POST-MARKET SUMMARY 1st October 2025

On October 1, Indian benchmark indices ended their 8-day losing streak with a strong performance, as the Nifty closed above 24,800. This followed the RBI's decision to maintain the repo rate at current levels, in line with market expectations. Additionally, the RBI lowered its inflation forecast to 2.6% and revised its GDP growth projection upwards to 6.8%.

While the repo rate decision was anticipated, the RBI also announced a series of market-friendly measures aimed at expanding bank lending to capital markets. Read more: RBI unveils market-friendly measures.

In the broader market, the BSE Midcap index gained 0.9% while the Smallcap index rose 1.2%. All sectors, except PSU Banks, ended in the green, with Private Banks, Realty, Pharma and Media sectors advancing by 1-4%.

The market will remain closed on October 2 due to Mahatma Gandhi Jayanti and Dussehra.

NIFTY: The index opened flat at 24,620 and made a high of 24,867 before closing at 24,836. Nifty has formed a long bullish candle on the daily chart. Its immediate resistance level is now placed at 24,890 while its immediate support is at 24,790.

BANK NIFTY: The index opened flat at 54,653 and closed at 55,347. Bank Nifty has formed a long bullish candle on the daily chart. Its immediate resistance level is now placed around 55,500 while immediate support is around 55,250.

Stocks in Spotlight

▪ Shriram Finance: Stock jumped 5% after a news report said Japan's Mitsubishi UFJ Financial Group (MUFG) is in advanced talks to acquire a 20% stake in the company..

▪ HG Infra Engineering: Stock jumped by over 3% after the company secured a Rs 925 crore contract for the Varanasi–Kolkata highway project.

▪ Indian Renewable Energy Development Agency: Stock gained over 2.5% after the company reported an 86% jump in loans sanctioned to Rs 33,148 crore for Q2. Additionally, loan disbursements grew by 54% YoY, reaching Rs 15,043 crore.

Global News

▪ European shares advanced, with healthcare stocks leading the rally following a U.S.-Pfizer deal that alleviated uncertainty in the sector. However, concerns about a potential delay in the release of U.S. monthly jobs data lingered.

▪ Oil prices steadied after falling for two consecutive days, as investors weighed OPEC+ plans for a larger output hike next month. Data from the U.S. and Asia pointed to signs of waning demand.

▪ Gold prices surged to a new record high, driven by safe-haven demand following the U.S. government shutdown and growing expectations of a Federal Reserve rate cut this month.

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