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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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WINNING STROKES: THINK DIFFERENT:
Refex Refrigerants Ltd hits the buyer freeze in the late afternoon trade. The scrip was recommended in this blog, last week for a price target of Rs.32-39. The season of the company is going on and the company has ventured into a new line of business. In FY11, the total revenue of the company was Rs.82.39 Cr, while the net profit of the company was Rs.7.23 Cr as against Rs.52.70 and a net loss of Rs.16.37 Cr in FY10. The EPS of the company for the FY11 is Rs.4.67 and CEPS of the company is Rs.6.31--this should give a minimum price of the scrip of around Rs.32-39, giving all discounts

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