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安巴尼继承人阿卡什走向聚光灯下,印度信实工业旗下Jio即将上市Ambani's heir Akash steps into the spotlight as India's Jio goes public

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信实Jio Infocomm Ltd.董事长、信实零售风险投资有限公司董事阿卡什·安巴尼在印度孟买举行的Jio Platforms Ltd.首次公开募股新闻发布会上发言,2026年10月15日。路透社/阿希什·瓦什纳夫Akash Ambani, chairman of Reliance Jio Infocomm Ltd. and director of Reliance Retail Ventures Ltd., speaks during a Jio Platforms Ltd. IPO press conference in Mumbai, India, October 15, 2026. REUTERS/Ashish Vaishnav

在亚洲最富有的家族中,该家族控制着从石油到零售的赖兰帝国,穆克什·安巴尼的长子阿卡什即将登上舞台中央,因为该家族的电信和数字部门正准备在股市上市。

In Asia's richest family that controls the oil-to-retail Reliance empire, Mukesh Ambani's eldest son Akash is set to take centre stage as their telecoms and digital unit nears a stock market debut.

阿卡什·安巴尼,34岁,是Jio Platforms的总经理,该公司本周的32亿美元首次公开募股在公开竞价开始后两小时内即被认购一空,对于印度这种规模的发行来说,这是一项罕见的成就。

Akash Ambani, 34, is the managing director of Jio Platforms, whose $3.2 billion IPO this week was fully subscribed within two hours of opening for public bidding, a rare feat for an Indian offering of this size.

尽管安巴尼父仍担任控股公司Jio Platforms的董事长,但阿卡什于2022年被任命为其赚钱的电信部门董事长,这被广泛视为这位亿万富翁继任计划的一部分。

Though Ambani senior still chairs the holding company Jio Platforms, Akash was anointed chairman of its money-spinning telecoms unit in 2022, in what was widely seen as part of the billionaire’s succession planning.

作为他影响力日益增长的迹象,阿卡什上周主持了Jio Platforms首次公开募股活动的推介,他向与会者介绍了该公司5.33亿客户和利润率。虽然他的双胞胎妹妹也登台亮相,但他们的父亲缺席了此次活动。“我是作为整个公司的代表来到这里的,”他说。

In a sign of his growing clout, Akash led the pitch at Jio Platforms IPO event last week where he briefed about the company's 533 million customers and profit margins. While his twin sister shared the stage, their father skipped the event. "I’m here as a representative of the entire company," he said.

与阿卡什合作的行业高管形容他为一位极其平易近人的高管,对技术非常亲力亲为。

Industry executives who work with Akash described him as an extremely approachable executive who is very hands-on with technology.

虽然阿卡什会对“某些重大决策”发表意见,但他不会干预日常业务决策。不过,他确实会接触该公司最具知名度的投资者,包括Meta,一位密切参与首次公开募股并与阿卡什合作的高管表示。“他是给马克·扎克伯格打电话的人,”这位高管补充道。

While Akash weighs in on "some of the bigger calls", he doesn't interfere in day-to-day business decisions. But he does deal with their most marquee investors including Meta, said one executive, who has worked closely on the IPO and with Akash. "He is the one who makes the calls to Mark Zuckerberg," the executive added.

Meta是Jio的最大股东之一,持股接近10%。2020年,它与谷歌和其他全球投资者一起向该公司投资了1.52万亿卢比,当时价值205亿美元。

Meta is among Jio's largest shareholders with a near 10% stake. In 2020, it joined Google and other global investors in putting 1.52 trillion rupees into the company, worth $20.5 billion at the time.

然而,阿卡什和他的父亲——两人都是夜猫子——分别管理投资者关系,这位行业高管表示。穆克什与许多主权财富基金关系更密切,而他的儿子则担任赖兰的硅谷代表。赖兰和Meta均未回应路透社的置评请求。

However, Akash and his father -- who are both night owls -- manage investor relationships separately, the industry executive said. Mukesh is closer to many sovereign wealth funds, while his son takes the position as Reliance's Silicon Valley man. Reliance and Meta did not respond to Reuters queries.

