Morning Glance - 02th February 2026 - ARETE Securities Ltd
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The markets are expected to open marginally higher today astrends in GIFT NIFTY indicate a positive start for the broader indexafter NIFTY closed 593 points lower at 24,825 on Sunday.
Ashok Leyland
The company reported January 2026 domestic sales of 20,079 units up 31%YoY and total sales including exports of 21,920 units up 27% YoY.
Hero MotoCorp
The company reported January 2026 dispatches of 5.58 lakh units up ~26%YoY with strong scooter-led growth supported by Xoom and Destini whilemotorcycles saw traction from Xtreme and Glamour
Hyundai Motor India
The company January domestic sales of 59,107 units up 9.5% YoY, totalsales 73,137 up 11.5% YoY, exports 14,030 up 20.9% YoY.
Latent View Analytics
The company reported Q3FY26 revenue of ?2,780 mn up 7.9% QoQ and22% YoY with PAT of ?508 mn and Adj. EBITDA margin of 23.0% led byFinancial Services growth of 20.6% QoQ
Mahindra & Mahindra
The company reported January vehicle sales of 104,309 units up 24% YoYwith domestic SUVs up 25%, LCVs up 22%, tractors up 46%, and trucks andbuses up 40%.
MOIL
The company revised manganese ore prices for Feb 2026, increasing mostFerro and Chemical grades by 5% while select grades like BG4584, SMGRMn-25%, Mn-20%, and DBF575/MSF592 remained unchanged, and UKF532rose 10%.
Ola Electric
The company commenced deliveries of Shakti 9.1kWh residential BESS andreceived BIS certification for the Shakti 5.2kWh variant.
Steel Strips Wheels
The company reported highest-ever monthly net turnover of ?480.03 crorein January with +17.32% YoY growth and record unit sales across segments.
Studds Accessories
The company reported Q3 results with revenue ?163 crore up 9.4% YoY andPAT ?20.7 crore up 26.3% YoY.
Tata Motors Passenger Vehicles
The company reported January sales of 71,066 units up 47% YoY, driven bydomestic PV growth of 46% and EV volumes up 73%.
