25-8-2025

Indian equities closed higher on Monday, powered by strong gains in information technology stocks after US Fed Chair Jerome Powell signaled a possible rate cut next month. Sentiment was buoyant as the Nifty 50 briefly crossed the 25,000 milestone during the session.

At the close, the Nifty 50 gained 97.65 points (0.39%) to 24,967.75, while the Sensex advanced 329.05 points (0.40%) to 81,635.91.

Sectoral Performance

Top Gainer: Nifty IT surged 2.37%, closing above its 50-DEMA, led by Infosys, TCS, and HCL Tech. Lagging Sector: Nifty Media dropped 1.67% amid profit-taking. Metals gained nearly 1% on a weaker USD and demand optimism.

Stock Highlights

Infosys (+36.04 points), TCS (+19.42), and HCL Tech (+8.85) were the biggest contributors to the Nifty’s rise. ICICI Bank (-5.13 points), BEL (-2.28), and Nestle India (-1.52) were key drags. Mazagon Dock gained over 2% after the Centre cleared ₹70,000 crore submarine project negotiations, lifting defence stocks. Yes Bank rose 1.4% as the RBI approved SMBC’s stake acquisition. Nazara Technologies fell 3.5%, extending its losing streak post online gaming bill approval. Ola Electric rallied 2.92% on positive EV policy developments. Reliance Power & Reliance Infra fell up to 5% despite Anil Ambani distancing himself from the fraud probe.

Market Breadth & Internals

Advances: 1,414 | Declines: 1,614 | Unchanged: 82 (out of 3,110 traded stocks) 52-week Highs: 76 | 52-week Lows: 35 Upper Circuits: 114 | Lower Circuits: 85 Nifty Midcap 100: +0.12% | Nifty Smallcap 100: -0.04%

Today’s Top Volume Gainers (NSE)

(For educational purposes only, not investment advice)

Infosys, Yes Bank, Mazagon Dock, Ola Electric, TCS

Global Economic Calendar

US: New Home Sales, Fed official speeches Eurozone: Business Climate Index Japan: BOJ Core CPI data India: No major data releases today

What This Means for Investors

IT sector strength suggests resilience in large-cap tech amid global rate cut optimism. Defence and EV themes continue to attract policy-driven momentum plays. Mid and small caps showed volatility—investors should remain selective. Rate cut hopes globally could keep foreign inflows supportive in the near term.

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