Breakingviews - Ambani falls short of expectations from his international investors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 16 2025
0mins
Should l Buy GOOGL?
Source: Reuters
Jio's Market Position: Mukesh Ambani's telecom venture, Jio Platforms, is set to list in Mumbai, but its returns have been underwhelming compared to expectations set during its 2020 fundraising, raising concerns about foreign investment perceptions in India.
Financial Performance: Jio's enterprise value has grown to 10.6 trillion rupees, yielding an annualized return of about 15%, which is below the typical target of 20% sought by private equity investors, and its revenue generation lags behind competitor Bharti Airtel.
Strategic Shortcomings: Despite significant investments from major firms like Meta and Google, Jio has struggled to meet its strategic goals, such as expanding its digital ecosystem and attracting small grocers to its payment systems, indicating fierce competition in the Indian market.
Future Implications: The anticipated IPO of Jio may face challenges in attracting investors, and the lack of strong returns could lead to increased scrutiny of foreign investments in Indian partnerships, as global companies reassess their strategies in the competitive landscape.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 338.25 USD with a low forecast of 279.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
27 Buy
7 Hold
0 Sell
Strong Buy
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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