Reliance Industries Limited

rs,

April 24, 2026 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400 001 National Stock Exchange of India Limited Exchange Plaza, Plot No. C

70%

fuels and chemicals ME conflict has altered macro context from March 2026: ➢ Oil prices surged 60-70% in Mar’26, similar rise in LNG ✓ Sustained high energy prices and supply shock impacting industri

11%

gh energy prices and supply shock impacting industries and consumer confidence ➢ Rupee depreciated 11% in FY26 (4.3% in Mar’26) - steepest annual decline in over a decade ✓ Depreciation bias likely to

4.3%

ces and supply shock impacting industries and consumer confidence ➢ Rupee depreciated 11% in FY26 (4.3% in Mar’26) - steepest annual decline in over a decade ✓ Depreciation bias likely to continue on a

9.8%

mance: FY 2025-26 Particulars FY26 Growth vs FY25 ₹ crore $ Bn % Revenue 11,75,919 124.0 9.8% ➢ YoY Revenue growth led by O2C, Digital Services and Retail segment ➢ Strong EBITDA growth dri

55%

rvices and Retail segment ➢ Strong EBITDA growth driven by consumer businesses, contributing > 55% consol. EBITDA ➢ 18% YoY PAT growth: EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,8

18%

gment ➢ Strong EBITDA growth driven by consumer businesses, contributing > 55% consol. EBITDA ➢ 18% YoY PAT growth: EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PA

13.4%

mer businesses, contributing > 55% consol. EBITDA ➢ 18% YoY PAT growth: EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PAT 95,754 10.1 17.8% ✓ JPL PAT crossed ₹30,0

₹43,851 crore

> 55% consol. EBITDA ➢ 18% YoY PAT growth: EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PAT 95,754 10.1 17.8% ✓ JPL PAT crossed ₹30,000 crore, up 15.1% ✓ RRVL PAT nearly ₹

24.4%

DA ➢ 18% YoY PAT growth: EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PAT 95,754 10.1 17.8% ✓ JPL PAT crossed ₹30,000 crore, up 15.1% ✓ RRVL PAT nearly ₹14,000 cro

17.8%

EBITDA 2,07,911 21.9 13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PAT 95,754 10.1 17.8% ✓ JPL PAT crossed ₹30,000 crore, up 15.1% ✓ RRVL PAT nearly ₹14,000 crore, up 11.7% Notes: 1. P

₹30,000 crore

13.4% ✓ RIL Standalone PAT at ₹43,851 crore, up 24.4% PAT 95,754 10.1 17.8% ✓ JPL PAT crossed ₹30,000 crore, up 15.1% ✓ RRVL PAT nearly ₹14,000 crore, up 11.7% Notes: 1. PAT after share of Profit/(Loss) o

“The companies referred to in this presentation cannot guarantee that these assumptions and expectations are accurate or will be realized.”

“FY26 consolidated and standalone financials include ₹ 8,924 crore being proceeds of profit from sale of listed investments Robust performance in a year of disruptions – Tariff, AI, and Conflict 6 RIL Group Performance by Business: FY 2025-26 Particulars FY25 FY26 ➢ Consolidated EBITDA up 13% ₹ crore ₹ crore ➢ Digital: Robust 18% YoY growth driven by 1.”

“46 F Oil to Chemicals 8 90 188 197 146 60 96 209 82 253 242 223 158 166 118 232 126 127 47 Operating Environment: FY 2025-26 Fuel Margins ($/bbl) Brent crude Gasoil Gasoline ATF Petchem Margin ($/MT) PE PP PVC Polyester Chain FY26 Avg.”

“of India notified the NG (Supply Regulation) Order dated 9 March 2026, prioritizing gas allocations and operationalizing a gas pooling mechanism ✓ KGD6 Gas supplies aligned with national priorities 13.68 12.2 12.91 10.53 12.12 11.29 9.96 9.87 10.16 10.04 10.5 9.72 ➢ Ceiling price applicable for KGD6 gas reduced to $8.9/MMBtu for H1FY27 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 H2 FY26 1 Avg.”

