Why Did Anil Ambani’s ADAG Stocks Surge Today?

Stocks from the Anil Dhirubhai Ambani Group (ADAG) made a sharp upward move today, catching the attention of investors across Dalal Street. While benchmark indices like the Sensex and Nifty saw a pullback, Reliance Power jumped 11% intraday, Reliance Infrastructure surged 10% yesterday, and Reliance Capital climbed 2%, continuing a strong rally from earlier this week.

So, what’s driving this sudden surge in Anil Ambani’s legacy companies?

The Catalyst: Reliance Capital Acquisition

The key trigger was the successful acquisition of Reliance Capital by IndusInd International Holdings Ltd (IIHL) for ₹9,650 crore. This milestone comes after a three-year resolution process, significantly boosting investor confidence in the broader ADAG group. (Source: livemint)

According to Sugandha Sachdeva, Founder of SS WealthStreet, “The official takeover by IIHL, coupled with their first board meeting, has acted as a confidence booster. It signals a more stable, growth-oriented future for the group’s companies. This optimism is clearly reflected in the sharp price action we’re seeing today.”

Stock Performance Snapshot

Let’s take a closer look at how individual ADAG stocks are performing:

Reliance Power (RPower)

• 11% up intraday
• 13.35% up over the past month
• 12% down YTD
• 43% up in the last one year
• 203% return over two years – a true multi-bagger

RPower has the largest power generation portfolio under development in India’s private sector. The stock has been quietly building momentum, and today’s rally may reinforce bullish sentiment among long-term investors. (Source: livemint)

Reliance Infrastructure (RInfra)

• 10% up yesterday
• 14% up in one month
• 21% down YTD
• 134% up in the last three years

As a major shareholder in RPower, RInfra is also benefiting from the positive sentiment. The company has been focusing on deleveraging and improving operational efficiency, which seems to be resonating with the market. (Source: livemint)

Broader Market Context

Interestingly, this rally came on a day when the broader markets were under pressure:

• Sensex dropped 728 points to 77,288.50
• Nifty 50 fell 181.80 points, closing at 23,486.85
• Profit booking in banking and IT stocks weighed heavily ahead of monthly derivatives expiry

Despite this, ADAG stocks defied the trend, suggesting that the rally was backed by more than just market momentum. In fact, it signals a shift in investor perception around Anil Ambani’s business group. (Source: livemint)

What Does This Mean for Investors?

The strong rebound in ADAG stocks serves as a reminder of how quickly sentiment can change, especially when corporate restructuring and debt resolutions come into play.

While today’s rally is a positive signal, it’s also worth approaching with measured optimism. These stocks have a volatile history, and sustainable performance will depend on continued governance improvements, business clarity, and financial discipline.

If the group continues to deliver on these fronts, it may mark the start of a longer-term turnaround story.

Final Thoughts

Today’s gains in Reliance Power, RInfra, and Reliance Capital reflect more than just numbers; they represent a renewed vote of confidence in Anil Ambani’s ability to turn things around.

It’s too early to call this a full-fledged comeback, but the momentum is undeniable. And for investors watching the Indian infrastructure and power sectors closely, ADAG stocks are again part of the conversation.

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