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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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National Fertiliser Ltd (Rs.29.70): Buy 
Short Term targets:Rs. 37/41. 

Triggers:

  • The company has a subsidy outstanding of
    around Rs.5000 crore as of 31st March, 2019. Interestingly, subsidy inflow has started from April,  2019, which will reduce the borrowings. Rs.5000 crore upholstery of the topline would definitely take the scrip to new levels, 
  • The company achieved a record sales of  27 Lakh tonnes during the 1st half of the current fiscal. 
  • The NDA government's Kissan Samman Nidhi scheme, would be indirectly positive for National Fertiliser Ltd.It has diversified into seeds and ageo chemical business. Interestingly, it was manufacturing and selling urea till 2014/15, but it is now into DAP,  NPK and MoP products. 
  • It is investing Rs.1000 crore in energy saving schemes,  that are being implemented in all the company's five plants.
  • The dividend yield of the shares of the company is Rs.6.90%, while the book value of the shares of the company is Rs. 45.23.

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