Category Archives: Mid-Day Market Update

Dalal Street cheers on RBI’s Christmas gift

As expected, Nifty and Bank Nifty climb after RBI slashes the repo rate by 25 bps to 5.25%.

Nifty (+74, 26109)
Sensex (+253, 85518)
Bank Nifty (+301, 59312)

NIFTY (CMP 26109):

SUPPORT: 25901/25700
RESISTANCE: 26321/26750
RANGE: 26000-26200
BIAS: Neutral

SECTOR GAINER:

NIFTY IT (+1.26%)
NIFTY REALITY (+0.96%)
NIFTY PSU BANKS (+0.66%)

SECTOR LOSER:

NIFTY MEDIA (-0.60%)
NIFTY CON DURABLES (-0.50%)
NIFTY METAL(-0.52%)

STOCKS IN SPOTLIGHT:

1) Reliance Begins Work on Draft Prospectus for Jio Platforms Listing!

Reliance Industries (-0.91%) edges lower even after reportedly begun work on the initial draft prospectus for the long-awaited Jio Platforms IPO, marking a key step toward what could become one of India’s largest-ever listings.

2) Zen Technologies (+2.09%, ₹1,403.90) rallied after securing a ₹120-crore defence order from the Ministry of Defence.

The company, known for its defence training and anti-drone solutions, continues to expand its tech-driven portfolio with over 180+ patent filings and 1,000+ systems deployed globally.

Financially, Zen posted a Q2 FY26 net profit of ₹59.4 crore (↓5.2% YoY, ↑24.4% QoQ) on revenues of ₹198.9 crore (↓20.6% YoY, ↑10.5% QoQ).

(Source: capitalmarket)

KEY THEMES FOR THE DAY:

What the Rate Cut Means for the Stock Market

RBI’s 25 bps rate cut to 5.25% is broadly positive for equities as it lowers borrowing costs, improves liquidity, and boosts economic sentiment. Historically, rate cuts tend to re-rate growth sectors and revive consumption cycles.

Sectors Likely to Benefit the Most:
1) Banking & Financials (Immediate Beneficiary)
• Lower cost of funds improves margins for banks.
• Credit demand for retail loans (home, auto, personal) typically rises.
• NBFCs gain even more due to high dependence on borrowed funds

2) Real Estate & Homebuilding
• Reduced mortgage rates can revive housing demand.
• Developers benefit from lower financing costs and improved affordability.

3) Automobiles (Consumer Discretionary)
• Auto loans get cheaper.
• Helps revive demand for passenger vehicles, 2-wheelers and commercial vehicles.

4) Capital Goods & Infrastructure
• Lower financing costs support capex recovery.
• Infra and construction companies benefit from improved liquidity and easier project funding.

5) Rate-Sensitive Midcaps & Smallcaps:
• Lower interest costs improve profitability.
• Liquidity inflows generally chase high-beta pockets post rate cuts.

6) FMCG & Consumer Durables:
• Improved disposable income + cheaper EMIs = stronger consumption momentum.
• Big boost during festival-driven months.

7) Neutral-to-Mixed Impact
IT & Pharma:
• Beneficial indirectly via macro sentiment,
• But a weaker rupee (INR at 90+) offsets the impact and actually supports export-heavy IT.

Likely Laggards:

1) PSU Banks with large G-Sec books
• Bond yields may fall after rate cuts; MTM gains possible but uncertain.
• Profit impact depends on treasury positioning.

2) Commodities / Metals
• Rate cuts do not have a direct impact; global cues matter more.

Top Index Gainers:
BAJFINANCE (+1.99%)
INFY(+1.77%)
SRIRAMFIN(+1.70%)
BAJAJFINSV (+1.55%)
HCLTECH (+1.47%)

Top Index Losers:
INDIGO (-2.92%)
HINDUNILVR (-2.37%)
AXISBANK(-0.84%)
TRENT (-0.77%)
SUNPHARMA (-0.61%)

11:00 AM GLOBAL UPDATE:

Dow Futures: (+50, 47900)
Nasdaq 100 Futures (+112, 25693)

Nikkei (-605, 50423)
Hang Seng (-27, 25909)

Dollar Index (-0.05%, 99.01
WTI OIL (-0.03%, 59.51)
Gold (-3, 4205)

Securities in Ban for Trade Date: Friday, December 5th 2025
SAMMAANCAP
BANDHANBNK

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty wavers in early trade with positive bias, suggesting that bullish consolidation may remain the dominant theme in what’s likely to be a choppy, range-bound session.

