- BSE Sensex zoomed 2,975.43 points (3.7%) to close at 82,429.90
- Nifty 50 climbed 916.7 points (3.8%) to finish at 24,924.70
In the broader market:
- BSE Midcap index jumped 3.85%
- BSE Smallcap index added 4.18%
The rally was largely driven by easing geopolitical tensions between India and Pakistan as both nations agreed to a ceasefire after a period of drone strikes. On the global front, renewed optimism over the US-China trade deal brought relief to investors wary of a prolonged trade war.
Another indicator of calm returning to the street — the India VIX (fear gauge) dropped 14.6% to 18.47, having dipped as low as 17.79 during the session.
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Impact on the stock market
It was a sea of green across the board. Every sector ended the day in positive territory — and some didn’t just rise, they soared.
- Nifty IT: Up 6.7% – biggest sectoral gainer
- Nifty Realty: Up 5.9%
- Nifty Metal, Energy, Bank, FMCG, Oil & Gas: All rose up to 5.8%
| Sector/Index | Performance |
| IT & BPM sector | 6.70% |
| Healthcare sector | 0.68% |
| Oil & Gas sector | 3.13% |
| Real estate sector | 5.93% |
| PSU Bank in India | 3.27% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Infosys Share Price | 1,626.90 | 7.91 |
| Adani Enterpris Share Price | 2,425.30 | 7.74 |
| Shriram Finance Share Price | 645.95 | 7.40 |
| HCL Tech Share Price | 1,670.30 | 6.43 |
| Trent Share Price | 5,441.00 | 6.42 |
Top losers today
| Company | Price (in ₹) | Change % |
| IndusInd Bank Share Price | 788.50 | -3.63 |
| Sun Pharma Share Price | 1,686.20 | -3.36 |
Market aftermath: Impact on stocks
IPO buzz: Ather Energy impresses, but cautiously
After Ola, Ather Energy became the second EV two-wheeler company to go public, and while the listing wasn’t electric, it did spark some optimism.
- Q4 Loss: ₹234.4 crore vs ₹283.3 crore last year (loss narrowing)
- Revenue: ₹676 crore (up 29% YoY)
- EBITDA loss: ₹172.5 crore vs ₹238.5 crore (improvement)
The company’s IPO, worth ₹2,981 crore, was subscribed 1.43x, led by institutional and retail investors. Despite muted listing gains of just 2%, Ather shares closed up 3.45% at ₹310.55.
The demand was driven by the strong market response to its family-oriented e-scooter ‘Rizta’, and the IPO marked a key milestone for India’s EV industry.
Monsoon magic: FMCG, fertilisers, and two-wheelers rally hard
The India Meteorological Department (IMD) sparked cheer across rural-focused stocks, predicting an early onset of monsoon on May 27, five days before the usual start date.
Fertiliser Stocks Bloom
- Rashtriya Chemicals & Fertilizers: +7.81%
- Deepak Fertilisers: +6.46%
- Paradeep Phosphates & Fertilisers & Chemicals Travancore: +4–6%
These companies benefit directly from early sowing and higher agricultural activity.
Two-Wheelers Ride the Wave
- Bajaj Auto: +4% intraday
- Hero MotoCorp, TVS Motor: +3%
Farm income is closely tied to monsoons, and early rain signals a likely spike in rural discretionary spending — especially on motorcycles.
FMCG Picks Up
- Godrej Consumer Products: +3%
- ITC: +2.4%
- Dabur India: +1.86%
- HUL: +1.89%
With rural demand set to spike, essentials, personal care, and packaged goods saw bullish bets from investors.
Also read: A strong FMCG growth projection for 2025 results 17% surge in stocks
Cement heats up: Birla Corporation hits upper circuit
Birla Corporation was the talk of the town after it surged 20% and hit the upper circuit.
- Q4 Net Profit: ₹256.6 crore (up 32.8% YoY)
- Dividend declared: ₹10 per share
- EBITDA per tonne: Highest in 18 quarters
- Q4 Cement volumes: 5.25 million tonnes vs 4.85 million YoY
The company also announced a massive ₹4,340 crore capex plan:
- 3.7 MTPA brownfield clinker expansion in Maihar
- 6.2 MTPA greenfield grinding units in Central India and Bihar
Net debt was trimmed significantly from ₹3,003 crore to ₹2,244 crore, lowering financing costs. This, coupled with firm pricing and volume uptick, drew bullish ratings from analysts.
Global lens: Crude oil edges higher on trade progress
The progress in US-China trade talks also had ripple effects on the commodities market.
- Brent crude: $64.23 (up 0.50%)
- WTI crude: $61.38 (up 0.59%)
- MCX May Crude Futures: ₹5207
- MCX June Crude Futures: ₹5194
The gains came after meetings in Switzerland where the US and Chinese trade officials signalled that tariff-related negotiations were on track. This lifted crude sentiment, especially since both nations are major oil consumers.
However, MCX natural gas futures were down 1.8% at ₹316.60.
Also on the radar — discussions between US and Iran regarding nuclear deals, which could influence oil supply conditions in the near future.
Conclusion: A mix of peace, policy and profits
Today’s stock market rally was not a one-trick pony. It was fuelled by:
- Peace in the subcontinent
- Hope from global diplomacy
- A rain-friendly forecast
- Solid Q4 earnings
- Fresh listings on the Street
Investors rejoiced, sectors rallied, and the fear index cooled off. Whether this is a short-term bounce or a start of a new trend will depend on how these positive cues hold up over the coming weeks — especially on monsoon progress and global trade clarity.
But for now, bulls are back in charge.
For more stock market insights, check out the StockGro blog.
