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2026-06-25 08:55:47 am | Source: ARETE Securities Ltd
Morning Glance 25th June 2026 - ARETE Securities Ltd
Morning Glance 25th June 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 197 points higher at 24,021 on Wednesday.

 

Bharat Dynamics

The company received orders worth Rs1,347.71 crore from HindustanAeronautics for Helina launchers and LRUs worth Rs1,109.37 crore, andCMDS LRUs worth Rs238.34 crore.

Biocon

The company will supply human insulin under a 3-year MYR155.27 millioncontract, and insulin glargine and insulin aspart under separate 2-yearcontracts worth ~MYR18 million and ~MYR52.5 million, respectively,secured by partner Duopharma Biotech from Malaysia’s Ministry of Health.

Embassy Developments

The company signed a non-binding MoU with the Uttar PradeshGovernment for a proposed ~Rs1,500 crore commercial real estatedevelopment spanning ~2.5-3.0 million sq ft in Lucknow.

HCL Technologies

The company expanded its existing Nokia partnership to co-develop RANautomation rApps, and was selected by Neste as a strategic partner for along-term AI-led IT efficiency transformation.

Hindustan Copper

The company signed an MoA with Engineers India for consultancy,engineering, project management, safety, sustainability, and technicalsolutions across copper, critical minerals, and rare earth projects.

JK Cement

The company was declared the preferred bidder for the Gilund LimestoneBlock, spanning 370.96 hectares in Chittorgarh, Rajasthan.

Man Infraconstruction

The company received IOA for its Tardeo 2.0 project in South Mumbai, withestimated GDV exceeding Rs2,000 crore, planned for launch in FY27.

NLC India

The company’s subsidiary, NLC India Renewables, signed a JV agreementwith OREDA to develop, operate, and maintain 1,000 MW green energyprojects in Odisha.

Sagar Cements

The company commissioned the balance 1.55 MW waste heat recoverypower system at its Andhra Pradesh plant, making the entire 4.35 MWWHRS operational.

 

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