Nifty (+32, 26018)
Sensex (+111, 85217)
Bank Nifty (-21, 59323)

NIFTY (CMP 26018):

SUPPORT: 25871/25703
RESISTANCE: 26157/26327
RANGE: 25900-26100
BIAS: Neutral

SECTOR GAINER:

NIFTY IT (+0.86%)
NIFTY METAL (+0.43%)
NIFTY AUTO(+0.37)

SECTOR LOSER:

NIFTY MEDIA (-0.47%)
NIFTY CON DURABLES (-0.36%)
NIFTY HEALTH INDEX (-0.25%)

STOCKS IN SPOTLIGHT:

1) Commanding attention are reports that Russian President Vladimir Putin is expected to arrive in New Delhi at around 4:30 PM on Thursday, 4 December, according to news agency PTI.

Defence stocks are likely to remain in the spotlight as Russian President Vladimir Putin begins his first visit to India in four years.

The strategic dialogue is expected to centre around advanced defence cooperation, with particular focus on the S-500 Prometheus missile system, a next-generation upgrade over the S-400 platform currently being inducted.

During discussions with Russian Defence Minister Andrey Belousov, the Indian delegation is expected to emphasize timely delivery of pending military hardware, while also exploring options for future procurement, including the S-500, as widely reported in the media.

Bottom line: Heightened geopolitical engagement and potential big-ticket defence deals could keep sentiment buoyant across defence manufacturing and allied sectors.

(Source: liveMint)

2) Interglobal Aviation (-2.21%, 5472) tumbles after IndiGo cancelled over 100 flights on December 3, 2025, across major airports — Delhi, Mumbai, Hyderabad, Bengaluru — with scores of additional delays.

The root cause: a combination of factors — primarily a crew shortage triggered by new regulatory norms on flight-duty time (FDTL), which came into effect recently.
(Source: thefederal.com)

Indian Energy Exchange (IEX) (+0.89%, 150) continues to trade with positive bias as the firm has achieved monthly electricity traded volume (excluding TRAS) of 11,409 MU in November’25, marking an 17.7% increase on year-on-year basis.

3) Key Positive Catalysts for IEX

a) Strong Volume Momentum:
IEX clocked 11,409 MU of electricity traded volume (ex-TRAS) in November 2025, marking a robust 17.7% YoY growth — reinforcing sustained demand recovery and improved market liquidity.

b) Rising Short-Term Power Demand:
Higher industrial activity, early winter load pickup, and continued supply constraints in certain regions are pushing more participants toward short-term power markets, directly benefiting IEX’s core trading volumes.

c) Improving Market Participation:
Increasing buyer participation from state distribution companies and large commercial/industrial consumers is strengthening price discovery and boosting day-ahead and real-time market volumes.

(Source: CNBCTV18)

4) Biocon Limited (-2.93%, ₹398) surrendered all of its recent gains after news broke that the company’s Board will meet on Saturday, December 6, 2025, to evaluate key strategic proposals that could significantly influence its growth trajectory and shareholder value.

The marquee agenda item is a potential capital infusion into Biocon Biologics, the company’s unlisted biosimilars arm. The proposal — likely via direct cash investment or preferential allotment — aims to strengthen Biocon’s stake while ensuring adequate capital for long-term expansion, regulatory filings, and global commercial rollout plans.

This development comes on the heels of a major breakthrough for Biocon Biologics, which has signed a settlement agreement with Amgen Inc. The deal clears the pathway for the commercialization of its Denosumab biosimilars — Vevzuo and Evfraxy — across Europe starting December 2, 2025, with additional global markets set to open up thereafter. Although financial and commercial terms remain undisclosed, the settlement is widely seen as a meaningful step in unlocking value from the biosimilars franchise.

