Morning Glance 1st September 2026 - ARETE Securities Ltd
The markets are expected to open marginally higher today astrends in GIFT NIFTY indicate a positive start for the broader indexafter NIFTY closed 95 points lower at 24,080 on Monday.
Aster DM Quality Care
The company approved a ~184-bed capacity expansion at KIMSHEALTHTrivandrum, taking capacity to ~979 beds by May'28, with an investment of~ Rs 134 crore, funded 70% through debt.
Aurobindo Pharma
The company launched generic Advair Diskus in the US in 100/50 mcg and250/50 mcg strengths, marking the first product from its inhalation pipelineto be commercialized in the US.
Brigade Enterprises
The company entered Coimbatore through a 5.4-acre residential JDA inSaravanampatti, with GDV of ~ Rs 600 crore.
C.E. Info Systems
The company partnered with ClarityX to launch Geo-FI, a geospatial intelligenceplatform for BFSI lending covering expansion, underwriting, and collections.
Ceigall India
The company commissioned its first 5 MW solar project in Maharashtrathrough its wholly owned subsidiary, forming part of the 147 MW portfoliounder MSKVY 2.0.
Cipla
The company secured exclusive rights to develop and commercialise SBPGroup’s TQB2102 HER2 bispecific ADC across India, South Africa, and fiveemerging markets.
ITC
The company will merge ITC Infotech with Happiest Minds Technologies viaa 25:81 share swap, following ITC Infotech’s acquisition of 22.1% HappiestMinds stake from promoters for Rs 1,330 crore.
Marine Electricals
The company secured Rs 398.8 crore of orders from Princeton Digital Groupand Classic Electric for supply of power distribution systems, with executionover 18 months and 6-8 months, respectively.
NCC
The company secured three Buildings Division orders worth Rs 430 crore inAugust 2026, excluding GST.
Tata Power
The company commissioned a 100 MW group captive solar project atKayathar, Tamil Nadu, taking its operational utility renewable capacitybeyond 7 GW and total utility portfolio to 12.3 GW.
Time Technoplast
The company secured an Rs 87.5 crore order from a PSU JV of two MaharatnaPSUs for Type IV composite CNG mobile storage cascades, with executionwithin one year.
Transformers & Rectifiers India
The company secured its first nuclear-sector order from MEIL for generatortransformers for NPCIL’s Kaiga Units 5 & 6 project in Karnataka.
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