Ashwin's Perspective · 2026-07-18 · CFO School

Reliance's Revenue Jumped 25%. Profit Fell 25%. How a CFO Reads That Gap.

Reliance Industries reported Q1 FY27 results on July 17, 2026: revenue from operations rose 25.4% YoY to ₹3,11,850 crore, yet consolidated net profit fell 24.6% YoY to ₹23,196 crore — even as EBITDA climbed 9.9% to a record ₹51,403 crore.

Revenue up 25%. Profit down 25%. EBITDA at an all-time high. Three numbers pointing in three directions — welcome to how Reliance's Q1 FY27 results actually read.

Here is how a CFO reads this. EBITDA — Earnings Before Interest, Tax, Depreciation and Amortisation — is the operating engine. It strips out financing costs, the taxman, and accounting charges, leaving you with: is the core business generating cash from its operations? RIL's record ₹51,403 crore EBITDA says yes, the engine is running better than ever. O2C (Oil-to-Chemicals), Retail, and Jio Digital Services all grew year-on-year.

So why did net profit fall by ₹7,500+ crore? This is where a CFO follows the waterfall — from EBITDA down to PAT (Profit After Tax). Below the EBITDA line sit depreciation on massive capital assets, interest on debt (RIL carries ₹27,389 crore in NCDs alone), and tax. A year ago, 'other income' included ₹8,924 crore from selling listed investments — a one-time gain that inflated last year's PAT. Strip that out and the like-for-like story is far less alarming.

The lesson: EBITDA tells you if the business works. PAT tells you what's left after every obligation. When they diverge this sharply, a CFO doesn't panic — they ask what's sitting between the two lines, and why.

📚 Learn the concept: EBITDA & EBIT

Source: https://www.psuconnect.in/financial/reliance-q1-fy27-results-consolidated-profit-at-23-196-cr

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