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Firm trade prevails; Realty stocks shine
Mar-25-2026

Indian equity benchmarks continued their firm trade in morning session, with the Sensex and Nifty gaining over 1190 and 350 points, as easing concerns around the West Asia conflict and a sharp fall in crude oil prices lifted investor sentiment. Sentiments were optimistic as S&P Global Ratings has raised India's GDP growth forecast for the next fiscal to 7.1 per cent, with private consumption, investment and exports being key drivers, but said that the conflict in the Middle East could strain the fiscal position due to higher energy prices arising from the conflict. Some support also came with Minister of State for Commerce and Industry Jitin Prasad’s statement that the government is closely monitoring the situation in West Asia and the Gulf region, including its impact on India's external trade, shipping routes and logistics chains. On the global front, Asian markets were trading higher as hopes grew for a de-escalation in the Iran conflict after the U.S. sent Iran a 15-point plan to end the war through mediators that are being reviewed by Iran.

The BSE Sensex is currently trading at 75265.02, up by 1196.57 points or 1.62% after trading in a range of 74550.47 and 75332.30. There were 29 stocks advancing against 1 stock declining on the index.

The top gaining sectoral indices on the BSE were Realty up by 3.30%, Consumer Durables up by 2.94%, Basic Materials up by 2.68%, Industrials up by 2.64% and Consumer Discretionary up by 2.57%, while there was no loser on the BSE sectoral front.

The top gainers on the Sensex were Trent up by 4.05%, Ultratech Cement up by 3.31%, Adani Ports &SEZ up by 3.20%, Bajaj Finance up by 3.11% and Titan Company up by 2.94%. On the flip side, Tech Mahindra down by 1.28% was the lone loser.

Meanwhile, in an effort to stabilize the banking sector, the Reserve Bank of India (RBI) has infused Rs 55,837 crore transient liquidity into the banking system through three-day variable rate repo (VRR) auction. The funds were infused at a cut-off and weighted average rate of 5.26 per cent.

The liquidity injected was much lower than the notified amount of Rs 1 lakh crore, despite a decline in surplus liquidity in the banking system due to advance tax payments. Currently, liquidity in the banking system is estimated to be in surplus of about Rs 26,196.36 crore as on March 23, 2026.

Recently, the RBI infused transient liquidity of Rs 2.08 lakh crore into the banking system through VRR auctions of various tenures. Before this, the RBI infused Rs 3.50 lakh crore of durable liquidity into the banking system through open market purchase (OMO) of government securities since January 2026.

The CNX Nifty is currently trading at 23292.20, up by 379.80 points or 1.66% after trading in a range of 23063.20 and 23317.90. There were 48 stocks advancing against 2 stocks declining on the index.

The top gainers on Nifty were Shriram Finance up by 5.05%, Trent up by 4.04%, Adani Enterprises up by 3.42%, Adani Ports &SEZ up by 3.20% and Grasim Industries up by 3.16%. On the flip side, Tech Mahindra down by 1.04% and Max Healthcare down by 0.04% were the few losers.

All Asian markets were trading higher; Nikkei 225 surged 1529.72 points or 2.93% to 53,782.00, Taiwan Weighted added 992.59 points or 3.04% to 33,604.83, Jakarta Composite gained 80.39 points or 1.13% to 7,187.23, Shanghai Composite strengthened 34.21 points or 0.88% to 3,915.49, KOSPI increased 117.66 points or 2.12% to 5,671.58, Hang Seng advanced 14.29 points or 0.06% to 25,078.00 and Straits Times rose 20.36 points or 0.42% to 4,882.79.
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