Jio Platforms files draft prospectus for India's biggest IPO under secret Project Jupiter

Reliance targets an H1 2026 listing to raise ~$4 billion via an all-primary issuance, with backers KKR, Meta and Alphabet diluting roughly 8% pro-rata. The deal, valuing Jio around Rs 5 lakh crore, has enlisted 19 advisers including Kotak Mahindra Capital and Morgan Stanley.

— Source publishedWed, 1 Jul, 2026, 14:45 IST·First seen Wed, 1 Jul, 2026, 15:06 IST·Source Business Today · Latest

What happened

Reliance filed a draft prospectus for Jio Platforms' IPO under secret Project Jupiter, targeting India's biggest listing to raise ~$4 billion via all-primary

Key facts

  • H1 2026 target
  • 8% dilution
  • 2.8% original OFS
  • 2.5% min dilution
  • Rs 5 lakh crore
  • $4 billion
  • 19 advisers

Why this matters

The 19-adviser syndicate led by Kotak Mahindra Capital and Morgan Stanley signals a heavily orchestrated marquee listing, setting a benchmark valuation and process template for future Indian telecom-digital deals.

What to watch

  • SEBI approval timeline and any disclosure queries
  • Anchor investor commitments and valuation guidance leaks
  • EM equity/IPO market conditions and India primary-market pipeline congestion
  • Jio ARPU trends and subscriber additions in quarterly RIL results
  • Meta/Alphabet/KKR public statements on dilution intent (partial vs full lock-up)
  • RIL formalizes DRHP filing with SEBI and confirms bookrunner roles/allocation
  • Anchor book roadshows targeting sovereign and long-only global funds
  • Segment financials disclosed splitting connectivity vs digital/AI revenue to justify valuation
  • Bharti Airtel and Vodafone Idea investor-relations positioning ahead of the listing window
  • Parent RIL communicates use-of-proceeds and holding structure post-dilution