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EQUITY
Post Session: Quick Review
Dec-02-2025

Indian equity benchmarks ended near day’s low points on Tuesday ahead of the Reserve Bank of India’s Monetary Policy Committee meeting, weighed down further by selling from Foreign Institutional Investors (FIIs). Markets made a negative start, and extended losses throughout the session, due to profit-booking across most sectors. Sentiments remained subdued as India’s industrial output growth, measured in terms of the Index of Industrial Production (IIP), grew 0.4 per cent (Year-on-Year) in October 2025.

Some of the important factors in trade:

India's gross GST collections slip to Rs 1.70 lakh crore in November 2025: Traders were also cautious as Gross Goods and Services Tax (GST) collection rose at a slower pace of 0.7% in November 2025 at Rs 1.70 lakh crore, as domestic revenues declined. Gross Goods and Services Tax collection was over Rs 1.69 lakh crore in November 2024.

Persistent foreign fund outflows: Sentiments remained downbeat as Foreign Institutional Investors (FIIs) offloaded equities worth Rs 1,171.31 crore on Monday, according to exchange data. 

India’s current account deficit narrows to 1.3% of GDP in Q2FY26: Traders overlooked the Reserve Bank of India (RBI) in its latest data has said that the reduction in the trade deficit, higher services exports and higher remittances by the diaspora has helped the country narrow its current account deficit to $12.3 billion or 1.3 per cent of GDP in the September quarter of current financial year (Q2FY26). 

Global front: European markets were trading in green ahead of the euro zone's flash inflation data for November and unemployment figures. Asian markets ended mostly in green after U.S. Commerce Secretary Howard Lutnick confirmed that the general tariff rate on imports from South Korea, including on autos, would drop to 15 percent. 

The BSE Sensex ended at 85138.27, down by 503.63 points or 0.59% after trading in a range of 85053.00 and 85553.51. There were 10 stocks advancing against 20 stocks declining on the index. (Provisional)

The broader indices ended in red; the BSE Mid cap index was down by 0.14%, while Small cap index down by 0.49%. (Provisional)

The top gaining sectoral indices on the BSE were Telecom up by 0.65%, Consumer Durables up by 0.45%, TECK up by 0.14% and Auto up by 0.06% while, Bankex down by 0.75%, Industrials down by 0.49%, Energy down by 0.45%, Power down by 0.42%, and Utilities down by 0.40% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Asian Paints up by 3.17%, Bharti Airtel up by 0.93%, Maruti Suzuki up by 0.83%, Bajaj Finance up by 0.54% and Hindustan Unilever up by 0.50%. On the flip side, ICICI Bank down by 1.14%, Reliance Industries down by 1.11%, Axis Bank down by 1.09%, HDFC Bank down by 1.08% and Bharat Electronics down by 1.03% were the top losers. (Provisional)

Meanwhile, the government in its latest data has showed that Foreign direct investment (FDI) equity inflows into India rose 18 per cent to $35.18 billion during April-September this fiscal year (H1FY26). Foreign Direct Investment (FDI) equity inflows during April-September FY25 stood at $29.79 billion. During the September quarter of 2025-26, the inflows increased by over 21 per cent year-on-year to $16.55 billion. 

Total FDI, which includes equity inflows, reinvested earnings and other capital, increased to about $50 billion during the first six months of this financial year as against $42.3 billion in the same period of 2024-25. Inflows from the US rose to $6.62 billion during the latest six-month period from $2.57 billion recorded in April-September 2024-25. Singapore was the largest source of FDI during the period, contributing $11.94 billion. It was followed by the US, Mauritius ($3.47 billion), UAE ($2.33 billion), Cayman Islands ($1.83 million), the Netherlands ($1.63 billion), Cyprus ($1.4 billion), and Japan ($1.21 billion). 

The US is the third-biggest investor in India with investments of $77.27 billion between April 2000 and September 2025. The top investment source is Singapore ($186.82 billion), followed by Mauritius ($183.66 billion) in the same period. Sector-wise, inflows during April-September this fiscal in computer software and hardware rose to $9 billion, services ($5 billion), trading ($2.78 billion), automobile ($1.57 billion), construction development ($233 million), non-conventional energy ($2 billion) and chemicals ($534 million). Among states, Maharashtra received the highest inflow of $10.57 billion during the period. It was followed by Karnataka ($9.4 billion), Tamil Nadu ($3.57 billion), Haryana ($3.22 billion), Gujarat ($2.24 billion), Delhi ($2.3 billion), and Telangana ($1.14 billion).

The CNX Nifty ended at 26032.20, down by 143.55 points or 0.55% after trading in a range of 25997.85 and 26154.60. There were 14 stocks advancing against 36 stocks declining on the index. (Provisional)

The top gainers on Nifty were Asian Paints up by 3.15%, Dr. Reddy's Lab up by 1.20%, Maruti Suzuki up by 0.88%, SBI Life Insurance up by 0.88% and Bharti Airtel up by 0.68%. On the flip side, Interglobe Aviation down by 1.67%, Reliance Industries down by 1.26%, ICICI Bank down by 1.17%, HDFC Bank down by 1.11% and Axis Bank down by 1.05% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 77.76 points or 0.33% to 23,667.20, UK’s FTSE 100 increased 15.43 points or 0.16% to 9,717.96 and France’s CAC rose 11.2 points or 0.14% to 8,108.20.

Asian markets settled mostly higher on Tuesday despite Wall Street’s fall overnight. Seoul shares rose sharply, buoyed by gains in major chipmakers and automakers after US Commerce Secretary Howard Lutnick confirmed that the general tariff rate on imports from South Korea, which includes autos, would drop to 15% from 25%, effective November 1, under a bilateral trade and investment agreement. Japan’s Nikkei gained slightly, even as yields on 10-year government bonds in Japan climbed to the highest level in 17 years amid growing speculation that the Bank of Japan could raise interest rates as soon as this month. However, Chinese shares dropped as investors awaited readouts from the annual agenda-setting Central Economic Work Conference and the December Politburo meeting.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,897.71

-16.30

-0.42

Hang Seng

26,095.05

61.79

0.24

Jakarta Composite

8,617.04

68.25

0.79

KLSE Composite

1,630.60

6.03

0.37

Nikkei 225

49,303.45

0.17

0.00

Straits Times

4,537.96

11.74

0.26

KOSPI Composite

3,994.93

74.56

1.90

Taiwan Weighted

27,564.27

221.74

0.81
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