Stock Insights : Biocon Ltd, Godrej Industries Ltd, Indian Energy Exchange Ltd, NBCC Ltd, Tata Power Ltd - ARETE Securities Ltd

Market Updates
The markets are expected to open marginally higher today astrends in GIFT NIFTY indicate a positive start for the broader indexafter NIFTY closed 48 points lower at 25,405 on Thursday.
Aegis Logistics
The company commissioned a 48,000 MT LPG cryogenic terminal at Pipavav forstorage and terminalling on behalf of associate Aegis Vopak.
Biocon
The company’s subsidiary Biocon Biologics received EU approval forDenosumab biosimilars Vevzuo and Evfraxy for osteoporosis and bone-relatedcancer conditions.
Godrej Industries
The company’s chemicals business will invest over Rs.750 crore to expandcapacities across key products and boost renewable energy use to 75%.
Indian Energy Exchange
The company achieved 10,852 MU trade in June’25 (↑6.5% YoY) and 32,382MU in Q1 FY’26 (↑15% YoY), with REC trade, RTM, and Green Market volumesrising sharply, while DAM prices fell on lower summer demand and highersupply
IndiGrid
The company partnered with IFC to develop a 180 MW/360 MWh batterystorage project in Gujarat with Rs.460 crore IFC funding support.
Kaynes Technology
The company approved a $17.7 million further investment in Singapore-basedsubsidiary Kaynes Holding for business expansion and strategic acquisitions.
NBCC
The company secured Rs.65.73 crore orders including Rs.43.9 crore from RGIPTand Rs.21.83 crore from NVS, and signed MoU to redevelop Siri Fort Auditorium,New Delhi.
ONGC
The company signed a Heads of Agreement with Mitsui O.S.K. Lines to build,own, and operate two VLECs for supplying ethane to OPaL.
Tata Power
The company’s subsidiary TPREL commissioned a record 752 MW solar capacityin Q1 FY26, raising total utility-scale ops to 5.6 GW.
Uno Minda
The company, via subsidiary UnoMinda EV Systems, completed acquisition ofGermany-based e-drive business assets and IP from Friwo Group.
Vedanta
The company reported Q1FY26 production with record alumina at 587 kt, up9% YoY and 36% QoQ, Zinc Int’l mined metal up 50% YoY and 12% QoQ, FerroChrome up 150% QoQ, and power sales at 4,289 MU, up 11% QoQ.
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