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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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Jaiprakash Associates Ltd: Buy
CMP: Rs.26
The market cap of the company is only Rs.6,324.39 Cr against H1FY15 earning of Rs.5778.47 Cr, showing that at the CMP, the shares are attractively priced. The book value of the shares of the company is Rs.56.48. 

 Meanwhile, Jaiprakash Associates completed its divestment programme aimed at cutting debt with the sale of two cement plants in Madhya Pradesh to UltraTech Cement for Rs.5,400 crore. The company has in total divested assets worth over Rs.20,000 crore.

In a statement, Manoj Gaur, executive chairman, Jaiprakash Associates Ltd, said: “With this disinvestment, Jaiprakash Associates’ major disinvestment plans get rested and the focus will now shift to innovative operational efficiencies to match with the best in class, coinciding with the imminent revival of the Indian economy.

In September this year, its sister company Jaiprakash Power Ventures Ltd (JVPL) sold two hydroelectric power plants to JSW Energy for Rs.9,700 crore. However, the Sajjan Jindal-led power producer deferred a decision to buy another 500-Mw thermal power plant from JPVL, because of uncertainty on coal linkage for the project. But now since much of the uncertainty regarding coal has been eased, the next in line for sell (probably to JSW Energy) could be 500-MW thermal power plant in Bina, Rajasthan.

The investors can buy the scrip at the CMP of Rs.26, for a short term target of Rs.29-30. 

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