The Reliance Infrastructure share price has rallied over 10% in the last 5 days and delivered nearly 60% returns in just 1 month. A careful analysis of data indicates that the uptrend in this Anil Ambani Group stock began in early March and it has nearly doubled from its 2025 lows. In fact, it is hovering close to its 52-week high levels of Rs 409 per share. The question then is, ‘what is driving the share price higher?’
There are several factors that are fuelling the Reliance Infrastructure share price:
Reliance Infrastructure: Order spree
Reliance Infrastructure has been successful in closing in some key long-term orders in the last two months.
–Partnership with Germany’s Diehl Defence: Reliance Infrastructure is eyeing revenue worth Rs 10,000 cr from the partnership it has inked with Diehl Defence from Germany. The main purpose of the current Strategic Cooperation Agreement is to focus on the urgent supply of the “System Vulcano 155mm Precision Guided Munition” for the Indian Armed Forces.
In parallel, the initiative “System Vulcano 155mm under Make in India-II” is in progress with Reliance Defence as prime contractor for the Indian customer and Diehl Defence as strategic partner. The overall indigenous content under “Make in India” will be more than 50 per cent.
-Plans for greenfield manufacturing unit: This cooperation between the two companies will also benefit from Reliance’s current activities of setting up a greenfield manufacturing facility in the Watad Industrial Area in Ratnagiri, Maharashtra (India), which will eventually have an annual capacity to produce up to 200,000 artillery shells, 10,000 tonnes of explosives and 2,000 tonnes of propellant.
Reliance Infrastructure: Mumbai HC orders MMRDA to pay Rs 1,169 crore
In a major win for this Anil Ambani promoted company, the Mumbai High Court has instructed the Mumbai Metropolitan Region Development Authority (MMRDA) to pay Rs 1.169 crore to Mumbai Metro One. This is a subsidiary of Reliance Infrastructure and has been operating the Versova-Ghatkopar metro line in Mumbai. Incidentally, this is the city’s first metro line. The debt-ridden company plans to use this amount to repay its debt.
Reliance Infrastructure: Company becomes debt free
The company’s Q4 results indicate that the standalone net debt is now 0. Reliance Infrastructure has now cleared Rs 3.300 crore debt. It has reported a Q4FY25 profit exceed Rs 4,300 crore. Its EBITDA too soared a massive 600% sequentially. The company’s consolidated net debt to equity is now down sharply to 0.28x from 0.78x last year. The company operates across power, metro. Road and defence sectors.