Morning Glance 7th 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 11 points higher at 24,636 on Thursday.
Afcons Infrastructure
The company received an LoA from BMC for a Rs 1,918 crore desalinatedwater conveyance tunnel project in Mumbai, including GST and O&M.
CESC
The company’s subsidiary, Purvah Green Power, received an LOA from SECIfor setting up a 175 MW grid-connected wind power project, with powersupply tenure of 25 years at a tariff of Rs 3.85/kWh.
Coal India
The company emerged as preferred bidder for the Gadadharpur Iron OreBlock in Odisha, with estimated resources of 288 MT and mining leaseexecution timeline of up to 3 years.
Deepak Nitrite
The company’s subsidiary, DCTL, commissioned its MIBK and MIBC plant,along with associated utilities and infrastructure, at Dahej, Gujarat, withtotal capex of ~Rs 735 crore.
GPT Infraprojects
The company's wholly owned subsidiary, Alcon Builders and Engineers, wasdeclared L1 bidder for a Rs 72.5 crore Eastern Railway signalling contract.
J. Kumar Infraprojects
The company secured a Rs 990 crore EPC order from Karnataka HousingBoard for construction of an international cricket stadium and allied worksin Bengaluru, with execution over 36 months.
KSB
The company approved a ~20% capacity expansion at its Shirwal plantthrough construction of an additional manufacturing shed, involvinginvestment of ~Rs 40 crore, with commissioning targeted by 2027.
Powerica
The company received a LoA from SECI for a 100 MW wind power project inGujarat, with power supply contracted at Rs 3.85/kWh for 25 years andproject commissioning targeted within 24 months of PPA execution.
PTC Industries
The company’s subsidiary, Aerolloy Technologies, signed an agreement withAirbus for development, qualification, and supply of Titanium castings forA320neo, A330neo, and A350 programmes, enabling integrated material-tocomponent aerospace manufacturing.
RailTel
The company received a Rs 37.7 crore order from North Western Railway fordeployment of 4x48F OFC to support the Indigenous Train CollisionAvoidance System across the Ajmer division, with execution by Aug'27.
SEPC
The company secured a Rs 854.6 crore LoA from SAIL-ISP Burnpur for PelletPlant BOP, including civil and structural works under the 4.08 MTPA crudesteel expansion project, with execution over ~32 months.
Swan Defence and Heavy Industries
The company secured a Category 2 order from Svitzer A/S, Denmark, forconstruction of four TRAnsverse 3200 tugs, with order value in the Rs 251- Rs 750 crore range.
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