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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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Mid-market watch:
The markets are looking firm. The inflataion is slowing down and ultimately Steel and Sugar companies are doing well. I have taken some Mawana Sugars Ltd as the company has the strongest Book Value as compared to its peers. I have taken it as a non-delivery pick and intra-day pick. Look at the small cap company Dhoot Industrial Finance Ltd. Get out of Banking counters if u are making profits.
More in the following mails............
Best wishes,
Suman Mukherjee
India.

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