Reliance Retail Ventures Ltd posted a net profit of ₹3,271 crore in Q1 FY26 (April–June), reflecting a 28% YoY increase from ₹2,549 crore in Q1 FY25. Revenue also saw robust growth, with:
- Gross revenue reaching ₹84,171 crore (up 11.3%)
- Revenue from operations at ₹73,720 crore (up 11% YoY)
🔍 Performance Drivers
1. Category Strength
- Grocery and fashion categories delivered strong growth, while consumer electronics & devices showed resilience despite early monsoon impact
- The company continues expanding FMCG and personal care products, enriching its product portfolio
2. Retail Footprint Expansion
- Added 388 new stores, raising the total to approximately 19,592 outlets across India
- Customer registry reached 358 million, with transactions growing nearly 17% YoY
3. Operational Efficiency & Digital Boost
- EBITDA grew 13% YoY to ₹6,381 crore with margin improvement to 8.7%
- The Quick-Commerce operations saw daily orders surge 175% YoY, benefiting from faster micromarket fulfillment via JioMart
📈 Broader Reliance Context
Reliance Industries recorded a consolidated PAT of ₹26,994 crore (+78% YoY) in Q1 FY26, with retail contributing a strong base via double-digit EBITDA growth (~12.7%)
Retail now represents around 31% of the company’s consolidated revenue Reuters.
🔮 Outlook & Strategic Implications
- Continued aggressive store expansion and investments in FMCG/private-label brands position Reliance Retail for sustained growth.
- Strengthening quick commerce and AI-driven merchandising efforts will deepen consumer engagement and build recurring transaction streams.
- Despite monsoon-lift challenges in electronics, the recovery trajectory indicates operational resilience
