Morning Glance 10th July 2026 - ARETE Securities Ltd
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 81 points higher at 23,963 on Thursday.
Apollo Micro Systems
The company entered a definitive agreement to acquire a 41.33% promoter stake in Premier Explosives for ~Rs 1,550 crore in an all-cash deal, with completion expected by Q3FY27.
Container Corporation of India
The company signed a 15-year agreement with GAIL (India) to establish an LNG dispensing station at its Ahmedabad ICD, with GAIL investing in the infrastructure.
Dixon Technologies
The company executed definitive agreements with vivo Mobile India to form a 51:49 OEM JV for smartphones and electronic devices, with completion expected in ~1 year.
Havells India
The company entered a strategic collaboration with Pixii AS to develop BESS solutions for India, with phased plans for pilot deployments, co-development, and local manufacturing.
Interarch Building Solutions
The company commissioned Phase I of its Kheda, Gujarat, manufacturing facility, adding 20,000 MT annual capacity with a Rs 60 crore investment, with Phase II to double capacity to 40,000 MT at a total investment of ~Rs 70 crore.
JSW Steel
The company reported consolidated crude steel production of 6.59 MT in Q1FY27, up 2% QoQ and 3% YoY, with Indian operations operating at ~94% capacity utilisation.
Mahindra & Mahindra
The company reported June total production of 110.7k units, up 30.0% YoY; sales of 103.5k units, up 32.5% YoY; and exports of 5.9k units, up 120.7% YoY.
Pace Digitek
The company's subsidiary, Lineage Power, signed MoUs with Onward Solar Power and Kalpa Power to supply BESS solutions, including DC Blocks, PCS, EMS, and battery containers.
Premier Energies
The company inaugurated a 5.6 GW solar module manufacturing facility in Telangana, increasing total module capacity to 11.1 GW, and commenced construction of 6 GWh BESS and 18,000 MTPA aluminium frames facilities.
Ravindra Energy
The company's associate, Energy In Motion, signed an agreement with CATL for the supply of 500 MWh LFP cells and battery packs for electric heavy commercial vehicles in India.
The Great Eastern Shipping Company
The company took delivery of the 2015-built 109,990 DWT Long Range 2 tanker Jag Laxman, financed through internal accruals, taking its owned fleet to 41 vessels, aggregating 3.35 million DWT.
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