However, despite strong fundamentals, today’s correction indicates that investors remain cautious ahead of the Board’s decision, with concerns centered around near-term dilution, funding structure, and the potential impact on Biocon’s balance sheet.

(Source: Moneycontrol)

KEY THEMES FOR THE DAY:

1) A key RBI policy decision and US payrolls on December 5 — potentially a major volatility trigger.

2) Geopolitics enters the frame with Putin’s India visit (Dec 4–5),

Top Index Gainers:
TCS (+1.19%)
HCLTECH (+1.03%)
EICHERMOT (+0.88%)
HINDALCO (+0.70%)
JSWSTEEL (+0.65%)

Top Index Losers:
INDIGO (-1.07%)
HINDUNILVR (-0.94%)
TITAN (-0.72%)
HDFCLIFE (-0.63%)
POWERGRID (-0.63%)

10:00 AM GLOBAL UPDATE:

Dow Futures: (+77, 47960)
Nasdaq 100 Futures (-10, 25597)

Nikkei (+655, 50520)
Hang Seng (+56, 25816)

Dollar Index (+0.11%, 99.01)
WTI OIL (+0.13%, 59.26)
Gold (-7, 4196)

Securities in Ban for Trade Date: Thursday, December 4th 2025
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty trades with smart gains in early action, with bulls eyeing a solid start to December. Bank races above psychological 60000 mark.

Nifty (+71, 26274)
Sensex (+236, 85970)
Bank Nifty (+293, 60046)

NIFTY (CMP 26274):

SUPPORT: 26171/26001
RESISTANCE: 26351/26750
RANGE: 26000-26350
BIAS: Positive

SECTOR GAINER:

NIFTY PSU BANK (+1.06%)
NIFTY METAL (+0.87%)
NIFTY AUTO(+0.83%)

SECTOR LOSER:

NIFTY FMCG (-0.37%)
NIFTY PHARMA (-0.38%)
NIFTY HEALTH INDEX (-0.29%)

STOCKS IN SPOTLIGHT:

1) Godrej Properties (+0.26%) inches higher after it emerges as highest bidder for nearly 5-acre land parcel that is based in Neopolis, Kokapet, Hyderabad.

2) ICICI Bank rose 0.11% after the bank said that its board has allotted 3,945 non-convertible debentures (NCDs) aggregating to Rs 3,945 crore, on a private placement basis. The bonds offer a coupon rate of 7.40% and a tenor of 15 years, with maturity on 28 November 2040.

KEY THEMES FOR THE DAY:

1) Nifty scales fresh all-time-high as bulls eye continuation of the benchmark’s three-session week winning streak.

2) New milestones/records as of writing:

Nifty: 26,325.80
Sensex: 86,159.02
Bank Nifty: 60,114.05

3) The sentiment boost comes from the standout macro print: India’s Q2 FY26 GDP growth surged to 8.2%, driven by resilient consumption trends and broad-based sector momentum — a clear signal of economic strength.

4) However, celebrations may face a ceiling on excessive upside as FIIs remained net sellers on Friday, offloading equities worth ₹3,659 crore — a reminder that global risk appetite is still uneven.

5) Meanwhile, the street will closely track November auto sales data, which could set the tone for sectoral leadership as December begins.

6) Additionally, all eyes are on today’s release of November GST collection figures, which will serve as a key macro pulse-check on consumption, economic momentum, and festive-season demand strength.

Top Index Gainers:
ADANIPORTS (+1.50%)
JSWSTEEL (+1.35%)
KOTAKBANK(+1.29%)
TMPV(+0.98%)
ETERNAL (+0.95%)

Top Index Losers:
ITC (-0.88%)
TATACONSUM (-0.76%)
BAJFINANCE (-0.75%)
TITAN (-0.57%)
ASIANPAINT (-0.49%

10:10 AM GLOBAL UPDATE:

Dow Futures: (-202, 47514)
Nasdaq 100 Futures (-227, 25208)

Nikkei (-929, 49325)
Hang Seng (+184, 26043)

Dollar Index (-0.12%, 99.43)
WTI OIL (+0.07%, 59.46)
Gold (+17, 4235)

Securities in Ban for Trade Date: Monday, December 1st 2025
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty edges above the dotted line, with bulls eyeing a solid finish to November.

