Morning Glance 3rd September 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 141 points lower at 23,914 on Wednesday.
Adani Ports
The company handled record monthly cargo of 50 MMT in August, up 19%YoY, with YTD August volumes at 234.4 MMT, up 16% YoY.
BEML
The company secured an additional Rs 180.6 crore order from Integral CoachFactory for manufacturing and supply of Vande Bharat Sleeper trainsets.
Bharat Forge
The company completed divestment of its subsidiary, Kalyani Powertrain’s,50% stake in REFU Drive GmbH to REFU Elektronik GmbH, resulting in REFUceasing to be a JV.
Blue Star
The company completed the slump sale of its MedTech business to CyrixHealthcare for consideration of up to Rs 40 crore.
Bondada Engineering
The company incorporated a wholly owned SPV to develop, own, and operateAP Transco’s 225 MW/450 MWh BESS project under the BOO model.
GPT Infraprojects
The company was declared L1 for a Rs 410 crore pre-GST order from RVNL toconstruct a bridge over the Mahanadi in Odisha.
HUDCO
The company signed an MoU with the Bihar government to provide termloans of up to Rs 25,000 crore over five years for industrial infrastructure andland acquisition.
Kirloskar Oil Engines
The company entered a strategic cooperation with DEUTZ for its 1.6-litreengine platform, targeting Europe and North America with 18-41.2 kW offhighway applications.
Mphasis
The company partnered with TechnoPro Holdings to introduce its AI-ledmodernization and optimization offerings in Japan, initially targetingfinancial services and manufacturing.
Power Grid Corporation
The company emerged as the successful bidder for a 6 GW inter-statetransmission project under TBCB, with quoted annual transmission chargesof Rs 3,244 crore.
Syrma SGS Technology
The company inaugurated a 20,000 sq ft high-reliability electronicsmanufacturing facility in Bengaluru through its 60:40 JV with Elemaster,with SMT, THT, and box-build capabilities.
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