Whalesbook
Cricket Aur Films Ne Ki Kamaal Ki Strategy!
Is baar JioStar ne apne saare rivals ko peeche chhod diya hai. Unki JioHotstar app par mahine mein lagbhag 500 million log active rehte hain. Aur jab T20 Men's Cricket World Cup ka final aaya, toh 72.5 million log ek hi time par live stream dekh rahe the, jo duniya bhar mein pehli baar hua hai! Yeh dikhata hai ki JioStar bade live events ko handle karne mein kitna strong hai.
Sirf digital hi nahi, TV par bhi unka hold strong hai. Unka share 34.2% raha entertainment viewership mein aur 810 million logo tak pahunche hain. Digital subscriptions bhi badhi hain, naye pricing models ke wajah se log aur zyada jud rahe hain. Aur kya pata tha ki Jio Studios ki 'Dhurandhar' movies bhi box office par itna dhamaka karengi! Dono movies ne global level par ₹1,000 Crore se zyada kamaya hai, jismein 'Dhurandhar 2: The Revenge' ne akeli ₹1,791 Crore kama liye hain aur Bollywood ke liye overseas collection ka naya record banaya hai.
RIL Ke Overall Numbers Kaise Hain?
Overall dekhne jaaye toh RIL ka consolidated revenue Q4 FY26 mein 12.9% badhkar ₹325,290 Crore ho gaya hai. Lekin, company ka net profit thoda 12.55% gir kar ₹16,971 Crore par aa gaya. Market ke hisaab se, company ka P/E ratio thoda high hai, jo future growth ki expectations dikhata hai.
Thoda Pressure Bhi Hai?
Financials mein kuch pressure bhi dikh raha hai. Margin thoda ghata hai, jo ki 15.0% ho gaya hai pehle ke 17.4% se. Oil to Chemicals (O2C) segment mein bhi EBITDA 12% kam hua hai. Telecom business mein growth toh hai, par naye users ki speed thodi slow hui hai aur ARPU bhi zyada nahi badha hai. Media business toh bade events par bahut depend karta hai, jisse kabhi revenue bahut aata hai toh kabhi thoda uneven ho sakta hai.
Analysts Kya Kehte Hain?
Par fikar ki koi baat nahi, analysts abhi bhi RIL ko lekar kaafi positive hain. Bahut sare analysts ne 'Buy' rating di hui hai aur unka kehna hai ki aane wale 12 mahine mein stock 29% tak badh sakta hai. Company ka alag-alag businesses mein fayda hona, India ki growth aur digital transformation se RIL ko aage chal kar bahut fayda hone wala hai.