Downstream chemical margins under pressure
Polymer and PVC deltas declined 4-17% YoY due to global oversupply and weak China demand; management expects continued pressure.
RELIANCE / Q3-FY24 / risks
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Material risks this quarter
high
Jio ARPU stagnation due to free 5G trial
ARPU remained flat sequentially at INR 181.7 as free 5G data usage offsets mix improvement; monetization timeline uncertain.
O2C plant maintenance shutdown impact
Major shutdown of CDU, coker, FCCU, and ROGC units reduced throughput and profitability; similar events could recur.
Gas price ceiling reduction
Ceiling price for KG-D6 gas fell from $12.12 to $9.96/MMBtu, partially offsetting volume gains; further cuts possible.