Markets Cheer RBI Dovish Stance; Sensex Soars 700+ Points, Nifty Nears 24,850

📰Daily Market Wrap-Up by Stock Whisperers- October 01, 2025

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thestock whisperers
October 01, 2025

October 01, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex surged 715.69 points (+0.89%) to close at 80,983.31, recovering from an 8-day slump.

  • The Nifty gained 225.20 points (+0.92%) to 24,836.30, reclaiming 24,800.

  • Midcap index rose 0.9%, and Smallcap index added 1%, showing broad-based strength.

  • Except PSU Bank, all other sectors ended in the green, with Private Bank, Realty, Pharma, IT, and Media up 1-4%.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹1,605.20 crore

  • Domestic Institutional Investors (DII): Bought ₹2,916.14 crore

Robust DII buying countered FII outflows, powering the day's rally.

📊📑 Important Observations and Market Sentiments: Editor Special

  • The Indian equity market posted a broad-based rally, with the RBI’s policy decision in line with expectations but featuring a more constructive tone than June’s, lifting sentiment. The dovish stance, upward GDP growth revision from 6.5% to 6.8% for FY26, and five targeted lending measures (e.g., relaxed capital exposure norms, enhanced infrastructure financing) reinforced confidence.

  • Banking and consumer stocks led gains, while autos advanced on healthy sales. The rebound signals improving sentiment and a potential shift, though global uncertainties (50% US tariff) persist. Analysts expect Nifty to consolidate around 24,800–25,000, with support at 24,700—watch trade talks.

❓ DO YOU KNOW?

The RBI’s FY26 inflation forecast was revised down to 2.6% from 3.1%, opening space for easing, while GDP upgrades reflect GST 2.0 and public capex impacts.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Tata Motors, Shriram Finance, Kotak Mahindra Bank, Trent, and Sun Pharma

  • Top Losers: Bajaj Finance, Tata Steel, SBI, UltraTech Cement, and Bajaj Auto

  • Pharma shares snapped a 7-day losing run, rising up to 3.5% (Sun Pharma, Laurus Labs) on a Pfizer-Trump deal, with ICICI Direct noting tariff respite negotiations.

  • Shriram Finance jumped over 5% on reports of a 20% stake sale to Mitsubishi UFJ for ₹23,200 crore; the company clarified speculation but shares rose.

  • KPIT Tech rose 3% after assuring margin guidance amid a big fall, maintaining FY26 projections with no risk to client renewals.

  • VBAP Holdings offloaded a 1.4% stake in Awfis Space Solutions, its third sale this quarter (from 5.92% in June).

  • BMW Ventures listed 25% lower on NSE debut, at ₹80 on BSE (market cap ₹693.72 crore).

  • EPack Prefab made a weak debut, down 7.4% from IPO price (₹204), listing at ₹186.10 on BSE and ₹183.85 on NSE.

  • Jain Resource Recycling listed 37% higher on NSE, at ₹265.25 on BSE (market cap ₹9,153.40 crore).

  • LG Electronics IPO opens October 7, with a full OFS of up to 10,18,15,859 shares by the Korean parent.

Markets Eye Fresh Triggers: Fed Cut Tailwinds, US Jobs Data & India-US Deal Buzz to Steer the Week Ahead

Weekly Stock Markets Rundown: September 29 To 3 October 2025

The week of September 29-October 3, 2025, follows a corrective close with Sensex at 82,323.62 and Nifty at 25,202.35, pressured by sector selloffs but buoyed by global records and trade progress. US Labor Day holiday kicks off a data-packed stretch, with ISM PMI (Sep 30), ADP jobs (Oct 1), and non-farm payrolls (Oct 3) in focus, alongside India's PMI final. FII outflows continue, but DIIs stabilize; India-US deal hopes and exemptions mitigate risks. Nifty eyes 25,200 breakout above 25,000 support—opportunities in banking, IT, pharma, and autos amid easing signals.

👀Stocks to Focus:

  • Sun Pharma: Tariff relief to monitor.

  • Shriram Finance: Stake sale speculation to watch.

  • EPack Prefab: Weak debut impact to observe.

📝Summary:

Indian markets rallied 0.9%, with Nifty at 24,836, post-RBI’s dovish pause at 5.5% repo rate and GDP upgrade to 6.8%. Private Banks and Realty led, while PSU Banks lagged. DII buying offset FII outflows—focus on trade talks and Q2 GDP!

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Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.