.png){kind=logo}
Sensex gained 390 points to 80,658, Nifty climbed 111 to 24,722, led by strong banking sector momentum.
Repo rate held at 5.5%, with reduced NBFC risk weights on infra lending and higher IPO financing limits.
DIIs pumped in ₹5,761 crore offsetting FIIs’ selling, while HUDCO and M&M reported strong business growth.
Indian stock market today saw a recovery as Sensex advanced 390.46 points to 80,658.08, up by 0.49 %. At the same time, Nifty 50 climbed 111 points to 24,722.10, surging 0.45 %. Banking stocks led the rally, with Nifty Bank index soaring 483.80 points or 0.89 % to reach 55,119.65. BSE Smallcap index gained 124.41 points to 52,319.50, reflecting a 0.24 % rise, showing a marketwide strength.
Share market news highlighted mixed sectoral performance. The stock market today saw buying interest concentrated in oil and gas, realty, and pharmaceutical sectors. Meanwhile, information technology, metals, PSU banks, FMCG, and consumer durables witnessed selling pressure. Nifty IT index declined 38.85 points, dropping 0.12 % to 33,616.25. Let’s explore how the market performed today based on Moneycontrol Live Updates.
Among the top gainers on Nifty 50, Trent led the pack with a surge of 3.22 % to Rs. 4,828. It was followed by Tata Motors, which jumped 3.06 % to Rs. 701. Kotak Mahindra Bank advanced 2.38 % to Rs. 2,040.10, while Shriram Finance and Sun Pharma gained 2.19 % and 2.17 % respectively.
On the other hand, Bajaj Finance topped the loser list on Nifty 50, falling 1.30 % to Rs. 985.95. Maruti Suzuki shed 0.95 % to Rs. 15,876, while Larsen & Toubro, Tata Steel, and Asian Paints declined between 0.82 % and 0.86 %.
A key highlight of the Indian stock market today was the Reserve Bank of India's monetary policy announcement. The repo rate remained unchanged at 5.5 % with a neutral policy stance. The Marginal Standing Facility and Standing Deposit Facility rates were also kept steady at 5.75 % and 5.25 % respectively.
RBI Governor Sanjay Malhotra also announced regulatory changes cutting risk weights on NBFC lending to high-quality infrastructure projects. This move triggered a sharp rally in infrastructure financing stocks, with HUDCO, IREDA, PFC, and REC surging between 3 and 5 %. Moreover, the central bank also increased the IPO financing limit to Rs. 25 lakh per investor from the previous Rs. 10 lakh. Thus, promoting more retail participation in primary markets.
Also Read: IndusInd Bank Share Price Rises 1.80% to ₹725.60 amid Governance Buzz
Foreign Institutional Investors offloaded Rs. 2,327.09 crore worth of equities on September 30. However, Domestic Institutional Investors offered support by pumping in Rs. 5,761.63 crores. Hence, it helps offset foreign selling pressure and maintain market stability.
HUDCO achieved loan sanctions of Rs. 92,709.60 crore for the half-year ended September 2025, according to CNBC TV18. The company's loan disbursements reached Rs. 25,838.45 crore in this period, with second-quarter disbursements showing 43.55 % growth year-on-year. HUDCO shares jumped 4.02 % to Rs. 232.70 as a result.
According to The Economic Times, Mahindra & Mahindra announced strong sales growth, with overall auto sales for September 2025 reaching 100,298 vehicles, a 16 % year-on-year surge including exports. The utility vehicles sector was up 10 % growth in domestic sales, while commercial vehicles saw an 18 % rise.
Shriram Finance shares were on an upward momentum for the third consecutive day, gaining 1.59 % to Rs. 626.20. The hike followed reports of Mitsubishi UFJ Financial Group's potential 20 % stake acquisition as per a Reuters report.
Mint reported that Adani Total Gas saw its Chief Financial Officer Parag Parikh resign effective September 30. The company is currently in the process of appointing a replacement. Despite this, Adani Total Gas share price rose 0.58 % to Rs. 628.80.
Oil India signed a Memorandum of Understanding with GAIL India to strengthen cooperation across the natural gas value chain, as reported by CNBC TV18. Hence, it aims to expand access to cleaner energy nationwide.
Indian rupee traded slightly higher at 88.72 per dollar compared to the previous close of 88.78, showing strength despite global uncertainties. Meanwhile, gold prices hit record highs on US government shutdown risks and rate-cut expectations, with the precious metal gaining over 47 % this year.
Also Read: Stock Market Update: Bank Nifty Rises 174 Points, But Remains Below Key Moving Averages
The stock market today showed strength, supported by banking sector surge and infrastructure financing reforms. With domestic institutional buying cushioning foreign outflows and corporate earnings showing positive momentum, near-term market sentiment seems cautiously optimistic. Investors should keep an eye on global cues and upcoming earnings announcements for further direction.
1. Why did the Sensex and Nifty rise today?
The Sensex and Nifty gained due to strong performance in banking stocks and optimism from RBI’s policy stance. Stable repo rates and reduced lending risk weights for infra projects boosted confidence, alongside positive corporate earnings momentum.
2. How did RBI’s monetary policy impact the market?
RBI maintained its repo rate at 5.5% and neutral stance, which reassured investors of stability. The move to reduce NBFC lending risk weights for infra projects further encouraged long-term growth, sparking a rally in financing stocks.
3. Why did banking stocks rally more than other sectors?
Banking stocks rallied because the RBI’s reforms directly benefit credit expansion, particularly towards infrastructure. With lower risk weights, NBFCs and banks can lend more aggressively, improving earnings visibility and sector profitability in the near term.
4. What role did FIIs and DIIs play in today’s session?
FIIs continued selling equities worth ₹2,327 crore, but DIIs absorbed the pressure by investing ₹5,761 crore. This counterbalance ensured market stability, showing strong domestic institutional support despite global uncertainty and foreign outflows.
5. Which corporate updates influenced market sentiment?
Key corporate updates like HUDCO’s robust loan growth, Mahindra & Mahindra’s double-digit sales jump, and Shriram Finance’s stake acquisition buzz lifted sentiment. Even Adani Total Gas remained resilient despite CFO resignation, reflecting investor focus on fundamentals.
Join our WhatsApp Channel to get the latest news, exclusives and videos on WhatsApp
_____________
Disclaimer: Analytics Insight does not provide financial advice or guidance on cryptocurrencies and stocks. Also note that the cryptocurrencies mentioned/listed on the website could potentially be scams, i.e. designed to induce you to invest financial resources that may be lost forever and not be recoverable once investments are made. This article is provided for informational purposes and does not constitute investment advice. You are responsible for conducting your own research (DYOR) before making any investments. Read more about the financial risks involved here.
