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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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Today's Call:
Buy Premier Explosives Ltd at Rs.51.20 with a price target of above Rs.100 in 3 to 6 months time frame.
Premier Explosives manufactures explosives and also grows white button mushrooms. The company recently got a contract worth Rs 7 crore per year from ISRO for maintenance of a propellant plant for the premier space organisation.
The company recently started production of specialised products for defence sector. The commercial production at this division commenced from September 2006. Take position in the stock ahead of the results. It has also been recommended by a brokerage house with some hefty targets.
The stock did not perform in the bull run and hence the catch.
Best wishes,
Suman Mukherjee India.

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