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2026-07-15 09:16:42 am | Source: ARETE Securities Ltd
Morning Glance 15th July 2026 - ARETE Securities Ltd
Morning Glance 15th July 2026 - ARETE Securities Ltd

The markets are expected to open marginally lower today as trendsin GIFT NIFTY indicate a negative start for the broader index after NIFTY closed 159 points lower at 24,052 on Tuesday.

 

Dalmia Bharat Sugar & Industries

The company approved a $132 million Tanzania sugar project comprising a3,500 TCD sugar plant and a 20 MW co-gen facility.

Delhivery

The company's wholly owned subsidiary, Delhivery Financial Services,received RBI approval for Type II NBFC-ND registration.

Easy Trip Planners

The company signed an MoU with the Government of Jharkhand to digitallypromote the state's tourism through marketing campaigns and destinationfocused content initiatives.

Godawari Power & Ispat

The company temporarily suspended operations at its 2.0 MTPA iron ore pelletplant, contributing 5.5% of FY26 turnover, due to gas supply curtailment andlower iron ore availability, with Q2FY27 profitability likely to be impacted.

KEC International

The company secured new orders worth Rs1,180 crore across T&D, renewables,civil, and cables, including projects in India, the Middle East, and the Americas, itsfirst data centre transmission line, and a 200+ MW solar PV project.

Landmark Cars

The company reported record Q1 sales, with revenue from operations rising22.5% YoY to Rs1,733 crore, driven by 24.2% YoY growth in vehicle sales and14.0% YoY growth in after-sales.

Lemon Tree Hotels

The company signed a license agreement for a 70-room hotel in Jorhat,Assam, while de-flagging its 112-room managed hotel in Dubai.

NBCC (India)

The company secured work orders worth ~Rs501.45 crore, including aRs430.69 crore school laboratory construction project in Rajasthan, a Rs60.61crore EPC contract from Bharat Electronics, and two PMA contracts fromPower Finance Corporation.

OneSource Specialty Pharma

The company partnered with Formycon AG to provide integrated DS and DPmanufacturing for global biosimilar programs from its Bengaluru biologics facility.

Signature Global

The company reported Q1FY27 pre-sales of Rs1,970 crore, up 25% QoQ,collections of Rs670 crore, and launched its first branded residences projectwith Tonino Lamborghini in Gurugram.

Tata Consultancy Services

The company partnered with New Terminal One at New York's JFK Airportto provide digital infrastructure, passenger processing systems, AI-enabledIT operations, and cybersecurity services.

Welspun Corp

The company secured ~Rs1,400 crore export pipe orders for oil and gasprojects, taking its consolidated order book to ~Rs23,650 crore, executableover FY27 and FY28.

 

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