Nifty (+35, 26249)
Sensex (+145, 85865)
Bank Nifty (-11, 59726)

NIFTY (CMP 26249):

SUPPORT: 26171/26001
RESISTANCE: 26351/26750
RANGE: 26150-26350
BIAS: Positive

SECTOR GAINER:

NIFTY AUTO (+0.52%)
NIFTY METAL (+0.30%)
NIFTY FMCG (+0.22%)

SECTOR LOSER:

NIFTY PSE (-0.53%)
NIFTY OIL&GAS (-0.41%)
NIFTY REALITY (-0.31%)

STOCKS IN SPOTLIGHT:

1) Oriental Rail Infrastructure (+1.59%)
Subsidiary Oriental Foundry secured an order worth ₹2.55 crore from North Western Railway for manufacturing and supplying 762 coupler bodies with shank wear plates for wagons.

2) Zydus Lifesciences (+1.59%)
Received tentative USFDA approval for Empagliflozin + Linagliptin tablets (10mg/5mg & 25mg/5mg), used in diabetes treatment.

3) Rajratan Global Wire (+0.15%)
Signed a shareholders’ agreement to invest ₹1.44 crore in Lilac Ecoenergy for captive solar/wind renewable power generation.

(Source businessstandard, economic times, capitalmarket)

KEY THEMES FOR THE DAY:

All Eyes on Key Macro Events

1) Investors are awaiting India’s Q2FY26 GDP print due later today, which will provide fresh cues on the economy’s growth trajectory.

2) Positioning has also begun ahead of the RBI’s final policy meeting of 2025 (Dec 3–5), where markets broadly expect a 25-bps rate cut, supported by repeated downside surprises in headline CPI inflation.

3) Meanwhile, on the global front, expectations for a December US Fed rate cut have strengthened again. Futures positioning indicates traders now see a high probability of easing when the Fed meets on December 9–10—adding fuel to the risk-on sentiment.

4) The IMF’s move to reclassify the rupee’s exchange rate regime from “floating” to “crawl-like”—driven by reduced RBI intervention—signals improving currency stability and market predictability, further strengthening sentiment.

Top Index Gainers:
M&M (+1.85%)
ADANI ENTERPRISES (+1.38%)
RELIANCE (+0.80%)
MAXHEALTH (+0.64%)
HUL (+0.63%)

Top Index Losers:
HDFC LIFE (-0.72%)
BAJAJ AUTO (-0.69%)
AXIS BANK (-0.47%)
POWERGRID (-0.43%)
TMPV (-0.41%)

10:00 AM GLOBAL UPDATE:

Dow Futures: (+83, 47508)
Nasdaq 100 Futures (+66, 25909)

Nikkei (-22, 50143)
Hang Seng (-37, 25908)

Dollar Index (-0.12%, 99.43)
WTI OIL (-0.04%, 59.06)
Gold (+25, 4185)

Securities in Ban for Trade Date: Friday, November 28th 2025
NIL

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty hits a fresh all-time high of 26,295.55, riding strong global momentum.

Meanwhile, the BSE Sensex is still short of its all-time high of 85,978.25 — but sentiment suggests it may not be far behind.

