Business news · Policy & Regulation · 02 Oct 2026
IN Financial Services Realty Automobile and Auto Components
The RBI Monetary Policy Committee meets from October 5 to 7, with the decision due on October 7. In a Business Standard poll, 8 of 10 respondents said they anticipate a 25 basis point increase from the current 5.25% repo rate, which has been held for four straight reviews. The last hike was in February 2023. Retail inflation rose to 4.8% in August from 4.45% in July, and crude oil is above $100 a barrel. Bank of Baroda's chief economist was the lone voice for waiting, citing the festival season.
The repo rate sets the base for lending and deposit pricing. A hike feeds into floating-rate home, auto and business loans, so banks and NBFCs face shifts in margins and loan demand, while real-estate developers and automakers are exposed through EMI-sensitive demand during the festive season. Icra's chief economist noted in the same report that petrol and diesel prices would need an increase of Rs 8-9 a litre at current crude levels, which links the decision to oil marketing companies as well. Nothing is decided until the October 7 announcement.
Reported by Business Standard — “Business Standard poll: RBI may hike repo rate by 25 bps in October meet” ↗ on 02 Oct 2026.
NSE stocks, from the last close on or before 02 Oct 2026 to the close on 16 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Financial Services | 125 | +1.1% | 73 of 125 | +1.4 pts |
| Realty | 17 | -1.0% | 6 of 17 | -0.8 pts |
| Automobile and Auto Components | 52 | -0.6% | 22 of 52 | -0.3 pts |
| All tracked stocks | 804 | -0.3% | 383 of 804 | — |
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