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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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IVRCL Ltd: Satisfactory Results on Sequential basis
The south India based construction company IVRCL Ltd (Rs.19.80) came out with comparatively good set of numbers in Q1FY15, speaking sequentially; indicating, that the worst is perhaps over. In these kinds of companies it is futile to compare Y-o-Y figures, due to obvious reasons.

The total income of the company for Q1FY15 came out to be Rs.833.50 crore as against Rs.1217.13 Cr in Q4FY14. The expenses came down drastically from Rs.1185.46 Cr in Q4FY14 to Rs.844.77 Cr in Q1FY15. Moreover the finance cost has nosedived to Rs.2.44 cr in Q1FY15 from Rs.44.83 cr in Q44FY14. The net loss of the company came down to Rs.157.92 Cr as against a loss of Rs.328.11 Cr in Q4FY14.

Moreover, the company has an investment of Rs.65.75 Cr in its subsidiary, Hindustan Dorr--Oliver Ltd. During, Q4FY14, corporate Debt Restructuring Empowered Group, at its meeting held in on June 28, 2014 have approved the CDR proposal submited by the company. The BOD of the company in its meeting held on June 30, 201 accepted the LOA and initiated the implementation of the CDR scheme. 

The investors should accumulate the scrip on all declines and keep holding. This scrip is expected cross Rs.30-31, in the coming days, as the NDA gives more thrusts on Infrastructure Projects. 

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