HOME > MARKETS > MARKET COMMENTARY
  MARKET COMMENTARY
EQUITY
Post Session: Quick Review
Mar-25-2026

Indian equity benchmarks finished sharply higher on Wednesday, extending gains from the previous session amid broad-based buying across sectors. Markets made a gap-up opening and remained higher throughout the session, supported by growing optimism over a possible de-escalation in the US-Iran conflict, which also helped to ease concerns over oil prices.

Some of the important factors in trade:

S&P raises India’s GDP growth forecast to 7.1%: Sentiments were optimistic as S&P Global Ratings has raised India's GDP growth forecast for the next fiscal to 7.1 per cent, with private consumption, investment and exports being key drivers

India’s exports show resilience despite global challenges: Traders took some support as the Ministry of Commerce & Industry stated that India’s exports continue to display resilience, maintaining a steady growth trend in the current fiscal year as well as over the longer term (FY 2021-25), despite headwinds like persistent global uncertainty, supply chain disruptions, and volatile commodity prices.

RBI infuses Rs 55,837 crore transient liquidity into banking system: Traders took note of Reserve Bank of India (RBI) has infused Rs 55,837 crore transient liquidity into the banking system through three-day variable rate repo (VRR) auction. The funds were infused at a cut-off and weighted average rate of 5.26 per cent. 

On the global front: European equity markets traded in green, while Asian markets ended in the green, after U.S. President Donald Trump said the U.S. and Iran were ‘in negotiations right now’ and they ‘want to make a deal so badly’.

The BSE Sensex ended at 75273.45, up by 1205.00 points or 1.63% after trading in a range of 74550.47 and 75849.76. There were 26 stocks advancing against 4 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were Consumer Durables up by 3.28%, Basic Materials up by 2.75%, Realty up by 2.53%, Metal up by 2.51%, and Industrials up by 2.49%, while there were no losing sectoral indices on the BSE. (Provisional)

The top gainers on the Sensex were Titan Company up by 4.59%, Ultratech Cement up by 4.39%, Larsen & Toubro up by 4.00%, Bajaj Finance up by 3.84% and Trent up by 3.39%. On the flip side, Tech Mahindra down by 1.87%, Power Grid Corp down by 1.42%, TCS down by 0.87% and Bharat Electronics down by 0.29% were the top losers. (Provisional)

Meanwhile, a survey by Ministry of Statistics & Programme Implementation (MoSPI) has showed that the private sector’s capital expenditure (capex) on acquisition of new assets is likely to decline by 16.5% to Rs 9.55 lakh crore in fiscal year 2026-27 (FY27). As per the survey, the provisional aggregated capital expenditure on acquisition of new assets in FY26 is estimated at Rs 11.43 lakh crore. The actual capex incurred during FY25 was Rs 173.5 crore per enterprise against an intended Rs 180.2 crore (as reported in the capex-2024 survey), resulting in an overall realisation ratio of 96.3 per cent. This indicates that the actual expenditure was broadly in line with the investment intentions at the aggregate level for the panel of enterprises.

As per the survey estimates, the strategy of investment for about 48.63% of enterprises during FY26 was focused on core assets, while 38.36% planned investments for value addition to existing assets. Around 14.54% undertook investments in opportunistic assets, less than 4% followed debt-related strategies, and about 1.0% pursued strategies involving distressed assets or non-performing loans. In addition, 20.15% of enterprises did not report any specific investment strategy from the listed options.

The survey indicated that during FY26, about 60.13% of enterprises in the private corporate sector undertook capital expenditure primarily with the objective of income generation, while 42.12% reported CAPEX for upgradation of existing capacity. Around 7.2% of enterprises incurred capex with the objective of diversification, and about 17.64% reported other reasons not specifically captured in the survey.

The survey results indicate that internal accruals constitute the primary source of capex financing in the private corporate sector during FY26, accounting for 65.35% of the total investment. Domestic debt is the second-largest source, contributing 23.25%, followed by equity raised within the country at 3.78%. External sources play a relatively smaller role, with 1.04% of CAPEX financed through the FDI route and 2.38% through foreign debt.

The CNX Nifty ended at 23306.45, up by 394.05 points or 1.72% after trading in a range of 23063.20 and 23465.35. There were 46 stocks advancing against 4 stocks declining on the index. (Provisional)

The top gainers on Nifty were Shriram Finance up by 5.78%, Titan Company up by 4.63%, Grasim Industries up by 4.15%, Ultratech Cement up by 4.05% and Larsen & Toubro up by 3.96%. On the flip side, Tech Mahindra down by 2.00%, Power Grid down by 1.37%, TCS down by 0.79% and Bharat Electronics down by 0.33% were the few losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 373.99 points or 1.65% to 23,010.90, France’s CAC rose 115.78 points or 1.5% to 7,859.70 and UK’s FTSE 100 increased 100.86 points or 1.01% to 10,066.02.

Asian markets settled higher on Wednesday supported by declining crude oil prices following hopes of a de-escalation in Middle East tensions. Reports indicated that the US was pursuing talks with Iran, including a proposed one-month ceasefire to support negotiations and a 15-point plan to resolve the conflict. This improved sentiment persisted even after President Donald Trump ordered the deployment of about 2,000 soldiers to the region as the administration sought to reduce Iran's control over the Strait of Hormuz. Japanese shares gained despite Wall Street’s fall overnight. This rally followed the release of the Bank of Japan's January meeting minutes, which revealed a strong inclination among policymakers toward further interest rate hikes. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,931.84

50.56

1.30

Hang Seng

25,335.95

272.24

1.09

Jakarta Composite

7,302.12

195.28

2.67

KLSE Composite

1,716.68

7.92

0.46

Nikkei 225

53,749.62

1,497.34

2.87

Straits Times

4,904.54

42.11

0.87

KOSPI Composite

5,642.21

88.29

1.59

Taiwan Weighted

33,439.11

826.87

2.54
  RELATED NEWS >>
Most Viewed >>
EXPLORE
© CITRUS INTERACTIVE
Designed & Developed Accord Fintech Pvt. Ltd.