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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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Winning Strokes: Think Different
Reliance Communication Ltd showed good upmove today, closing near Rs.51. We can look for targets of Rs.57-61 very soon.

Unitech Ltd closed flat today, after massive upmove yesterday. The stock is headed towards Rs.12 in the coming days.

As expected Shrenuj & Co (Rs.2.30) hit the buyer freezes in both the exchanges. The company is preparing to rake in moolah from the on going festival season.

Today my recommended Reliance Defense and Engineering moved above Rs.71 to close at Rs.68.85. Unless Rs.67 is broken on the downside, the stock could be held by medium term investors. The short term traders might have booked some profit, near the first target of Rs.71.

 The stock of Rolta India Ltd was recommended today, at Rs.64.10 for short term targets of Rs.71-75. The company is having a board meeting next week.

 The company was recently invited to bid for a multi-million dollar 'Make in India' project and project of Rs.60,000 crore in consortium with BEL is also progressing well.

 On other deal front, the company won USD 15 million project in West Asia for smart city & 3D mapping. It also won a deal with a housing authority in West Asia for land administration.

 Rolta Ltd plans to streamline the defence business as a separate and distinct wholly owned subsidiary mainly because the regulatory environment is different for the defence and IT businesses.

 Moreover, it would also help them to completely focus on defence business since Rolta is one of the few companies that have been repeatedly invited for ‘Make in India’ projects.

 Most of the demerger news are generally positive for the shareholders.

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