Brokerages see up to 28% upside in Reliance after Jio IPO filing, retail push into manufacturing

Reliance filed Jio's IPO prospectus with SEBI targeting a late-2026 listing at a Rs 11-12 trillion valuation. Jefferies, Nomura and Motilal reiterated Buy, with target prices up to Rs 1,675 (28% upside). AGM outlined growth across retail, telecom, AI and energy, with retail expanding into manufacturing and exports.

— Filed Sun, 5 Jul, 2026, 06:16 IST · Source Financial Express · BrandWagon · Updated

At its AGM, Reliance outlined growth across retail, telecom, AI and energy, and filed Jio's IPO prospectus with SEBI targeting a late-2026 listing. Brokerages Jefferies, Nomura and Motilal reiterated Buy with up to 28% upside. Retail is expanding into manufacturing and exports.

Why this matters

The Jio DRHP filing builds on brokerage optimism, with Motilal, Jefferies and Nomura reiterating up to 28% upside as the DRHP unlocks value across retail, telecom and AI.

Retail-company theme accelerating at +559700% QoQ.