Reliance Power and Reliance Infra Announce ₹18,000 Crore Capex for Defence, Renewables and Aerospace Expansion

Reliance Power and Reliance Infrastructure, both part of the Anil Ambani-led Reliance Group, have announced an ambitious capital expenditure plan worth ₹18,000 crore. The investment will be raised through a mix of debt and equity, as approved by the respective boards of both companies.

Separation from RCom and RHFL Reaffirmed

Following Enforcement Directorate (ED) raids that concluded on July 27, both firms clarified that they are independent of Reliance Communications (RCom) and Reliance Home Finance (RHFL). They also noted that Anil Ambani is no longer a board member of either company and has no influence over operations or management.

Reliance Infra Targets Defence and Aerospace Leadership

Reliance Infrastructure is aiming to become one of India’s top 3 defence exporters. With a net worth of ₹14,883 crore and almost no debt, the company plans to scale up its aerospace and defence operations. It is in talks with international partners like Dassault Aviation (for Falcon 2000 jets), Diehl Defence, Rheinmetall AG, and Coastal Mechanics to manufacture advanced defence equipment, including guided munitions.

Reliance Power Bets Big on Green Energy

Reliance Power, with a current power generation capacity of 5.3 GW, is looking to boost its presence in the renewable energy sector. The company already serves around 53 lakh households in Delhi through BSES. Now, it has secured 3.3 GWh of solar and battery storage projects, aligning its growth with India’s clean energy goals. The company’s net worth stands at ₹16,431 crore, and it is nearly debt-free.

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Reliance Power and Reliance Infra Share Price Movement

As of 3:04 PM on July 28, 2025, Reliance Power share price (RPOWER) is trading at ₹53.94, down 5% for the day. The stock has a 52-week high of ₹76.49 and a 52-week low of ₹29.21.

As of 3:06 PM on July 28, 2025, Reliance Infrastructure share price (NSE: RELINFRA) is trading at ₹329.30, down 3.67% for the day. The stock has a 52-week high of ₹423.40 and a 52-week low of ₹190.10.

Conclusion

With a combined investment plan of ₹18,000 crore, Reliance Power and Reliance Infrastructure are entering a new growth phase focused on strategic sectors like defence and clean energy. Their strong financial positions, global partnerships, and clarity on operational independence from other troubled group firms reflect their commitment to long-term value creation.

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