Corporate, Economic & Global Updates 25th April 2026 by GEPL Capital Ltd
Stocks in News
• CITY UNION BANK: The bank has significantly expanded its footprint, opening a total of 9 new branches across Gujarat, Andhra Pradesh, Uttar Pradesh, Tamil Nadu, West Bengal, and Karnataka, bringing its total branch network to 987.
• NTPC GREEN: The company has declared the successful commercial operations of the 7th part capacity (90 MW) of its massive 1,200 MW Khavda-II Solar Project in Gujarat.
• SUN PHARMACEUTICAL INDUSTRIES: The drugmaker on Monday announced the acquisition of New York-listed Organon & Co. in an all?cash.
• LODHA DEVELOPERS: The company continues to deleverage its balance sheet, reducing its overall debt by Rs 800 crore to Rs 5,377 crore during Q4.
• SIGNATURE GLOBAL: The real estate developer has acquired a 1.28-acre land parcel in Gurugram, Haryana, which holds a developable area of roughly 0.10 million square feet.
• ALEMBIC PHARMA: Alembic Pharmaceuticals Ltd received USFDA final approval for Fingolimod 0.5 mg (US market size ~$145M), taking its total ANDA approvals to 237.
• RUBICON RESEARCH: USFDA completed an unannounced inspection at the company’s Concord (Canada) R&D facility with zero Form 483 observations, indicating strong compliance.
• BHARAT DYNAMICS: Delivered Wire Guide Heavy Weight Torpedo (production grade) to Naval Science and Technological Laboratory, Vishakhapatnam.
• AEROFLEX ENTERPRISES: The company has acquired the remaining 49% stake in Madhura Compressors, moving to full ownership.
• NTPC GREEN: The company has declared the successful commercial operations of the 7th part capacity (90 MW) of its massive 1,200 MW Khavda-II Solar Project in Gujarat.
• KPI GREEN ENERGY: The renewable energy company has incorporated a new subsidiary, KPGC Global, with an initial capital of Rs 2 crore.
Economic News
* India's wheat production resilient despite setbacks: India's wheat output for the 2025-26 crop year is stable. The agriculture ministry assures resilience despite unseasonal rains and hailstorms. Increased acreage and better seed varieties are offsetting localized damage. Procurement data from key states shows healthy production. The overall scenario remains strong and steady.
Global News
* China’s industrial profit growth strengthens, but weak demand and rising costs signal a fragile recovery: China’s industrial profits rose 15.8% YoY in March (vs. 15.2% earlier), marking the fastest growth in six months and taking Q1 growth to 15.5%, supported by a 5% GDP expansion; however, the recovery remains uneven as exports, retail sales, and industrial output softened, while rising producer prices signal cost pressures amid weak demand and limited pricing power. AI-linked sectors (e.g., strong semiconductor demand) are outperforming, but consumer segments remain sluggish due to weak domestic demand. Policymakers face challenges from supply-demand imbalances and external risks like the Middle East conflict, which could push up energy costs, compress margins, and further strain profitability.
Government Security Market
* The Inter-bank call money rate traded in the range of 4.20%- 5.20% on Friday ended at 4.85%.
* The 10 year benchmark (6.48% GS 2035) closed at 6.9365% on Friday Vs 6.9498% on Thursday.
Global Debt Market:
U.S. Treasury yields were little changed on Friday as investor optimism around a resolution to the Iran war remained firmly muted. The yield on the 10-year U.S. Treasury note the key benchmark for U.S. government borrowing was largely flat at 4.332%. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, was over 1 basis point higher at 3.842%. The longer-dated 30-year Treasury bond yield was also flat. Lebanese and Israeli ambassadors held their second meeting in Washington on Thursday. The two parties agreed to extend their ceasefire by three weeks after a meeting in the White House with top U.S. officials, President Donald Trump said. “The Meeting went very well!” Trump said in a Truth Social post announcing the extension of the temporary truce. The news provided a short-term boost to markets that has since reversed, with U.S. markets closing in the red and European markets opening in negative territory. Investor attention remains focused on developments over peace talks in the Middle East. On Thursday, Trump told reporters, “don’t rush me,” when questioned on a long-term deal with Iran. He also said he won’t put a “timetable” on when the war will end. Elsewhere, traders will be watching April’s final reading of the Michigan Sentiment index, which tracks American consumer attitudes towards their personal finances and the wider economy.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.92% to 6.96% level on Monday.
SEBI Registration number is INH000000081.
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