NSE Nifty 50 reclaimed the psychological 25,000 mark after almost a month, closing at 25,050, up 70 points (0.3%). The index has added 563 points in five sessions.
BSE Sensex also marched higher, touching an intra-day peak of 81,986, before ending at 81,858, up 213 points (0.3%).
The broader market joined the party too:
- BSE MidCap gained 0.4%
- BSE SmallCap added 0.3%
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Impact on the stock market
Sectoral performance told the real story of the day:
- IT index surged 2.6%, clearly the star performer.
- Realty index climbed 1%, signalling a return of investor appetite in property-linked plays.
- Market breadth remained positive, with 2,347 advancing stocks vs 1,718 declining on the BSE.
| Sector/Index | Performance |
| IT & BPM sector | 2.69% |
| Healthcare sector | -0.13% |
| Oil & Gas sector | 1.66% |
| Real estate sector | 1.06% |
| PSU Bank in India | -0.27% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Infosys Share Price | 1,496.20 | 3.90 |
| TCS Share Price | 3,098.60 | 2.73 |
| HUL Share Price | 2,669.80 | 2.50 |
| Nestle Share Price | 1,190.30 | 2.49 |
| NTPC Share Price | 342.00 | 2.07 |
Top losers today
| Company | Price (in ₹) | Change % |
| Bharat Elec Share Price | 371.85 | -2.16 |
| Bajaj Finance Share Price | 887.80 | -1.61 |
| Shriram Finance Share Price | 616.30 | -1.60 |
| Tata Motors Share Price | 689.60 | -1.52 |
| IndusInd Bank Share Price | 778.20 | -0.93 |
Market aftermath: Impact on stocks
UltraTech Cement trims stake in India Cements
UltraTech Cement shook up the cement sector with a significant move. Its board approved selling up to 6.49% stake (2.01 crore shares) in India Cements via an Offer for Sale (OFS).
- Floor price: ₹368 per share
- Stake value: More than ₹744 crore at market prices
- Post-sale, UltraTech will still retain a dominant 75% holding in India Cements.
India Cements stock ended 1% lower at ₹370. For context, UltraTech only last year acquired a massive 32.72% stake for ₹3,954 crore, making it the controlling shareholder. With capacity targets of 200 MTPA in sight, this move is seen as portfolio reshuffling rather than a retreat.
Also read: Ultratech Cement stock analysis & expert insights in detail
Bharti Airtel hikes entry-level plans
Bharti Airtel shares climbed over 2% to ₹1,951 after the telco quietly scrapped its popular ₹249 prepaid plan. The entry-level pack has now been replaced with a ₹299 plan, which still offers 1GB/day data and 100 SMS/day, but now comes with 28 days validity.
This marks a clear shift in strategy: nudging users to higher spends and boosting Average Revenue Per User (ARPU), which already stood at ₹250 in Q1 FY26.
Brokerage Jefferies estimates the tariff hikes by both Airtel and Jio could lift ARPU by 4–8% in a revenue-neutral way. It sees Airtel stock heading to ₹2,500, a solid 31% upside from current levels.
You may also read: Bharti Airtel vs Reliance Jio financial analysis
Dynamic Cables electrifies investors
Shares of Dynamic Cables Ltd hit the 20% upper circuit at ₹480, after bagging fresh approvals from the Bureau of Indian Standards (BIS). The nod allows the company to manufacture high-conductivity aluminium alloy conductors and advanced fire-survival cables.
Add to that, the company recently completed incremental capex, boosting potential monthly revenues from ₹100 crore to ₹135 crore.
Investor excitement was evident — 49 lakh shares exchanged hands today, far above its weekly average of 1 lakh. Despite today’s rally, the stock remains down 1% YTD, making this a potential turnaround story to watch.
Crude oil steady after US inventory drop
On the commodities front, crude oil prices edged higher after US industry data revealed inventories fell by 2.4 million barrels (double the market expectation of 1.2 million).
- Brent October futures traded at $65.89/barrel (+0.15%)
- WTI October futures at $61.89/barrel (+0.19%)
- On MCX, September crude contracts inched up to ₹5,408 (+0.15%)
That said, geopolitical news capped the upside. A potential Russia–Ukraine peace summit, hinted at by US President Donald Trump, raised hopes of supply relief if sanctions ease.
Conclusion
The market closed the day on a positive note, led by IT stocks and buoyant investor sentiment. From UltraTech’s big-ticket stake reshuffle to Airtel’s tariff push and Dynamic Cables’ growth spurt, corporate action was buzzing. But the Nazara episode was a reminder that regulatory risks remain real in emerging sectors like gaming.
With crude oil showing signs of stability and domestic indices building momentum, the big question for traders is simple: will Nifty’s return above 25,000 mark the start of a bigger breakout — or just another short-lived rally?
For more stock market insights, check out the StockGro blog.