Notes

3

Copy to

1

Copy to

Luxembourg Stock Exchange 35A Boulevard Joseph II, L-1840 Luxembourg Singapore Exchange Limited 4 Shenton Way, #02-01 SGX Centre 2, Singapore 068807 Regd. Office: 3rd Floor, Maker Chambers IV, 222, Nariman Point, Mumbai- 400 021, India Phone #: +91-22-3555 5000, Telefax: +91-22-2204 2268. E-mail: investor.relations@ril.com, Website: www.ril.com CIN- L17110MH1973PLC019786 8 90 188 197 146 60 96 209 82 253 242 223 158 166 118 232 126 127 Financial Results Presentation FY 2025-26 / Q4 FY 2025-26 24 April 2026 1 Forward Looking Statement This presentation contains forward-looking statements which may be identified by their use of words like “plans,” “expects,” “will,” “anticipates,” “believes,” “intends,” “projects,” “estimates” or other words of similar meaning. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, product development, market position, expenditures, and financial results, are forw

Notes

1. PAT after share of Profit/(Loss) of ₹ 144 crore from JVs / Associates. 2. FY26 consolidated and standalone financials include ₹ 8,924 crore being proceeds of profit from sale of listed investments Robust performance in a year of disruptions – Tariff, AI, and Conflict 6 RIL Group Performance by Business: FY 2025-26 Particulars FY25 FY26 ➢ Consolidated EBITDA up 13% ₹ crore ₹ crore ➢ Digital: Robust 18% YoY growth driven by 1. Oil to Chemicals 54,988 60,546 2. Oil and Gas 21,188 19,050 subscriber additions, improved 5G and fixed broadband mix, and higher customer engagement ➢ Retail: 8% YoY growth with scale-up of hyperlocal 3. Digital Services 65,001 76,560 commerce and soft F&L demand 4. Retail 5. Others 25,094 27,034 ➢ O2C: EBITDA up 10% YoY despite sanctions and 17,151 24,721 severe dislocation towards year-end Consolidated EBITDA 1,83,422 2,07,911 ➢ Oil and Gas: Lower YoY EBITDA, offset by superior Note: Others include Media, FMCG, Real Estate, Treasury Income, Un-allocable expen

Notes

1. Gross Revenue is value of Services 2. Includes share of associates and JVs 6,206 7,156 10,810 12,904 1,362 7,023 2,263 7,935 15.3 19.4 66.2 13.0 27,249 49,006 8,653 30,049 bps of margin expansion ➢ FY26 Profit after Tax increased to ₹30,049 crore, 15.1% YoY growth Strong mid to high-teens growth across key financial metrics in FY26 19 C Retail 8 90 188 197 146 60 96 209 82 253 242 223 158 166 118 232 126 127 20 Key Highlights ➢ Delivered steady operating & financial performance; FY26 gross revenue at ₹3,70,026 crore, up 12% YoY ✓ Q4 FY26 gross revenue at ₹98,232 crore, up 11% YoY ➢ FY26 EBITDA at ₹27,033 crore, up 8% YoY; EBITDA margin at 8.3% ✓ Q4 FY26 EBITDA at ₹6,921 crore, up 3% YoY; EBITDA margin at 7.9% ➢ Hyper-local commerce Q4 average daily orders up 300%+ YoY and 29% QoQ ➢ 387 Mn registered customer base (+11% YoY); 1.93 Bn transactions (+39% YoY) ➢ 333 stores opened during the quarter; total store count at 20,160 with 78.3 Mn sq. ft. of retail space Consolidating leadershi

Notes

1. Naphtha Margin = Ethylene SEA Spot Price – Ethylene Cash Cost SEA Integrated Naphtha cracker, Naphtha @ FOB Singapore price 2. Ethane Margin = Ethylene SEA Spot Price – Ethylene Cash Cost SEA Integrated Ethane cracker, Ethane @ US Mt Belvieu + Freight and Terminalling +Duty 61 Polymers and Polyester Domestic Demand YoY – Q4 FY 2025-26 8 90 188 197 146 60 96 209 82 253 242 223 158 166 118 232 126 127 PE PP PVC Polymer PSF PFY PET Polyester Polymer Demand Growth -10% 3% 3% 0% Polyester Demand Growth ➢ Stable domestic demand for PP and PE led by raffia, furniture, appliances, automotive, and packaging ➢ PVC demand impacted due to lower pipe demand with lower imports availability ➢ PFY demand impacted on account of need-based buying from downstream sector ➢ PET demand growth led by beverage sector 5% -2% 5% 1% ➢ RIL enhances its domestic market position through robust supply networks, strong customer connect, and focused grade optimisation and placement strategies Focus on domestic mark