Nifty, Sensex Gain for 4th Straight Session; Nifty Realty Top Gaining Sector

Market Update at 4:15 PM: Indian equity benchmark indices ended higher for the fourth consecutive session on Tuesday, October 7, 2025. The Nifty 50 opened on a positive note, tracking firm global cues, and surged to its Intraday high in early trade. However, profit-booking in the second half trimmed most of the gains, leading to a marginally positive close.

At the close, the Nifty 50 advanced 34.35 points, or 0.12 per cent, to settle at 25,108.30, while the Sensex climbed 136.63 points, or 0.17 per cent, to end at 81,926.75. The uptrend was mainly driven by financial stocks, supported by encouraging pre-earnings updates and recent lending reforms by the Reserve Bank of India (RBI).

On the sectoral front, six out of eleven indices ended in positive territory. The Nifty Financial Services and Bank Nifty indices gained 0.24 per cent each, aided by nearly one per cent gains in HDFC Bank and ICICI Bank. The Nifty Realty index emerged as the top performer, advancing 1.09 per cent with seven out of ten constituents closing in the green. In contrast, the Nifty FMCG index declined by 0.53 per cent.

Among individual stocks, FSN E-Commerce Ventures Ltd (Nykaa) jumped over 2.5 per cent to hit a new 52-week high after posting a strong Q2 FY26 business update. In contrast, retailer Trent Ltd fell nearly 2 per cent following weaker-than-expected quarterly sales.

In terms of index contribution, HDFC Bank, ICICI Bank, and Bharti Airtel were the Top Gainers, adding 27.80 points, 18.05 points, and 15.27 points, respectively, to the Nifty 50. On the downside, Axis Bank, Infosys, and State Bank of India dragged the index lower by 15.48 points, 14.06 points, and 8.95 points, respectively.

Broader markets outperformed the benchmark indices, with the Nifty Midcap 100 rising 0.47 per cent and the Nifty Smallcap 100 gaining 0.31 per cent, marking four straight sessions of gains.

Market breadth, however, remained negative. Out of 3,184 stocks traded on the NSE, 1,434 advanced, 1,635 declined, and 115 remained unchanged. A total of 99 stocks touched their 52-week highs, while 90 hit their 52-week lows. Additionally, 112 stocks were locked in Upper Circuits, whereas 67 were in Lower Circuits.

Market Update at 12:30 PM: Indian stock markets extended their gains on Tuesday, supported by buying in heavyweight stocks such as Reliance Industries, ICICI Bank, HDFC Bank, and Bharti Airtel. Positive sentiment across sectors kept the benchmarks in the green through the mid-session.

As of 12:04 PM, the BSE Sensex was up 286 points or 0.35 per cent at 82,076, while the NSE Nifty50 advanced 74 points or 0.30 per cent to 25,152.

Among the Sensex constituents, Bajaj Finance, ICICI Bank, Bharti Airtel, Tata Steel, and Power Grid were among the top gainers, rising up to 1.5 per cent. On the other hand, Trent, Axis Bank, TCS, Infosys, and Tata Motors faced selling pressure, declining up to 2 per cent.

In the broader market, the Nifty Midcap100 and Nifty Smallcap100 indices gained 0.41 per cent and 0.45 per cent, respectively, indicating continued strength beyond the Large-Cap segment.

Across sectors, Nifty Metal and Nifty IT were the leading performers, each gaining 0.4 per cent. Meanwhile, Nifty PSU Bank was the only laggard, slipping 0.3 per cent.

Market Update at 9:45 AM: Indian benchmark shares opened slightly higher on Tuesday, supported by positive business updates from companies and the central bank’s recent lending reforms.

The Nifty 50 was up 0.03 per cent at 25,085.3, while the BSE Sensex added 0.11 per cent to 81,883.95, as of 9:15 a.m. IST. Fourteen of the 16 major sectors advanced at the open, though gains remained modest.

Broader markets also showed early strength, with Mid-Cap stocks up 0.2 per cent and Small-Cap stocks rising 0.3 per cent. The benchmark indexes have recorded gains of approximately 1.9 per cent each over the last three sessions, largely led by financial sector stocks.

IT stocks also rose on Monday in anticipation of quarterly earnings reports scheduled to begin this week, reflecting cautious optimism among investors.

Pre-Market Update at 7:45 AM: Nifty, Sensex Likely to See a Muted Start Ahead of Q2FY26 Earnings Season; Focus on Banking, IT and Consumption Stocks

Equity benchmark indices Sensex and Nifty 50 are expected to open on a muted note on Tuesday, October 7, despite positive global cues. At 7:13 AM, the GIFT Nifty was trading at 25,158, down by 21 points. Market focus is likely to shift toward stock-specific actions as the Q2FY26 earnings season gains momentum, particularly in banking, IT, capital goods, and consumption sectors.

On Monday, October 6, Foreign Institutional Investors (FIIs) remained net sellers, offloading equities worth Rs 313.77 crore, marking their 10th consecutive day of selling. On the other hand, Domestic Institutional Investors (DIIs) were net buyers, purchasing equities worth Rs 5,036.39 crore and extending their 29-session buying streak.

Indian markets extended gains for the third consecutive session on Monday. The Nifty 50 advanced 183.40 points (0.74 per cent) to close at 25,077.65, while the Sensex gained 582.95 points (0.72 per cent) to settle at 81,790.12. The uptrend was led by financial and IT stocks, with India VIX rising over 1 per cent.

Banking stocks drove the rally following robust Q2 business updates from HDFC Bank and Kotak Mahindra Bank. The Bank Nifty jumped 515 points (0.93 per cent) to reclaim the 56,000 level. The Nifty Financial Services and Private Bank indices rose over 1 per cent each, while the Nifty IT index surged 2.28 per cent ahead of Quarterly Results. Broader indices also closed higher, with Nifty Midcap and Smallcap ending in the green.

In the US, markets ended mixed on Monday. The S&P 500 gained 24.49 points (0.36 per cent) to close at 6,740.28, and the Nasdaq advanced 161.16 points (0.71 per cent) to finish at 22,941.67, both marking record highs. The Dow Jones Industrial Average, however, slipped 63.31 points (0.14 per cent) to 46,694.97.

Investor sentiment in the US was boosted by optimism around AI-related mergers and acquisitions, despite the government shutdown entering its sixth day. Meanwhile, US President Donald Trump announced a 25 per cent import tariff on all medium- and heavy-duty trucks starting November 1, covering school buses, delivery vehicles, garbage trucks, and other commercial vehicles. He also expressed willingness to work with Democrats on healthcare reforms, while prioritising the reopening of the government.

Crude oil prices remained firm after a smaller-than-expected output hike by OPEC+. WTI crude futures traded around USD 61.7 per barrel, while Brent crude hovered near USD 65.5 per barrel.

The US dollar index recovered slightly to 98.177, reversing part of its recent decline. Gold prices continued their upward trajectory, touching a record high near USD 4,000 an ounce, as the US government shutdown and France’s political crisis increased market uncertainty. On October 6, MCX gold futures closed at Rs 1,20,249 per 10 gm, up Rs 2,136 or 1.81 per cent.

For today, RBL Bank will remain on the F&O ban list.

Disclaimer: The article is for informational purposes only and not investment advice.