Key Highlights: Stocks in News, Economic & Global Updates 05th October 2026 by GEPL Capital Ltd
Stocks in News
• COAL INDIA: The company's Expects coal production and supplies to pick up further; targets 815 MT production and 850 MT supply in FY27. Supply to the power sector rose 10.63% YoY in Q2.
• SHEELA FOAM: The company signs amendment agreement with House of Kieraya; House of Kieraya becomes a subsidiary of the company.
• REDINGTON: The company signs distribution partnership with OPSWAT for critical infrastructure protection solutions across the Middle East, Turkiye, Africa and CIS regions.
• SAI SILKS: The company Q2 turnover at Rs 434 crore versus Rs 444 crore YoY; opened two new stores in Karnataka and Andhra Pradesh.
• JAYASWAL NECO INDUSTRIES: The company achieves financial closure for a new 1.5 MTPA pellet plant in Raipur.
• AARTI INDUSTRIES: The company approves fundraising of up to Rs 1,000 crore through equity and debt instruments.
• SKIPPERS: The company receives a Rs 228 crore GST tax order from the Bhubaneswar authority.
• SRF: The company receives a Rs 266 crore show-cause notice from the Vadodara CGST authority related to alleged disallowance of input tax credit for FY23 and FY24.
• RVNL: East Coast Railway cancels order for IP-based video surveillance system.
• AXISCADES TECHNOLOGIES: The company Completes transfer of engineering, automotive and energy services business to Akkodis India for $11.46 billion.
Economic News
• RBI likely to hike repo rate by 25 bps to 5.50% in October policy: On Monday, the Reserve Bank of India's Monetary Policy Committee will hold important meetings. Analysts are anticipating a 25 basis points increase in the key interest rate, raising it to 5.50%. The surge in inflation is attributed to elevated crude oil costs and subpar agricultural production. Many economists advocate for a rate hike as a crucial measure to tackle ongoing inflation issues, with outcomes to be revealed on October 7.
Global News
• Dollar Near 17-Month High on Yield Support and Safe-Haven Demand: The US dollar started the week near a 17-month high, supported by elevated Treasury yields and safe-haven demand as global bond markets remained under pressure. The dollar index stood at 101.97, while the euro slipped to $1.1246, near its lowest level since May 2025, weighed down by concerns over France’s high debt levels and political uncertainty. The yen traded at 157.69 per dollar, while sterling stood at $1.3241. The US 10-year Treasury yield remained elevated at 5.262%, although below last week’s 24-year high, as rising oil prices continued to fuel inflation concerns. Meanwhile, softerthan-expected US job growth in September reduced expectations of an October Fed rate hike, with markets pricing a 78% probability of rates remaining unchanged, compared with 36% a week earlier. However, traders still expect a hike in December and further increases in 2027, although analysts believe current rate-hike expectations may be too aggressive. Overall, elevated bond yields, global debt-market stress and safe-haven flows are likely to keep the dollar supported, while higher rate volatility could continue to pressure the euro and other cyclical currencies.
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