Morning Glance 27th July 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 102 points lower at 23,767 on Friday.
Adani Energy Solutions
The company secured an ~Rs 8,500 crore interstate transmission project inAndhra Pradesh to support 4,500 MW Green Hydrogen and Green Ammoniaprojects, adding 1,582 ckm transmission lines and 10,500 MVAtransformation capacity.
Atul
The company approved Rs 167 crore capex to set up 1,000 TPA MCPP-p and750 TPA MCPA manufacturing capacity, with commissioning in ~67 weeks,funded through internal accruals.
AXISCADES Technologies
The company completed the acquisition of a 32,847 sq. m. land parcel inTelangana for ?39.42 crore to establish a defence hardware manufacturingand integration facility.
Coforge
The company secured a 5-year contract worth over $230 million from aEuropean client for an AI-led business transformation program.
HCLTech
The company plans to establish its first AI Data Center at Odisha SovereignAI Park with Sarvam and the Government of Odisha, with a plannedinvestment of Rs 14,257 crore.
Jamna Auto Industries
The company approved the acquisition of a 100% stake in UK-based OwenSprings for £2 million in cash, with completion by August 2026.
Larsen & Toubro
The company secured large international orders worth Rs 2,500- Rs 5,000 crorefor process plant equipment across Asia, Africa, North America, SouthAmerica, and Europe.
Marine Electricals
The company secured orders worth ~Rs 376.22 crore from Siemens, TitagarhNaval Systems, and Princeton Digital Group for power distribution systemsand electrical equipment, with execution over 8-21 months.
NTPC Green Energy
The company's subsidiary, NTPC Renewable Energy, declared thecommercial operation of 64.76 MW solar capacity at Khavda, taking thegroup's operational renewable capacity to 10,786.56 MW.
PTC Industries
The company received a development order from Gun Factory Kanpur fortwo major artillery gun components, strengthening its presence inindigenous defence manufacturing.
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