Reliance Retail bets on AI 'Intelligence Era' as FY26 revenue hits ₹3.7L cr across 20,160 stores
Isha Ambani unveiled an AI and consumer-intelligence-led playbook at Reliance AGM, posting FY26 revenue of ₹3.7 lakh crore (+11.8%) and PAT of ₹13,838 crore (+12%). The group now spans 20,160 stores across 78M sq ft, 387M customers, 1.93B transactions, with JioMart quick commerce scaling 3.6x and Shein crossing 11M installs.
What happened
At Reliance AGM, Isha Ambani reported Reliance Retail FY26 revenue of ₹3.7 lakh crore (+11.8%), 20,160 stores, JioMart quick commerce scaling 3.6x,
Key facts
- 20,160 stores
- 78 million sq ft
- 1,000 Smart Bazaar stores
- JioMart 3,100 stores across 1,200 cities
- AJIO catalogue 3 million SKUs
- Shein 11 million app installs
- 2,500 smartphones/hour
- resQ 6.5 million service requests
- Revenue ₹3.7 lakh crore (+11.8%)
- PAT ₹13,838 crore (+12%)
- EBITDA ₹27,033 crore (+7.9%)
- 387 million registered customers
- 1.93 billion transactions (+39%)
Why this matters
Reliance's 387M-customer data moat and AI 'Intelligence Era' framing raises the bar for partnership, JV, or roll-up plays in Indian retail—white-space targets in quick commerce, fashion, and consumer tech warrant urgent evaluation.