Stocks in News & Key Economic Updates 26th December 2025 by GEPL Capital Ltd
Stocks in News
* LARSEN AND TURBO: The Transportation & Infrastructure vertical secured a large order worth Rs.1,000–2,500 crore from Mumbai Metro, strengthening its presence in urban infrastructure projects.
* SWIGGY AND ETERNAL: Gig and platform delivery workers from major companies including Swiggy, Zomato, Zepto, Blinkit, Amazon and Flipkart went on an all-India strike on December 25 and 31, leading to suspension of quickcommerce deliveries in parts of Gurugram.
* LENSKART: The company will invest Rs.18.6 crore to acquire a 29.2% stake in South Korea–based iiNeer Corp., which develops technology-enabled eyetesting and lens-cutting equipment.
* LT FOODS: The company announced a new manufacturing unit in Raichur, Karnataka, focused on processing regional rice varieties.
* SUPREME INDUSTRIES: The company secured a repeat order worth Rs.54 crore from BPCL for the supply of composite LPG cylinders.
* NTPC GREEN: The company declared commercial operations of 69.04 MW from the 1,255 MW Khavda-I Solar PV project in Gujarat.
* PANACEA BIOTEC: UNICEF amended its Easyfive-TT vaccine supply contract (2023–27), increasing the contract value for 2026–27 by USD 5.25 million (~Rs.47 crore) and awarding a fresh USD 3.68 million (~Rs.33 crore) order for 2027.
* ORIANTAL RAIL: The company received an order worth Rs.4.9 crore from the Integral Coach Factory, Chennai.
* NTPC: The company declared commercial operations of 13 MW out of the 23 MW Solapur Solar Project.
* INDIGO: The company confirmed operational stability ahead of the holiday season, operating 2,100–2,200 flights daily and carrying over 1 million passengers every three days.
Economic News
* Jewellery, rugs and toys power creative goods' export surge: India's creative goods exports saw a significant rise in the first seven months of FY26. Fashion accessories, jewellery, carpets, and toys led this growth. The UAE emerged as the primary destination for these shipments. This expansion highlights India's growing role in the global creative industry. Crafts and design manufacturing showed strong performance. Lab-grown diamonds are gaining traction in fashion jewellery.
Global News
* Japan inflation cools but stays above target, keeping BOJ rate-hike bias intact: Tokyo’s core inflation slowed to 2.3% in December from 2.8% in November, below expectations, as food cost pressures eased, but remained above the BOJ’s 2% target, keeping the case for further rate hikes intact. Demand-driven inflation stayed firm at 2.6%, while analysts cautioned that a weak yen could revive price hikes and make inflation sticky. Mixed macro data showed factory output falling sharply in November, modest retail sales growth, and a record $785 billion government budget likely supporting consumption but straining finances. With inflation above target for nearly four years and supported by wage gains, the BOJ having raised rates to a 30-year high of 0.75% signalled readiness for further hikes, with the yen’s movement a key variable ahead of the January policy meeting.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.50%- 5.57% on Wednesday ended at 5.48%.
* The 10 year benchmark (6.48% GS 2035) closed at 6.5398% on Wednesday vs 6.6328% On Tuesday
Global Debt Market:
As investors digested delayed Commerce Department data that showed the U.S. economy grew by 4.3% in the third quarter — its fastest pace in two years — the stronger-than-expected number potentially complicates the Federal Reserve’s path on interest rates. National Economic Council Director Kevin Hassett — one of the leading contenders to succeed Jerome Powell as Fed chair next year — told CNBC that the Fed remains “way behind the curve” on rate cuts compared with other countries’ central banks, and is not lowering rates quickly enough. His comments contrast with those of Cleveland Fed president Beth Hammack, who this past weekend said rates should be held at their current level for several months, as she believes inflation concerns still outweigh labor market weakness. According to the CME FedWatch Tool, a majority of investors now expect rates to remain on hold until April, at which point the Fed will resume reductions. Bond markets will close early at 2:00 p.m. on Wednesday and will be closed Thursday for Christmas Day
10 Year Benchmark Technical View :
The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.51% to 6.54% level on Friday
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