The Sensex climbed 388.17 points (0.46%) to close at 84,950.95, while the Nifty50 advanced 103.4 points (0.4%) to finish at 26,013.45.
Broader markets also participated in the uptrend:
- Nifty Midcap100: +0.73%
- Nifty Smallcap100: +0.52%
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Impact on the stock market
Sector-wise performance
The star of the session was the Bank Nifty, which hit a fresh record high of 59,001.55, rising 0.8%. PSU banks led the rally with the Nifty PSU Bank index gaining 1.09%.
Other major gainers included:
- Nifty Auto
- Consumer Durables
- Financial Services
- Realty
- FMCG
- IT
| Sector/Index | Performance |
| IT & BPM sector | 0.20% |
| Healthcare sector | 0.41% |
| Oil & Gas sector | 0.38% |
| Real estate sector | 0.45% |
| PSU Bank in India | 1.09% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| TATA Cons. Products | 1,178.90 | 1.82 |
| Max Healthcare | 1,121.60 | 1.68 |
| Eternal | 308.70 | 1.63 |
| Eicher Motors | 6,800.50 | 1.58 |
| Maruti Suzuki | 15,878.00 | 1.24 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| TMPV | 372.70 | -4.73 |
| Adani Enterprises | 2,453.70 | -2.51 |
| UltraTech Cement | 11,758.00 | -0.98 |
| Jio Financial | 312.00 | -0.92 |
| Asian Paints | 2,887.90 | -0.64 |
Market aftermath: Impact on stocks
Siemens India: Biggest single-day jump in six months
Siemens India surged 5% on Friday — its sharpest single-day rise in almost six months — closing at ₹3,238. The rally came despite a mixed Q2 performance.
The company reported a 42% YoY drop in net profit, down to ₹484.9 crore from ₹830.7 crore. However, revenue was a bright spot, rising 16% YoY to ₹5,171.2 crore, and new orders grew 10.5% to ₹4,800 crore.
Management noted that profit was impacted by a one-time gain recorded last year and weaker private sector capex. Still, festive consumption and government-led capex kept demand stable.
Brokerages remained constructive:
- PL Capital: Accumulate, TP ₹3,470
- JM Financial: Add, TP ₹3,440
- Motilal Oswal: Neutral, TP ₹3,350
Most analysts believe Siemens is well-placed to benefit from long-term trends like digitisation, automation, and public infrastructure spending.
Ahluwalia Contracts and Ajax Engineering: Strong results, stronger rallies
Two mid-cap engineering names — Ahluwalia Contracts and Ajax Engineering — stole investor attention after reporting solid earnings.
Ahluwalia Contracts
The stock soared 14% to ₹1,005 after the company posted a 106% YoY surge in net profit to ₹79 crore. Revenue also grew 16% YoY to ₹1,177 crore, showing strong order execution and margin improvement.
Ajax Engineering
Ajax continued its two-session rally, climbing another 8% to ₹678, now up 18% since its results. The company reported:
- Net profit: ₹39.1 crore (+15% YoY)
- Revenue: ₹444.8 crore (+48% YoY)
While margins dipped due to higher production costs and changes in revenue mix, the company expects a stronger second half supported by operating leverage.
Citi Research upgraded the stock to Buy with a TP of ₹735, citing expectations of improving concrete demand and pricing.
Narayana Hrudayalaya: A stellar quarter leads to a 15% rally
Healthcare major Narayana Hrudayalaya shot up 15% to ₹2,020, fueled by a strong Q2.
The company posted a 30% YoY jump in net profit to ₹258.37 crore, while revenue grew 20% YoY to ₹1,643.79 crore. EBITDA rose 28% to ₹426.49 crore, and margins improved to 25.9%.
Management said the company achieved record revenue and profitability, driven by:
- Higher domestic patient footfall
- Improved payor mix
- Clinics outreach performance
- Growth in Cayman Islands operations
The company plans a ₹3,000 crore capex over the next 2–3 years, including adding 2,000 hospital beds and integrating its recent UK hospital acquisition.
Crude oil: Prices slide as Russia resumes port operations
Crude oil softened on Monday after reports confirmed that Russia’s Novorossiysk port — a major exporter handling 2.2 million barrels/day — resumed operations following drone attacks last week.
At 9:56 am:
- Brent (Jan): $63.87 (-0.81%)
- WTI (Jan): $59.42 (-0.88%)
On MCX:
- Crude Oil Nov: ₹5,285 (-1.07%)
- Crude Oil Dec: ₹5,293 (-1.01%)
Global sentiment was also influenced by:
- Rising Ukrainian drone attacks on Russian refineries
- Iran seizing an oil tanker in the Gulf of Oman
- Fresh US sanctions warnings from President Trump
Natural gas dropped 1.07% to ₹396.10, while NCDEX saw mixed action with jeera up 0.84% and cottonseed oilcake down 1.10%.
Conclusion
The market kicked off the week with strength, supported by political stability and PSU bank enthusiasm. With the Bank Nifty hitting record highs, midcaps rallying, and sectoral participation broadening, sentiment stayed upbeat.
Earnings added colour — Siemens, Ahluwalia Contracts, Ajax Engineering, and Narayana Hrudayalaya kept investors engaged with strong order books, revenue beats, and profit growth. Crude oil remained volatile but manageable as supply disruptions eased.
As the week progresses, the market seems poised between consolidation and a potential breakout. With earnings momentum and supportive macros, the next few sessions could determine whether the indices push to fresh highs — or pause for breath.
For more stock market insights, check out the StockGro blog.
