Key Highlights: Stocks in News, Economic & Global Updates 14th August 2026 by GEPL Capital Ltd
Stocks in News
* ADITYA BIRLA REAL ESTATE: Birla Estates forays into Navi Mumbai’s redevelopment segment with its Vashi project, which has an estimated revenue potential of around Rs 2,600 crore.
* DCW: The company plans to invest up to Rs 250 crore over the next 2–3 years towards pigment capacity expansion and power plant improvement projects.
* BHARAT RASYAN: The Board is evaluating a restructuring proposal involving BRL Finlease, Centum Finance, and their respective wholly owned subsidiaries.
* SEAMEC: The company reported a 40.8% YoY increase in revenue to Rs 297 crore from Rs 211 crore, while EBITDA rose 29% to Rs 124.5 crore from Rs 96.5 crore.
* OLECTRA GREENTECH: The company reported a 66% YoY increase in revenue to Rs 576 crore from Rs 347 crore, while EBITDA rose 46.6% to Rs 69.2 crore from Rs 47.2 crore.
* MANORAMA INDUSTRIES: The company reported a 39.3% YoY increase in revenue to Rs 404 crore from Rs 290 crore, while EBITDA grew 41.6% to Rs 106.2 crore from Rs 75 crore.
* KRBL: The company’s revenue declined 5.6% YoY to Rs 1,496 crore from Rs 1,584 crore, while EBITDA surged 59.6% to Rs 307 crore from Rs 192.5 crore.
* LG ELECTRONICS INDIA: The company reported a 15.5% YoY increase in revenue to Rs 7,233 crore from Rs 6,263 crore, while EBITDA rose 26.2% to Rs 904 crore from Rs 716.5 crore.
Economic News
* White House Flags India as Key Hub in Chinese Goods Transshipment Network: The White House has identified India as a key hub in a global network allegedly used to circumvent US tariffs on Chinese goods, placing it among more than 40 countries in its “Shadow Transshipment Network.” India has been classified as a “Tier-1 Diversified Scale Leader,” alongside the EU, Canada, Mexico, Japan and South Korea, with India, Mexico and Vietnam accounting for an estimated $67 billion of Chinese-origin goods transshipped in 2025. The report specifically highlights the Pune-Gujarat-Chennai corridor for pumps and compressors, alleging that Chinese-linked supply chains could use limited processing in India to access lower Indian tariffs before exporting goods to the US. The move could lead to greater scrutiny of India’s exports and supply chains, even as the country seeks to position itself as a major alternative manufacturing hub to China.
Global News
* US Announces Up to 100% Tariffs on Imported Drones: US President Donald Trump has announced tariffs of up to 100% on imported drones and components, citing national security concerns and aiming to reduce US dependence on China, which dominates the global drone market. The new duties will include a 100% tariff on certain larger and advanced drones, while smaller drones will face a 25% duty, with most tariffs set to take effect from September 3. The move is widely viewed as targeting Chinese drone maker DJI and comes amid escalating US-China trade tensions, with Beijing recently restricting drone exports to the US and blacklisting six American companies. The latest measures are part of Washington’s broader push to strengthen domestic manufacturing in strategically sensitive technology sectors.
Government Security Market:
* The Inter-bank call money rate traded in the range of 4.60%- 5.30% on Thursday ended at 4.90%.
* The 10 year benchmark (6.94% GS 2036) closed at 6.7582% on Thursday Vs at 6.7776% on Wednesday .
Global Debt Market:
U.S. Treasury yields dipped early Thursday as Wall Street digested the inflation print for July and looked ahead to further readings due later in the session. The yield on the 10-year U.S. Treasury note the key benchmark for U.S. government borrowing fell over one basis point to 4.674%. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, fell over 2 basis points to 4.176%. The longer-dated 30-year Treasury bond yield fell one basis point to 5.236%. The July reading of the U.S. producer price index, which gauges what wholesalers pay for raw goods and materials, is set for release Thursday at 8:30 a.m. ET. Economists polled by Dow Jones expect an increase of 0.2% from the prior month. “We think that most FOMC voters would see the July inflation numbers we expect as acceptable and would want to see the August CPI and PPI before deciding whether to hike at the September meeting,” Goldman Sachs wrote in a note Thursday. The PPI report comes a day after an in-line reading on the consumer price index. CPI for July increased by 0.1% month over month, matching expectations. Traders pared back bets on a Federal Reserve rate hike in September in response. “It was all in-line with consensus but that still makes it two consecutive relatively encouraging core inflation reports and, when combined with last week’s weaker employment data, leaves less pressure on the Fed to act immediately in September,” Deutsche Bank’s Jim Reid wrote in a note on Thursday
10 Year Benchmark Technical View :
The 10 year Benchmark (6.94% GS 2036) yield likely to move in the range of 6.75% to 6.77% level on Friday
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