Anil Ambani’s Reliance Infra Skyrockets 5% After Mega Dassault Deal—Is This Stock Your Next Big Win?

Published: June 19, 2025

Reliance Infrastructure Ltd and associate company Reliance Group have made international headlines by becoming debt-free, with their shares locked in 5% upper circuit on the BSE. The reason? Their strategic alliance with Dassault Aviation and its associated entities to manufacture on behalf of Dassault in India was consummated at the Paris Air Show 2025 and has the significant impact of emerging India as a source of aerospace manufacturing and Reliance Infrastructure as a leader in this market segment.

Reliance Infrastructure

A Revolutionary Collaboration

The historic collaboration between Reliance Aerostructure Limited (RAL), a subsidiary of Reliance Infrastructure, and Dassault Aviation presents an unprecedented landscape. For the first time, Dassault will build its Falcon 2000 LXS business executive jets outside of France with the establishment of a final assembly line in Nagpur, Maharashtra. The initial joint venture, Dassault Reliance Aerospace Limited (DRAL) in 2017, will be producing Falcon 2000 jets for the global market and will also operate as a Centre of Excellence (CoE) for Dassault’s Falcon series producing the Falcon 6X and Falcon 8X.

This collaboration supports Prime Minister Narendra Modi’s ‘Make in India’ and ‘Atmanirbhar Bharat’, objectives which seek to strengthen India’s aerospace capabilities. Initially, the Nagpur facility expects to deliver the first Made In India Falcon 2000 jet by 2028, for the corporate and military markets abroad. The deal also included transferring mission critical production processes including the fuselage assembly, wings, and the front of the Falcon 6X and 8X.

Anil Ambani, Founder Chairman of Reliance Group, referred to the collaboration as a “defining moment” for India’s aviation sector. “This alliance with Dassault Aviation represents our efforts to position India in a significant role in the global aerospace value chain,” Ambani said. Eric Trappier, Chairman and CEO of Dassault Aviation, also shared this thinking, stating, regarding the agreement: “we are putting into action our ‘Make in India’ commitments.

Stock Market Response

The news sent the stock market into a frenzy. On June 18, Reliance Infrastructure peaked intraday at ₹386.05, falling on the 5% upper circuit on the BSE, amid an explosion of trading volume. The stock opened at ₹365.95, indicating strong investor sentiments toward the company’s growth potential. Shares rose a further 4.2% to ₹403 on June 19, moving closer to a 52-week high of ₹421.

Analysts believe the excitement was fueled due to Reliance Infrastructure’s exceptional position of being debt-free as a result of financing options chosen. The debt-to-equity ratio is 0.44x with a return on capital employed (ROCE) of 34% and return on equity (ROE) of 37.5%. It’s earnings per share (EPS) is also strong, at ₹125.

Reliance Infrastructure

Advancing India’s Aerospace Goals

The Dassault-Reliance alliance takes an important step towards raising India’s profile in the global aerospace sector. The Nagpur facility will cover 400,000 square feet and is set to create lots of high-skilled jobs over the next ten years, as the facility will promote economic growth and technological innovations. This effort puts India along with the countries who are leading aerospace manufacturing such as the United States of America, France, Canada, and Brazil.

The collaboration also builds upon the existing operations of DRAL, which is making fuselage parts… and components for the Falcon family of Dassault’s global business jets. The new, state-of-the-art facility will allow for local production of a sophisticated business jet and continue India’s move away from manufacturing products sourced across the globe whilst building up the defense manufacturing ecosystem in India. Last week, Reliance Defence, a subsidiary of the group, signed a ₹10,000 crore deal with Germany’s Diehl Defence for precision-guided munitions, all of which further develop the group’s defense capabilities.

Reliance Infrastructure

Investor Outlook: Should You Invest?

Reliance Infrastructure shared undeniably some great news as the company’s stock is up 1508.54% in 5 years. Right now, the company is experiencing a surge. The company has gained 38.29% in share price in the last month, compared withshares gaining 67.19% in last three months. Investors are buzzing. But analysts still want investors to be cautious. Many features of the recent partnership with Dassault are bullish for Reliance and debt-free is always good. But investors must take into account the volatility of the market and the company’s ability to execute so many long term items.

“This deal is a great catalyst for Reliance Infrastructure. The challenge will be to deliver the first Falcon 2000 by 2028,” said Rajesh Sharma, a market analyst based in Mumbai. “The stock currently is a strong buy for investors with a high risk tolerance.”

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