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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
My recommended Vijay Shanthi Builders Ltd hit the buyer freeze in the late afternoon trade. I have mentioned time and again that according to my close sources, the company is coming up with good results for Q1FY13. Also, the company is completing a number of projects in the next 3-6 months time frame.  A small write-up on the company is already placed at: www.sumanspeaksplus.blogspot.com. 
There are some more positive news for the Power Sector and for companies in this space, viz, Tata Power Ltd, Reliance Power Ltd, KSK Energy Ventures Ltd, Adani Power Ltd, etc. There are media reports that the government might ask Coal India Ltd to import coal to meet the ever growing domestic demand and adopt price pooling of international and indigenous coal for supplying to power companies. In a letter to Coal India, the Coal Ministry said, "In the interest of growth of the economy and to increase power generation, efforts are needed to make adequate coal available". The Power Ministry has also suggested to the Coal Ministry, that there is necessity of coal imports and pooling of the price of imported and domestic coal. "In this regard, Central Electricity Authority) needs to prepare a detailed operational plan i consultation with Coal India, Railways and Port Authorities", the Power Ministry said. The board of Coal India Ltd is likely to meet on next Tuesday (31st July, 2012), to deliberate on this issue and take final decision. To read the full report: CLICK HERE.

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