Nifty (+41, 26246)
Sensex (+165, 85775)
Bank Nifty (+140, 59668)

NIFTY (CMP 26246):

SUPPORT: 26171/26001
RESISTANCE: 26351/26750
RANGE: 26150-26350
BIAS: Positive

SECTOR GAINER:

NIFTY DEFENCE (+0.43%)
NIFTY MEDIA (+0.31%
NIFTY METALS (+0.18%)

SECTOR LOSER:

NIFTY OIL&GAS (-0.48%)
NIFTY PSU BANKS (-0.42%)
NIFTY CONSUMER DURABLES (-0.43%)

STOCKS IN SPOTLIGHT:

1) Asian Paints gained 0.45% after its step-down subsidiary, Berger Paints Emirates (L.L.C), announced plans to set up a second manufacturing facility in the UAE with an investment of AED 140 million (~₹340 crore) and an initial capacity of 55,800 KL per annum. (CAPITALMARKET)

2) Havells India inched up 0.03% as its board approved acquiring a 26% stake in Kundan Solar (Pali)—an SPV focused on developing and operating solar power projects.

KEY THEMES FOR THE DAY:

In the broader markets, the Nifty MidCap index advanced 0.16%, and the Nifty SmallCap index inched up 0.07%. (NSEINDIA)

Among sectors, the Nifty Metal index was the leading gainer on the NSE, rising 0.%. The Nifty Auto index was the second top gainer, up 0.35%. (NSEINDIA)

Investors are positioning ahead of the RBI’s final policy meeting of the year (Dec 3–5), where a 25 bps repo rate cut is widely anticipated.

The growing expectation comes on the back of consistent downside surprises in headline CPI inflation, strengthening the case for monetary easing.

FII Activity:

FPIs turned strong buyers on Wednesday, investing ₹4,778.03 crore. However, the broader trend remains cautious — FIIs have still net sold ₹12,449.39 crore so far in November.

For context:

• October: ₹2,346.89 crore sold
• September: ₹35,301.36 crore sold

(NSEINDIA)

Top Index Gainers:
BAJAJ FINANCE (+2.26%)
SHRIRAM FINANCE (+1.2%)
BAJAJ FINSERV (+1.19%)
ASIAN PAINTS (+1.13%)
LARSEN (+1.08%)

Top Index Losers:
ETERNAL (-1.21%)
HDFC LIFE (-1.2%)
EIECHER MOTORS (-0.97%%)
ONGC (-0.81%)
SBILIFE (-0.65%)

# 10:00 AM GLOBAL UPDATE:

Dow Futures: (+61, 47488)
Nasdaq 100 Futures (+43, 25280)

Nikkei (+545, 50103)
Hang Seng (+87, 26015)

Dollar Index (-0.12%, 99.43)
WTI OIL (-0.45%, 58.38)
Gold (-11, 4151)

Securities in Ban for Trade Date: Thursday, November 27th 2025*
NIL

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty marches higher, reclaims 26000 mark. Bulls now aim and set sights on Nifty’s all-time-high at 26277.35 mark.

Nifty (+205, 26090)
Sensex (+613, 85200)
Bank Nifty (+667, 59488)

NIFTY (CMP 26090):

SUPPORT: 25971/25871
RESISTANCE: 26277/26750
RANGE: 25900-26200
BIAS: Positive

SECTOR GAINER:

NIFTY METAL (+1.79%)
NIFTY PSU BANKS (+1.76%
NIFTY CONSUMER DURABLES (+1.27%)

SECTOR LOSER:

STOCKS IN SPOTLIGHT:

1) Bharti Airtel (-2.25%) misses on the Gravy train amidst a block deal | Indian Continent Investment likely to sell ₹7,100-crore stake.

2) NCC up 1.76% after winning a ₹2,062.71 crore contract to modernize Gauhati Medical College & Hospital.

3) Nelco jumped 3.70% after securing additional Unified License (VNO) authorization, enabling broader VSAT service offerings.

4) Zydus Lifesciences edged up 1.08% after receiving final USFDA approval for Verapamil ER tablets (120/180/240 mg).

KEY THEMES FOR THE DAY:

1) Nifty bulls are now sincerely hoping for the much-awaited follow-through buying.

2) Sentiment improves as FPIs turned buyers, investing ₹785.32 crore in yesterday’s otherwise weak session..

3) Renewed hopes of another Fed rate cut in December are lifting sentiment. According to CME FedWatch, markets now assign an 83% probability of a 25 bps cut, sharply higher from 50% just a week ago.

4) Oil falls to $58.2/barrel after reports of a revised Ukraine-Russia peace deal.

