Stock Market 16-09-2025 Highlights: Market Rally Continues; Sensex and Nifty Close Higher as Auto, Media, and Realty Lead Gains

Market Close: Indian equity markets ended well. As on September 16, Nifty was up above 25,200, and Sensex was up almost 595 points higher to 82,380.69. Approximately, 2,294 shares had risen, 1,470 had fallen, and 131 had no change.

BSE Midcap and Smallcap indices were up by 0.6% each. Sectoral indices recorded a positive outcome except FMCG, with auto, realty, and telecom recording a positive gain of about 1 percent each. 

The best performing Nifty stocks were Kotak Mahindra Bank, L&T, Maruti Suzuki, Bharti Airtel, and Tata Steel. In the meantime, Asian Paints, Bajaj Finance, Nestle, Tata Consumer, and Shriram Finance were among the laggards. The market was widely strong and had investor confidence.

The Central Board of Indirect Taxes and Customs (CBIC) has provided an important clarification regarding GST on insurance. Individual life and health insurance policies purchased for personal use, either for oneself or for family members, are exempt from Goods and Services Tax (GST).

However, this relief does not apply to group insurance policies. That means if you are covered under a corporate or employer-provided insurance plan, GST will still be charged. This move is expected to benefit individuals directly paying for their own policies, but corporate and institutional coverage remains taxable under current rules.

Starting September 22, services such as salons, gyms, spas, and yoga classes will come under a mandatory 5% GST slab without the benefit of input tax credit (ITC).

This change, announced by the Central Board of Indirect Taxes and Customs (CBIC), replaces the earlier option where these services could choose to pay 18% GST with ITC.

The new rule aims to simplify tax compliance for small service providers but means they cannot claim ITC on their purchases. Consumers and businesses alike should prepare for this shift as it impacts pricing and taxation in the wellness and beauty sectors.

Five IPOs Cleared By SEBI:

• Orkla India

• Hero Motors

• Pine Labs

• Canara HSBC Life Insurance

• Canara Robeco AMC

IPOs Of 2025:

• Total Number: 49

• Below IPO Price: 8

• 100% Returns: 3

• 50–100% Returns: 9

• Single Digit Returns: 17

Primary Market Interest:

• Urban Co — Size: ₹1,900 Cr, Subscription: 109x

• Dev Accelerator — Size: ₹143 Cr, Subscription: 64x

• Shringar House Of Mangalsutra — Size: ₹401 Cr, Subscription: 60x

IPOs In The Pipeline:

• Hero Fincorp — Size: ₹3,668 Cr

• LG Electronics — Size: ₹10,000 Cr

• Prestige Hospitality — Size: ₹2,700 Cr

• Physicawallah — Size: ₹3,820 Cr

• Anand Rathi Shares — Size: ₹745 Cr

• Sensex: 81,896.64 points

  • Up by 110.90 points

  • Increase of 0.14 percent

• Nifty: 25,104.55 points

  • Up by 35.35 points

  • Increase of 0.14 percent

Both the Sensex and Nifty showed modest gains today, rising by 0.14%. Market sentiment remains cautiously positive as investors monitor global cues and domestic economic data.

• Profit‑Booking: After recent runs in some sectors (especially IT and Auto), investors are locking in gains. That’s one reason why IT lagged Monday.
• Cautious Sentiment: With markets moving neither strongly up nor down, it signals investors are being cautious — waiting for more clarity. Maybe from upcoming quarterly earnings, global cues, or policy signals (domestic and international).
• Realty & Capital Goods Performing: These sectors doing well suggests there might be renewed interest in infrastructure / physical assets, possibly driven by government spending, favorable regulations, or expectations of policy support.
• Mid & Small Cap Strength: Modest outperformance here suggests that risk appetite is still present in some areas — investors willing to look beyond blue‑chips when they see value. But this also means volatility may be higher for those smaller names.

Gold Prices

• Gold hits a fresh record high, surpassing Monday’s all-time high of ~$3,685/oz.

• Gains driven by expectations of a Fed rate cut this week.

• A weaker US dollar (lowest in 7+ weeks) also supported gold prices.

• Investors also watching the Fed’s “dot plot” and Powell’s comments for future policy direction.

• Outlook: Continued bullish sentiment if Fed signals more easing.

Oil Prices

• Oil holds steady in early Tuesday trade after Monday’s gains.

• Market reacts to Ukrainian drone attacks on Russian refineries, raising supply disruption concerns.

• Brent crude: Up 4 cents at $67.48/barrel

• WTI crude: Up 2 cents at $63.32/barrel

• On Monday: Brent rose 45 cents, WTI gained 61 cents.

• Outlook: Watch for geopolitical developments and inventory data.

• GIFT Nifty signals a flat to negative start for Indian markets.

• At 7:38 AM, GIFT Nifty was up 21 points (0.08%) at 25,159.50.

• However, by 8:50 AM, it slipped slightly to 25,166, down just 1 point — indicating cautious sentiment ahead of market open.

• The movement reflects mixed global cues and investor wait-and-watch mode ahead of the Fed’s rate decision and economic projections later this week.

Indian markets ended Monday’s session on a muted note, with both Sensex and Nifty closing near the day’s low in a rangebound trade. The Nifty hovered around the 25,100 mark throughout the session before closing slightly lower.

At close, the Sensex slipped 118.96 points (0.15%) to 81,785.74, while the Nifty fell 44.80 points (0.18%) to 25,069.20. In the broader market, BSE Midcap gained 0.4% and Smallcap rose 0.7%, showing some strength.

On the sectoral front, Realty, Power, Telecom, and Capital Goods led the gains (up 0.5% to 2.5%), while IT, Auto, Pharma, and Consumer Durables saw mild pressure.

Top Nifty gainers included Jio Financial, UltraTech Cement, Bajaj Finance, Eternal, and Adani Ports. On the downside, Shriram Finance, Asian Paints, M&M, Cipla, and Dr Reddy’s Labs were the major laggards.

The session lacked strong direction as investors remained cautious ahead of global and domestic cues.