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Key gauges end higher on value buying
Sep-25-2026

Indian equity benchmarks ended in green on Friday, as a sell-off in government debt eased and oil prices retreated from recent highs following reports that Iran has submitted a proposal to the United States to end their war and reopen the Strait of Hormuz within seven days.  

Both the Sensex and Nifty ended on positive note after value buying in blue-chip Consumer Durables, Auto, Realty and Power shares following recent sharp losses. However, gains remained capped as exchange data showed Foreign institutional investors (FIIs) turned net sellers on September 24, offloading Indian equities worth Rs 5,027.36 crore. 

Some of the important factors in trade: 

India records highest-ever annual FDI inflow of $94.53 billion in FY26: Commerce and industry Minister Piyush Goyal has said that India recorded its highest-ever annual Foreign Direct Investments (FDI) inflow of $94.53 billion in the financial year 2025-26 (FY26). Cumulative FDI inflows from FY15 to FY26 reached $843 billion.

India’s new FTAs aim to boost investor confidence, offer tariff predictability: Expressing optimism over India’s growth prospects, Commerce Secretary Rajesh Agarwal has said that the new free trade agreements (FTAs) finalised by India in the last 5-6 years have been designed to provide comfort to long-term investors looking to invest in global supply chains in India. 

Rupee unlikely to remain under continuous pressure, India must build economic resilience: CEA V Anantha Nageswaran said the rupee is unlikely to remain under continuous pressure in the coming years and stressed that India's objective should be to build economic resilience rather than pursue self-reliance in isolation. 

Pharma sector’s stocks remain in watch: Crisil Ratings in its latest report has said that India's pharmaceutical sector revenue is likely to grow 11-13 per cent in the current fiscal year (FY27) as compared to 8 per cent a year earlier, driven by exports push and steady domestic demand. 

Global front: European markets were trading mostly in green, while Asian markets ended mixed, as weak crude prices and lower bond yields supported sentiment amid renewed hopes for Strait of Hormuz reopening.

Finally, the BSE Sensex rose 315.20 points or 0.43% to 73,895.74 and the CNX Nifty was up by 77.40 points or 0.34% to 23,140.50.

The BSE Sensex touched high and low of 73,968.05 and 73,477.77, respectively. There were 20 stocks advancing against 10 stocks declining on the index.

The top gaining sectoral indices on the BSE were Consumer Durables up by 1.14%, Auto up by 0.95%, Realty up by 0.65%, Power up by 0.53% and Industrials up by 0.53%, while Healthcare down by 0.50%, Oil & Gas down by 0.25%, Telecom down by 0.23%, TECK down by 0.04% and Metal down by 0.03% were the top losing indices on BSE.

The top gainers on the Sensex were Axis Bank up by 2.82%, Mahindra & Mahindra up by 2.24%, Asian Paints up by 2.06%, Bajaj Finance up by 1.36% and HCL Technologies up by 1.22%. On the flip side, Trent down by 1.33%, Infosys down by 1.00%, Kotak Mahindra Bank down by 0.86%, ICICI Bank down by 0.49% and Tata Steel down by 0.37% were the top losers.

Meanwhile, expressing optimism over India’s growth prospects, Commerce Secretary Rajesh Agarwal has said that the new free trade agreements (FTAs) finalised by India in the last 5-6 years have been designed to provide comfort to long-term investors looking to invest in global supply chains in India. He added that predictability drives investments and the FTAs provide tariff predictability. He noted that these pacts also provide investors access to $60 trillion market sitting back in India. 

India has finalised trade pacts with the EU, UK, Oman, New Zealand, UAE, Australia and EFTA bloc. Under the trade pact with European Free Trade Association (EFTA), India has received a $100 billion FDI commitment over 15 years. New Zealand too has committed to invest $20 billion in India under the deal. He added this trade pacts help diversify exports basket. He said “When you diversify your export supply chain, your basket is wide enough, I think you are de-risking. So what this FTA does is to create an environment where our export supply chains can also get de-risked”.

He further said “an exporter today can access regions like Asean, and also countries like Australia and New Zealand”. The tariff arbitrage is helping diversify exports. He added “Since I am reaching the same product in ten markets, I am de-risking. So that is one way you can de-risk your exports, and that's important for exports to grow in a sustainable manner”.

CNX Nifty touched high and low of 23,162.70 and 23,020.95, respectively. There were 34 stocks advancing against 15 stocks declining, while 1 stock remain unchanged on the index.

The top gainers on Nifty were Axis Bank up by 3.03%, Asian Paints up by 2.14%, Mahindra & Mahindra up by 1.75%, Bajaj Finance up by 1.52% and HCL Technologies up by 1.16%. On the flip side, Max Healthcare down by 3.06%, Tata Motors Passenger down by 1.54%, Infosys down by 1.41%, ONGC down by 1.31% and Trent down by 1.14% were the top losers. 

European markets were trading mostly in green; UK’s FTSE 100 increased 25.12 points or 0.23% to 10,705.11 and Germany’s DAX gained 187.67 points or 0.74% to 25,454.20, while France’s CAC fell 6.53 points or 0.08% to 8,074.90.

Asian markets ended mixed on Friday, with thin trade as markets in South Korea, Taiwan, and mainland China were closed for public holidays. Market sentiment was under pressure from growing expectations that the Federal Reserve may raise interest rates again in October. However, some support came as crude oil prices fell and the global bond selloff lost momentum, driven by reports that Iran has submitted a proposal to the United States to end their war and reopen the Strait of Hormuz within seven days.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

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--

--

Hang Seng

24,510.09

-251.04

-1.01

Jakarta Composite

6,241.89

-56.72

-0.91

KLSE Composite

1,671.62

-0.69

-0.04

Nikkei 225

66,364.20

850.21

1.30

Straits Times

5,711.12

27.75

0.49

KOSPI Composite

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--

--

Taiwan Weighted

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