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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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Good news:
Garnet Construction Ltd has at last started hitting continuous buyer freezes. Sanguine Media Ltd also hit the buyer freeze today. Now start buying Premier Explosives Ltd as the company has an important board meeting today, where the issues relating to the selling of the assets of the mushroom division will be discussed among the many other important issues. The company could annouce future course of action and also declare that, its focus now shiting to its core competence i.e. lucrative defence deals. The company is expected to get the benefits of the current budget in the form of increased allocation to infrastructure (for making roads in inaccessive terrains, u need explosives), increased dedence allocation, and also government's stress on mining. At the CMP, the share price is trading only a little more than 2x book value. I think the stock has the potential to at least double from the current price of Rs.42.

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