managed servic
Slide 12: Reliance Retail
Q Reliance Industries Limited Reliance Retail 11
Slide 13: Retail – Pre-eminent Position in India Retail Landscape
Retail – Pre-eminent Position in India Retail Landscape 1. Currently serves >98% of India’s pin codes through integrated online and offline channels 2. Reliance Retail rank among the Top-10 most visited retailers in the world ✓ >78 crore footfalls, 24.9 crore registered customer base, delivering to
Slide 14: Retail - Investing in Technology, Physical Footprint and Brands
Retail - Investing in Technology, Physical Footprint and Brands 1. Investments in expanding supply-chain infrastructure and omni-channel presence 2. JioMart evolving into cross-category horizontal platform - uptick in non-grocery category contribution 3. Focus on creating own brands and continue to
Slide 15: Digital Services
Q Reliance Industries Limited Digital Services 14
Slide 16: Digital Services – Preferred Provider of Connectivity and Data
Digital Services – Preferred Provider of Connectivity and Data 1. Reached a remarkable milestone of 450 million subscribers - global leadership in digital connectivity ✓ Per-user data consumption on Jio’s network of over 25 GB / month 2. JioFiber has reached >10 million subscribers consuming on aver
Slide 17: Digital Services - 5G Stack and Solutions for Every Consumer
Digital Services - 5G Stack and Solutions for Every Consumer 1. 5G rollout powered by indigenously developed 5G stack ✓ Stack features standalone 5G architecture, carrier aggregation and network slicing ✓ Supporting >50 million 5G customers, present in over 96% of census towns of India 2. Fastest-ev
Slide 18: Digital Services – Building New Age Tech Capabilities
Digital Services – Building New Age Tech Capabilities 1. Expand tech capability and invest in AI to deliver cutting-edge smart solutions for enterprise ✓ AI based managed services to add another significant revenue opportunity 2. Committed to creating up to 2,000 MW of AI-ready computing capacity ac
Slide 19: O2C and Upstream
Q Reliance Industries Limited O2C and Upstream 18
Slide 20: O2C and Upstream – Unique Energy & Materials Portfolio
O2C and Upstream – Unique Energy & Materials Portfolio 1. World’s largest and most integrated O2C player with global scale capacities ✓ Top decile refinery performance and top quartile cracker costs 2. Robust portfolio catering to growing consumption markets ✓ Value add from integrated Polyester / P
Slide 21: O2C and Upstream – Focus on Value Enhancement
O2C and Upstream – Focus on Value Enhancement 1. Specialty products, customer centric solutions and new materials to decommoditise O2C earnings mix 2. With technology and innovation, Refinery at Jamnagar to progressively operate as a ‘chemicals and materials feedstock production’ engine ✓ Launched h
Slide 22: O2C - Target to be Sustainable, Circular and Net Zero by 2035
O2C - Target to be Sustainable, Circular and Net Zero by 2035 1. Focus on achieving Net Carbon Zero and enhanced circularity 2. Targeting to be one of the largest users of renewable energy within India’s manufacturing sector ✓ Transition to renewable sources to reduce energy cost and improve profita
Slide 23: New Energy
New Energy 22
Slide 24: New Energy – Powering India’s Future Energy Needs
New Energy – Powering India’s Future Energy Needs 1. Executing fully integrated, largest end-to-end solar PV manufacturing ecosystem ✓ Most technologically advanced, flexible, and most cost competitive solar giga factory globally ✓ Deploying leading-edge HJT technology for manufacturing one of the h
Slide 25: New Energy – Creating Viable Fuel Alternatives
New Energy – Creating Viable Fuel Alternatives 1. Setting up a fully integrated, automated giga scale electrolyser manufacturing facility ✓ To enable large-scale green hydrogen production at Jamnagar and gradually transition for captive requirements ✓ Integrate with Green Ammonia and Green Methanol
Slide 26: Thank You
Thank You 25
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