Morning Glance - 26 February 2026 - ARETE Securities Ltd
Market Updates
The markets are expected to open marginally higher today as trends in GIFT NIFTY indicate a positive start for the broader index after NIFTY closed 57 points higher at 25,482 on Wednesday.
Apeejay Surrendra Park Hotels
The company, in partnership with Ambuja Neotia, announced launch of The Park Unizen, a 69-unit serviced residence project on EM Bypass, Kolkata, integrated with the upcoming 218-room THE Park Hotel.
AXISCADES Technologies
The company signed an agreement at the Embassy of France New Delhi to enhance India’s Space Situational Awareness capabilities.
Bharat Electronics
The company secured additional orders worth ?733 crore including TR modules, communication equipment, encryptors, radars, jammers, software solutions, test equipment, upgrades and services.
Coforge
The company secured a $158 million five year contract from a UK based client with revenue to be recognized evenly over the tenure starting April 2026 and expects incremental ancillary revenue from the same client.
IRFC
The company signed a loan agreement with SMBC and MUFG for JPY equivalent USD 400 million 5 year ECB benchmarked to TONAR marking its second ECB in FY26.
Larsen & Toubro
The company secured major EPC orders in India and Middle East for PT&D projects including 220 kV GIS substations in West Bengal and up to 500 kV substations and 250 km TL overseas with order value in the ?5,000–10,000 crore range.
NTPC
The company along with MAHAGENCO completed acquisition of Sinnar Thermal Power Ltd under IBC adding 1,350 MW coal based capacity taking NTPC Group total installed capacity to 88,132 MW.
Rail Vikas Nigam
The company received an LOA from NMDC for development of a township in Kirandul, Chhattisgarh, valued at ?371.69 crore, to be executed over 21 months.
Saatvik Green Energy
The company received and accepted ?87.10 crore domestic order from an IPP EPC player for supply of solar PV modules to be executed by March 2026.
Texmaco Rail
The company received ?2.13 crore domestic order from ECOR for TRD works at NMDC Nagarnar steel plant to be executed within 11 months.
Vikram Solar
The company secured 378.75 MW order for N-TOPCon solar modules from INGEL for a 600 MW solar project in Gujarat with supplies to commence in FY26.
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Daily Derivatives Report 26th February 2026 by Axis Securities Ltd
