Morning Glance - 02nd April 2026 - ARETE Securities Ltd
Market Updates
The markets are expected to open marginally lower today as trendsin GIFT NIFTY indicate a negative start for the broader index afterNIFTY closed 348 points higher at 22,679 on Wednesday.
Adani Green Energy
The company added 5,051 MW renewable capacity in FY26 taking total to19.3 GW including 3,409 MW solar 686 MW wind and 956 MW hybrid.
Aeroflex Industries
The company increased liquid cooling SFN skid assembly capacity from2,000 to 6,000 units per year, commenced production, and sold 571 units inQ4 FY26
Bharat Electronics
The company reported FY26 turnover Rs.26,750 crore up 16.2% YoY, exportsales $141.9 million up 33.65% YoY, secured Rs.30,000 crore orders and orderbook Rs.74,000 crore.
CleanMax Enviro Energy Solutions
The company expanded partnership with STT GDC India beyond 130 MW withadditional 21 MWp solar capacity under PPAs for hybrid renewable supply.
Great Eastern Shipping Company
The company contracted to buy a 49,420 dwt 2014-built MR tanker for Q1FY27 funded via internal accruals and a Kamsarmax carrier.
J. Kumar Infraprojects
The company received Rs.2,360 crore LoA from NHAI for 4 lane expandable to8 lane Vadhavan Port connectivity expressway project on EPC mode to beexecuted in 30 months
Marathon NextGen Realty
The company through subsidiary acquired 51% stake in three entities for Rs.70 crore unlocking Rs.840 crore GDV across 5.94 lakh sq ft projects inMumbai.
MTAR Technologies
The company received Rs.35.56 crore order from an international energy sector client for data centre products with execution scheduled up to December 2026.
Power Mech Projects
The company secured Rs.109.22 crore order from Hindustan Zinc foroperation and maintenance of 91.5 MW CPP and transmission line over 48 months.
RailTel Corporation
The company received Rs.12.85 crore LoA from Mahatma Gandhi Institute ofMedical Sciences for HIMS and campus systems implementation andmaintenance till March 2032.
Please refer disclaimer at http://www.aretesecurities.com/
SEBI Regn. No.: INM0000127
More News
Quote on Market Wrap 02nd December 2025 from Mr. Ajit Mishra - SVP, Research, Religare Broki...
