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2026-08-03 08:50:26 am | Source: ARETE Securities Ltd
Morning Glance 3rd August 2026 - ARETE Securities Ltd
Morning Glance 3rd August 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 66 points higher at 24,383 on Friday.

Bharat Electronics

The company received Rs 847 crore worth of orders for electro optics,security operation centres, seekers, components, spares, and services.

HFCL

The company secured export orders worth ~ Rs 522.7 crore (USD 54.8 million)from international customers for the supply of optical fiber cables, withexecution scheduled by Jan'27.

Hero MotoCorp

The company launched the VIDA VX2 Go FB electric scooter with a 3.1 kWhfixed battery, 128 km IDC range, priced at Rs 1.13 lakh, with deliveriescommencing ~Aug'26.

K.P. Energy

The company executed a 25-year PPA with GUVNL for a 100 MW windpower project at a tariff of Rs 3.435/unit, with supply scheduled tocommence by Jul'28.

NCC

The company secured three orders worth ~Rs 1,052.7 crore (ex-GST) duringJuly 2026, comprising ~Rs 590.4 crore in the Buildings division and ~Rs 462.3crore in the Water division.

Park Medi World

The company launched The Medicity Hospital in Rudrapur, adding a 330-bedmulti-specialty hospital in Uttarakhand and expanding its operationalfootprint to six states.

Powerica

The company executed a 25-year PPA with GUVNL to develop a 100 MWwind power project in Gujarat at a tariff of Rs 3.435/kWh, with projectexecution targeted within 24 months.

RailTel Corporation of India

The company secured a ~Rs 33.8 crore purchase order from IRCTC forInfrastructure-as-a-Service (IaaS), with execution through Sep'29 under atwo-year contract extendable by one year.

Steel Strips Wheels

The company reported record monthly turnover in Jul'26, with net turnoverrising 50.7% YoY to Rs 571.1 crore and gross turnover increasing 43.1% YoY to Rs 659.9 crore, driven by broad-based growth across aluminium, 2W, truck,and tractor segments.

Sterlite Technologies

The company secured a ~ Rs 960 crore multi-year supply agreement from adomestic telecom operator for optical fibre cables, with execution acrossFY28-FY29 and an option to extend the contract by two years.

 

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