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2026-11-03 08:37:40 am | Source: ARETE Securities Ltd
Morning Glance 3rd November 2026 - ARETE Securities Ltd
Morning Glance 3rd November 2026 - ARETE Securities Ltd

The markets are expected to open marginally higher today as trends in GIFT NIFTY indicate a positive start for the broader index after NIFTY closed 388 points higher at 23,441 on Monday.

 

Ambuja Cements Ltd.

The company plans a roughly 30 MTPA capacity expansion with Rs 14,500 Cr capex, taking total capacity to 155 MTPA by FY30.

Aurionpro Solutions Ltd.

The company reported Q2 FY27 revenue of Rs 415 Cr and PAT of Rs 50 Cr, with an order book of Rs 2,050 Cr.

GHCL Ltd.

The company reported Q2/H1 FY27 revenue up 11% to Rs 821 Cr and PAT up 19% to Rs 127 Cr, and commenced Vacuum Salt and Bromine production.

Jupiter Wagons Ltd.

The company secured ACT2 wagon orders worth over Rs 324 Cr from GATX India and Chetak International.

NCC Ltd.

The company received eight orders in October 2026 worth Rs 1,862.45 Cr, in addition to an earlier major order of Rs 1,286.03 Cr.

Neogen Chemicals Ltd.

The company reported Q2 FY27 revenue up 42% to Rs 296 Cr and EBITDA of Rs 45 Cr, and announced a Rs 600 Cr QIP and a Rs 45 Cr organo-lithium capacity expansion.

Sarda Energy & Minerals Ltd.

The company reported H1 FY27 EBITDA of Rs 1,326 Cr and PAT of Rs 799 Cr, and its subsidiary won the Avagudem manganese block.

Shyam Metalics and Energy Ltd.

The company reported Q2 FY27 revenue of Rs 5,960 Cr and PAT of Rs 511 Cr, acquired 51% in Alom Solar, and commissioned beneficiation and solar plants.

Steel Strips Wheels Ltd.

The company recorded record October 2026 net turnover of Rs 647.05 Cr and gross turnover of Rs 753.65 Cr, up 56% YoY.

UPL Ltd.

The company reported Q2 FY27 revenue of Rs 11,860 Cr and EBITDA of Rs 2,312 Cr, and Advanta will acquire Misr Hytech Seed International for US$110 million.

Zen Technologies Ltd.

The company's board approved the acquisition of a 51.98% stake in Cogknit Semantics for Rs 135.15 Cr.

 

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