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Key gauges continue to trade higher in morning deals
May-25-2026

Indian equity benchmarks continued to trade higher in morning deals, supported by a sharp correction in crude oil prices and a rally in global markets amid improving sentiment surrounding the US-Iran negotiations. Traders took support with Commerce and Industry Minister Piyush Goyal’s statement that India’s exports have recorded healthy growth during the first three weeks of May. He also said that while the world is going through a turmoil, India is relentlessly rising on global stage as it is recording health growth in exports and foreign direct investment (FDI). Traders overlooked RBI Bulletin’s statement that India's near-term outlook is somewhat clouded by supply-side pressures, and the spillover impact of the West Asia conflict on domestic inflation needs to be monitored. On the global front, Asian markets are trading mostly in green as traders remain optimistic about a potential peace deal between the US and Iran to end the Middle East war after senior US officials indicated over the weekend that both countries were nearing an agreement that could reopen the Strait of Hormuz.

The BSE Sensex is currently trading at 76255.53, up by 840.18 points or 1.11% after trading in a range of 76097.02 and 76334.77. There were 27 stocks advancing against 3 stocks declining on the index.

The top gaining sectoral indices on the BSE were Telecom up by 1.84%, Oil & Gas up by 1.68%, Bankex up by 1.65%, Auto up by 1.65% and Industrials up by 1.62%, while there was no losing sectoral indices on the BSE. 

The top gainers on the Sensex were Larsen & Toubro up by 2.65%, HDFC Bank up by 2.15%, Interglobe Aviation up by 2.08%, Eternal up by 1.94% and Mahindra & Mahindra up by 1.94%. On the flip side, TCS down by 0.58%, Infosys down by 0.11% and Sun Pharma down by 0.03% were the top losers.

Meanwhile, providing relief to the exchequer amid higher import expenses and supply disruptions linked to the West Asia conflict, the Reserve Bank of India (RBI)has declared a record dividend of Rs 2.87 lakh crore to the government for the financial year ended March 2026 (FY26). The dividend is 6.7 per cent higher than Rs 2.69 lakh crore for the FY25.

The surplus transfer by the RBI alone accounts for 91 per cent of the budgeted non-tax revenue under the ‘dividend/surplus of Reserve Bank of India, Nationalised Banks and Financial Institutions’ head for FY27. The RBI said its net income, before risk provision and transfer to statutory funds, aggregated Rs 3.96 lakh crore in FY26 as against Rs 3.13 lakh crore in FY25. It stated ‘The balance sheet of the Bank expanded by 20.61 per cent to Rs 91,97,121.08 crore as on March 31, 2026.’

The Central Board of Directors of the RBI, at its meeting, examined the domestic and international economic scenario, including potential risks, and subsequently approved the dividend. The revised Economic Capital Framework (ECF) provides flexibility to maintain the Contingent Risk Buffer (CRB) between the range of 4.5 per cent and 7.5 per cent of the size of the balance sheet.

The CNX Nifty is currently trading at 23958.55, up by 239.25 points or 1.01% after trading in a range of 23922.85 and 23989.10. There were 41 stocks advancing against 9 stocks declining on the index.

The top gainers on Nifty were Eicher Motors up by 5.24%, Larsen & Toubro up by 2.66%, Shriram Finance up by 2.49%, Tata Motors Passenger up by 2.31% and HDFC Bank up by 2.11%. On the flip side, Max Healthcare Inst down by 1.58%, ONGC down by 1.38%, Hindalco down by 1.24%, TCS down by 0.62% and Bajaj Auto down by 0.58% were the top losers.

Asian markets are trading mostly in green; Nikkei 225 surged 2000.93 points or 3.16% to 65,340.00, Taiwan Weighted added 1323.55 points or 3.13% to 43,591.52, Jakarta Composite gained 63.01 points or 1.02% to 6,225.06, Shanghai Composite strengthened 30.11 points or 0.73% to 4,143.01 and Straits Times rose 22.34 points or 0.44% to 5,090.49. 
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