Stock Insights : AXISCADES Technologies Ltd, BEML Ltd, JSW Energy Ltd, JSW Steel Ltd, Larsen & Toubro Ltd, Triveni Turbine Ltd - ARETE Securities Ltd
Market Updates
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 157 points higher at 24,722 on Monday.
Adani Ports and SEZ
The company handled 40.2 MMT cargo in July 2025, up 8% YoY, driven by 22% container growth, with Mundra at 15.8 MMT and Dhamra at 3.7 MMT; total volumes for FY26 YTD reached 160.7 MMT, up 10% YoY.
AXISCADES Technologies
The company received Rs.223.95 crore order from Indian Army for supply of 212 next-gen 50-ton tank transporter trailers in 2 years.
BEML
The company received a Rs.282 crore order from the Ministry of Defence for supply of HMV 8x8 vehicles in regular course of business.
JSW Energy
The company acquired a 51% stake in KSK Water Infrastructures for Rs.962 crore under a settlement plan to secure water supply for its 3,600 MW Chhattisgarh thermal plant.
JSW Steel
The company and JFE Steel will invest Rs.5,845 crore to expand GOES capacity to 3.5 lakh tons p.a. across Karnataka and Maharashtra.
Kaynes Technology
The company’s subsidiary signed a non-binding MoU with TN Govt to invest Rs.4,995 crore in electronics manufacturing over six years.
Larsen & Toubro
The company secured a significant EPC order for a 116 MWac solar plant with 241 MWh BESS at Lakhisarai, Bihar.
NTPC Green Energy
The company’s subsidiary NTPC REL won SECI’s e-auction to supply 70,000 MT/Year Green Ammonia to Krishana Phoschem at Rs.51.80/kg.
Premier Explosives
The company received a $21.75 million (Rs.190.07 crore) export order from an international entity for defence explosives, to be delivered in 2 years.
RattanIndia Enterprises
The company’s drone arm NeoSky partnered with Karnataka Govt to deploy drones and train 500 youth in DGCA-certified drone operations.
Steel Strips Wheels
The company received nominations from two European OEMs for ~Rs.300 crore export orders for steel wheels, to be executed over 5 years from CY2027.
Triveni Turbine
The company launched India’s first CO2 based industrial heat pump and chillers, developed with IISc to serve domestic and international HVAC markets
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