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EQUITY
Post Session: Quick Review
Oct-20-2025

Indian equity benchmarks ended higher for the fourth consecutive session on the occasion of Diwali 2025, as traders found support from foreign institutional investors (FIIs), who were net buyers of shares worth Rs 308.98 crore. Markets made a gap-up opening and remained higher throughout day, driven by upbeat quarterly results from heavyweights such as Reliance Industries and HDFC Bank. 

Some of the important factors in trade:

Trade talks on in cordial atmosphere with US: Some support came as Commerce and Industry Minister Piyush Goyal said that talks between India and the US on a proposed bilateral trade agreement are progressing in a cordial atmosphere and New Delhi will protect the interests of farmers, fishermen and MSME sectors.

India's exports to register positive growth in 2025-26: Traders took some support with Commerce and Industry Minister Piyush Goyal statement that despite global uncertainties due to the US tariffs, India's exports will register a positive growth in 2025-26.

Auto stocks were in focus: Sentiments remain upbeat as automobile exports from India rose 26 per cent year-on-year in September quarter driven by highest-ever shipments of passenger vehicles, two-wheelers and three-wheelers during the period.

Global front: European markets were trading mostly in green amidst an easing tension between the U.S. and China after U.S. President Donald Trump said the high tariffs he has threatened on Chinese imports are probably not (sustainable). Asian markets ended in green following the broadly positive cues from Wall Street on Friday.

The BSE Sensex ended at 84363.37, up by 411.18 points or 0.49% after trading in a range of 84196.79 and 84656.56. There were 19 stocks advancing against 11 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.69%, while Small cap index up by 0.59%. (Provisional)

The top gaining sectoral indices on the BSE were Energy up by 1.48%, TECK up by 1.33%, Telecom up by 1.22%, Oil & Gas up by 1.10% and IT up by 0.96%, while Metal down by 0.08%, Basic Materials down by 0.05%, Power down by 0.03%, Auto down by 0.03% and FMCG down by 0.02% were the top losing indices on BSE. (Provisional) 

The top gainers on the Sensex were Reliance Industries up by 3.52%, Bajaj Finserv up by 2.65%, Axis Bank up by 1.99%, SBI up by 1.97% and TCS up by 1.77%. On the flip side, ICICI Bank down by 3.19%, Mahindra & Mahindra down by 1.47%, Eternal down by 1.31%, Adani Ports and Special Economic Zone down by 0.77% and Power Grid Corp down by 0.64% were the top losers. (Provisional)

Meanwhile, Rating agency Crisil in its latest report has said that India's exports to the United States have contracted, while shipments to non-US destinations have remained robust, surpassing previous growth figures. According to it, merchandise exports to the US had shown a degrowth by 11.9 per cent to $5.5 billion in September 2025, after recording a 7 per cent growth in August 2025. It noted that without the frontloading of shipments ahead of the tariff hike, the fall would have been sharper.

In contrast, exports to non-US markets expanded by 10.9 per cent in September, accelerating from 6.6 per cent growth in August 2025. The decline in US-bound exports followed the Trump administration's decision to impose a 50 per cent tariff on Indian goods, effective from August 27. It cautioned that India's merchandise exports are facing headwinds from the US tariff hikes and a broader slowdown in global growth.

Crisil expects India's current account deficit (CAD) to remain within manageable limits, supported by strong services exports, steady remittance inflows, and easing crude oil prices. The CAD will be around 1 per cent of GDP in the current fiscal, up from 0.6 per cent in the previous year.

The CNX Nifty ended at 25843.15, up by 133.30 points or 0.52% after trading in a range of 25788.50 and 25926.20. There were 33 stocks advancing against 17 stocks declining on the index. (Provisional)

The top gainers on Nifty were Cipla up by 3.90%, Reliance Industries up by 3.53%, Shriram Finance up by 2.73%, Bajaj Finserv up by 2.69% and Axis Bank up by 2.15%. On the flip side, ICICI Bank down by 3.22%, JSW Steel down by 1.56%, Mahindra & Mahindra down by 1.32%, Eternal down by 1.31% and Adani Ports and Special Economic Zone down by 0.84% were the top losers. (Provisional)

European markets were trading mostly in green; Germany’s DAX gained 304.51 points or 1.28% to 24,135.50 and UK’s FTSE 100 increased 33.43 points or 0.36% to 9,388.00, while France’s CAC fell 1.1 points or 0.01% to 8,173.10.

Asian markets settled higher on Monday tracking Wall Street's gains last Friday as some of the nervousness around the US-China trade tensions eased after US President Donald Trump said that very high tariffs threatened to put on Chinese imports are not sustainable. Japanese shares jumped after its governing Liberal Democrats found a new coalition partner, securing support for its leader Sanae Takaichi to become the country’s first female prime minister. Moreover, Seoul shares hit fresh record high with hopes for a trade deal with Washington and strong demand for semiconductors.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

1,796.99

26.53

1.50

Hang Seng

25,858.83

611.73

2.42

Jakarta Composite

8,088.98

173.32

2.14

KLSE Composite

--

--

--

Nikkei 225

49,185.50

1,603.35

3.37

Straits Times

--

--

--

KOSPI Composite

3,814.69

65.8

1.76

Taiwan Weighted

27,688.63

386.26

1.41
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