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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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Today's Call
1. Buy Lanco Infratech Ltd at Rs.4.20, for a

target of Rs.5.50. The company has taken a comprehensive plan to reduce its debts. A hold of couple of months can give you good returns as the company is likely to selling its power assets worth $1 billion. A consortium of lenders  earlier decided to take control of Lanco Infratech by converting a part of the cash-strapped company's debt for a 60 per cent equity stake...

2. MBL Infrastructure hit another buyer freeze today at Rs.13.75 in the BSE. You can book some profits, today or tomorrow.

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