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EQUITY
Post Session: Quick Review
Oct-27-2025

Indian equity benchmarks held gaining momentum till the end of the session on Monday. Investors were braced for U.S. Federal Reserve's rate decision during this week. After making positive start, indices extended their gains amid easing trade tensions between US and China. In afternoon session, markets continued to trade higher as traders preferred to buy fundamental strong stocks. Finally, Sensex and Nifty ended above 84,700 marks and 25,950 marks respectively. 

Some of the important factors in trade:

Potential US-India trade negotiations: As per a report, India and the US are ‘very near’ to concluding the proposed bilateral trade agreement as both the sides are converging on most of the issues. It said the two countries are sorting out the language of the agreement.

Commerce and industry minister in Brussels to push India-EU trade talks: Traders took note of report that Commerce and Industry Minister Piyush Goyal will visit Brussels for talks with his EU counterpart to give political impetus to the proposed trade pact, as the deadline to conclude negotiations nears. Discussions are expected to cover key areas of the proposed FTA, including market access, non-tariff measures, and regulatory cooperation.

Fresh foreign fund inflows: Foreign Institutional Investors (FIIs) bought equities worth Rs 621.51 crore on Friday, according to exchange data.

Global front: European markets were trading mostly in red ahead of earnings release of big tech companies and policy rate decision of European Central Bank. Asian markets ended mostly in green as China's industrial profits increased sharply in September despite continuing trade tensions with the US. Industrial profits advanced 21.6 percent in September from the previous year.

The BSE Sensex ended at 84,778.84, up by 566.96 points or 0.67% after trading in a range of 84,294.20 and 84,932.08. There were 22 stocks advancing against 8 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index gained 0.72%, while Small cap index was up by 0.51%. (Provisional)

The top gaining sectoral indices on the BSE were Telecom up by 2.37%, Oil & Gas up by 1.50%, Energy up by 1.44%, Realty up by 1.42% and Metal was up by 1.10%, while Healthcare was down by 0.05% were the only losing indices on BSE. (Provisional)

The top gainers on the Sensex were Bharti Airtel up by 2.75%, SBI up by 2.40%, Reliance Industries up by 2.13%, Eternal up by 2.02% and Tata Motors Passenger up by 1.56%. On the flip side, Kotak Mahindra Bank down by 1.63%, Bharat Electronics down by 1.60%, Infosys down by 1.39%, Bajaj Finance down by 0.66% and Adani Ports down by 0.41% were the top losers. (Provisional)

Meanwhile, the Society of Indian Automobile Manufacturers (SIAM) in its latest data has showed that total passenger vehicle exports rose to 4,45,884 units in the first half of the current fiscal year (H1 FY26) as compared with 3,76,679 units in the year-ago period, an increase of 18.4 per cent, with Maruti Suzuki leading the segment with shipment of over 2 lakh units. 

According to the data, passenger car shipments rose to 2,29,281 units in the period under review, an increase of 12 per cent as against 2,05,091 units in the April-September period of 2024-25. Similarly, utility vehicle exports to overseas markets rose 26 per cent year on year to 2,11,373 units in the April-September period of the current fiscal. Van shipments rose 36.5 per cent year on year to 5,230 units in H1 FY26.  

The SIAM has attributed the growth in passenger vehicle exports to stable demand across global markets, particularly robust performance in the Middle East and Latin America. Reflecting a clear trend of market diversification, Indian exporters have registered a positive growth in 24 countries during the H1 FY26, even as shipments to the US declined due to high tariffs in September. These 24 countries include Korea, UAE, Germany, Togo, Egypt, Vietnam, Iraq, Mexico, Russia, Kenya, Nigeria, Canada, Poland, Sri Lanka, Oman, Thailand, Bangladesh, Brazil, Belgium, Italy and Tanzania. 

The CNX Nifty ended at 25,966.05, up by 170.90 points or 0.66% after trading in a range of 25,827.00 and 26,005.95. There were 37 stocks advancing against 13 stocks declining on the index. (Provisional)

The top gainers on Nifty were SBI Life up by 3.44%, Grasim Industries up by 2.91%, Bharti Airtel up by 2.50%, Reliance Industries up by 2.24% and Eternal up by 2.17%. On the flip side, Kotak Mahindra Bank down by 1.76%, Bharat Electronics down by 1.63%, Infosys down by 1.37%, ONGC down by 0.66% and Adani Ports down by 0.59% were the top losers. (Provisional)

European markets were trading mostly in red; UK’s FTSE 100 decreased 9.9 points or 0.1% to 9,635.70 and France’s CAC was down by 9.93 points or 0.12% to 8,215.70. On the flip side, Germany’s DAX was up by 34.41 points or 0.14% to 24,274.30.

Asian markets settled mostly higher on Monday with Chinese shares hitting a new 10-year high following high-level trade talks in Malaysia. US Treasury Secretary Scott Bessent said Washington and China have reached a very substantial framework that would prevent the US from imposing 100% tariffs on Chinese goods and allow for a deferral of China's rare earths export controls. While investors also cheered after data showed China's industrial profits soared 21.6% in September from a year ago, marking the biggest jump since November 2023. Moreover, Japan’s Nikkei closed above the psychological threshold of 50,000 for the first time on expectations of sizeable spending from the nation's new prime minister, Sanae Takaichi. Market sentiments improved further by tracking Wall Street’s gains last Friday and as cooler-than-expected US CPI data reinforced views that the Federal Reserve will cut the fed fund rate by another 50 bps by year-end. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,996.94

46.63

1.18

Hang Seng

26,433.7

273.55

1.05

Jakarta Composite

8,117.15

-154.57

-1.90

KLSE Composite

1,618.38

5.11

0.32

Nikkei 225

50,512.32

1,212.67

2.46

Straits Times

4,440.30

18.09

0.41

KOSPI Composite

4,042.83

101.24

2.57

Taiwan Weighted

27,993.63

461.37

1.68
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