Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

UBS on RIL
Buy, TP Rs 3150
Q2 FY23 EBITDA to increase 19% YoY despite O2C earnings concerns
Consumer biz share jumps to 49% of segment EBITDA
Weakening margins & export taxes to drag O2C earnings
Fundamentals remain strong; New Energy opportunities not priced in

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!