<div id="readability-page-1">Vivekanand Subbaraman of Ambit Capital says the near-term outlook for Reliance’s refining and oil-to-chemicals business remains challenging, as Indian refiners face sharply higher crude and input costs due to disruptions in Middle East supplies. However, he expects conditions to improve after the Iran war, with logistics normalizing and Middle East players likely shifting focus back to upstream operations.</div>

RELI

<p>Ambit Capital 的 Vivekanand Subbaraman 指出，由于中东供应中断导致原油和输入成本上升，Reliance 的炼油和油气化工业务在短期内面临挑战。然而，他预计在伊朗战争后会出现复苏，物流将恢复正常，中东企业将重新关注上游业务</p>

Reliance 在第四季度收益中看到了石油冲击的影响，分析师预计未来将会恢复