Morning Glance - 01th February 2026 - ARETE Securities Ltd
ACME Solar
The company through its subsidiary signed a 25-year PPA with NHPC for a250 MW FDRE project involving capex of ?3,700 crore.
Brigade Enterprises
The company signed an agreement to acquire a 2.25-acre land parcel inSecunderabad for a residential project with GDV of ?650 crore.
CG Power and Industrial Solutions
The company’s subsidiary G.G. Tronics received a ?433.34 crore KAVACHorder from Chittaranjan Locomotive Works for supply and deployment.
Godrej Properties
The company acquired an ~8.5-acre land parcel in Mahalunge Pune forgroup housing with estimated revenue potential of ~?2,000 crore.
Indoco Remedies
The company received final USFDA approval for ANDA of Lacosamide OralSolution USP 10 mg per mL to market a generic equivalent of Vimpat.
NCC
The company received five new orders worth ?2,456.89 crore (excl.-GST) inJan 2026, led by Water division ?1,922.26 crore, Transportation ?290.02crore and Electrical ?244.61 crore, in the normal course of business.
RailTel Corporation
The company received a LoA from Modern Coach Factory for IP-based videosurveillance systems in LHB coaches with order size ?94.24 crore.
Saregama India
The company completed acquisition of 9,960 CCPS of Bhansali ProductionsPrivate Limited for ?325 crore as per the investment agreement.
Solar Industries India
The company received export orders worth ?830 crore for supply ofdefence products to international clients to be executed over four years.
Stallion India Fluorochemicals
The company entered a long-term partnership with Sharjah OxygenCompany for sourcing liquid helium from Qatar for India operations.
Tata Power
The company commissioned 765 kV Mainpuri–Bara and Mainpuri–Unnaotransmission lines
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