印度信实工业的未来（上）

Business

商业版块

Schumpeter: Self-Reliance

熊彼特:自力更生

The future of its biggest company is important for India itself.

印度最大公司的未来对印度本身很重要。

India Inc’s business calendar has only one contender to rival Berkshire Hathaway’s famous shareholder gathering.

印度企业的商业日历上只有一个竞争者可以与伯克希尔哈撒韦著名的股东大会相匹敌。

The subcontinent’s equivalent of that “Woodstock for capitalists” is the annual general meeting of Reliance Industries.

信实工业的年度股东大会相当于印度次大陆上“资本家的伍德斯托克音乐节”。

The company’s founder, Dhirubhai Ambani, an upstart entrepreneur from Gujarat, was also an outsider with a nose for opportunities.

该公司的创始人迪鲁拜·安巴尼是一位来自古吉拉特邦的新贵企业家，也是一个善于寻找机会的门外汉。

He built India’s largest company from a humble trading and textiles firm into a vast conglomerate.

他将印度最大的公司从一家不起眼的贸易和纺织品公司打造成了一家大型联合企业。

It has continued to expand after his death under the leadership of his son Mukesh Ambani and today encompasses petrochemicals, refining, telecoms, a shopping app and retail stores—among other things.

在他的儿子穆克什·安巴尼的领导下，该公司在他去世后继续扩张，如今涵盖了石油化工、炼油、电信、购物应用软件和零售店等领域。

The importance of the resulting entity to India is impossible to overstate.

由此产生的实体对印度的重要性怎么强调都不为过。

With a market value of $206bn, the firm’s revenues are the equivalent of 3% of the country’s GDP.

该公司的市值为2060亿美元，其收入相当于印度国内生产总值的3%。

Among India’s largest 500 public companies, it is responsible for 6% of sales and profits, 7% of total capitalisation and a staggering 18% of capital investment.

在印度最大的500家上市公司中，它贡献了6%的销售额和利润，7%的总资本和惊人的18%的资本投资。

Jio, the telecoms division, provides service to 410m Indians, and is the latest in a series of massive, stomach-churning capital-intensive bets that have paid off over the years.

旗下的电信公司Jio为4.1亿印度人提供服务，是多年来一系列大规模、令人反胃的资本密集型投资中，获得回报的最新一笔投资。

The retail operations are by far the largest in India, encompassing 15,000 shops.

到目前为止，该公司旗下的零售公司是印度最大的公司，涵盖了1.5万家商店。

Its refinery and petrochemicals operation in the north-west of the country is among the biggest in the world.

该公司在印度西北部的炼油和石油化工子公司是世界上最大的公司之一。

In short, any change at Reliance affects India as a whole—and it appears that change may well be on the way.

简而言之，信实的任何变化都会影响整个印度--而且看起来很可能正要发生变化。

The rumour mill has been abuzz because this year the annual meeting, usually held in June or July in Mumbai, has yet to be scheduled.

谣言四起是因为，年度会议通常在6月或7月于孟买举行，而今年的年度会议却还没有定下来。

Mr Ambani seems to have largely withdrawn from public appearances.

安巴尼似乎已基本上不再公开露面。

The company says he is spending time in Jamnagar, the site of the company’s massive oil refinery.

公司表示，他正在公司的大型炼油厂所在地贾姆讷格尔县度过一段时间。

India’s gossipy business world, where no figure receives more attention, is alight with talk that he may be suffering from health problems.

在印度八卦的商界，没有人比他更受关注，到处都是他的健康可能出了问题的传言。

The company says he is well and continues to attend public functions within the restrictions of a pandemic.

公司称他很好，仍继续在遵守疫情限制规定的情况下参加公共活动。

On June 28th the company said that Mr Ambani would step aside from the chairmanship of Jio Infocomm, a subsidiary of the telecoms arm, in favour of his 30-year-old son, Akash.

6月28日，公司称安巴尼将辞去电信子公司Jio Infocomm的董事长职务，让位给他30岁的儿子阿卡什。

The next day reports emerged that Akash’s twin sister, Isha, would soon head Reliance’s retail operations.

第二天有报道称，阿卡什的双胞胎妹妹伊莎很快将领导信实旗下的零售公司。

And on July 3rd the Hindu Business Line, a newspaper, said that Mr Ambani’s wife, Nita, already a director of Reliance, was favoured by some on the board to become a vice-chairman of the company.

7月3日，《印度商业线报》称，安巴尼的妻子妮塔已经是信实的董事，董事会中的一些人支持她成为该公司的副董事长。

Another son, Anant, is also said to be positioned to take over running part of its energy operations.

他们的另一个儿子阿南特据说也将接管该公司旗下的部分能源公司。