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EQUITY
Post Session: Quick Review
Dec-05-2025

Indian equity benchmarks ended near day’s high points on Friday, supported by gains in Financial Services, Banking, and IT stocks. Markets made cautious start and altered between red and green, as traders were cautious following foreign investors net sold shares worth Rs 1,944 crore on Thursday. However, in late morning session, Indices gained traction and remained higher throughout the session, as traders were optimistic after the Reserve Bank of India (RBI) announced a 25-basis-point rate cut, bringing the policy rate down to 5.25% to further bolster economic growth.

Some of the important factors in trade:

RBI cuts repo rate by 25 bps to 5.25%: Traders remained upbeat as the RBI has cut interest rate by 25 basis points to 5.25 per cent in a bid to further bolster economic growth, which rose to a six-quarter high of 8.2 per cent in the second quarter of the current financial year.

RBI raises India’s FY26 GDP Forecast to 7.3%: Sentiments remained optimistic as the Reserve Bank of India’s rate-setting Monetary Policy Committee (MPC) revised India’s GDP forecast for FY2025-26 upwards to 7.3%, compared with the earlier estimate of 6.8%. 

India emphasizes on need to reduce trade barriers, boost exports to Russia: Traders took support with Commerce and Industry Minister Piyush Goyal’s statement that India has emphasised on the need to reduce trade barriers, and boost exports to Russia with an aim to bridge the widening trade deficit between the two countries. Goyal said there are huge opportunities to expand bilateral trade and there is a need to make it more balanced. 

Global front: European markets were trading in green after data showed Germany's factory orders grew more than expected in October on robust domestic demand. Asian markets ended mixed, as investors await key U.S. inflation data later in the day for direction ahead of next week's Federal Reserve meeting.

The BSE Sensex ended at 85712.37, up by 447.05 points or 0.52% after trading in a range of 85078.12 and 85796.72. There were 24 stocks advancing against 6 stocks declining on the index. (Provisional)

The broader indices ended mixed; the BSE Mid cap index was up by 0.21%, while Small cap index down by 0.67%. (Provisional)

The top gaining sectoral indices on the BSE were Bankex up by 0.86%, Metal up by 0.74%, TECK up by 0.73%, IT up by 0.64% and PSU up by 0.62%, while Capital Goods down by 0.42%, Industrials down by 0.27%, FMCG down by 0.15% and Healthcare down by 0.13%, were the few losing indices on BSE. (Provisional)

The top gainers on the Sensex were SBI up by 2.53%, Bajaj Finserv up by 2.08%, Maruti Suzuki up by 1.80%, Bajaj Finance up by 1.75% and HCL Technologies up by 1.63%. On the flip side, Hindustan Unilever down by 4.88%, Eternal down by 1.30%, Trent down by 0.78%, Sun Pharma Industries. down by 0.75% and Tata Motors Passenger down by 0.72% were the top losers. (Provisional)

Meanwhile, the Food Processing Secretary A P Das Joshi has asked corporates to invest more in the sector to enhance the processing level from the current low of 12 per cent and also boost exports of processed food items. He emphasised the need to dispel the myth that processed food is inherently bad. He also highlighted that the labour codes would benefit the sector. The secretary said that the issues related to the HFSS (High fat, sugar, salt) and FOPNL (Front-of-pack nutrition labelling) are under ‘very, very active consideration of the government’ and there could be some decision in the near future. He said ‘we have 24 lakh units across the country, and only 2 per cent are organised. I look forward to a higher level of investment from the captains of the industry, and there is a huge scope for FDI and private domestic investment.’

He also emphasised the need for formalisation of the informal. He said ‘whatever you process ultimately comes from lakhs of farmers. So whenever we are doing the value addition, a part of it goes to the farmers. So rural prosperity, it is necessary that we increase the processing level. We process hardly 12 per cent of our food. We produce so much, but when we talk about the processing, we are not even nearby to countries like the Philippines and Thailand, forget about the EU and the US.’

He noted that the share of processed food in total agriculture exports has increased to 22 per cent from 11 per cent in 2014-15. He said the share could reach 30-32 per cent by 2020 as there is ‘unlimited scope’ for growth in the food processing sector. Talking about labour codes, he said the reform is very inclusive and will benefit food processing sectors, which are labour intensive. He said the labour codes are ‘worker-friendly, industry-friendly, and overall, it is growth-friendly’. He said ‘sometimes we have to undergo the changes so that we can achieve the higher heights or the higher performance.’

The CNX Nifty ended at 26186.45, up by 152.70 points or 0.59% after trading in a range of 25985.35 and 26202.60. There were 38 stocks advancing against 12 stocks declining on the index. (Provisional)

The top gainers on Nifty were Shriram Finance up by 3.00%, SBI up by 2.49%, Bajaj Finserv up by 2.17%, Adani Enterprises up by 2.03% and Maruti Suzuki up by 1.80%. On the flip side, Hindustan Unilever down by 4.92%, Eternal down by 1.34%, Interglobe Aviation down by 1.21%, Trent down by 0.85% and Sun Pharma down by 0.73% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 111.37 points or 0.47% to 23,993.40, France’s CAC rose 27.37 points or 0.34% to 8,149.40 and UK’s FTSE 100 increased 18.28 points or 0.19% to 9,729.15. 

Asian markets ended mixed on Friday as investors awaited key US inflation data later in the day for direction ahead of next week's Federal Reserve meeting. Japanese markets dropped after data showed Japan's household spending logged its steepest fall in almost two years in October, an unexpected slump that threatens to complicate the Bank of Japan’s plans to lift interest rates as early as this month. Chinese shares gained ahead of key data next week including inflation, trade and producer prices, with investors also awaiting policy signals from high-level economic meetings in China. Meanwhile, Seoul shares rose as automakers surged amid reduced US tariff concerns.  

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,902.81

27.02

0.70

Hang Seng

26,085.08

149.18

0.58

Jakarta Composite

8,632.76

-7.44

-0.09

KLSE Composite

1,616.52

-4.55

-0.28

Nikkei 225

50,491.87

-536.55

-1.05

Straits Times

4,531.36

-3.78

-0.08

KOSPI Composite

4,100.05

71.54

1.74

Taiwan Weighted

27,980.89

185.18

0.66
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