Key Highlights: Stocks in News, Economic & Global Updates 09th November 2026 by GEPL Capital Ltd
Stocks in News
* SIEMENS: Revenue grew 17% YoY to Rs. 5,734 crore, while EBITDA increased 2.8% to Rs. 626 crore; however, EBITDA margin contracted by 150 bps to 10.9% from 12.4%.
* DYNAMATIC TECHNOLOGIES: Revenue grew 15.6% YoY to Rs. 453 crore, while EBITDA increased 24.4% to Rs. 56.5 crore, with EBITDA margin expanding by 90 bps to 12.5% from 11.6%.
* GE SHIPPING: Revenue grew 46.9% YoY to Rs. 1,824 crore, while EBITDA surged 82.7% to Rs. 1,091 crore, with EBITDA margin expanding by 1,170 bps to 59.8% from 48.1%.
* BHEL: Secures an order worth Rs. 600–900 crore from Power Grid for the construction of two synchronous condensers at the Barmer-II HVDC unit.
* WAAREE ENERGIES: Secures a domestic EPC order from a leading power producer for the supply of a 285 MWp solar power project.
* DECCAN GOLD MINES: Its subsidiary has signed a gold refining and sales agreement with Kyrgyzaltyn, covering gold doré produced from the Altyn Tor Gold Project.
* AARTI DRUGS: The US FDA issued three observations in Form 483 following an inspection of the company's Baddi facility conducted from November 2–6.
* JSW ENERGY: The company has added 1,784 MW of generation capacity since April, taking its total installed capacity to 15,237 MW.
* ZYDUS LIFE SCIENCES Zydus Therapeutics presented Phase 2b data for saroglitazar at AASLD 2026, demonstrating higher rates of steatohepatitis resolution without worsening of fibrosis compared to placebo in adults with MASH and fibrosis.
Economic News
* NSE Chief Sees Stronger Economic Growth, Renewed FII Interest in Indian Equities: NSE MD & CEO Ashishkumar Chauhan expects India's economic growth momentum to strengthen further, supported by robust macroeconomic fundamentals, strong tax collections, rising domestic savings of nearly $1.4 trillion annually and improving foreign investor sentiment. He highlighted India's 7.5% GDP growth and effective fiscal management despite dependence on crude oil imports, which account for nearly 85% of domestic consumption. Chauhan also noted renewed FII interest in Indian equities ahead of the new Samvat year. Additionally, he highlighted the NSE's technological advancements, including nanosecond-level response times and the adoption of AI-driven analytics, alongside upgrades to its digital platforms to improve retail investor experience.
Global News
* Trump Signals Preference for Diplomacy with Iran, Warns of Further Military Action if Talks Fail: US President Donald Trump said further military strikes against Iran are highly unlikely if ongoing negotiations result in a strong agreement covering its nuclear programme and the reopening of the Strait of Hormuz. However, he warned that Washington remains prepared to resume military action if necessary, citing the deployment of three US aircraft carriers in the region. Trump also claimed that US strikes had significantly weakened Iran's military and economic position. Meanwhile, diplomatic negotiations remain uncertain, with Iran reportedly submitting a proposal through Qatar, while US Secretary of State Marco Rubio indicated that a breakthrough is not imminent, describing several of Tehran's demands as unacceptable.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.30% - 5.75% on Friday ended at 5.70% .
* The 10 year benchmark (6.94% GS 2036) closed at 7.1898% on Friday Vs 7.1710% on Thursday .
Global Debt Market:
U.S. Treasury yields inch lower ahead of a closely watched jobs report on Friday, as investors weighed the state of the U.S. economy. The benchmark 10- year Treasury yield was less than one basis point lower at 4.83%, whilethe long-dated 30-year Treasury bond was little changed at 5.249%. Meanwhile, the 2-year Treasury note yield was flat at 4.474%. The week’s biggest economic data point will be the October non-farm payrolls report, slated for release on Friday at 8:30 am ET, which investors will monitor closely for the latest insights on the job market. Economists polled by Dow Jones expect the report to show 59,000 jobs added last month, and for the unemployment rate to hold steady at 4.2%. This comes after a weaker-than-expected jobs report in September, which saw 29,000 jobs added and the unemployment rate rise to 4.2%. The outcome of the U.S. midterm elections dominated markets this week after the Democrats won control of both chambers of Congress. This has sparked some concern among investors about whether there will be a potential slowdown in data center construction. Elsewhere, investors are digesting a selloff in artificial intelligence stocks on Thursday, which saw the Nasdaq, S&P 500, and Russell 2000 log their worst session since April 2025, per FactSet data. Additionally, the “Magnificent Seven” lost more than $1 trillion in aggregate market cap during the selloff.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 7.16% to 7.1950% level on Monday.
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