Morning Glance - 27 February 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 14 points higher at 25,496 on Thursday.
Apeejay Surrendra Park Hotels
The company signed a 20 year agreement to manage a proposed 100 roomhotel under The Park brand at Chandmani Tea Estate Siliguri withcompletion by March 2031.
Balu Forge Industries
The company signed a five year binding MOU to supply 30,000 per month155 mm M107 and 10,000 per month 152 mm shells at 315 per unit withsupplies from April 2026.
Brigade Enterprises
The company partnered with Primus Senior Living to develop three seniorliving communities across South India with expected GDV of 750 crore andcombined portfolio of over 600 units.
BMW Ventures
The company secured a 36 crore fabricated steel products order for a BHELproject increasing its fabricated steel order book to 8,805 tons from 5,909 tons.
Coforge
The company partnered with VHC Health to provide digital and IT servicesincluding infrastructure, cloud and cybersecurity transformation
Gujarat Mineral Development Corporation
The company signed an MoU with NTPC to jointly explore coal and lignitegasification including pilot projec
NBCC
The company secures a Rs 775 crore order from the Delhi DevelopmentAuthority (DDA) for the redevelopment of staff quarters.
NTPC Green Energy
The company declared commercial operation of 50 MW under Phase II ofthe 200 MW Dayapar Wind Project in Gujarat through its wholly ownedsubsidiary, taking total group installed capacity to 9,201.08 MW.
Quality Power Electrical Equipments
The company received multiple conditional domestic orders worthapproximately 57 crore including taxes for supply of reactors including 800KV HVDC Class to be executed over 18 months.
RailTel Corporation of India
The company received a 17.02 crore order from IIT Delhi for UG OFC layingto Sonipat and Greater Noida campuses with six year AMC.
Shadowfax
The company operationalized OneNCR its largest automated sortation hubin NCR with 50 crore investment spanning 2.1 lakh sq ft capable ofprocessing 48,000 shipments per hour and up to 10 lakh shipments per day
Tejas Networks
The company signed an agreement with NEC Corporation to manufactureand supply 5G massive MIMO radios as part of their collaboration to supportglobal telecom deployments and supply chain diversification.
TVS Motor Company
The company re entered South Africa through a distribution partnershipwith The Nexus Collective backed by Bidvest Group and launched seven 2 wmodels across segments.
Websol Energy System
The company secured three solar module purchase orders aggregating 85.5MW worth 172 crore from Bekem Infra Projects, Sri Avantika Contractorsand Kosol Energie with delivery scheduled by May 2026.
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