Mukesh Ambani stocks: Reliance Industries vs Jio Platforms shares compared - RIL or JPL? What to buy? Experts' views

What happened

Reliance Industries and Jio Platforms reported their Q2 Results 2026 on Friday. Reliance Industries reported strong yearly growth in consolidated revenue, EBITDA, and net profit. Its oil-to-chemicals EBITDA grew about 70% year-on-year to around Rs.25,200 crore in the July to September 2026 quarter.

Confirmed

Global impact / market context

For investors choosing between the two Mukesh Ambani stocks, Reliance Industries offers an energy and retail business whose profit is recovering, while Jio Platforms depends on telecom subscription revenue. That mix means each company responds to different costs and selling conditions.

Analyst inference

Experts expect both stocks to open gap-up on Monday, which means a higher opening price than the previous close. However, they caution that choosing which stock to buy is tricky, since both companies posted strong Q2 numbers and both may attract buyers.

Analyst inference

What to watch

1. Watch Reliance Industries' oil-to-chemicals EBITDA, which grew about 70% year-on-year to around Rs.25,200 crore in the September 2026 quarter, when the company reports its Q3 Results 2026. Confirmed
2. Experts suggest the oil-to-chemicals recovery may continue into the next quarter, so watch whether Reliance Industries supports that view with strong Q3 numbers and keeps this profit growth. Proposed
3. Watch Jio Platforms' EBITDA margins, cash reserves, and ARPU, which means average revenue per user, or the average money earned from each subscriber. These measures show whether telecom profit per customer keeps improving. Analyst inference

Evidence

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