Key Highlights: Stocks in News, Economic & Global Updates 13th August 2026 by GEPL Capital Ltd
Stocks in News
* BAJEL PROJECTS: The company secured an EPC order worth over Rs 600 crore under the WR-ER Inter-Regional Network Expansion Scheme.
* GE POWER INDIA: The company secured an order worth Rs 550 crore for the Shoaiba Fuel Conversion Project in Saudi Arabia.
* GMR AIRPORTS: The company approved a fundraising plan of up to Rs 5,000 crore through QIP, bonds and other permissible instruments, including up to Rs 1,500 crore via non-convertible bonds.
* BLACK BOX: The company reported a 23.9% YoY growth in revenue to Rs 1,719 crore, compared with Rs 1,387 crore in the year-ago period. EBITDA rose 38.9% YoY to Rs 150 crore from Rs 108 crore.
* PETRONET LNG: The company reported a 41% QoQ decline in revenue to Rs 5,558 crore from Rs 9,442 crore. EBITDA fell 17.5% to Rs 1,535 crore from Rs 1,861 crore, while the EBITDA margin improved to 27.6% from 19.7%.
* SANSERA ENGINEERING: The company reported a 33.3% YoY increase in revenue to Rs 1,021 crore from Rs 766 crore. EBITDA grew 48% YoY to Rs 196 crore from Rs 132.4 crore.
* ABBOTT INDIA: The company reported a 4.4% YoY increase in revenue to Rs 1,814 crore from Rs 1,738 crore. EBITDA grew 17.4% YoY to Rs 523 crore from Rs 445 crore.
* ADITYA INFOTECH: The company reported a 89.5% YoY surge in revenue to Rs 1,402 crore from Rs 740 crore. EBITDA more than tripled to Rs 203.7 crore from Rs 60.9 crore.
Economic News
* Defence Ministry Floats Rs 1 Lakh Crore Tender for 60 Transport Aircraft : The Defence Ministry has issued a global RFP for 60 multirole transport aircraft for the Indian Air Force, in a programme estimated at around Rs 1 lakh crore. The acquisition aims to replace the IAF’s ageing Antonov An-32 fleet and supplement the larger Il-76 transport aircraft. Indian companies including HAL, Tata and Mahindra are expected to lead the programme in partnership with global OEMs, with Mahindra-Embraer offering the C-390 Millennium and Tata-Lockheed Martin offering the C-130J Super Hercules. Around 48 aircraft are expected to be manufactured in India, with over 60% indigenous content, while the programme will also involve technology transfer, local final assembly and MRO capabilities, supporting the government’s push to strengthen domestic defence manufacturing.
Global News
* Iran-US Talks Stall as Gulf War Ceasefire Hopes Fade: Iran and the US remain deadlocked over efforts to reach a permanent end to the Gulf conflict, with Tehran saying there has been no progress on reviving the June interim ceasefire or setting a timeline for implementation. Tensions have intensified following fresh attacks on regional shipping, while the Strait of Hormuz remains a key point of contention. Iran has accused Washington of violating its commitments, while the US has blamed Tehran for failing to reopen the strategic waterway. With both sides escalating rhetoric and no agreement on extending the 60-day ceasefire framework, prospects for a near-term resolution remain weak.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.60%- 5.30% on Wednesday ended at 4.85%.
* The 10 year benchmark (6.94% GS 2036) closed at 6.7776% on Wednesday Vs at 6.7791% on Tuesday .
Global Debt Market:
U.S. Treasury yields were little changed on Wednesday morning as Wall Street awaits key inflation data due later in the session. The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — was largely flat at 4.682%.The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, was flat at 4.212%. The longer-dated 30-year Treasury bond yield was unchanged at 5.231%. Traders are looking ahead to more domestic economic data releases this week, with a closely-watched consumer price index print for July due later on Wednesday. The latest CPI data is expected to hold significance for the Federal Reserve’s September policy meeting, as policymakers take a reprieve in August. The central bank has been focused on the impact higher pricing pressures are having on the U.S. consumer, with three dissenters at the last meeting voting to raise rates. “CPI does set the stage,” said Keith Buchanan, senior portfolio manager at Globalt Investments. “Either it’s as expected and contained or not and we’ll start to see the long end [of the Treasury curve] shift higher.” Economists polled by Dow Jones are expecting the July CPI reading to record a 0.1% increase month over month, with the annual inflation rate coming in at 3.4%. Core CPI, which excludes food and energy prices, is expected to show a monthly increase of 0.2% and an annual rate of 2.5%.“While the transition to higher US yields is linked with the war and higher energy prices, in fact the market discount for inflation is quite relaxed,” wrote ING strategist Padhraic Garvey in a note on Wednesday. “
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 6.76% to 6.78% level on Thursday.
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