5) Investors await clearer signals on the India-US trade deal.

Top Index Gainers:
JSW STEEL (+3.24%)
HDFC LIFE (+2.65%)
ADANI PORTS (+2.24%)
TRENT (+2.19%)
TMPV (+2.11%)

Top Index Losers:
BHARTI AIRTEL (-2.09%)

# 10:15 AM GLOBAL UPDATE:

Dow Futures: (+114, 47224)
Nasdaq 100 Futures (+101, 25121)

Nikkei (+826, 49486)
Hang Seng (+119, 26013)

Dollar Index (+0.03%, 100.21)
WTI OIL (+0.43%, 58.25)
Gold (+31, 4161)

Securities in Ban for Trade Date: Wednesday, November 26th 2025*

SAIL
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty flirts above the dotted lines, but the early cautious optimism also looks fragile.

Nifty (+60, 26020)
Sensex (+190, 85090)
Bank Nifty (+190, 59026)

NIFTY (CMP 25996):

SUPPORT: 25871/25650
RESISTANCE: 26109/26277
RANGE: 25850-26100
BIAS: Neutral

SECTOR GAINER:

NIFTY REALITY (+1.20%)
NIFTY PSU BANKS (+0.83%)
NIFTY METALS (+0.78%)

SECTOR LOSER:

NIFTY MEDIA (-1.09%)
NIFTY IT (-0.31%)
NIFTY FMCG (-0.27%)

STOCKS IN SPOTLIGHT:

1) Paras Defence and Space Technologies climbed 1.48% to Rs 719.50 after the company signed a Memorandum of Understanding (MoU) with the Inter-University Accelerator Centre (IUAC), New Delhi. The collaboration aims to strengthen indigenous capabilities and support advanced technology development within the country’s strategic and scientific ecosystem.

2) Surya Roshni gained 2.16% after securing an order worth Rs 105.18 crore for the supply of spiral pipes with external 3LPE coating. The execution timeline for the order is set till 31 March 2026.

3) Housing & Urban Development Corporation (HUDCO) edged up 0.26% after it entered into an MoU with the National Institute of Urban Affairs (NIUA) to explore collaboration opportunities with multilateral funding agencies and other financing sources.

KEY THEMES FOR THE DAY:

Nifty bulls are still hoping for the much-awaited follow-through buying.

Volatility could be the hallmark of day’s trading as traders brace for November F&O expiry on Tuesday, November 25th 2025.

Technically speaking, Nifty’s upside breakout remains on the table — however, a meaningful confirmation now requires a close above the 26,109 level.

The most critical support zone to monitor is placed at 25,671, and a break below could shift sentiment firmly in favour of the bears.

For bullish traders, the Gyan Mantra is simple: Stay Cautious

The 2-Biggest Headwinds:

1) FIIs net sellers in November 2025 to the tune of ₹18,013 crores.

2) Investors await clearer signals on the India-US trade deal.

Top Index Gainers:
DR REDDYS LAB (+1.38%)
HINDALCO (+1.36%)
ETERNAL (+1.16%)
BEL (+1.08%)
RELIANCE (+1.05%%)

Top Index Losers:
TATA CONSUMER (-1.15%)
ADANI ENTERPRISES (-1.15%)
NESTLE (-1.12%)
TRENT (-0.91%)
WIPRO (-0.81%)

# 10:15 AM GLOBAL UPDATE:

Dow Futures: (-13, 46436)
Nasdaq 100 Futures (+16, 24890)

Nikkei (+329, 48950)
Hang Seng (+307, 26023)

Dollar Index (+0.03%, 100.21)
WTI OIL (-0.16%, 58.75)
Gold (+8, 4144)

Securities in Ban for Trade Date: Tuesday, November 25th 2025*

SAIL
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty kicks off the week in the green, but the early optimism looks fragile.

Nifty bulls are still hoping for the much-awaited follow-through buying.

