
What smart money is saying about Reliance Industries Limited
1 fund in our archive has pitched Reliance Industries Limited — most recently Baron India Fund in June 2025.
Reliance Industries Limited engages in hydrocarbon exploration and production, oil and chemicals, textile, retail, digital, material and composites, renewables, and financial services businesses worldwide. The company produces and markets petroleum products, such as liquefied petroleum gas, propylene, naphtha, gasoline, jet/aviation turbine fuel, kerosene oil, diesel, Sulphur, and petroleum coke. It also provides petrochemicals, including high-density and low-density polyethylene (PE), linear low density PE, polyester fibers and yarns, polypropylene, polyvinyl chloride, purified terephthalic acid, ethylene glycols and oxide, paraxylene, ortho xylene, benzene, linear alkyl benzene and paraffin, poly butadiene rubber, styrene butadiene rubber, butyl rubber, and polyethylene terephthalate. In addition, the company manufactures and markets yarns, fabrics, apparel, and auto furnishings; explores, develops, and produces crude oil and natural gas; and operates various stores comprising neighborhood, supermarket, hypermarket, wholesale cash and carry, specialty, online stores, as well as stores that offer apparel, beauty and cosmetics, accessories, footwear, consumer electronics, connectivity products, and others. Further, the company provides range of digital services under the Jio brand name; and non-banking financial and insurance broking services. Additionally, it operates news and entertainment platforms, and Network18 and television channels; publishes magazines; and offers highway hospitality and fleet management services. Reliance Industries Limited was incorporated in 1973 and is based in Mumbai, India.
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Position history
Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Reliance Industries Limited — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- ExitedBaron India FundJune 2026
“We exited our position in Reliance and reallocated capital to higher conviction ideas.”
Read the letterReliance Industries Limited - ExitedBaron International Growth FundJune 2026
“Disposals included InPost S.A. , Bharti Airtel Limited , HD Korea Shipbuilding & Offshore Engineering Co., Ltd. , Park Systems Corporation , Reliance Industries Limited , Kaynes Technology India Limited , and Kuaishou Technology .”
Read the letterReliance Industries Limited
Fund coverage · 1 thesis
- Baron India FundJune 2025
Reliance Industries Limited is a leading Indian conglomerate well-positioned for growth in digital services, retail, and e-commerce, with expected mid-teens earnings growth over the next three to five years.
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