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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 Calls
1. Buy Gammon India Ltd at Rs.10.20, T: Rs.12, SL: Rs.8.70. The stock of Gammon Infrastructure is up more than 5% today. The company reported a narrower losses for the December quarter. Mumbai-based Gammon India Ltd posted a standalone loss of Rs.20.53 crore for the three-month period that ended on December 31, 2016, compared with Rs 119.06 crore for the corresponding period a year ago.

2. Those who are holding IVRCL Ltd (Rs.5.05) should continue to add on intra day dips. The infrastructure stocks will now run up.

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