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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 

Buy the shares of Indowind Energy Ltd (Rs.26.20) near the CMP for targets of Rs.32/35. SL: Rs.24.

The production suffered a bit in the last quarter due to the wind season starting late by a month (for the current year). This aberration is expected to get optimised in the current quarter. 

Furthermore, the power tariff in Tamil Nadu was increased w.e.f 1st July 2024 by TANGEDCO. The resultant revenue benefit will be available from this (June - September) quarter. Hence, we might get to see a sharp uptick in both top and bottomlines from Q2FY25, onwards.

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