Business news · Policy & Regulation · 08 Apr 2026
IN Financial Services Realty Automobile and Auto Components
The Monetary Policy Committee left the repo rate at 5.25% and kept a neutral stance, with the standing deposit facility at 5.0% and the MSF and bank rate at 5.5%. It projected FY27 GDP growth at 6.9% (quarters: 6.8%, 6.7%, 7.0%, 7.2%) and CPI inflation at 4.6%, peaking at 5.2% in the October-December quarter. The pause under Governor Sanjay Malhotra follows cumulative cuts of 125 bp in 2025, as the West Asia conflict pushed up crude prices and weakened the rupee.
A hold after 2025's easing leaves loan and deposit pricing broadly unchanged, so banks and NBFCs see little immediate margin shift while rate-sensitive borrowers in housing, autos and real estate get no fresh relief. The RBI's inflation path and the risks it flagged from higher energy prices, input shortages, shipping disruptions and weaker global demand signal that further easing is on hold for now, which matters for lenders' bond portfolios and for the valuations of interest-rate-sensitive stocks.
Reported by Business Standard — “RBI MPC keeps repo rate unchanged at 5.25%, maintains 'neutral' stance” ↗ on 08 Apr 2026.
NSE stocks, from the last close on or before 08 Apr 2026 to the close on 16 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 124 | -0.4% | 59 of 124 | -4.0 pts |
| Realty | 17 | +4.1% | 9 of 17 | +0.5 pts |
| Automobile and Auto Components | 52 | +5.4% | 31 of 52 | +1.8 pts |
| All tracked stocks | 796 | +3.6% | 436 of 796 | — |
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