Morning Glance 4th August 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 391 points higher at 24,774 on Monday.
Ashok Leyland
The company reported July'26 sales of 19.6k units, up 30% YoY, led byM&HCV trucks at 9.8k units, up 47% YoY.
Force Motors
The company reported July’26 sales of 3.8k units, up 37% YoY, driven bydomestic volumes of 3.7k units, up 38% YoY.
HBL Engineering
The company received a Rs 31.5 crore order from Integral Coach Factory,Chennai, for supply, installation, testing, and commissioning of on-boardKAVACH Loco equipment (Ver.4.0), with execution targeted by Mar'28.
Inox Green Energy Services
The company received the NCLT order approving the Wind World resolutionplan, enabling acquisition of its ~4.5 GW wind turbine O&M business for upto Rs 550 crore, with completion targeted within 60 days.
Jupiter Wagons
The company entered a strategic partnership with Italy's Lucchini RS andSIMEST, which will acquire a combined 25% stake in Jupiter TatravagonkaRailwheel Factory for ~€28 million to develop an integrated railwheelmanufacturing platform in India.
Kansai Nerolac
The company approved capacity additions across auto paints, powdercoating, and industrial resins, with total investment of Rs 601 crore andphased commissioning by FY29.
KEI Industries
The company approved a Rs 700 crore capacity expansion at its Salarpur,Rajasthan facility to add annual capacity of 50,000 KMS of cables and 40,000MT of GI wires, with phased commissioning by ~Sep'28, funded throughinternal accruals.
Mastek
The company entered into a Platinum Partnership with Innovaccer toimplement and scale its healthcare intelligence platform across NorthAmerica, UK, Europe, and Middle East markets.
Power Grid Corporation of India
The company acquired the SPV for the Krishnagiri REZ Phase-I transmissionproject under the TBCB route for ~Rs19.82 crore on a BOOT basis, involving theconstruction of two new 765/400 kV substations and associated 765 kV & 400kV transmission lines across Andhra Pradesh, Telangana and Karnataka.
Praj Industries
The company’s subsidiary Praj GenX secured a hyperscale data centersupply agreement worth ~Rs 500 crore, with execution over ~2.5 years.
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