Reliance Industries500325Oil & gas,
Fund manager Dinshaw discussed Reliance Industries' outperformance potential after a recent listing event and strong O2C business
By ScoutQuest · · 1 min read
Heard on business television between 14:59:33 - 15:02:33 IST.
- Guest Dinshaw said Reliance is one of largest index weights with massive under-ownership among investors
- Said value unlocking trigger (recent listing) had already happened, with no further value unlocking expected
- Attributed stock strength to scarce global refining capacity, benefiting Reliance's O2C business, calling it a 'big kicker'
- Said crude may soften as Gulf tensions normalize but crack spreads won't come off, continuing to benefit Reliance
- Noted his fund owned the stock but at lower weight than index requires
- Anchor added that Reliance's oil-to-chemicals margins were at decade highs this quarter with sharp recovery from day's lows
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Source: Live TV News Channel · 3 Nov 2026
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