Nifty (+32, 26100)
Sensex (+100, 85335)
Bank Nifty (+317, 59185)

NIFTY (CMP 26100):

SUPPORT: 25901/25741
RESISTANCE: 26277/27000
RANGE: 26000-26250
BIAS: Positive

SECTOR GAINER:

NIFTY IT (+1.38%)
NIFTY PRIVATE BANK (+0.60%)
NIFTY PSU BANK (+0.63%)

SECTOR LOSER:

NIFTY MEDIA (-0.35%)
NIFTY CON DURABLES (-0.37%)
NIFTY REALITY (-0.28%)

STOCKS IN SPOTLIGHT:

1) H.G. Infra Engineering jumped 3.19% after emerging as the L1 bidder, in partnership with Kalpataru Projects International, for a large metro project awarded by the Maharashtra Metro Rail Corporation (MMRCL) in Thane.

2) Lupin fell 1.41% after the company disclosed that the U.S. FDA completed an inspection at its Goa manufacturing facility between 10 and 21 November 2025.

3) Natco Pharma edged 0.47% lower after receiving seven observations in a Form 483 issued by the U.S. FDA following an inspection of its API plant in Manali, Chennai.

KEY THEMES FOR THE DAY:

Volatility could be the hallmark of day’s trading as traders brace for November F&O expiry on Tuesday, November 25th 2025.

Technically speaking, Nifty is signalling a massive breakout on the upside — the benchmark should hit its all-time-high (26277.35) sooner than later.

The Gyan Mantra is to stay optimistic as long as Nifty holds above the 25,741-support zone — dips remain buying opportunities in the near term.

The Biggest Headwinds:

FIIs turning sellers in the November 2025 to the tune of ₹13,841 crores.

Top Index Gainers:

TECHM (+3.11%)
WIPRO (+1.97%)
INFY (+1.84%)
EICHERMOT (+1.83%)
SHRIRAMFIN (+1.76%)

Top Index Losers:

BEL(-1.71%)
MAXHEALTH (-1.28%)
TMPV (-1.26%)
TRENT (-1.00%)
POWERGRID (-0.94%)

# 11:30 AM GLOBAL UPDATE:

Dow Futures: (+123, 46368)
Nasdaq 100 Futures (+208, 24448)

Nikkei (Closed, 48626)
Hang Seng (+506, 25726)

Dollar Index (+0.03%, 100.21)
WTI OIL (-0.16%, 57.97)
Gold (-16, 4045)

Securities in Ban for Trade Date: Monday, November 24th 2025*

SAIL
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Nifty nudges lower in early action.

Bulls are hoping for a rebound that will help Nifty retest and reclaim its all-time high of 26,277.35.

Nifty (-85, 26107)
Sensex (-337, 85295)
Bank Nifty (-319, 59029)

Nifty (CMP: 26107)

SUPPORT: 25977/25741
RESISTANCE: 26277/26577
TRADING RANGE (26050-26200)
BIAS: Positive

SECTOR GAINER:

NIFTY AUTO (+0.31%)

SECTOR LOSER:

NIFTY METAL (-1.30%)
NIFTY DEFENCE (-1.15%)
NIFTY REALITY (-0.94%)

STOCKS IN SPOTLIGHT:

1) Tata Consultancy Services (TCS) gained 0.26% after announcing a pact with TPG Terabyte Bidco to invest up to ₹18,000 crore in Hypervault, with plans to jointly develop AI data centers and supporting infrastructure.

2) HG Infra Engineering edged 0.31% lower after incorporating a wholly owned subsidiary — HG Clean Energy Solutions — aimed at entering the solar, green hydrogen, and battery storage segments.

3) Hyundai Motor India slipped 0.69% after the company invested an additional ₹21.5 crore in FPEL TN Wind Farm, raising its stake to 26.49%.

KEY THEMES FOR THE DAY:

The trading theme revolves around:

1) A sharp overnight slide on Wall Street is denting sentiments at Dalal Street.

2) Worries of an AI bubble has resurfaced on stock markets across the globe.

3) The biggest headwind for the day is the stronger-than-expected US jobs report, the first major release since the government shutdown, reinforcing expectations that the Federal Reserve will hold rates in December.

