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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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 Hindalco Industries Ltd: SELL 
CMP: Rs.97.4
Hindalco Industries Ltd came out with a flat topline and depressed bottmline for Q3FY14. The total income of the company for the December, 2013 quarter came as Rs.7477.28 Cr as against Rs.7189.80 Cr in the same period previous year and slightly higher in case of September, 2013 quarter. 

However, the net profit of the company came as Rs.333.98 Cr in December, 2013 quarter as against Rs.433.52 Cr in Q3FY13 and Rs.357.11 Cr in Q2FY14. The nine months EPS of the company stands at Rs.5.95, which indicates the stock is ready for some correction. A sell call was given to the Paid Group members today, for a short term target of Rs.93. However, it can go down to Rs.91 also, in the short term.  

In Q3FY14, lower other income and Higher effective tax rate affected financial performance despite good operational performance. Hence, over a longer time period, the outlook remains bullish, since the demand is expected to remain robust, on the back of spike in consumption. Also, strong Premia despite announcement of changes in LME warehousing rules are reflective of scarcity in the physical markets. Once, this correction gets over and the scrip makes a base, one can slowly accumulate the counter. 

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