Business news · Economy · 09 Oct 2026
IN Financial Services Realty Automobile and Auto Components
The RBI's Monetary Policy Committee, meeting 5-7 October, voted unanimously to raise the policy repo rate by 25 basis points to 5.50%. The standing deposit facility rate is now 5.25% and the MSF rate 5.75%. The stance changed from neutral to calibrated tightening. The MPC put FY27 CPI inflation at 5.2% and GDP growth at 7.1%, and named crude oil, the monsoon and geopolitical tension as risks.
A higher repo rate feeds through to bank lending and deposit rates. Lenders with floating-rate loan books reprice faster than their deposits at first, while NBFCs and housing-finance companies that borrow from markets face higher funding costs. Rate-sensitive demand, such as home loans for developers and vehicle loans for carmakers and two-wheeler makers, is exposed to dearer EMIs. Minutes come out on 21 October and the next meeting is 2-4 December.
Reported by SCC Online — “RBI hikes repo rate to 5.50%; shifts policy stance to 'calibrated tightening'” ↗ on 09 Oct 2026.
NSE stocks, from the last close on or before 09 Oct 2026 to the close on 16 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 125 | +1.2% | 81 of 125 | +0.3 pts |
| Realty | 17 | +2.7% | 13 of 17 | +1.7 pts |
| Automobile and Auto Components | 52 | +2.1% | 39 of 52 | +1.1 pts |
| All tracked stocks | 804 | +1.0% | 500 of 804 | — |
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