Reliance Power Stock, Have you been watching the stock market lately and wondering, “Why is Reliance Power up over 70% in just one month?” You’re not alone. Investors, analysts, and even casual traders are buzzing over the spectacular comeback of Anil Ambani’s Reliance ADAG group—especially Reliance Power and Reliance Infrastructure. These two stocks have shot up dramatically, with Reliance Power jumping more than 70% and Reliance Infrastructure climbing nearly 60% in just a few weeks. But what’s really fueling this rally? Let’s break it down in simple terms.
The Numbers Don’t Lie: Massive Monthly Gains
Let’s get the obvious out of the way first: Reliance Power is up a stunning 70% this past month, while Reliance Infrastructure isn’t far behind, racking up a 60% gain. In a market where even a 10% monthly move gets attention, this kind of performance is like rocket fuel for investor excitement.
But these aren’t just random fluctuations. There’s real meat behind this move.
Reliance Power’s Q4 Turnaround: From Red to Black
Reliance Power Stock, You know how some companies seem to be always in crisis mode? RPower was once that kid in class who just couldn’t get a passing grade. Well, not anymore.
In Q4 FY25, Reliance Power flipped the script. Instead of the ₹397.56 crore loss it suffered in the same quarter last year, it posted a ₹125.57 crore profit this time around. That’s not just a slight improvement — that’s a whole new report card.
This profit surge has reignited faith in the company’s potential. For investors, profit means cash flow, dividends, expansion — and most importantly, value creation.
Mega Solar and Battery Project Win: Future-Proofing the Business
On May 28, Reliance NU Energies (a subsidiary of Reliance Power) bagged a huge deal from SJVN Limited, a Navratna PSU. The project? A 350 MW solar plant tied into India’s interstate transmission system (ISTS), plus a 175 MW/700 MWh battery storage system.
This is big. Why? Because energy storage is the future, and long-term clean energy contracts are seen as gold in the investment world. It shows that Reliance Power isn’t just playing catch-up—it’s planning ahead.
Reliance Infrastructure: Quiet But Powerful Moves in Defence
While Reliance Power is hogging the limelight, Reliance Infrastructure is quietly fortifying its position—literally.
Reliance Power Stock, The company announced it is strengthening its strategic relationship with Diehl Defence, a top German defence firm. The two are focusing on guided and terminally guided munitions—high-end technology for modern warfare. This partnership, rooted in a 2019 cooperation agreement, could be Reliance Infra’s golden ticket into India’s expanding defence sector.
And let’s be real—defence is one industry where governments spend big and contracts are sticky. A foothold here is a long-term growth lever.
Financial Health: From Bleeding to Breathing Room
For years, the biggest red flag around ADAG stocks was debt. Like an elephant in the room, it scared away even the bravest investors.
But that’s changing.
- Reliance Infrastructure has brought its standalone net debt close to zero.
- Reliance Power has raised funds via preferential allotments and drastically improved its debt-to-equity ratio to 0.88:1 in FY25, down from 1.61:1 the year before.
These aren’t just balance sheet tweaks—they’re a full-on financial detox. Investors love companies with low debt because it means fewer interest payments, better credit ratings, and more room to grow.
Legal Clouds Clearing: NCLAT and Reliance Capital Resolution
Legal overhangs are like thunderclouds over a sunny picnic. You never know when they’ll ruin the day.
Good news: NCLAT (National Company Law Appellate Tribunal) has stayed insolvency proceedings against Reliance Power, and Reliance Capital’s insolvency resolution—through a ₹9,650 crore deal with IndusInd International Holdings Ltd—has closed a major chapter.
With these legal hurdles out of the way, investor confidence has shot up like a bottle rocket.
Strategic Wins: Bhutan PPA and International Projects
Reliance Power also landed a 25-year Power Purchase Agreement (PPA) with Bhutan’s Druk Green Power, one of the largest such solar and battery projects in Asia. Let that sink in.
We’re talking cross-border clean energy, long-term revenue, and a powerful geopolitical angle. It’s not just good business — it’s smart diplomacy with energy as the currency.
Market Sentiment: The Comeback Kid Vibe
Everyone loves a good comeback story. And Anil Ambani’s ADAG group is serving one right now.
Reliance Power Stock, After years of being sidelined, these companies are showing real numbers, real strategy, and real execution. That’s why retail investors and institutional players alike are reevaluating these as turnaround stories, not distressed assets.
According to Seema Srivastava, Senior Research Analyst at SMC Global Securities, the combined effect of strategic developments, debt clean-up, and market optimism is creating a “perfect storm for re-rating” of ADAG stocks.
Analysts Weigh In: What Experts Are Saying
Rajesh Sinha of Bonanza sums it up well:
“The company’s improved balance sheet and profitability signal stronger cash flows and reduced financial risk, key ingredients for stock price appreciation.”
And that’s what this rally is about—not hype, but hope backed by hard data.
Should You Jump In?
Of course, every investor should do their due diligence. These stocks are still recovering from past baggage. But one thing’s for sure — they’ve caught the market’s eye for all the right reasons. If you love a good underdog story and don’t mind a bit of volatility, keep an eye on these ADAG stocks. Their comeback arc might be one of the boldest plays of this market cycle.
The ADAG Group: No Longer a Sinking Ship?
Once thought of as a sinking ship, the ADAG group is now seen as a fleet charting a new course. With a more transparent financial position, promising partnerships in high-growth sectors like defence and clean energy, and resolved legal tangles, these companies are getting a fresh look from investors.
This transformation didn’t happen overnight, but the momentum is now hard to ignore.
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Conclusion
So, why are Reliance Power and Reliance Infrastructure stocks skyrocketing?
Reliance Power Stock, It’s not just blind speculation or herd mentality. It’s a mixture of improved financials, game-changing contracts, legal wins, and strategic vision. Anil Ambani’s companies are finally showing signs of being more than just relics of past glory.
For now, the rally reflects a renewed faith in their future—and if they continue executing this well, this might just be the beginning of a much larger story.