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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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 Great News for Power Companies
There is superb news for the power companies, like Tata Power Ltd, Adani Power Ltd, KSK Energy Ventures Ltd, Reliance Power Ltd, etc. Power companies which are forced to import coal despite high costs due to delay/denial over environment and forest clearance of their captive mines, can breathe easy now. The government is planning to allow incremental cost of fuel owing to such forced imports as a pass-through in tariff. Sources, said that the provisions would be included in the standard bidding document (SBD) of all forthcoming power projects. The changes would not only allow power companies to relinquish their commitments under the terms of power purchase agreement entered with state utilities but also get full compensation for increased fuel cost if coal is imported at a highest cost. I hope after this news most of the power companies will move up. Buy Reliance Power Ltd at Rs.93-94 for a target of Rs.109-111, in the short term, as the news is too good.

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