阿卡什拥有美国布朗大学经济学学士学位,作为一名狂热的体育爱好者,他在印度超级联赛(IPL)一家板球特许经营队的管理中发挥关键作用。2019年结婚,育有两个孩子。

Akash holds a bachelor’s in Economics from Brown University in the US and, as an avid sports enthusiast, plays a key role in the management of an Indian Premier League cricket franchise. Married in 2019, he has two children.

交易所数据显示,截至周四,该首次公开募股(IPO)的零售投资者部分已获全额认购,员工配售部分获得的认购股数接近发行量的两倍,现有信实股东配售部分的认购倍数为2.58倍。

By Thursday, the IPO’s retail portion was fully subscribed, the employee quota drew bids for nearly twice the shares on offer and the existing Reliance shareholders quota was 2.58 times subscribed, exchange data showed.

这种来自小投资者的热情,让人联想到阿卡什的祖父迪鲁巴伊·安巴尼(Dhirubhai Ambani,2002年去世)如何与股东共同打造信实的品牌形象:他在1980年代于孟买露天场地举办大规模股东大会,使信实成为一家帮助创造长期财富的公司。

That interest from small investors is reminiscent of how Akash's grandfather Dhirubhai Ambani, who died in 2002, built Reliance's brand image with shareholders, holding large-scale meets in Mumbai’s open grounds in the 1980s that turned Reliance into a company that helps create long-term wealth.

这家企业集团在孟买上市的股票——当前市值达1720亿美元——自1990年以来已上涨330倍。

The conglomerate's Mumbai listed shares — that have a current market capitalization of $172 billion — have risen 330-fold since 1990.

阿卡什上周在活动上发言时,身后架着一幅戴花环的迪鲁巴伊微笑肖像,屏幕上播放着早期股东大会的黑白照片。

As Akash spoke at the event last week, a garlanded portrait of a smiling Dhirubhai was propped on an easel, while the screen showed black-and-white photos of old shareholder meets.

Jio的电信业务于2016年推出,凭借提供免费语音和数据服务颠覆了市场。如今,按单一国家的客户数计算,Jio拥有5亿多用户,仅次于中国移动(600941.SS)。

Jio's telecoms business was launched in 2016 and disrupted the market by offering free voice and data. Today, on the basis of customers in a single country, Jio's 500 million-plus users are second only to China Mobile (600941.SS).

Jio Platforms表示,阿卡什正主导其长期的“战略路线图,通过连接技术改变印度的连接与数字服务”,从4G推进至5G,并进军人工智能(AI)领域。该公司提供应用程序、数字服务和家用设备,但电信业务仍贡献了其154.5亿美元营收的近90%以及约94%的利润。

Jio Platforms says Akash is leading its long-term "strategic roadmap to transform connectivity and digital services in India" from 4G to 5G and now AI. The company offers apps, digital services and home devices, but telecoms still brings in nearly 90% of its $15.45 billion revenue and around 94% of its profit.

阿卡什和Jio似乎都渴望消除“Jio只是一家电信公司”的观念。

Akash and Jio appear keen to dispel the notion that Jio is just a telecoms company.

其招股说明书公司概况的第一行写道:“我们是一个技术平台。”近日接受《商业标准报》采访时,被问及与巴蒂·艾特尔(Bharti Airtel)和沃达丰·爱立信(Vodafone Idea)的竞争,阿卡什表示:“Jio不仅仅是一家电信运营商”,而是一家建立在连接技术之上的数字服务公司。

The first line of the company overview in its prospectus reads: "We are a technology platform." Asked about rivalry with Bharti Airtel and Vodafone Idea, Akash told the Business Standard newspaper recently that "Jio is not just a telco," but a digital services company built on connectivity.

在上周的活动中,他大力宣传计划为 Jio 用户提供 12 种印度语言的 AI 驱动通话摘要和转录服务,并表示:“我们是唯一能做到这一点的参与者。”“我们拥有对 Jio 客户与生俱来的理解,”他说。

At last week's event, he talked up plans to offer AI-powered call summaries and transcription in 12 Indian languages to Jio’s users, saying, "We’re the only play in town that can do that." "What we have is an innate understanding of our Jio customers," he said.

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