4) The Hang Seng is on track for a weekly drop of nearly 5%, reversing gains from the prior two weeks, with traders retreating from risk assets even after Nvidia’s strong earnings.

Top Index Gainers:

M&M (+1.14%)
EICHER MOTORS (+0.78%)
TMPV (+0.68%)
MARUTI (+0.67%)
BHARTI AIRTEL (+0.15%)

Top Index Losers:
HINDALCO (-1.93%)
JSW STEEL (-1.43%)
TATA STEEL (-1.36%)
ETERNAL (-1.17%)
ICICI BANK (-1.14%)

10.15 AM GLOBAL UPDATE:

Dow Futures: (+245, 45997)
Nasdaq 100 Futures (+56, 24110)

Nikkei (-1101, 48723)
Hang Seng (-594, 25241)

Dollar Index (-0.05%, 100.17)
WTI OIL (-1.25%, 58.25)
Gold (-20, 4056)

Securities in Ban for Trade Date: Friday, November 21st 2025*

SAIL
SAMMAANCAP

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.

Optimism prevails at Dalal Street with Nifty flirting with the 26,100 mark. Bank Nifty trades flat.

Nifty (+37, 26090)
Sensex (+127, 85314)
Bank Nifty (-52, 59164)

Nifty (CMP: 26090)

SUPPORT: 25977/25741
RESISTANCE: 26277/26577
TRADING RANGE (26000-26200)
BIAS: Positive

SECTOR GAINER:

NIFTY IT (+0.57%)
NIFTY DEFENCE (+0.57%)
NIFTY FMCG (+0.45%)

SECTOR LOSER:

NIFTY REALITY (-0.57%)
NIFTY MEDIA (-0.53%)
NIFTY PHARMA (-0.21%)

STOCKS IN SPOTLIGHT:

1) NBCC (India) gained 2.21% after securing a major ₹2,966.1 crore contract from the Nagpur Metropolitan Region Development Authority (NMRDA). The order involves providing project management consultancy services for the development of Naveen Nagpur under NMRDA Phase-1.

2) Info Edge (India) slipped 0.21% after the company announced that Chintan Thakkar will step down as Whole-time Director and CFO, effective 19 November. The firm further stated that Ambarish Raghuvanshi will assume charge as Interim CFO from 20 November until a successor is appointed.

3) NTPC Green Energy inched higher by 0.36% after signing an MoU with Singareni Collieries Company to jointly develop renewable energy projects.

KEY THEMES FOR THE DAY:

The trading theme revolves around:

1) Optimism revolves around Dalal Street this Thursday after Nvidia delivered a blockbuster earnings beat, reigniting optimism in the AI-led market rally.

“AI is going everywhere, doing everything,” declared CEO Jensen Huang — a statement that is further fueling risk-on sentiment across global markets.

The Next Big Catalyst:

The spotlight turns on Infosys amidst its biggest-ever share buyback opens on Thursday, Nov 20, and closes on Nov 26.

Size: ₹18,000 crore.
Buyback price: ₹1,800 per share — over 19% premium from the announcement day.

Top Index Gainers:

TECH MAHINDRA (+1.47%)
TATA CONSUMER (+1.16%)
ADANI ENTERPRSIES (+1.04%)
POWERGRID (+0.87%)
JIO FINANCIAL (+0.79%)

Top Index Losers:
HDFC LIFE (-1.29%)
DR REDDYS LAB (-0.86%)
MAXHEALTH (-0.75%)
ASIAN PAINTS (-0.89%)
MARUTI (-0.69%)

10.10 AM GLOBAL UPDATE:

Dow Futures: (+323, 46463)
Nasdaq 100 Futures (+480, 25121)

Nikkei (+13573, 49895)
Hang Seng (+37, 25868)

Dollar Index (-0.03%, 99.59)
WTI OIL (+0.31%, 59.49)
Gold (-1, 4077)

Securities in Ban for Trade Date: Thursday, November 20th 2025*

SAIL

Disclaimer/ Disclosure: The investments & trading ideas recommended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only after consulting with registered market intermediaries.