Key Highlights: Stocks in News, Economic & Global Updates 1st October 2026 by GEPL Capital Ltd
Stocks in News
• INTERARCH BULDING PRODUCTS: The company's receives an Rs. 89 crore order for design and construction of a steel building system for a data centre.
• AARTIPHARM LAB: The company files a writ petition before the Gujarat High Court challenging a Rs. 59.5 crore order passed by the Superintendent of Stamps, Gujarat.
• HIGHWAY INFRASTRUCTURE: The company receives an Rs. 221 crore order from Uttar Pradesh Expressways Industrial Development Authority (UPEIDA).
• CLEAN MAX ENVIRO ENERGY SOLUTIONS: The company worth Rs. 2,500 Cr NCD issue has been listed on the BSE.
• DCM SHRIRAM: The company commissions two new plants adjacent to its caustic soda facilities in Jhagadia.
• NCC: The company received 2 orders worth Rs. 500 crore in September.
• WAAREE ENERGIES: The company arm Waaree Power commences production at a new solar inverter manufacturing line.
• CUPID: The company raises FY27 revenue guidance to Rs. 800 crore and FY27 net profit guidance to Rs. 250 crore.
• TRANSRAIL LIGHTING: The company enhances tower manufacturing capacity by 12,000 MTPA; total capacity now stands at 1.84 lakh MTPA.
• BLUE DART EXPRESS: The company to increase prices by 9-12% with effect from January 1, 2027.
• KNR CONSTRUCTIONS: The company receives penalty orders worth Rs. 92 crore for AY18-21 from the Hyderabad tax authority. The company extends timeline for selling stake in KNR Ramanattukara
Economic News
• Export schemes extended amid West Asia crisis: The Centre extended the duty refund scheme Remission of Duties and Taxes on Exported Products (RoDTEP) and the Rebate of State and Central Taxes and Levies (RoSCTL) scheme for exporters of apparel, garments and made-ups by three months to December 31 along with continuing the enhanced insurance cover against payment defaults until March 31, 2027, for export consignments to West Asia under the Export Promotion Mission.
Global News
• Dollar holds near two-month high as rising Treasury yields and global inflation concerns support the greenback: The US dollar held near a twomonth high at 101.48 against a basket of currencies, supported by rising US Treasury yields and concerns over persistent global inflationary pressures from the Middle East war. Softer-than-expected US August inflation and downward revisions to July data reduced expectations of another near-term Fed rate hike, but elevated 10- and 30-year Treasury yields continued to support the greenback. The euro fell to $1.1330 and declined nearly 2.5% in September amid Europe’s energy and debt concerns, while sterling slipped 2.1% last month to $1.3264. The yen eased to 157.82 per dollar but gained nearly 1.5% in September, supported by expectations of BOJ tightening and intervention risks. Meanwhile, the Australian dollar weakened to a two-month low of $0.6940, while the New Zealand dollar remained near its lowest level since November 2025.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.60% - 5.30% on Wednesday ended at 5.00%.
* The 10 year benchmark (6.94% GS 2036) closed at 7.1879% on Wednesday Vs 7.1628% on Tuesday .
Global Debt Market:
U.S. Treasury yields were lower on Wednesday, recovering ground after facing heavy selling pressure in the previous session, amid investors concerns about inflation, government debt and the potential for tighter monetary policy. The 30 -year Treasury bond was last 4 basis points lower to 5.553%, after rising to its highest level since 2002 on Wednesday. The 10-year Treasury was down 3 basis points to 5.221% and the 2-year Treasury note yield was 1 basis point lower to 4.876%. Recent pressure on yields reflects the potential for future Federal Reserve interest rate decisions, as high oil prices driven by the Middle East conflict lift inflation expectations. Traders are now pricing in a 45% chance of another Fed rate hike at its next meeting in October, according to the CME FedWatch tool. New York Federal Reserve President John Williams said in comments late Tuesday that “there is no need for urgency, and we have time to gather more information” before the Fed’s October meeting. Investors will await the Federal Reserve’s preferred inflation gauge on Wednesday, with the reading of the Personal Consumption Expenditures price index due. Economists polled by Dow Jones expect a monthly rise of 0.3%, and an annual rise of 3.7%.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 7.17% to 7.1950% level on Thursday.
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