Key Highlights: Stocks in News, Economic & Global Updates 26th October 2026 by GEPL Capital Ltd
Stocks in News
• ARVID: PM Narendra Modi inaugurates a garment manufacturing unit in Varanasi. The plant has revenue potential of Rs 250 Cr.
• RAMKY INFRASTRUCTURE: The company gets a contract worth Rs 589 crore from Rail Vikas Nigam.
• KEC INTERNATIONAL: The company gets new orders worth Rs 2,872 crore from Power Grid.
• LUPIN: The company receives one Form 483 observation from the US FDA for its Goa facility.
• WAAREE RENEWANLE TECHNOLOGIES: The company Aggregate capacity under letters of award stands at 800 MWac / 1,109 MWp. Capacity and scope revised from 400 MWac / 530 MWp to 400 MWac / 557 MWp. US FDA issues Form 483 with four observations following an inspection at the company's formulation facility in Telangana from October 12 to 23.
• JUPITER WAGONS: The company signs an MoU with Poland's Pojazdy Szynowe PESA to explore cooperation in passenger rolling stock for India.
• ACME SOLAR: The company Arm commissions the BESS component of 17.91 MW / 74.323 MWh for a Rajasthan project; cumulative BESS capacity reaches 71.64 MW.
• GUFIC BIOSCIENCES: US FDA issues three observations to its Indore unit following a pre-approval inspection conducted from October 15 to 23.
• GE SHIPPING: The company contracts to acquire a second-hand large gas carrier. The vessel will be financed through internal accruals.
• LEMON TREE HOTELS: The company signs a licence agreement for a 63- room hotel in Bhilwara.
• WAAREE RENEWANLE TECHNOLOGIES: The company Aggregate capacity under letters of award stands at 800 MWac / 1,109 MWp. Capacity and scope revised from 400 MWac / 530 MWp to 400 MWac / 557 MWp.
Economic News
• India's private capex pipeline surges 39% to Rs 99.7 lakh crore, risks rise: India's private capital expenditure pipeline reached Rs 99.7 lakh crore in September 2026, marking a 39% increase. Manufacturing and electricity constituted the largest components of this pipeline, while the services sector showed rapid growth. A significant concentration of investments appeared in specific states and industries, with eight sectors accounting for 80% of the total. Maharashtra significantly increased its share of the pipeline, indicating a focus on regional development.
Global News
• Dollar weakens as easing oil prices and Treasury yields lift the euro, with markets eyeing key central bank decisions and US economic data: Major currencies traded in narrow ranges as investors awaited key central bank decisions and corporate earnings, while easing oil prices and US Treasury yields weakened the dollar index to 101.64. Brent crude fell over 1% to around $115/bbl on hopes of Middle East de-escalation, while US 10-year Treasury yields declined to 4.974%. The euro rose 0.16% to $1.122 and sterling gained 0.1% to $1.3385, while the yen remained steady at 156.92 per dollar. Markets expect the Fed, ECB and BOJ to hold rates, with guidance from policymakers and upcoming US inflation, consumer confidence and jobs data likely to drive currency movements.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.30% - 5.95% on Friday ended at 5.85% .
* The 10 year benchmark (6.94% GS 2036) closed at 7.4740% on Friday Vs 7.4596% on Thursday .
Global Debt Market:
US Treasury yields edged higher early Friday, following a sharp drop the previous session. Yields on 10-year U.S. Treasury’s the main benchmark for mortgages, auto loans and credit card debt rose by 2 basis points to 4.9779%.The yield on the 2-year Treasury note, which more closely follows short-term Federal Reserve rate decisions, also increased by 2 basis points to 4.6647%. The yield on longer-dated 30-year U.S. Treasury’s which tends to move on geopolitical developments was up more than 1 basis point to 5.3007%. Earlier this week, investors flocked to U.S. government bonds as a safe haven trade, amid growing concerns over rising AI-related debt and renewed Middle East tensions. The 10-year benchmark yield tumbled 17 basis points to 4.972% during Thursday’s session its biggest one-day slide since March 10, 2023, and the first time it has moved below the key 5% level in a month. With the Federal Reserve’s interest rate decision due next week, traders will also look to Friday’s flash S&P Global PMI readings on manufacturing and services for a fresh view on the U.S. growth and inflation trajectory. Rising energy costs are also weighing on inflation concerns. West Texas Intermediate futures for December delivery advanced 1.16% to $100.61 a barrel on Friday, while Brent crude, the international oil price benchmark, was trading at $114.06, a 0.79% increase. The price rises come as fresh attacks by Iran -backed Houthi militants against Saudi Arabian facilities drive new fears over an oil supply squeeze. They follow reports earlier this week suggesting that the U.S. and Israel could resume strikes against Iran following the midterm elections.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 7.46% to 7.48% level on Monday.
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