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Are threats for Reliance from Israel-Hamas war & likely Disney's India asset buy too strong?, ET Telecom

Reliance Industries credit metrics are expected to worsen in the second half of the fiscal year due to factors such as lower O2C margins, significant organic capital expenditure (capex) in telecom, retail, and renewables, and a potential acquisition of Disneys India media assets. This may outweigh the strong EBITDA generation from the telecom and retail businesses. Management also foresees increased capex in FY24, especially with the conclusion of 5G rollouts.
Bharti Airtel World Bank Reliance Industrie While Disney Disney Star Disney India

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Are threats for Reliance from Israel-Hamas war & Disney's India asset buy too strong?

Reliance Industries credit metrics are expected to worsen in the second half of the fiscal year due to factors such as lower O2C margins, significant organic capital expenditure (capex) in telecom, retail, and renewables, and a potential acquisition of Disneys India media assets. This may outweigh the strong EBITDA generation from the telecom and retail businesses. Management also foresees increased capex in FY24, especially with the conclusion of 5G rollouts.
Bharti Airtel World Bank Reliance Industrie While Disney Disney Star Disney India

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