Sensex climbed 371 points (0.5%) to close at 81,644, after hitting an intraday high of 81,756. Over the last four sessions, the Sensex has now gained 1,409 points.
Nifty 50 retested the 25,000 mark for the second straight day, touching a high of 25,013 before settling 104 points higher at 24,981.
Reliance Industries alone added 229 points to the Sensex’s gains, proving why index heavyweights matter. Tata Motors, Adani Ports, and RIL topped the leaderboards, while defence stocks saw selling pressure.
Broader indices continued to outperform, with BSE Midcap and Smallcap indices adding 1% each.
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Impact on the stock market
Sector-wise, the action was spread across multiple pockets:
- BSE Auto: +1% with Tata Motors leading the pack.
- BSE Energy & Oil & Gas: +1%, on Reliance momentum.
- BSE Telecom: +1%, signalling sustained interest in the space.
- BSE IPO index: +2%, as newly listed stocks scaled fresh highs.
On the flip side, defence stocks dragged the Nifty India Defence index down nearly 1%, after global signals hinted at easing tensions in the Russia–Ukraine conflict.
| Sector/Index | Performance |
| IT & BPM sector | 0.35% |
| Healthcare sector | -0.05% |
| Oil & Gas sector | 1.66% |
| Real estate sector | 0.65% |
| PSU Bank in India | 0.98% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Tata Motors Share Price | 700.25 | 3.59 |
| Adani Ports Share Price | 1,369.40 | 3.18 |
| Reliance Share Price | 1,420.10 | 2.78 |
| Hero Motocorp Share Price | 5,118.20 | 2.69 |
| Bajaj Auto Share Price | 8,795.50 | 2.41 |
Top losers today
| Company | Price (in ₹) | Change % |
| Dr Reddys Labs Share Price | 1,244.20 | -1.47 |
| Bajaj Finserv Share Price | 1,972.20 | -1.07 |
| Cipla Share Price | 1,548.90 | -1.04 |
| Hindalco Share Price | 706.70 | -1.04 |
| M&M Share Price | 3,354.00 | -0.86 |
Market aftermath: Impact on stocks
Defence stocks lose steam on peace hopes
The sharp rally in defence stocks cooled as investors booked profits. The trigger? US President Trump’s meeting with Ukraine’s Zelenskyy, which raised hopes of a ceasefire.
- Bharat Dynamics (BDL) dropped nearly 3% to ₹1,559.
- Data Patterns slipped over 2%.
- HAL, GRSE, Solar Industries and others fell more than 1% each.
With valuations already stretched, the hint of easing geopolitical risks was enough for a pullback. Notably, BEML and Paras Defence bucked the trend with marginal gains.
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Inox Wind charges up on stake sale
Shares of Inox Wind rose 6% to ₹147.80, after announcing a ₹175 crore stake sale in subsidiary Inox Renewable Solutions Ltd. (IRSL). The deal values IRSL at ₹7,400 crore and is expected to wrap up in a week.
IRSL clocked ₹218 crore in FY25 revenue, about 6% of Inox Wind’s total. The parent reported a strong Q1FY26 with:
- Profit after tax at ₹105.8 crore (up 10x from last year).
- Revenue up 29% YoY to ₹826.3 crore.
- Finance costs down 39% YoY to ₹33.8 crore.
Though the stock is down 18.5% YTD, brokerages remain bullish. Nuvama trimmed its target to ₹190 (from ₹236) but kept a buy, citing 39% upside potential.
Also read: Inox Wind share price dips despite best-ever profit in Q4FY25
All Time Plastics continues IPO momentum
Newly listed All Time Plastics extended its rally for the third straight day, gaining 6% to ₹308 after veteran investor Manish Chokhani picked up a ₹10 crore stake.
The stock now trades 12% above its IPO band of ₹275, with strong demand from NIIs (13.5x subscription), retail (5x), and QIBs (10x).
Financial growth has backed investor enthusiasm:
- Revenue rose from ₹443 crore in FY23 to ₹558 crore in FY25.
- Profit after tax increased from ₹28 crore to ₹47 crore.
- EBITDA margin improved to 18.1%, with ROE at 19%.
The company supplies to global retailers like IKEA and Tesco, giving it an edge in exports.
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Crude oil: Global peace talks weigh on prices
Oil prices slipped as US–Ukraine talks hinted at possible progress towards ending the war, raising hopes of stable supply.
- Brent October futures: $66.17, down 0.65%.
- WTI October futures: $62.25, down 0.72%.
- On MCX, August crude fell 0.81% to ₹5,499, while September dropped 0.67% to ₹5,455.
Natural gas also cooled 0.82% to ₹252.5, while jeera (+0.94%) and cottonseed oilcake (+0.73%) traded higher on NCDEX.
Though no breakthrough deal has emerged, reports of a possible Zelensky–Putin meet in two weeks could be pivotal.
Conclusion
The Indian market held its upbeat tone, with Sensex and Nifty rising for the fourth day. Reliance Industries and auto stocks carried the momentum, while IPO plays like All Time Plastics and corporate updates from Inox Wind added flavour.
Defence stocks, however, corrected as peace hopes tempered the war premium. Meanwhile, falling oil prices provided relief for import-heavy India.
For more stock market insights, check out the StockGro blog.
