Morning Glance 2nd September 2026 - ARETE Securities Ltd
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The markets are expected to open marginally lower today as trendsin GIFT NIFTY indicate a negative start for the broader index afterNIFTY closed 25 points lower at 24,056 on Tuesday.
Adani Green Energy
The company commissioned a 139 MW solar project at Khavda, Gujarat, takingoperational renewable capacity to 20,281 MW and BESS capacity to 3,551 MWh.
HFCL
The company entered a three-year supply agreement worth ~?2,329 crorewith a global multinational for high-fibre-count OFC, with suppliesscheduled through Dec'29.
Hindustan Oil Exploration
The company received GoI approval for a DSF Round-IV contract covering fivediscovered fields in the Mumbai Offshore basin, subject to execution of the RSC.
ITC Hotels
The company acquired 100% of GHK Hospitality & Infrastructures for an EVof Rs 155 crore, adding the 130-key Welcomhotel Ahmedabad to its ownedhotel portfolio.
Jamna Auto Industries
The company completed the 100% acquisition of UK-based Owen Springsfor £2mn in cash, expanding into the international aftermarket segment.
KPI Green Energy
The company received an LOI for a 33.6 MW wind and 43 MW DC solarhybrid project in Gujarat under a group captive arrangement, withcommissioning targeted within 14 months of connectivity.
Marine Electricals
The company secured Rs 229.7 crore orders from Digital Edge DC for supplyof power distribution systems, with execution over 15 months.
SEDEMAC Mechatronics
The company crossed 1mn cumulative 3W motor controller sales and 500kmonthly control-intensive ECU sales in Aug'26.
Steel Strips Wheels
The company reported record monthly net turnover of ?593 crore inAug’26, up 54% YoY, driven by truck, aluminium products, 2/3W, andexports growth of 53%, 73%, 61%, and 63%, respectively.
Texmaco Rail & Engineering
The company secured a US$135mn international order from Tsiko AfricaLogistics and Barberry Holdings for 4,500 HP diesel-electric locomotives,with execution over 20-24 months.
UltraTech Cement
The company commenced commercial production at its Jhagadia, Gujaratwires & cables plant, with installed capacity of 10.98 lakh km for housewires and light-duty cables.
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