據(jù)油價(jià)網(wǎng)7月21日?qǐng)?bào)道，印度最大能源公司信實(shí)工業(yè)在石化和煉油業(yè)務(wù)表現(xiàn)不佳后，錄得低于預(yù)期的2023年第二季度利潤(rùn)。這家由亞洲首富穆克什·安巴尼擁有的石油到零售業(yè)務(wù)集團(tuán)的凈收入同比下降11%，至1601億盧比（19.5億美元），遠(yuǎn)低于彭博調(diào)查分析師平均估計(jì)的1830.2億盧比利潤(rùn)。營(yíng)收下降5.8%至2.1萬(wàn)億盧比，與華爾街估計(jì)相符，而營(yíng)業(yè)成本下降4%至1.9萬(wàn)億盧比。

三年前，信實(shí)工業(yè)曾短暫超過(guò)美國(guó)同行埃克森美孚公司，成為全球最有價(jià)值的獨(dú)立能源公司。信實(shí)工業(yè)的能源業(yè)務(wù)占公司收入的約80%。然而，投資者選擇關(guān)注董事長(zhǎng)穆克什·安巴尼計(jì)劃發(fā)展的數(shù)字化和零售業(yè)務(wù)。信實(shí)工業(yè)在電信、零售和數(shù)字服務(wù)等非能源業(yè)務(wù)上的大膽投資已幫助其大幅擴(kuò)大收入基礎(chǔ)。

安巴尼的交易技巧成功吸引了一些科技巨頭的投資，包括臉書Facebook Inc.和阿爾法Alphabet Inc.。Google同意以3373.7億盧比（45億美元）的價(jià)格購(gòu)買數(shù)字服務(wù)商Jio Platforms的7.7%股份，后者是信實(shí)工業(yè)的數(shù)字服務(wù)子公司。谷歌還宣布了“谷歌印度數(shù)字化基金”，計(jì)劃投資7500億盧比（約100億美元）加速印度的數(shù)字化轉(zhuǎn)型。該公司表示，其對(duì)Jio的45億美元投資將是基金中最大的一筆。

信實(shí)工業(yè)宣布Jio已經(jīng)開發(fā)了一種印度制造的5G解決方案，并與谷歌合作開發(fā)入門級(jí)4G甚至5G智能手機(jī)。根據(jù)信實(shí)公布，印度有3.5億人目前使用2G功能手機(jī)，他們?cè)敢馍?jí)到價(jià)格實(shí)惠的智能手機(jī)。一旦Jio的5G解決方案在印度證明其規(guī)模效應(yīng)，該公司計(jì)劃開始將其出口到全球其他電信運(yùn)營(yíng)商。

目前，信實(shí)工業(yè)的股價(jià)相對(duì)平穩(wěn)，全年累計(jì)回報(bào)率為17.17萬(wàn)億盧比（2093億美元），而埃克森的回報(bào)率為-2.2%，但這家美國(guó)公司市值達(dá)到4108億美元。

胡耀東 譯自 油價(jià)網(wǎng)

原文如下：

India’s Reliance Posts Weak Profits On Underperforming Refining Segment

India’s largest energy company, Reliance Industries (NSE: RELIANCE), has posted lower-than-expected Q2 2023 profits after its petrochemicals and refining businesses underperformed. The oil-to-retail conglomerate owned by Asia’s richest man Mukesh Ambani saw net income fall 11% Y/Y to 160.1 billion rupees ($1.95 billion), well below the average 183.02 billion rupee profit estimated by a Bloomberg survey of analysts. Revenue was down 5.8% to 2.1 trillion rupees, in-line with Wall Street estimates, while costs dipped 4% to 1.9 trillion rupees.

Three years ago, Reliance Industries briefly overtook its American peer, ExxonMobil Corp. (NYSE:XOM), to become the world’s most valuable independent energy company. RIL’s energy business accounts for ~80% of the company’s revenue. However, investors have chosen to focus on Chairman Mukesh Ambani’s plan to grow the company’s digital and retail arms. Reliance’s big bet in non-energy businesses such as telecom, retail, and digital services has helped it to vastly expand its revenue base.

Ambani’s dealmaking prowess has succeeded in luring investments from some of tech’s heavy hitters, including Facebook Inc. (NASDAQ:FB) and Alphabet Inc. (NASDAQ:GOOG). Google agreed to invest Rs 33,737 crore ($4.5 billion) for a 7.7 percent stake in Jio Platforms, a digital services company and a subsidiary of RIL. Google also unveiled the ‘Google for India Digitization Fund’ wherein it plans to invest Rs 75,000 crores rupees (about $10 billion) to accelerate India’s digital transformation. The company has said that its $4.5B investment in Jio is going to be the largest from the fund.

RIL announced that Jio has developed a Made-in-India 5G solution and has teamed up with Google to develop entry-level 4G, or even 5G smartphones. According to Ambani, India has a population of 350 million people who currently use a 2G feature phone who would be willing to upgrade to an affordable smartphone. once its 5G solution is proven at scale in India, Jio plans to start exporting it to other telcos globally.

RIL shares are flat in the year-to-date to give the company a market cap of 17.17 trillion

INR ($209.3B) compared with a -2.2% return by Exxon to give the American company a valuation of $410.8B.