Morning Glance 8 May 2026 by ARETE Securities Ltd
The markets are expected to open marginally lower today as trends in GIFT NIFTY indicate a negative start for the broader index after NIFTY closed 4 points lower at 24,327 on Thursday.
Arisinfra Solutions
The company's subsidiary Unitern won a DAAS order from Wadhwa Group for the Wadhwa Wise City project, with an achievement potential of up to Rs 400 crore.
Brigade Enterprises
The company reported FY26 revenue of Rs 5,909 crore, up 11%, with EBITDA of Rs 1,638 crore, along with a Rs 2 dividend.
Deepak Fertilisers
The company completed the acquisition of CCPL through its subsidiary DMSL on 6 May 2026 for Rs 121.45 crore in cash.
Emami
The company approved the acquisition of a 60% stake in IncNut Digital, owner of personalized beauty and personal care brands Vedix and SkinKraft for up to Rs 321 crore.
Escorts Kubota
The company reported FY26 audited results with revenue up 12.6% and net profit up 24.4%, with railway divestment income of Rs 1,601.7 crore and a final dividend of Rs 33 per share.
Mahindra Lifespace Developers
The company launched Mahindra BeaconHill, a residential project in Mahalaxmi, South Mumbai, with a potential Gross Development Value of Rs 1,650 crore.
Monolithisch India
The company disclosed in its Q4 FY26 earnings call that its subsidiary capacity is being expanded to 72,000 MTPA and that it is targeting FY27 revenue of Rs 250–300 crore.
Newgen Software Technologies
The company's UK subsidiary won a contract worth GBP 1.1256 million for software, cloud, and implementation services over 3.5 years.
Tanfac Industries
The company announced a Rs 495 crore capacity expansion along with contract wins and a final dividend of Rs 4.5 per share.
Vardhman Textiles
The company reported FY26 PAT of Rs 740 crore and approved a Rs 125 crore expansion of its garment unit to 4.5 million shirts annually by FY2026-27.
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Quote on Evening Markets 05th December 2025 by Mr. Vikram Kasat, Head - Advisory, PL Capital
