Jio-bp volumes jump 29% YoY as network nears 2,200 outlets amid Hormuz disruption

Reliance's fuel retail arm Jio-bp grew throughput 29% year-on-year and expanded to nearly 2,200 outlets, even as the company quadrupled LPG supply and held Jamnagar steady through the Hormuz shock. Oil-to-gas revenue rose 5.7% to Rs 6,62,401 crore with EBITDA up 10.1%.

— Source publishedFri, 19 Jun, 2026, 15:38 IST·First seen Fri, 19 Jun, 2026, 15:45 IST·Source ET Small Business

What happened

Reliance Industries · At Reliance AGM, Anant Ambani detailed how RIL navigated Hormuz disruption by redirecting gas, quadrupling LPG supply, and maintaining

Key facts

  • 70% import dependence
  • 33 MTPA domestic
  • 35.2 MTPA export
  • Revenue Rs 6,62,401 cr (+5.7%)
  • EBITDA Rs 60,546 cr (+10.1%)
  • Jio-bp volumes +29% YoY
  • ~2,200 retail outlets
  • LPG supply 4x

Why this matters

Jio-bp's accelerating retail share and quadrupled LPG supply create a credible fuel-retail consolidation play—watch for bolt-on acquisitions of sub-scale private operators.