Morning Glance 6 May 2026 by 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 86 points higher at 24,096 on Tuesday.
Aarti Industries
The company posted FY26 revenue Rs 9,018 Cr, PAT Rs 419 Cr, plus $150 million contract and Rs 200–250 Cr capex.
Afcons Infrastructure
The company secured Rs 373 crore EPC and tunneling order in April 2026.
Ambuja Cements
The company reported FY26 volume 73.7 MnT, EBITDA Rs 6,539 Cr, completed Sanghi-Penna merger and commissioned Jodhpur 3 MTPA facility.
Dynacons Sys.
The company won RBI private cloud infrastructure order worth Rs. 750.82 crore for five years.
EMS
The company won Rs 143.8 crore LOA from UP Jal Nigam for sewer network work in Varanasi, with 24-month execution timeline.
Larsen & Toubro
The company won large BCGCL order for Odisha coal-to-ammonia-nitrate project with 2,000 TPD capacity.
Rainbow Child.
The company opened 60-bed HRBR hospital and Mahadevapura IVF centre on May 4, 2026, Rs 52 crore capex.
South West Pinn.
The company's FY26 revenue rose 35% to Rs. 2,430 Mn, PAT rose 101% to Rs. 330 Mn, largest order Rs. 307 Cr.
Tata Chemicals
The company's FY26 revenue Rs 14,584 Cr, EBITDA Rs 1,805 Cr; Mithapur facility hit 1 MTPA soda ash production.
Unimech Aero.
The company announced acquisition of Hobel Bellows for about Rs 450 crore; FY26 revenue was Rs 129 crore.
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