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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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Sugar Stocks Retreat:

I have cautioned yesterday about entering Sugar Sector when some PMS were too bullish on them. It is because a very small percentage of their gains will be from the Ethanol based incomes and most of its revenues will come from Sugar and Sugar derivatives. Besides with good production in Brazil and the US going mainly for corn based ethanol production, I think the picture in the sugar sector will continue to grim in the days ahead. Yesterday, I have recommended Haldyn Glass Gujarat Ltd on the premise that the company will generate good returns due to the buoyancy in the Alcohol industry. The company is expected to clock an EPS of Rs.10--12 in FY08. Today Ansal Buildwell Ltd is showing strong movements and the next target seems to be Rs.120--Rs.130. This is a great company from the Ansals and I have mentioned that before also.....with a price target of Rs.500 at least in 2 years. Always play for the long term. U will be astonished to know that I purchased Ispat Industries at Rs.1 in 2002--2003 and SAIL at Rs.5 in the same period. I am still holding substantial amount of shares of the company and this acts as a cushion all the time. Suman Mukherjee India. suman2005s@rediffmail.com suman2007s@sify.com Note: The price of the package for the Premium Membership has been reduced after lot of SumanSpeaks members and other investors, appealed/ requested me to reduce the rates a bit , because many small investors cannot afford it.....I have heeded to their request and have decided to offer the service at a reduced price tag and have henceforth cancelled the price hike, effected from 1st September, 2007. Those who have paid the enhanced amount post 1st September, 2007, will be given service proportionately.

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