Goldman Sachs offloads ₹62 Cr Jio Financial stake to Morgan Stanley at discount

Goldman sold 26.75 lakh JFS shares at ₹231.45, a 1.1% discount, to Morgan Stanley Asia. Reliance's financial arm has lost 25% in six months as lending, insurance and AMC bets struggle to scale. Q4 FY26 net profit slid 14% YoY to ₹272.2 Cr on ₹1,018.5 Cr revenue.

— FiledFri, 15 May, 2026, 08:02 IST·First seen Fri, 15 May, 2026, 08:01 IST·Source Inc42 · Buzz

What happened

Goldman Sachs sold ₹62 Cr of Jio Financial Services shares to Morgan Stanley Asia at a 1.1% discount. JFS stock has fallen 25% in six months as Reliance's

Key facts

  • ₹62 Cr block deal
  • 26,75,853 shares at ₹231.45
  • 1.1% discount
  • stock down 25% in 6 months
  • Q4 FY26 net profit ₹272.2 Cr (-14% YoY)
  • revenue ₹1,018.5 Cr

Why this matters

JFS's struggle to scale organically across three financial verticals opens the door for bolt-on acquisitions in distribution or specialty lending to accelerate the build.