Whalesbook
Reliance walo ne strategy change ki hai. March ke badle ab May 2026 mein draft filing karenge. Isse unhe March 31, 2026 tak ke full-year results show karne ka chance milega.
Ye delay isi liye hai taaki Jio ka ekdum current financial picture dikha sakein, jaise ki subscriber growth aur ARPU. Umeed hai ki mid-April 2026 tak market mein positive change aa jayega, jisse geopolitical tensions kam hone ka asar dikhega aur crude oil prices bhi gir sakte hain. Reliance ka stock bhi April 17, 2026 ko around ₹1361.70 par 1.37% se 1.68% upar chal raha tha.
Analysts aur bankers ka kehna hai ki Jio Platforms ki valuation $130 billion se $170 billion ke beech ho sakti hai. Ye isko India ki sabse valuable listed companies mein se ek bana degi, shayad parent Reliance se bhi badi! Reliance ka market cap toh ₹18.18 trillion se ₹18.47 trillion tha mid-April mein.
Jio ke paas 500 million se zyada users hain aur mobile market mein woh sabse aage hai, Bharti Airtel se bhi kaafi aage. Data traffic mein bhi uska share bada hai aur broadband mein bhi JioFiber/JioAirFiber kaafi perform kar rahe hain.
Ek aur mast baat ye hai ki India mein regulatory change hua hai. Agar IPO ke baad company ka valuation ₹5 trillion se upar hai, toh minimum public shareholding requirement 5% se ghata kar 2.5% kar di gayi hai. Isse Jio ko around $4.5 billion raise karne mein help milegi, par equity ka chhota hissa hi dilute hoga. Ye kaafi important hai future infrastructure aur 5G expansion ke liye.
2026 mein IPO market mix raha hai, kai listings pehle din hi niche gayi hain. Par Jio ka size aur market dominance dekh kar lagta hai ki investors interested honge. Reliance ke liye toh analysts positive hain. Lekin haan, Jio ko aggressive expansion aur 5G mein huge capital lagana hai, jisme profitability challenges ho sakti hain. Digital services se paisa banana ek bada sawaal hai. IPO khud bhi bahut bada hai, jisme 19 banks manage kar rahe hain.
Total mila kar, Reliance Jio ka IPO time karke, full-year data dikha kar, market recovery ka fayda utha kar ekdum dhamakedar launch karna chahti hai. Agar sab plan ke hisab se hua, toh ye sach mein India ka sabse bada financial event hoga.