Business news · Policy & Regulation · 07 Oct 2026
IN Financial Services Realty Automobile and Auto Components
The Reserve Bank of India's six-member rate panel voted unanimously on October 7 to lift the repo rate from 5.25% to 5.50% and changed its stance from neutral to 'calibrated tightening'. Governor Sanjay Malhotra said the inflation outlook was no longer benign and that the next move can only be an increase or a pause. The bank raised its FY27 inflation projection to 5.2% from 5.0% and its growth projection to 7.1%; August consumer inflation was 4.82%.
The repo rate sets the price of floating-rate home, vehicle and business loans, so the change reaches banks and non-bank lenders through loan pricing and funding costs, and housing developers and vehicle makers through the monthly instalments their customers pay. The stance change matters as much as the 25 bp: the governor ruled out cuts for now, which shapes bond yields and lenders' deposit rates. One quarter-point step is small for any single borrower; the cited drivers are crude oil, a weak monsoon and a softer rupee.
Reported by HDFC Sky — “RBI Hikes Repo Rate By 25 Bps To 5.50%; Stance Shifts To Calibrated Tightening” ↗ on 07 Oct 2026.
NSE stocks, from the last close on or before 07 Oct 2026 to the close on 15 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 125 | +0.4% | 67 of 125 | +1.5 pts |
| Realty | 17 | -0.6% | 8 of 17 | +0.5 pts |
| Automobile and Auto Components | 52 | +0.2% | 27 of 52 | +1.3 pts |
| All tracked stocks | 804 | -1.1% | 298 of 804 | — |
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