APLAPOLLO
1 deep-dive · 4 policy notes
What has moved APLAPOLLO
5 dated calls from the policy coverage · 2 positive · 0 negative · 3 watch
- Watch2026-10-15inferred
Steel exports are the most directly exposed to global safeguard and anti-dumping actions, and this release contains no product-level detail
Policy Pulse - Ministries & Regulators - 15 Oct 2026 - Positive2026-10-08inferred
Refund of tax on plant and machinery over five years and the NHAI TOT clarifications affect capital-goods-heavy and project-linked manufacturers
Policy Pulse - Ministries & Regulators - 08 Oct 2026 - Positive2026-10-07
128 water-security works are pipe-intensive; the livelihood list adds cold storage and agro-processing structures
Policy Pulse - Modi / India Govt - 07 Oct 2026 - Watch2026-10-01
Indian steel would be a target of any overcapacity action, but the same framework protects domestic producers from third-country dumping. The net effect depends on the rate and the product coverage, neither of which exists yet
Policy Pulse - Global Spillover - 01 Oct 2026 - Watch2026-10-01inferred
B.S. Sponge's filing puts a 6.75 lakh tonne per annum sponge iron and 16.27 lakh tonne per annum semi-finished and finished steel operator into the listed market. India is separately weighing scrap import rule changes as recyclers push for port checks ⚠️ inferred
Policy Pulse - Ministries & Regulators - 01 Oct 2026
Deep-dive research
Mentioned in Policy Pulse
Policy Pulse - Ministries & Regulators - 08 Oct 2026
The 57th GST Council left rates untouched but recommended removing GST officers' arrest powers, raising the prosecution threshold to Rs 5 crore, cutting the general penalty to Rs 10,000 and automating refunds and ITC, positive for SUNPHARMA, DRREDDY and CIPLA and for TCS and INFY on services-export facilitation; the reported deferral of the UPI merchant fee to January 2027 took 5.2 percent off PAYTM and 4.5 percent off MOBIKWIK, while TCS opened Q2 FY27 with profit up 15 percent to Rs 13,884 crore and a further Rs 12 dividend.
Policy Pulse - Ministries & Regulators - 07 Oct 2026
The RBI hiked the repo rate 25 basis points to 5.50 percent, changed its stance to calibrated tightening and revised FY27 GDP up 40 basis points to 7.1 percent, sending the Sensex down 429 points to 72,638.70 - negative for LICHSGFIN, PNBHOUSING, DLF and MARUTI but positive for HDFCBANK, ICICIBANK and SBIN on net interest margin. The 57th GST Council slipped a second time to October 8 with a proposed 17-day export refund clock, positive for SUNPHARMA, CIPLA and INFY, SEBI exempted eligible AA-minus issuers from the merchant-banker requirement on private-placement debt, positive for PFC, RECLTD and BSE, and L&T won a 5,000-10,000 crore main-plant notice to proceed for the 2x800 MW Chandrapura thermal project.
Policy Pulse - Global Spillover - 01 Oct 2026
G20 trade ministers endorsed a Milwaukee Framework on steel overcapacity as Greer put the MFN principle itself up for review, while a Section 301 overcapacity probe covering 16 economies including India remains the unexercised risk to SUNPHARMA, WELSPUNLIV and BHARATFORG. Brent went back above $100 on China's fuel-export halt, lifting XOM and CVX against DAL and CCL, the US 10-year held near 5.28% after its biggest quarterly gain since 1994, and Micron's blowout quarter drove a 2.9-3.3% Nikkei rally.
Policy Pulse - Ministries & Regulators - 01 Oct 2026
The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.