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EQUITY
Post Session: Quick Review
Nov-13-2025

Indian equity benchmarks ended flat with a positive bias on Thursday, amid mixed global cues and ahead of Bihar election results. After making a cautious start, soon indices traded higher as traders were optimistic about strong corporate earnings and progress on a U.S.-India trade deal. However, in dying hours of the trade, markets trimmed most of their gained and settled near neutral lines, as some profit booking emerged at higher levels following the rally in the previous sessions. 

Some of the important factors in trade:

Govt approves two schemes worth Rs 45,000 crore: Sentiments remained upbeat amid reports that the government has approved two schemes worth Rs 45,000 crore to help exporters tide over the impact of high tariffs imposed by the US on Indian shipments.

EAM Jaishankar holds talks with Rubio in Canada: Trader took note of External Affairs Minister S Jaishankar held talks with his American counterpart Marco Rubio that largely focused on issues relating to trade and supply chains.

Retail inflation in October touches record low of 0.25% on GST rate cuts: Traders took some support as India's retail inflation, as measured by the Consumer Price Index (CPI), cooled down to 0.25 per cent in the month of October 2025, as compared to a revised figure of 1.44 per cent in September 2025.

Global front: European markets were trading mostly in red despites UK economy expanded marginally in the third quarter. Asian markets ended mostly in green ahead of the release of a barrage of US economic data after the US House of Representatives voted on a bill to end the longest government shutdown in U.S. history.

The BSE Sensex ended at 84478.67, up by 12.16 points or 0.01% after trading in a range of 84253.05 and 84919.43. There were 11 stocks advancing against 20 stocks declining on the index. (Provisional)

The broader indices ended in red; the BSE Mid cap index was down by 0.34%, while Small cap index down by 0.30%. (Provisional)

The top gaining sectoral indices on the BSE were Consumer Durables up by 0.86%, Telecom up by 0.70%, Realty up by 0.43%, Metal up by 0.36% and Utilities up by 0.30%, while Capital Goods down by 0.70%, IT down by 0.56%, FMCG down by 0.49%, Consumer Discretionary down by 0.43% and PSU down by 0.43% were the top losing indices on BSE. (Provisional) 

The top gainers on the Sensex were Asian Paints up by 3.81%, ICICI Bank up by 1.99%, Power Grid up by 1.16%, Larsen & Toubro up by 1.16% and Bajaj Finserv up by 0.90%. On the flip side, Eternal down by 3.63%, TMCV down by 2.26%, Mahindra & Mahindra down by 1.45%, Trent down by 1.19%, and Tata Steel down by 1.15% were the top losers. (Provisional)

Meanwhile, the Icra has revised upwards its FY26 bank credit growth estimate to 10.7 -11.5 per cent from the earlier 10.5 per cent driven by festive demand, GST reforms and liquidity boost by RBI. It maintained a stable outlook for the banking system with no significant capital requirements being anticipated. It said banks remain cautious in lending to non-banking financial companies (NBFCs) and the corporate demand is yet to see any meaningful revival till now. However, it said gross non-performing assets of the banking system will increase by up to 2.3 per cent after multiple years of a steady decline in the number. 

It stated the credit growth is expected to be driven by the retail and micro, small and medium enterprise (MSME) segments. Moreover, it said that the episodic shift of credit demand from large well rated-borrowers from capital markets to banks and vice versa remains opportunistic and sustainability of the same is yet to be clear. Its sector head Sachin Sachdeva said ‘H1FY26 has seen incremental credit offtake of Rs 10.1 lakh crore with a sizeable credit expansion taking place in September 2026, prompting us to revise upwards our full year credit offtake projection.’ 

Besides, after multiple quarters of challenges on the net interest margins front, Icra said the banking system is set to witness an improvement in the key metric influencing the core income. From a regulatory measures perspective, it said the transition to the expected credit loss (ECL) system of provisioning over a five-year period is unlikely to be detrimental for lenders. It said estimating the impact on core capital levels to be less than 1.50 per cent.

The CNX Nifty ended at 25879.15, up by 3.35 points or 0.01% after trading in a range of 25808.40 and 26010.70. There were 20 stocks advancing against 31 stocks declining on the index. (Provisional)

The top gainers on Nifty were Asian Paints up by 3.96%, Hindalco up by 2.21%, ICICI Bank up by 1.99%, Interglobe Aviation up by 1.90% and Larsen & Toubro up by 1.21%. On the flip side, Eternal down by 3.58%, TMCV down by 2.84, Mahindra & Mahindra down by 1.46%, ONGC down by 1.18% and Bharat Electronics down by 1.17% were the top losers. (Provisional)

European markets were trading mostly in red; France’s CAC rose 52.46 points or 0.64% to 8,293.70, UK’s FTSE 100 decreased 31.82 points or 0.32% to 9,879.60 and Germany’s DAX lost 93.76 points or 0.38% to 24,287.70. 

Asian markets settled mostly higher on Thursday after US President Donald Trump signed the funding bill that ended the record 43-day-long shutdown in the US history, while investors were awaiting the resumption of US economic data to gauge the Federal Reserve interest rate path. Japanese shares rose, while investors remained uncertain about the Bank of Japan's policy tightening plan amid Japan's new Prime Minister Sanae Takaichi's pro-stimulus stance and her preference for interest rates to remain low. Chinese and Hong Kong shares gained ahead of a fresh batch of Chinese economic data, including October credit growth, retail sales, industrial output, and fixed-asset investment figures due Friday, which are expected to provide clearer signals on China’s economic recovery and potential policy adjustments.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

4,029.50

29.36

0.73

Hang Seng

27,073.03

150.3

0.56

Jakarta Composite

8,372.00

-16.57

-0.20

KLSE Composite

1,632.27

0.66

0.04

Nikkei 225

51,281.83

218.52

0.43

Straits Times

4,575.91

7.00

0.15

KOSPI Composite

4,170.63

20.24

0.49

Taiwan Weighted

27,903.56

-43.53

-0.16
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