Reliance Infra share zooms over 3% on Dassault jet deal

It’s not often that an infrastructure stock grabs headlines for a jet manufacturing deal. But Reliance Infrastructure just did. On Thursday (June 19, 2025), shares of the company jumped over 3 per cent after news broke that its subsidiary would partner with Dassault Aviation to build Falcon 2000 business jets in India.

What’s happening?

• Dassault jet assembly deal: Reliance Aerostructure, a subsidiary of Reliance Infra, has entered into a landmark partnership with France’s Dassault Aviation to manufacture Falcon 2000 aircraft in India. This marks the first time Dassault will produce these business jets outside of France. The deal aligns with India’s ‘Make in India’ and defence indigenisation efforts and is expected to significantly bolster Reliance’s position in the aerospace and defence sector.
• Rs 300 crore promoter infusion: Alongside this strategic win, the company announced it has allotted 1.25 crore equity shares worth Rs 300 crore to its promoter entity at Rs 240 per share. This infusion is part of a broader Rs 6,000 crore fundraising plan, which includes promoter and institutional participation. The added capital will support the company’s growth initiatives across defence, transportation, and energy segments.
• Market reaction: Investors welcomed both announcements. The stock hit the 5 per cent upper circuit on June 18 and continued to see strong volumes on June 19, closing around Rs 403. With a year-to-date rally of over 140 per cent, Reliance Infra is now among the best-performing infra stocks of 2025.

About the company

Reliance Infrastructure (NSE: RELINFRA), part of the Anil Ambani-led Reliance Group, is a diversified infrastructure player. Its business spans power generation and distribution, metro rail, airports, toll roads, and defence manufacturing. The company operates across multiple states and has also made a push into defence through subsidiaries like Reliance Defence and Reliance Aerostructure.

Value Research Online ratings

• Overall: 2/5
• Quality: 2/10
• Growth: 6/10
• Valuation: 1/10
• Momentum: 10/10

The takeaway

From debt-ridden to debt-free, from power grids to private jets, Reliance Infrastructure’s transformation is grabbing attention. While the rally may seem steep, current valuations remain attractive for those willing to ride the volatility. The Dassault deal could be a game-changer if execution matches ambition.

Serious about wealth? So are we.

Join thousands of smart investors who rely on Value Research Stock Advisor for expert-picked stocks, time-tested strategies and long-term discipline.

Stop guessing. Start growing. Check it out now: Value Research Stock Advisor.

Disclaimer: This is not a stock recommendation. This story was created with the assistance of artificial intelligence and is intended for informational purposes only. Please take it with a pinch of salt and do your own research or consult a financial advisor before making investment decisions.