Reliance Power Limited — Cyborg Score 4/10

Mixed
Power Generation & Utilities

Strategic Profile

Part of the Reliance Group promoted by Anil D Ambani, the company is the primary vehicle for investments in the power generation sector. Recently, subsidiary Reliance NU Energies secured 750 MW/3,000 MWh in battery energy storage capacity, consolidating the Reliance Group's position as India's largest player in the Solar + BESS segment.

Cyborg Score Rationale

The company faces headwinds with low interest coverage ratio and poor sales growth of 0.05% over the past five years. However, operational improvements in renewable energy and large asset base provide some stability. Recent regulatory scrutiny creates execution risk.

Top Insights

  • Asset base of ₹111,000 crore as of September 2025 provides substantial infrastructure foundation.
  • Reliance Group achieved over 4 GWp of solar and 6.5 GWh of battery energy storage across tenders in just 10 months.
  • Debtor days improved from 93.2 to 73.2 days, indicating operational efficiency gains.
  • Stock has declined significantly from 52-week high of ₹76.49 to ₹22-35 range, reflecting investor concerns.

Named Competitors

  • Thermal Power Generation — India's largest power generation company
  • Renewable Energy Solutions — Diversified power generation player
  • Solar & Wind Development — Integrated energy company with renewable focus

Recent Developments

  • (February 2026) Reliance NU Energies won largest allocation of 750 MW/3,000 MWh in FDRE renewable energy tender.
  • (September 2025) Reliance Power has asset base of ₹111,000 crore.
  • (2025) Subsidiary working on renewable energy transition including solar and battery storage projects.

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