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EQUITY
Post Session: Quick Review
Dec-31-2025

Indian equity benchmarks held their momentum till the end of the session and settled with gains of over half a percent on last day of calendar year 2025 as traders preferred to buy fundamentally strong stocks. Indices made positive start and extended their gains amid sustained buying by domestic institutional investors. In dying hour of trade, markets off their intraday high but managed to end higher with notable gains.

Some of the important factors in trade:

RBI to conduct OMO purchase of government securities to inject liquidity in system: Investors took note of Reserve Bank of India’s statement that it will conduct an auction of open market operations purchase of government securities worth Rs 50,000 crore on January 5, 2026, to inject liquidity in the system.

Govt rolls out Rs 4,531 crore market access support for exporters: Some support came as government launched Rs 4,531 crore market access support for exporters under which financial support will be provided to participate in activities such as international fairs and exhibitions.

Foreign fund outflows: Traders ignored the report that foreign institutional investors offloaded equities worth Rs 3,844.02 crore on Tuesday.  

Global front: European equity markets remained closed on account of New Year's Day. Asian markets ended mostly lower even though China's manufacturing activity rebounded in December as output returned to growth amid higher inflows of new work. The RatingDog headline factory Purchasing Managers' Index posted 50.1 in December, up from 49.9 in November. A score above 50.0 indicates expansion.

The BSE Sensex ended at 85,220.60, up by 545.52 points or 0.64% after trading in a range of 84,705.57 and 85,437.17. There were 24 stocks advancing against 6 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index gained 1.01%, while Small cap index was up by 1.19%. (Provisional)

The top gaining sectoral indices on the BSE were Oil & Gas up by 2.73%, Energy up by 2.28%, Metal up by 1.51%, PSU up by 1.45% and Consumer Durables was up by 1.39% while Telecom down by 0.74%, TECK down by 0.32% and IT was down by 0.23% were the few losing indices on BSE. (Provisional)

The top gainers on the Sensex were Tata Steel up by 2.45%, Kotak Mahindra Bank up by 2.17%, Reliance Industries up by 1.83%, Titan Company up by 1.81% and Axis Bank up by 1.75%. On the flip side, TCS down by 1.12%, Tech Mahindra down by 0.86%, Infosys down by 0.46%, Bajaj Finance down by 0.27% and Sun Pharma down by 0.02% were the top losers. (Provisional)

Meanwhile, as 2025 comes to a close, Union Minister of State for Personnel, Public Grievances and Pensions, Jitendra Singh has marked it as a year of governance reforms where policy interventions were designed to improve ease of living for citizens, alongside create a more enabling and work-friendly environment for government employees. These comments came during a year-end press conference, where the Minister highlighted the year-end achievements of the Ministry of Personnel, Public Grievances and Pensions, covering the work of the Department of Personnel and Training, the Department of Administrative Reforms and Public Grievances, and the Department of Pension and Pensioners’ Welfare. 

Singh further noted that guided by the principle of minimum government and maximum governance, 2025’s reforms focused mainly on simplifying procedures, reducing pendency and use of technology to make government more responsive and citizen-centric. Besides, he said that governance outcomes in 2025 reflected a maturing reform process, where digital tools, institutional innovation and human-centric approaches were brought together to deliver tangible improvements in public service delivery.

Highlighting pensioner welfare initiatives, Minister said the Digital Life Certificate Campaign 4.0, conducted in November 2025, was the largest ever, generating 1.68 crore digital life certificates across 2,000 districts, sub-divisions and cities, with more than 1.01 crore certificates submitted using face authentication technology. He said digitisation of pension sanction and payment tracking through the Bhavishya platform continued to expand, while pension grievance redressal reached its highest level in any calendar year, with over 1.12 lakh grievances resolved. 

The CNX Nifty ended at 26,129.60, up by 190.75 points or 0.74% after trading in a range of 25,969.00 and 26,187.95. There were 43 stocks advancing against 7 stocks declining on the index. (Provisional)

The top gainers on Nifty were JSW Steel up by 4.79%, ONGC up by 2.43%, Tata Steel up by 2.43%, Kotak Mahindra Bank up by 2.25% and Reliance Industries up by 1.99%. On the flip side, TCS down by 1.25%, Tech Mahindra down by 0.85%, Grasim Industries down by 0.45%, Infosys down by 0.38% and Bajaj Finance down by 0.25% were the top losers. (Provisional)

Asian markets settled mostly down on Wednesday on caution ahead of the New Year holiday and took cues from Wall Street losses. Meanwhile, investors digested minutes from the US Federal Reserve’s December meeting, which showed that most policymakers would be open to interest rate cuts should inflation continue to ease, though there remained division over the timing and scope of any potential easing. Stock markets of Japan, South Korea, and Indonesia were closed for a market holiday observed for New Year's Eve. Hong Kong shares finished the last trading day of 2025 with losses, though for the year the Hang Seng Index gained 28% -- its best performance in eight years. However, Chinese shares gained marginally after China’s factory activity ticked up slightly in December. According to data released by China’s National Bureau of Statistics (NBS), China's Composite PMI Output Index edged up to 50.7 in December from 49.7 in the previous month, marking the highest reading since June. The NBS Manufacturing PMI rose to 50.1 in December, up from 49.2 in November. The NBS Non-Manufacturing PMI climbed to 50.2 in December, compared to 49.5 in November. The market forecast was for a 49.8 print. Meanwhile, China's RatingDog Manufacturing PMI rose to 50.1 in December from 49.9 in November. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,968.84

3.72

0.09

Hang Seng

25,630.54

-224.06

-0.87

Jakarta Composite

--

--

--

KLSE Composite

1,680.11

-4.42

-0.26

Nikkei 225

--

--

--

Straits Times

4,646.21

-9.17

-0.20

KOSPI Composite

--

--

--

Taiwan Weighted

28,963.60

256.47

0.89
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