Morning Glance - 01st April 2026 - ARETE Securities Ltd
Market Updates
The markets are expected to open marginally higher today astrends in GIFT NIFTY indicate a positive start for the broader indexafter NIFTY closed 488 points lower at 22,331 on Monday.
Adani Green Energy
The company operationalized 951 MW renewable projects in Rajasthan andGujarat taking total operational capacity to 18,933.3 MW.
Bharat Electronics
The company secured Rs.1,660 crore additional orders including satellitecommunication electronic warfare communication equipment avionicsmunitions EVM upgrades spares and services
Bharat Heavy Electricals
The company received NTPC order for 3x800 MW Telangana STPP main plantpackage worth over Rs.13,500 crore excluding GST to be executed in 62 months.
Enviro Infra Engineers
The company received Rs.405.71 crore LOA from NTPC for EPC BESS projects atTanda and Bongaigaon with 15-month execution and 11-year maintenance.
IREDA
The company signed JPY 28 billion ECB facility agreement with SumitomoMitsui Banking Corporation, Singapore including JPY 12 billion greenshoeoption for 5 year unsecured borrowing.
JSW Steel
The company’s JV partner JFE Steel invested Rs.7,875 crore for 25% stake in JSWKalinga with joint control established and further 25% acquisition planned.
Kwality Wall’s (India)
The company became a 61.9% subsidiary of The Magnum Ice CreamCompany following completion of stake acquisition from Unilever.
Lloyds Metals and Energy
The company’s JV VLMH completed 100% acquisition of CHEMAF in DRC forup to $30 million with 20,000 TPA copper 4,000 TPA cobalt capacity.
NBCC
The company received LoI from Seychelles government to act as PMC for1,008 housing units and infrastructure project worth $75 million funded byEXIM Bank.
Premier Energies
The company commissioned 5.6 GW solar module facility taking totalcapacity to 11.1 GW with G12R TOPCon 0BB panels and trial productioncommenced
Signature Global
The company diluted 50% stake in Gurugram Commercity securing Rs.1,293crore to form JV for mixed use project with Rs.14,000-16,000 crore value.
Welspun Corp
The company received Rs.1,000 crore pipes supply order from US facility withconsolidated order book at Rs.24,700 crore to be executed across FY26, FY27and FY28.
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The index opened the week on a negative note and slipped below its previous week low (22471)...
