Australia mein Reliance ka naya adventure!
So, Reliance Industries ki FMCG arm, RCPL ne Australia ki Sydney-based company Goodness Group Global ko A$25.4 million mein majority stake lekar khareed liya hai. Yeh unke liye international level par FMCG sector mein pehla acquisition hai, jabse unhone is business mein 3 saal pehle entry maari thi. Is deal ke baad, RIL apne khareeb ₹19.6 lakh crore (jo ki $235 billion USD hai) ki market cap aur 23.7 ke P/E ratio ke saath, apne consumer business ko aur badhane wala hai. Stock ₹1450.80 ke aas-paas trade ho raha tha February 6, 2026 ko. RCPL ki Q3 FY26 mein ₹5,065 crore ki gross sales thi, aur unka target hai FY26 tak FMCG revenue ₹20,000 crore tak pahunchana.
Health Drinks ki booming market mein entry!
Australia ka health drinks market 2024 mein USD 1,951.60 million ka tha aur 2033 tak USD 2,809.14 million tak pahunchne ka umeed hai, jiska CAGR 4.13% hai. Log aajkal sugar-laden drinks se hatkar low-sugar aur functional drinks ki taraf ja rahe hain. Goodness Group ke paas Nexba aur PACE jaise brands hain, jisme Nexba zero-calorie sweeteners ke liye jaana jaata hai aur PACE hydration drink hai. RCPL ka plan hai ki woh apne bade distribution network ka use karke in brands ko Australia aur khaas kar India mein launch karega, jahan healthy alternatives ki demand badh rahi hai.
Kya risks hain is deal mein?
Deal ki total value toh abhi poori tarah reveal nahi hui hai, lekin A$25.4 million ka stake stake khareeda gaya hai. Australia ka consumer market already kaafi competitive hai, aur Reliance ke liye naye brands ko international level par scale karna ek challenge ho sakta hai. Reliance Worldwide Corporation ke Australia mein plumbing products market mein struggles bhi ek cautionary tale hain. Aur haan, Reliance ke corporate governance ko lekar historical reports mein kuch controversies bhi rahi hain jin par nazar rakhni hogi.
Analysts kya bol rahe hain?
Analysts filhal RIL ke overall growth strategy ko lekar positive hain. UBS ne 'Buy' rating de rakhi hai aur price target INR 1,750 diya hai. JPMorgan ka bhi 'Overweight' rating hai jiska target March 2026 tak Rs 1,568 hai. Unka kehna hai ki consumer business se company ki earnings badhengi. Yeh Australian acquisition RCPL ke liye ek bada test hoga ki woh India ke bahar bhi global brands bana sakte hain ya nahi.