Morning Glance 29th September 2026 - ARETE Securities Ltd
The markets are expected to open marginally lower today as trends in GIFT NIFTY indicate a negative start for the broader index after NIFTY closed 360 points lower at 22,780 on Friday.
Ellenbarrie Industrial Gases
The company won a Rs 481 crore order from BHEL to supply and erect a 1,200 TPD air separation unit for an Odisha coal-to-ammonium nitrate project, with commissioning expected in FY29.
Global Health
The company received a 10,560.36 sq.m Land allotment in Ghaziabad from UPAVP for Rs 165.82 crore, enabling a 350+ bed hospital.
Godrej Properties
The company signed a development agreement for a 2.5-acre Marine Lines project with Man Infraconstruction, with estimated revenue potential of around Rs 6,000 crore.
IRFC
The company signed a Rs 4,200 crore loan agreement with DVC to fund renewable energy projects.
Kalpataru Projects International
The company won a Letter of Award for an EPC gas pipeline project in the UAE estimated at over Rs 4,000 crore.
Natco Pharma
The company raised its investment in eGenesis by US$16.7 million, taking total exposure to US$24.7 million.
NCC
The company received a Rs 1,076.71 crore order for the Anakapalli drinking water supply project in Andhra Pradesh, executable over 24 months.
NMDC
The company commissioned a Rs 5,427 crore iron ore processing plant, slurry pipeline and pellet plant in Bastar, Chhattisgarh.
Paras Defence and Space Technologies
The company won a Rs 26.59 crore DRDO order for a hyperspectral mission optics unit, deliverable by September 2027.
Power Mech Projects
The company won a Rs 279.20 crore, three-year O&M order from Telangana Power Generation Corporation for its YTPS plant.
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