Stock Insights : ACME Solar Ltd, Bharat Electronics Ltd, Hindustan Aeronautics Ltd, NLC India Ltd, Zen Technologies Ltd - ARETE Securities Ltd

Market Updates
The markets are expected to open marginally lower today as trendsin GIFT NIFTY indicate a negative start for the broader index afterNIFTY closed 319 points higher at 25,112 on Friday.
ACME Solar
The company signed a 25-year PPA with NHPC for a 250MW FDRE projectin Rajasthan with Rs.4.56/kWh tariff and 40% CUF.
AXISCADES Technologies
The company signed an MoU with Indra to co-develop and manufactureaerospace and defense systems in India including DME and countermeasure tech.
Bharat Electronics
The company secured fresh orders worth Rs.585 crore for fire control andsighting systems for missiles, communication equipment, jammers, spares,services, etc.
Dilip Buildcon
The company received LOA worth Rs.1,341 crore from Konkan Railway for atunnel and 4-lane road project in Kerala on EPC basis.
Hindustan Aeronautics
The company won ISRO’s Small Satellite Launch Vehicle tech transferincluding design, manufacturing, training, launch ops, and post-flightanalysis to meet Indian and global demand.
Lemon Tree Hotels
The company signed an HOA via subsidiary Carnation Hotels to operate a336-suite “Lemon Tree Suites” in Greater Noida, Uttar Pradesh.
Lloyds Metals and Energy
The company commissioned a 4 MTPA pellet plant at Konsari and an 85 KMslurry pipeline from Hedri, enhancing its integrated iron ore operations.
NLC India
The company’s subsidiary, NLC India Renewables, receives a LoA from TamilNadu Green Energy Corporation for the development of three standaloneBESS projects with a total capacity of 250 MW/500 MWh.
Suzlon Energy
The company received a 170.1 MW repeat order from AMPIN Energy for 54S144 WTGs (3.15 MW each) to be executed in Kurnool, Andhra Pradesh in FY26.
Tata Consultancy Services
The company opened centres in Germany and Romania to develop SDVsoftware for global automakers in infotainment, ADAS, and connectivity.
Transformers and Rectifiers India
The company secured an export order worth $16.65 million from JindalEnergy Botswana for 12 transformers to be delivered in FY26.
Zen Technologies
The company announces Strategic Acquisition of Majority Stake in TISAAerospace.
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Quote on Market Morning Inputs by Shrikant Chouhan, Head Equity Research, Kotak Securities


