- The BSE Sensex opened strong at 79,728, slipped to an intra-day low of 79,253, but recovered and ended at 79,596, gaining 187 points on the day.
- The Nifty 50 index dipped to 24,072 but climbed back to close at 24,167, a gain of 42 points (0.2%).
Over the last six sessions, the Sensex has jumped by 5,749 points (7.8%), while the Nifty has surged 1,768 points (7.9%)—a solid upward trend, supported mainly by FMCG and private banks.
The broader markets outperformed with MidCap and SmallCap indices gaining up to 0.8%, and overall market breadth remained strong with 2,500 advancing stocks vs 1,500 declining ones on the BSE.
Impact on the stock market
Different sectors told different stories on Tuesday:
- BSE Realty Index rose 2.4%, making it the star performer of the day.
- FMCG stocks gained 1.9%, powered by strong showings from giants like ITC and Hindustan Unilever.
- Consumer Durables moved up by 1.4%, reflecting sustained retail sentiment.
However, not all was rosy:
- IT and Power indices slipped in red, with stocks like Infosys and Power Grid dragging the momentum.
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| Sector/Index | Performance |
| IT & BPM sector | -0.57% |
| Healthcare sector | 0.80% |
| Oil & Gas sector | -0.04% |
| Real estate sector | 2.42% |
| PSU Bank in India | 0.75% |
Top gainers today
| Company | Price (in Rs) | Change % |
| ITC Share price | 433.60 | 2.54 |
| HUL Share price | 2,398.70 | 2.03 |
| M&M Share price | 2,817.10 | 1.92 |
| HDFC Bank Share price | 1,961.70 | 1.80 |
| Jio Financial Share price | 250.56 | 1.70 |
Top losers today
| Company | Price (in Rs) | Change % |
| IndusInd Bank Share price | 787.50 | -4.91 |
| Power Grid Corp Share price | 312.55 | -2.33 |
| Hero Motocorp Share price | 3,833.60 | -2.13 |
| Infosys Share price | 1,422.80 | -1.94 |
| Wipro Share price | 234.15 | -1.80 |
Market aftermath: Impact on stocks
FMCG giants rally
FMCG stocks had a standout day, with Hindustan Unilever and ITC both rising by more than 2%. The Nifty FMCG index was the top performer, climbing 1.7%, driven by strong buying in key stocks. Colgate-Palmolive surged 5.12%, hitting a high of ₹2,674.20, making it the top gainer in this segment. Other stocks like Emami and Radico Khaitan also recorded solid gains, further boosting investor confidence in the sector.
FMCG stocks tend to be defensive plays, especially in times of market uncertainty, and today’s rally reflected investor preference for stability in the face of global uncertainties.
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Mahindra Logistics: Narrower loss, but not out of the woods
Mahindra Logistics stock rose 4% today after posting a narrower consolidated loss of ₹67.5 crore in Q4FY25, compared to ₹128.5 crore a year ago.
Key metrics:
- Revenue up 8.2% YoY.
- Supply chain management (SCM) grew 8.7%, while the mobility business saw a 1.3% uptick.
- Losses in its express commerce unit, Rivigo, have reduced to ₹116 crore from ₹134 crore last quarter.
With an improving margin profile and Rivigo’s EBITDA breakeven expected by Q2FY26, investor sentiment appears cautiously optimistic.
Brokerages like ICICI Securities upgraded the stock to ‘Add’, adjusting their target to ₹350, now valuing it based on EV/EBITDA instead of P/E.
Banking stocks surge on RBI’s liquidity push
Banking stocks led the Nifty Bank index rally, which surged to an all-time high of 55,961, thanks to the Reserve Bank of India’s (RBI) liquidity-enhancing measures. The Bank Nifty continued its strong performance as RBI Governor Sanjay Malhotra initiated a series of reforms, including repo rate cuts and changes to the liquidity coverage ratio (LCR). These measures have brought renewed optimism for India’s financial sector.
Key banks like ICICI Bank and HDFC Bank saw their shares climb significantly, contributing over 300 points to the Nifty’s gains. The banking sector now represents nearly 22% of the Nifty and continues to be a major driver of the market’s recovery.
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Crude oil futures decline on easing supply concerns
Crude oil futures bounced back slightly on Tuesday after falling over 2% on Monday, thanks to global uncertainties triggered by US tariffs and a rate cut.
- Brent crude rose 0.56% to $66.63.
- WTI crude gained 0.67% to $62.83.
- On MCX, May crude futures climbed 0.62% to ₹5,369, while June futures were up 0.72% to ₹5,340.
Despite this uptick, crude oil markets are still nervous. US President Trump’s repeated pressure on the Fed to cut rates, and speculation over firing Fed Chair Jerome Powell, have left the global market jittery.
Add to that the nuclear negotiations between the US and Iran, and you have a recipe for continued volatility in crude and commodities.
Conclusion
The Indian stock market closed in the green for the sixth consecutive day—but the undertone is cautiously optimistic. While FMCG and private banking stocks are leading the charge, cracks are visible in the form of muted earnings forecasts, sectoral stress, and global headwinds.
- Nestlé and HUL are signalling earnings pressure.
- Mahindra Logistics is on the path to recovery, but competition looms large.
- Global crude volatility could spill over into input costs, affecting multiple industries.
As we move deeper into the earnings season, investors should brace for surprises—and not all of them will be pleasant.
For more stock market insights, check out the StockGro blog.
