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2026-07-31 08:52:45 am | Source: ARETE Securities Ltd
Morning Glance 31st July 2026 - ARETE Securities Ltd
Morning Glance 31st  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 67 points higher at 24,317 on Thursday.

Astra Microwave Products

The company secured a Rs 2,205.2 crore order from HAL to supply 122 AAAUsand 121 Interface Frames for the Uttam Radar programme, to be executedover ~5 years.

HFCL

The company secured an export order worth ~US$46.1 million (~Rs 441.5crore) for the supply of optical fiber cables through its overseas WOS, withexecution by ~Jan'27.

Jindal Drilling & Industries

The company secured a 3-year ONGC contract for deployment of Rig JindalPioneer at an EDR of Rs 45.8 lakh/day (contract value ~Rs 502 crore), withoperations expected to commence in Q3 FY27

Larsen & Toubro

The company secured an LNTP from NTPC for the 2×800 MW Lara Stage-IIIthermal power plant in Chhattisgarh, a Mega EPC order (Rs 10,000–15,000crore), with NTP subject to environmental clearance.

Lemon Tree Hotels

The company opened a 47-key Keys Prima hotel in Mussoorie through itswholly owned subsidiary, taking its operational portfolio in Uttarakhand to10 hotels, with 11 more in the pipeline.

Maruti Suzuki

The company commenced commercial production at its fourth Hansalpurplant, adding 250k units of annual capacity and increasing total installedcapacity to 2.9 mn units. The new plant will initially manufacture the eVITARA BEV.

MTAR Technologies

The company received an amended purchase order from an existingcustomer, increasing the total order value to ~Rs 3,100.1 crore from Rs 2,279.0crore, with an incremental order value of ~Rs 819.9 crore.

NLC India

The company said its wholly owned subsidiary, NLC India Renewables,received an LoI from GUVNL to develop a 900 MW solar power projectunder a tariff-based competitive bidding process.

Oil India

The company signed an MoU with MCD to establish 2 CBG plants in Delhi(500 TPD & 300 TPD), with a combined output of ~30–32 TPD ofcompressed biogas from segregated municipal solid waste.

Tata Power

The company commenced construction of its 800 MW RE project in AndhraPradesh (400 MW solar, 400 MW wind), with an investment of Rs 5,750 crore,including a 25 MW/50 MWh BESS under the 200 MW FDRE project for NTPC.

Vedanta

The company approved the demerger of ~2,200 acres of surplus industrialland and ~55,000 sq. ft. of real estate into Vedanta Property Platforms, witha 20:1 share entitlement to unlock value.

 

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