The BSE Sensex opened slightly lower at 82,075, but rebounded smartly to hit an intra-day high of 82,654, before closing 329 points (0.4%) higher at 82,501.
The NSE Nifty50 climbed 104 points (0.4%) to close at 25,285, after touching a high of 25,331 during the day. Impressively, the index recorded its biggest weekly gain (1.6%) in over three months, since June 27, 2025.
In the broader market, the BSE Midcap and Smallcap indices advanced 0.4% and 0.6%, respectively, with overall market breadth remaining positive — around 2,480 stocks gained, while 1,700 declined on the BSE.
You may also like: Shipwaves Online IPO Date, Price range, GMP, Review, Details
Impact on the stock market
Sector-wise performance
- Top sectoral performers: BSE Healthcare and Bankex, both up around 1%.
- Auto and Capital Goods indices gained 0.5% each.
- Textile stocks also made headlines, soaring up to 17% intraday amid reports that India-UK trade could double by 2030.
| Sector/Index | Performance |
| IT & BPM sector | -0.05% |
| Healthcare sector | 1.02% |
| Oil & Gas sector | 0.00% |
| Real estate sector | 1.67% |
| PSU Bank in India | 1.67% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Cipla | 1,561.80 | 3.22 |
| SBI | 880.65 | 2.15 |
| Maruti Suzuki | 16,265.00 | 1.75 |
| Bajaj Auto | 8,940.50 | 1.48 |
| Dr Reddys Labs | 1,264.40 | 1.47 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| Tata Steel | 173.86 | -1.45 |
| HDFC Life | 746.00 | -1.11 |
| TCS | 3,028.30 | -1.09 |
| Tech Mahindra | 1,457.20 | -0.64 |
| JSW Steel | 1,167.80 | -0.63 |
Market aftermath: Impact on stocks
Textile stocks surge on US-India trade optimism
Textile stocks were the showstoppers of the day, rallying sharply after Prime Minister Narendra Modi said he had spoken to US President Donald Trump and reviewed the “good progress” made in bilateral trade negotiations.
This renewed optimism sparked heavy buying in export-oriented textile companies, especially as traders expect tariff reductions and greater market access to the US.
Top gainers in the textile pack:
- Kitex Garments: +11% to ₹199.15
- Gokaldas Exports: +9% to ₹800
- Indo Count Industries: +9%
- Pearl Global Industries: +3% to ₹1,305.9
- Raymond Lifestyle: +1%
The rally follows a challenging period for the industry, which had suffered from higher US import tariffs (50%) last year. Investors are now betting on a potential trade breakthrough that could restore India’s competitiveness against rivals like Bangladesh and Vietnam.
Also read: List of Top Textile Stocks in India 2025
Natco Pharma gains after Delhi HC clears key drug sale
Shares of Natco Pharma surged 6% after the Delhi High Court dismissed Roche’s appeal and allowed Natco to sell the spinal muscular atrophy (SMA) drug Risdiplam in India.
The ruling, favouring public accessibility over patent protection, was hailed as a win for affordable healthcare. Natco announced it would launch Risdiplam immediately at an MRP of ₹15,900, with additional discounts under a patient access programme.
Key highlights:
- Intraday high: ₹864.80
- Current trading level: ₹841 (+3%)
- P/E ratio: 8.6
- 6-month performance: +8%
- 2025 YTD: -40%
Despite the year-to-date slump, investors see this verdict as a turning point that could revive Natco’s growth trajectory, especially as the company continues to expand its generic portfolio in high-value therapy segments.
Tata Communications, Yes Bank, and Reliance Power rally on heavy volumes
Three major mid-to-large-cap names — Tata Communications, Yes Bank, and Reliance Power — saw strong rallies and heavy trading volumes on Friday.
- Tata Communications soared 14% to ₹1,938.90, extending its six-day winning streak with nearly 36 lakh shares traded on the NSE (turnover of ₹657 crore).
The rally was driven by speculation that the company may play a role in TCS’s upcoming data centre development project, as it owns a large parcel of land reportedly under consideration.
The stock has gained 20% in six sessions, turning positive for the year with a market cap of ₹53,722 crore. - Yes Bank climbed 8.4% to ₹24.30, marking its best weekly performance since May. Over 18 crore shares changed hands — well above its 20-day average of 3.2 crore — as the stock hit a 52-week high. It’s now up 22% in 2025, recovering from last year’s decline.
- Reliance Power also gained over 14% to ₹50.73, supported by strong volumes and renewed investor interest in energy and infrastructure plays.
These moves reflected the market’s broader shift toward high-beta stocks amid improving investor confidence and robust liquidity conditions.
Crude Oil: Prices dip despite new US sanctions
Crude oil prices extended their decline on Friday even after the US announced fresh sanctions on around 100 individuals and entities linked to Iran’s oil network.
- Brent December futures: $64.97 (-0.38%)
- WTI November futures: $61.30 (-0.34%)
- MCX October futures: ₹5,451 (-0.20%)
- MCX November futures: ₹5,431 (-0.13%)
According to Reuters, the sanctions target companies like Shandong Jincheng Petrochemical Group and Rizhao Shihua Crude Oil Terminal in China, accused of facilitating Iranian oil sales.
Despite this, oil prices eased due to improving Middle East peace prospects following the Israel-Hamas agreement brokered earlier this week.
Other commodities:
- Natural Gas (MCX October): ₹287.90 (-0.93%)
- Guarseed (NCDEX October): ₹4,797 (+0.40%)
- Jeera (NCDEX November): ₹19,310 (+0.16%)
The moderation in crude prices is likely to support inflation-sensitive sectors in India, such as transport and manufacturing, while easing import cost pressures.
Conclusion
Friday’s trading session wrapped up a strong week for Dalal Street, with gains across key indices and sectors. From the textile rally on trade optimism to Natco Pharma’s legal win and Tata Communications’ surge, investor sentiment remained buoyant.
The steady decline in crude oil prices and progress in global peace talks further added to the optimism, helping the Nifty and Sensex post their best weekly performance since June.
As earnings season continues and trade negotiations progress, markets appear poised for further upside — but with global uncertainties still in play, investors may need to balance their optimism with a healthy dose of caution.
For now, the bulls have closed the week smiling.
For more stock market insights, check out the StockGro blog.
