Markets Slip Further on Profit Booking and FII Outflows; IT, Auto Drag, FMCG Resilient

📰Daily Market Wrap-Up by Stock Whisperers- September 24, 2025

Author

thestock whisperers
September 24, 2025

September 24, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex fell 386.47 points (-0.47%) to close at 81,715.63, ending on a weak note.

  • The Nifty dropped 112.60 points (-0.45%) to 25,056.90, settling at 25,050.

  • Midcap index shed nearly 0.9%, and Smallcap index was down 0.5%, reflecting broader declines.

  • All sectoral indices ended in the red except FMCG, with Auto, IT, Media, Metal, Oil & Gas, and Realty down 0.5-2%.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹2,425.75 crore

  • Domestic Institutional Investors (DII): Bought ₹1,244.02 crore

DII inflows softened the impact, but FII outflows drove the downturn.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Indian markets saw profit booking for the third straight session post-GST reforms (effective September 22), as investors reassess valuations and Q2 earnings amid H-1B visa fee hikes ($100,000 cap) impacting IT. U.S. trade rhetoric and weak global cues (50% tariff) fueled caution, though a weakening rupee and structural reforms (monsoon, lower rates) maintain a constructive trend.

  • Analysts expect Nifty to consolidate around 25,000–25,200, with support at 24,900—watch trade negotiations and FII sentiment.

❓ DO YOU KNOW?

The rupee hit a record low of 84.15 against the dollar today, driven by U.S. tariff threats and Fed rate cut expectations, pressuring export sectors like IT.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: HUL, Nestle, NTPC, JSW Steel, and Power Grid

  • Top Losers: Tata Motors, Wipro, Bharat Electronics, Jio Financial, and Hero MotoCorp

  • Tata Motors was the top Nifty loser after JLR extended a production shutdown due to a cyberattack.

  • Bajaj Electricals rallied 7% after acquiring Morphy Richards’ brand rights in India for ₹146 crore, covering multiple South Asian markets.

  • Auto shares fell from record highs on profit booking, with Ashok Leyland and Tata Motors declining up to 3% despite recent GST-driven rallies.

  • L&T partnered with BEL to bid for the AMCA fifth-gen fighter aircraft program in the coming weeks, boosting defense sentiment.

  • VMS TMT shares nearly erased listing gains, hitting a 5% lower circuit on debut after an 11% grey market premium.

  • Shipping stocks like SCI, GRSE, and Mazagon Dock rose sharply as the Cabinet may consider ₹70,000 crore schemes to boost the sector.

Markets Ride Fed Cut Wave, All Eyes on India–US Trade Talks

Weekly Stock Markets Rundown: September 22-26, 2025

The week of September 22-26, 2025, builds on Nifty's surge above 25,100 and Sensex at 81,904.70, with Fed cut tailwinds and trade deal hopes driving optimism. Goyal's visit to the US (Sep 22) and the US PCE data (Sep 26) will be pivotal, alongside flash PMIs and earnings from Adani Green and HDFC Life. Nifty's bullish setup above 25,000 persists, supported by DIIs despite FII caution; September 24 eyed for momentum. Focus on renewables, consumer, insurance, and industrials amid easing inflation and global positivity.

👀Stocks to Focus:

  • Tata Motors: Cyberattack impact to monitor.

  • Bajaj Electricals: Brand acquisition to watch.

  • L&T: AMCA bid progress to observe.

📝Summary:

Indian markets fell 0.45%, with the Nifty at 25,056, as profit booking intensified following the post-GST reforms. FMCG gained, while Auto and IT lagged. DII buying offsets FII outflows—focus on trade talks and earnings next week!

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