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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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Rolta Ltd: Buy
CMP: Rs.72.20
Buy Rolta Ltd at Rs.72.20 for short term targets of Rs.77-79, SL--Rs.69. Rolta Ltd's Q4FY16, Consolidated PAT grew 26.3% QoQ as reported by PRNewswire. 

The stock fell today as S&P Global Ratings on Monday lowered its long-term corporate credit rating to 'CCC-' from 'B+'. This is a temporary phenomenon and the stock is expected to recover very soon. 

 What the market has ignored till now is that, Fitch also believes that Rolta India Ltd, has a high chance of collecting these receivables because most receivables are from either government agencies or U.S.-based multi-national corporates.

 Therefore, this is a sure shot risk free counter at the CMP of Rs.72.20.

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