Stocks in News & Key Economic Updates 25th Feb 2026 by GEPL Capital Ltd
Stocks in News
* HEG: Its arm TACC has signed an agreement with INOXAP for the supply of Nitrogen and operation of a Nitrogen plant at its Madhya Pradesh facility.
* 3M INDIA: The company concludes an Advance Pricing Agreement with CBDT and records a tax expense of Rs 171 crore in its P&L.
* HIMADRI SPECIALTY CHEMICAL: The company commences operations at its 70,000 MTPA speciality carbon black manufacturing unit in West Bengal.
* LEMON TREE HOTEL: The company signs a license agreement for a new 100- room hotel project in Uttar Pradesh.
* BIOCON: The company receives US FDA approval for Liraglutide, a drugdevice combination for weight management.
* PERSISTENT SYSTEM: The company clarifies that there is no imminent M&A transaction but continues to explore inorganic growth opportunities.
* HG INFRA: The company emerges as the L-1 bidder for a major NHAI project valued at Rs 1,582 crore.
* HINDALCO INDUSTRIES: The company's arm, AV Minerals, is set to purchase 13.3 lakh shares of the company for $200 million.
* SHAMI HOTEL: The company's arm receives approval to develop its second hotel in Bangalore, featuring 235 rooms.
* BALKRISHNA INDUSTRIES: The company launches a new range of tyres for two-wheelers and medium/heavy commercial trucks.
* LUPIN: The company receives US FDA approval for Brivaracetam Oral Solution to treat seizures and launches the product in the US market.
* WAAREE ENERGIES: The company's arm receives a Letter of Award (LoA) from SECI for a 300 MW wind power project in Gujarat.
Economic News
* Sitharaman launches infra asset recycling program National Monetisation Pipeline 2.0: Finance Minister Nirmala Sitharaman has launched the National Monetisation Pipeline 2.0, aiming for over Rs 16.7 lakh crore in receipts by 2029-30. This ambitious program, a significant increase from its predecessor, will see proceeds allocated across government funds and direct private investment. Key infrastructure assets like major expressways and hydropower stations are slated for monetisation.
Global News
* U.S. consumer confidence rebounds, but rising job concerns signal growing unemployment risk: U.S. consumer confidence rose to 91.2 in February (vs. 87 expected) as per the The Conference Board, rebounding from January’s revised 89.0, but remains well below the November 2024 peak of 112.8. While sentiment improved mainly among younger consumers and higherincome households, pessimism persisted among older groups and lowerincome segments. The share of consumers saying jobs are “hard to get” climbed to a five-year high of 20.6%, signaling rising unemployment risk despite a slight increase in those viewing jobs as “plentiful.” Inflation expectations stayed elevated at 4.4%, buying intentions were mixed, and home purchase plans weakened amid tight supply and tariff-related cost pressures. Markets reacted positively, with stocks higher, the dollar stronger, and Treasury yields lower, even as economists flagged ongoing labor market softness and constrained housing demand.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.50%- 5.50% on Tuesday ended at 4.70%.
* The 10 year benchmark (6.48% GS 2035) closed at 6.6812% on Tuesday Vs 6.6970% on Monday .
Global Debt Market:
U.S. Treasury yields ticked up Tuesday as investors parsed the latest twists in President Donald Trump’s tariff policy following a Supreme Court setback, while also bracing for his State of the Union address later in the day. Trump is set to address Congress Tuesday evening for the customary State of the Union speech, his second since returning to the White House 13 months ago. The 10-year Treasury yield was up around 1 basis point at 4.042%. The 30-year Treasury bond yield was less than 1 basis point higher at 4.704%. The 2-year Treasury note added almost 2 basis points to 3.457%. Last Friday, the Supreme Court struck down a significant share of Trump’s “reciprocal” tariffs in a 6-3 decision, ruling that he had improperly relied on the International Emergency Economic Powers Act (IEEPA) to implement them. A day later, Trump responded by announcing an increase in global tariffs to 15% from 10%, saying the new rate would take effect immediately and warning that further levies were on the way. On Monday, he added that countries seeking to “play games” after the court’s decision “will be met with a much higher Tariff, and worse, than that which they just recently agreed to,” adding to the risk-off tone in markets. Geopolitics also remained central as speculation continued to climb following a potential U.S. strike on Iran, with the risk-off mood giving a boost to Treasury’s amid a safe haven push, Deutsche bank wrote in a note on Tuesday.
10 Year Benchmark Technical View :
The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.67% to 6.69% level on Wednesday.
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