Reliance Industries Ltd

EM FWA Watch - Jio targeting doubling in size and 1m monthly adds for FWA in India. Both are significant for Indian telcos and the latter is significant for the development of FWA Globally.

Rumours that Middle East Sovereign Wealth Funds are bidding on Indian Govt stake in Vodafone IDEA; Thoughts and implications for VIL and the other Indian Telcos

Indian Telcos - Q1 FY25 review: Slower mobile with modest rise in margins

Reliance Industries - Deeper dive into Reliance Jio; Raise RIL pt to INR 3,400 but downgrade to Neutral

Reliance Industries Ltd – Q1 FY25 Quick Take: Steady consumer trend but bottom line fell on weaker O2C and higher depreciation; FWA disclosure is encouraging