Reliance Infrastructure’s latest newsletter details a strategic shift towards high-value opportunities including Defence Manufacturing and Renewables. The company reaffirms its commitment to governance and transparency, alongside its focus on operational efficiency. BSES, the power distribution arm, continues to demonstrate reliability. The newsletter highlights consolidated revenue of ₹12,345 crore for the first half of fiscal year 2026. It emphasizes building a resilient business model and creating enduring value.
Strategic Realignment
Reliance Infrastructure is strategically focusing on sectors aligned with national priorities. These include high-value opportunities in Defence Manufacturing and Renewables (solar and battery systems). These sectors are expected to offer sustainable, long-term returns.
Financial Overview
The newsletter highlights a consolidated revenue of ₹12,345 crore and EBIDTA of ₹3,777 crore for the first half of fiscal year 2026. This reflects the company’s focus on disciplined execution and operational excellence.
BSES Performance
BSES, Reliance Infrastructure’s power distribution business, continues to demonstrate reliable and efficient service to millions of consumers in Delhi. It continues to be a cornerstone of the company’s performance.
Governance and Compliance
The company is reinforcing its commitment to governance, transparency, and accountability. It is cooperating with relevant authorities and taking necessary steps to uphold the highest standards.
Employee Ownership
Reliance Infrastructure launched its first Employee Stock Ownership Plan (ESOP), extending participation to most employees. This promotes shared ownership and aligns aspirations with long-term value creation.
Defence Sector Progress
Key programs are advancing across aerospace, munitions, and radar systems, with scaled manufacturing planned at the Dhirubhai Ambani Defence City (DADC).
Infrastructure Portfolio
The company manages 2,472 lane-kilometers of roads, with average daily vehicles served reaching 2.85 lakh.
Source: BSE