Jio Financial in Danger ? The Most Expensive Stock or The Next Bajaj Finance?

Sector Rotation Strategy - Live Workshop 🚀 🚀 Register here - https://shorturl.at/cOKxk Jio Financial Services listed at ~₹262 in August 2023 with the Reliance name, 450 million Jio users, and a BlackRock partnership. Three years later — after headlines screaming "PROFIT UP 156%!" — the stock trades at... ₹262. Back to its birth price. And here's the twist: that 156% profit jump? ₹509 crore of it was DIVIDEND income from Reliance shares. Strip it out, and core profit grew just 18%. In FY26, income rose 78% — and net profit actually FELL 3%. In this video, we decode the full JFS puzzle: the 156% illusion, the fastest loan-book scale-up in Indian finance (₹217 Cr → ₹30,667 Cr in 2 years), the valuation riddle (100+ P/E but only ~1.2x book — which is right?), what can go wrong, best & worst case for the next 1–2 years — and 5 investing lessons that apply to every NBFC and holding company you'll ever analyze. 🔄 FREE LIVE WORKSHOP: SECTOR ROTATION — Learn how smart money moves between sectors (IT se financials tak), how to spot the next leading sector before the crowd, and how to position for it. Live session + Q&A. Limited seats. 👉 Register FREE: https://shorturl.at/cOKxk What's discussed in the video - The stock that time-travelled to zero Five companies in a trenchcoat: what JFS actually is The 156% illusion: where the profit REALLY came from The other side: fastest scale-up in Indian finance The valuation puzzle: 100 P/E or 1.2 P/B? What can go wrong: 4 live risks What management is building + the recovery path Best case vs worst case: the next 1–2 years The investor's dashboard: 6 numbers to track every quarter Final verdict: startup or the next Bajaj Finance? Disclaimer - Aceink by EB CAPITAL SERVICES PRIVATE LIMITED SEBI Registered Research Analyst (INH000021447) Registration granted by SEBI, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” The stocks, strategies, or market views discussed in this video are purely for educational and informational purposes and reflect the personal opinion of the SEBI-registered Research Analyst. This content should not be construed as a recommendation or an offer to buy, sell, or hold any security or financial instrument. Viewers are strongly advised to consult with a qualified financial advisor before making any investment decision. EB Capital Services Private Limited or its associates may or may not have any financial interest or position in the securities mentioned.