Reliance Power & Reliance Infrastructure Share Price Surge: Key Reasons Behind the Rally

Market Performance

Anil Ambani-led Reliance ADAG group stocks, including Reliance Power and Reliance Infrastructure, have witnessed a massive surge in recent weeks.

• Reliance Power gained 5% in early trade and is up 70% in the last month.
• Reliance Infrastructure rose 1% today and has jumped 60% in the past month.

What's Driving the Rally?

1. Reliance Power's Strong Financial Turnaround

The company reported a consolidated profit of ₹125.57 Crore in Q4 FY25, compared to a loss of ₹397.56 Crore in the same quarter last year.

2. Major Solar & Battery Storage Project Win

Reliance Power's subsidiary secured a 350 MW solar power project and a 175 MW/700 MWh battery storage system from SJVN Limited, a Navratna Public Sector Undertaking (PSU).

3. Reliance Infrastructure's Defence Expansion

The company strengthened its defense portfolio through a strategic partnership with Germany's Diehl Defence, with a focus on guided munitions.

Why Are Investors Bullish?

• Debt reduction: Reliance Infrastructure reduced standalone net debt to nearly zero.
• Legal relief: NCLAT stays on insolvency proceedings against Reliance Power.
• Fresh funding: Capital infusion through preferential allotments.

Summary

The sharp rally in Reliance Power and Reliance Infrastructure shares is fueled by:

• Strong financial turnaround
• Major project wins
• Strategic defense partnerships
• Debt reduction and legal resolutions

With improving fundamentals and investor confidence, these stocks are attracting significant market attention.