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EQUITY
Post Session: Quick Review
May-25-2026

Indian equity benchmarks ended near day’s high points on Monday, supported by a decline in crude oil prices amid optimism over potential US-Iran peace negotiations. Markets made a gap-up opening and maintained positive momentum throughout the session, supported by the appreciation in the Indian rupee as RBI Governor Sanjay Malhotra’s positive remarks boosted investors’ sentiment.

Some of the important factors in trade:

India, US looking at firming up trade deal soon: Some support came as US Secretary of State Marco Rubio said that India and the US are poised to soon firm up the much-awaited trade agreement that will be both beneficial and sustainable and will advance the mutual interests of both nations.

India’s exports record healthy growth during first three weeks of May: 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).

India better positioned to manage retail inflation among world's 10 largest economies: Sentiments also remained optimistic after the ASSOCHAM said that India is better positioned to manage retail inflation among world's ten largest economies, even as the ongoing conflict in West Asia continues to generate uncertainty around energy prices and supply chains.

On the global front: European markets were trading higher, while Asian markets closed in green, amid rising optimism about a potential U.S.-Iran peace deal that could result in the reopening of the Strait of Hormuz. 

The BSE Sensex ended at 76488.96, up by 1073.61 points or 1.42% after trading in a range of 76097.02 and 76559.07. There were 26 stocks advancing against 4 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were Bankex up by 2.27%, Telecom up by 1.89%, Auto up by 1.76%, Utilities up by 1.54% and Oil & Gas up by 1.51%, while FMCG down by 0.06% was the only losing index on BSE. (Provisional)

The top gainers on the Sensex were Bajaj Finance up by 2.98%, HDFC Bank up by 2.82%, Eternal up by 2.71%, Larsen & Toubro up by 2.70% and Bajaj Finserv up by 2.48%. On the flip side, Infosys down by 0.48%, TCS down by 0.40%, Hindustan Unilever down by 0.07% and Sun Pharma down by 0.01% were the top losers. (Provisional)

Meanwhile, the oil marketing companies (OMCs) have raised petrol and diesel prices by Rs 2.61-2.71 per litre on May 25, 2026, marking the fourth hike in less than two weeks as state-owned fuel retailers continued passing on rising international oil prices to consumers. With the latest revision, cumulative increases in petrol and diesel prices have nearly reached Rs 7.5 per litre since fuel price revisions resumed on May 15 after a prolonged freeze, raising concerns about inflationary pressures and higher transportation costs across the economy.

The latest revision pushed petrol prices higher by Rs 2.61 per litre and diesel by Rs 2.71. Petrol prices were raised to Rs 102.12 a litre in Delhi from Rs 99.51 previously, while diesel rates were increased to Rs 95.20 per litre from Rs 92.49. The back-to-back increases follow a prolonged freeze in retail fuel prices and come amid elevated crude oil prices in the global market, tightening refining margins, and a weaker rupee, which have sharply raised the cost of imports. Petrol and diesel prices were increased on May 15 by Rs 3 per litre each, and on May 19 by 90 paise a litre. This was followed by an 87-paise per litre increase in petrol and a 91-paise hike in diesel rates on May 23.

After Monday's increase, petrol at PSU pumps in Mumbai now costs Rs 111.21 per litre and diesel Rs 97.83, while prices in Kolkata rose to Rs 113.51 and Rs 99.82, respectively. In Chennai, petrol is priced at Rs 107.77 and diesel at Rs 99.55. Prices vary across states due to local taxes. State-owned Indian Oil Corporation (IOC), Bharat Petroleum Corporation (BPCL) and Hindustan Petroleum Corporation (HPCL) together control 90 per cent of India's fuel market. Petrol and diesel prices are now at their highest levels since May 2022.

The CNX Nifty ended at 24031.70, up by 312.40 points or 1.32% after trading in a range of 23922.85 and 24054.45. There were 40 stocks advancing against 10 stocks declining on the index. (Provisional)

The top gainers on Nifty were Eicher Motors up by 6.19%, Adani Enterprises up by 4.87%, Bajaj Finance up by 2.77%, Larsen & Toubro up by 2.72% and Tata Motors Passenger up by 2.67%. On the flip side, Max Healthcare Inst down by 2.19%, ONGC down by 1.74%, Hindalco down by 0.87%, Nestle down by 0.67% and Bajaj Auto down by 0.55% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 363.62 points or 1.46% to 25,252.18 and France’s CAC rose 131.01 points or 1.62% to 8,246.76.

Asian markets settled mostly higher on Monday, tracking Wall Street’s gains overnight amid hopes of easing tensions in the Middle East. Signs of progress in talks to end the nearly three-month-long US-Iran war sent crude oil prices sharply lower, helping to ease inflationary pressures and lower expectations for further interest rate hikes. However, the two sides remain at odds over key issues, including blockades on the critical waterway, Tehran's nuclear program and the release of a $12 billion frozen assets held in Qatar. Chinese shares gained, supported by strong performances in chipmakers and AI-related technology stocks. Markets in Hong Kong and South Korea were closed for holidays. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

4,152.57

39.67

0.96

Hang Seng

--

--

--

Jakarta Composite

6,206.35

44.30

0.71

KLSE Composite

1,708.50

-4.17

-0.24

Nikkei 225

65,158.19

1,819.12

2.87

Straits Times

5,070.55

2.40

0.05

KOSPI Composite

--

--

--

Taiwan Weighted

43,644.40

1,376.43

3.26

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