- The BSE Sensex gained 410.19 points to close at 81,596.63, up 0.51%
- The Nifty 50 rose 129.55 points to end at 24,813.45, up 0.52%
This rise was backed by broad-based buying across sectors, especially in pharma and real estate stocks.
Broader indices such as Nifty Midcap100 and Nifty Smallcap100 also performed well, ending up 0.78% and 0.38% respectively.
The India VIX, a measure of volatility, also edged up slightly by 0.93%, ending the day at 17.55, indicating a slight uptick in investor caution.
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Impact on the stock market
Among sectoral indices:
- Nifty Pharma: +1.25%
- Nifty Financial Services: +0.45%
- Nifty Consumer Durables: +0.18% (only sector to end in red)
| Sector/Index | Performance |
| IT & BPM sector | 0.69% |
| Healthcare sector | 0.83% |
| Oil & Gas sector | 0.45% |
| Real estate sector | 1.72% |
| PSU Bank in India | 0.67% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Bharat Elec Share Price | 383.00 | 5.28 |
| Cipla Share Price | 1,482.40 | 1.93 |
| Tata Steel Share Price | 161.64 | 1.86 |
| HDFC Life Share Price | 759.70 | 1.69 |
| Bajaj Finserv Share Price | 2,037.30 | 1.61 |
Top losers today
| Company | Price (in ₹) | Change % |
| IndusInd Bank Share Price | 769.95 | -1.57 |
| JSW Steel Share Price | 1,000.90 | -1.17 |
| Kotak Mahindra Share Price | 2,071.30 | -0.90 |
| Coal India Share Price | 405.35 | -0.67 |
| Power Grid Corp Share Price | 296.15 | -0.5 |
Market aftermath: Impact on stocks
Bharat Electronics: Up nearly 5%, powered by strong Q4
Bharat Electronics Ltd (BEL) was one of the top gainers in today’s session, with the stock surging 4.63% to close at ₹380.65.
Why the excitement? The company posted a stellar March 2025 quarter with:
- Revenue: ₹9,149.59 crore (up from ₹5,770.69 crore in Q3)
- Net Profit: ₹2,121.01 crore (up from ₹1,301.27 crore in Q3)
Annual performance for FY25 was equally strong:
- Revenue: ₹23,768.75 crore
- Net Profit: ₹5,287.15 crore
- EPS: ₹7.28
- ROE: 26.64%
- Debt-to-equity: 0.00 (no debt on books)
Investors seem impressed by the consistent earnings and strong balance sheet. With sentiment remaining very bullish, BEL’s rally signals long-term confidence.
Waaree Energies: Up 2%, backed by bullish sentiment and rising profits
Waaree Energies, a solar panel manufacturer, gained 2.08% in today’s session to hit ₹2,976.40. The stock’s rise aligned with positive sentiment and healthy financials.
In Q4 FY25 (March 2025):
- Revenue: ₹3,322.97 crore (up from ₹2,682.92 crore YoY)
- Net Profit: ₹580.52 crore
- EPS: ₹20.23
Annually, FY25 performance was even more impressive:
- Revenue: ₹12,764.55 crore
- Net Profit: ₹1,781.17 crore
- EPS: ₹65.09
- Reserves: ₹9,120 crore
- Debt-to-equity: Just 0.10, maintaining low leverage
Waaree has seen sharp growth in both top-line and bottom-line figures, and with the ongoing clean energy push in India, investor appetite appears strong.
Info Edge jumps 3.5% on strong billings
Info Edge India, the parent company of Naukri and 99acres, saw a 3.46% rise in share price to ₹6,604.70 after posting a solid jump in Q4 billings.
Q4 FY25 Billings:
- Total: ₹983.8 crore (↑ 18.97% YoY)
- Recruitment segment (Naukri): ₹740.3 crore (↑ 18.37%)
- Real estate (99acres): ₹159.8 crore (↑ 21.89%)
- Other segments: ₹83.7 crore (↑ 18.72%)
Info Edge’s standalone net profit rose 88% in Q3 FY25 to ₹278.16 crore, while revenue from operations grew 15.2% YoY to ₹722.40 crore.
With digital and hiring platforms seeing increased traction post-pandemic, Info Edge is reaping the benefits of being a category leader in India’s digital hiring and real estate space.
Crude oil alert: India’s import dependency hits record 90%
While equities looked upbeat today, there’s something critical happening on the macro side: India’s crude oil import dependence rose to an all-time high of 90% in April 2025, according to the Petroleum Planning & Analysis Cell (PPAC).
Here’s a quick timeline:
- FY23: 85.5%
- FY24: 87.4%
- FY25: 88.2%
- April 2025: 90%
Why the spike?
- Rising industrial demand
- Decline in domestic production by ONGC and OIL
- Ageing oil fields and slow tech adoption
Production fell from 36 million tonnes (FY17) to 29.4 million tonnes (FY24),that’s about a 3% annual decline. Fitch expects this trend to continue in FY25, although there may be modest recovery in FY26 with new offshore developments.
Meanwhile, demand for petroleum products (petrol, diesel) is rising by 3–4% annually, in line with India’s 6.4% GDP growth estimate for FY25. Imports are rising, while exports are falling, further tilting the scale.
What does this mean for investors? Rising oil import bills can widen the trade deficit and eventually lead to inflationary pressures. Companies with heavy energy dependencies may feel the pinch in the coming quarters.
Conclusion: The market stayed positive, but keep an eye on the fundamentals
To wrap up, May 21, 2025, was a good day for Indian equities. Sensex and Nifty both rose, supported by gains in the pharma and realty sectors. Stocks like Bharat Electronics, Waaree Energies, and Info Edge India attracted strong interest thanks to solid financials and bullish sentiment.
But beyond the charts, macro trends like India’s crude oil import dependency hitting 90% are worth watching. It adds a layer of caution, especially as global oil prices remain uncertain.
For investors, the takeaway is simple: enjoy the rally but stay grounded. Focus on companies with clean balance sheets, low debt, and strong fundamentals, because those are the ones likely to weather both market swings and macro shocks.
For more stock market insights, check out the StockGro blog.
