Image
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...
Kalindiee Rail Nirman (Engineer): Will Surely Engineer A Better Portfolio
Kalindee Rail Nirman (Engineers) Limited, today stand as Premier and Trusted agency in execution of Railway Track, Signaling & Telecommunication projects on turn key basis. It has rich and varied experience of more than three decades.
The scrip has a book value of Rs.113.97, 9MEPS of Rs.7.59 and P/E of 6.57 (Industry P/E: 10.40), showing that the scrip is highly undervalued at the current conditions when the construction stocks are getting re-rated, in view of a cut in the CRR by the Central Bank.
Made by Kalindee Rail Nirman (Engineers)
For Q3FY13, the company came out with decent set of numbers. The net profit of the company for Q2FY13 came out to be Rs.3.26 as against Rs.3.06 in Q3FY12. Moreover, both the OPM and NPM showed improvement in Q3FY13, speaking Q-o-Q basis. 
Work of Kalindee Rail Nirnam (Engineers)
Recently the company announced that it was able to garner three large value projects each of around Rs.200.00 crores from Railways in the second half of the last year. The Company could also bag a high value order of Rs.166 crores from Kolkata Metro. The Company's operations are presently undergoing in various metro rails in the country viz. Jaipur Metro, Bangalore Metro, Kolkata Metro etc. plus Delhi Metro over and above in Indian Railways throughout the country. Further, the Company’s bid for Rs.246.00 crores with Rail Vikas Nigam Ltd, New Delhi under Ministry of Railways, New Delhi has been successful due to being lowest bidder. Presently order position in the Company is highly comfortable.
Therefore, investors should buy the scrip at the CMP of Rs.50.05-50.10, for a target of Rs.59-60, in the next few trading sessions; please keep a SL < Rs.47.

Popular posts from this blog