Morning Glance 05th May 2026 by ARETE Securities Ltd
The markets are expected to open marginally lower today as trends in GIFT NIFTY indicate a negative start for the broader index after NIFTY closed 122 points higher at 24,119 on Monday.
Ambuja Cements
The company reported FY26 results with volume of 73.7 MnT and EBITDA of Rs 6,539 crore, completed the Sanghi-Penna merger, and commissioned a 3 MTPA Jodhpur plant.
Bombay Dyeing
The company's real estate arm Bombay Realty launched THREE ICC in Dadar with an estimated revenue potential of Rs 6,500 crore.
Ceigall India
The company's JV won a Rs 918.04 crore Jaipur Metro Phase-II contract to build a 10.8 km viaduct and 10 stations over 34 months.
DCM Shriram
The company commenced approximately 15 MW average renewable energy injection at Kota, as part of its 68 MW hybrid power project.
HPL Electric
The company won Rs 242.24 crore worth of smart meter orders from GMR-linked and infrastructure customers.
KP Green Engineering
The company secured multiple confirmed orders worth Rs 507.94 crore across solar, transmission, PEB, and related segments.
Lloyds Metals & Energy
The company commissioned its second 4 MTPA pellet plant at Konsari, bringing total owned pellet capacity to 8 MTPA.
Rainbow Children's Medicare
The company opened a new 60-bed HRBR Layout hospital and a Mahadevapura IVF centre on May 4, 2026, with total capex of Rs 52 crore.
Solex Energy
The company signed an MoU with the Government of Gujarat for a 5 GW solar cell manufacturing plant and a 10 GW BESS facility, with a total project outlay of Rs 4,000 crore.
Unimech Aerospace
The company announced the acquisition of Hobel Bellows for approximately Rs 450 crore; FY26 revenue stood at Rs 129 crore.
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