Stock Market Live Highlights: Market Slumps For 5th Day | Nifty Falls Below 24,900, Sensex Drops 550 Points

Indian markets closed lower for the fifth consecutive session on September 25. The Nifty slipped below 24,900, while the Sensex dropped 550 points. Major losers included Tata Motors, Trent, Asian Paints, TCS, and Power Grid. On the upside, Bharat Electronics, Hindalco, Axis Bank, ONGC, and Hero MotoCorp saw gains. Sector-wise, telecom, metals, and capital goods indices rose by 0.4% each. In contrast, IT and realty sectors fell by about 1% each. BSE Midcap and Smallcap indices also ended lower, down 0.4% each, reflecting cautious sentiment across the broader market.

The Defence Ministry has signed a major contract worth ₹62,370 crore with Hindustan Aeronautics Limited (HAL) to supply 97 Light Combat Aircraft (LCA) Mk1A jets to the Indian Air Force (IAF).

This deal marks a significant boost to India’s indigenous defence manufacturing and air power. Deliveries are expected to start in 2027-28 and will continue over a six-year period.

The LCA Mk1A jets are designed to enhance the IAF’s operational capabilities with advanced technology and weaponry. This agreement strengthens India’s commitment to self-reliance in defence production.

The stock market saw a significant drop as the Sensex slipped by 472.78 points, or 0.58%, closing at 81,242.85. Similarly, the Nifty declined by 136.65 points, or 0.55%, ending the day around 24,920.25. Market activity showed a mixed trend with 1,347 shares advancing while 2,398 shares fell, and 104 shares remained unchanged.

The decline highlights a cautious mood among investors, possibly driven by global economic concerns or domestic factors. Traders are keeping a close watch on market movements as key support levels near 24,900 for the Nifty are tested.

Stock Market Intraday Update (September 25, 2025)

• Sensex: 81,313.82

• Change: 401.81 points

• Percentage Drop: -0.49%

• Nifty 50: 24,939.50

• Change: 117.40 points

• Percentage Drop: -0.47%

• Nifty Auto index slips 0.5%, extends fall for the second consecutive day

• Nifty Defence index up more than 1%, led by BEML, Cochin Shipyard, Garden Reach Shipbuilders

• Top Gainers (Intra-day):

  • Nestle India: ₹1,186.95 (+0.63%)
  • Bharti Airtel: ₹1,940.70 (+0.55%)
  • ICICI Bank: ₹1,388.20 (+0.45%)
  • Larsen & Toubro: ₹3,692.40 (+0.38%)
  • Tech Mahindra: ₹1,457.00 (+0.29%)

• Top Losers (Intra-day):

  • Tata Motors: ₹670.50 (-1.79%)
  • Asian Paints: ₹2,435.00 (-0.93%)
  • Titan Company: ₹3,388.90 (-0.82%)
  • Maruti Suzuki India: ₹16,135.70 (-0.68%)
  • HCL Technologies: ₹1,434.45 (-0.55%)

Gold prices remained steady on Thursday as investors awaited crucial U.S. economic data for clues on Federal Reserve policy. A slightly weaker dollar provided some support, with spot gold at $3,734.04 per ounce and December futures holding firm at $3,765.20.

• Sensex at 81,600.48, down 115.16 points (0.14%)

• Nifty at 25,034.50, down 22.40 points (0.089%)

Both indices open in the red, reflecting cautious investor sentiment ahead of the trading day

• Strong RoA Outlook: PSU banks are expected to sustain around 1% Return on Assets (RoA), showing improved profitability.

• Robust Liquidity & Funding: Healthy liquidity and funding profiles support stable credit growth across PSU banks.

• Slower Market Share Decline: Credit market share decline is forecasted to slow down compared to the historical 200 basis points annual fall.

• NIM Pressure Managed: Net Interest Margin (NIM) pressures are being controlled through strategic portfolio rebalancing, with the decline expected to ease.

• Earnings Support: Gains from bonds provide essential earnings support, and other income is projected to rise to 22-40%.

• Top Picks: State Bank of India (SBI) and Punjab National Bank (PNB) are favored.

• Mid-sized Standout: Indian Bank is highlighted as a promising mid-sized PSU bank.

• Neutral Stance: Motilal Oswal remains neutral on Bank of Baroda and Union Bank.

• Polycab India: 22.73 lakh shares (1.51% equity) traded in a block deal at ₹7,458 per share, totaling ₹1,695 crore.

• Dixon Technologies: UBS upgrades rating and raises target price, spotlighting the stock.

• Motilal Oswal: Sees PSU banks as stronger with better capital and balance sheets, lowering earnings volatility.

• HSBC Upgrades Consumer Stocks:

  • Britannia upgraded to Hold; target price raised to ₹6,140.

  • Nestle upgraded to Hold; target price raised to ₹1,270.

  • Marico preferred Buy; target price ₹870.

  • Godrej Consumer preferred Buy; target price ₹1,470.

• Coffee Day Enterprises: Malavika Hegde sells 88.28 lakh shares (4.18%) to AHIH Resorts.
• Akzo Nobel India: Block deal buyers include Nippon MF, Goldman Sachs, Aditya Birla, Bandhan MF.
• AAA Technologies: Nova Global buys 1.73% stake; promoter sells.
• Ganesh Infraworld: BNP Paribas buys 2.5 lakh shares.
• Paradeep Phosphates: Promoter buys 97.5 lakh shares.
• Regaal Resources: VPK Global sells 7 lakh shares.
• Kesoram Industries: Axis Bank sells 20.66 lakh shares.

The Indian rupee opened at 88.62 against the US dollar today, showing a slight gain from Wednesday’s close of 88.69. This small improvement reflects cautious investor sentiment as global markets watch key economic data and currency movements closely.

• Glenmark Specialty SA, a subsidiary of Glenmark Pharma, inks exclusive licensing deal with Hengrui Pharma.
• The deal covers a new HER2-targeting cancer drug, Trastuzumab Rezetecan.
• Glenmark will pay $18 million upfront.
• Future payments could reach up to $1.09 billion.
• Royalties will be earned on drug sales.

Oil Prices Update:
Oil prices dipped slightly on Thursday as investors booked profits after a strong rally to a seven-week high. Brent crude fell 0.26% to $69.13 per barrel, and WTI dropped 0.31% to $64.79. The previous session’s gains were driven by a surprise decline in U.S. crude inventories and concerns over potential supply disruptions from Ukraine’s attacks on Russia’s energy infrastructure.

Dollar and Fed Update:
The U.S. dollar remained steady, holding gains near a three-week high as investors weighed cautious signals from Federal Reserve policymakers. The dollar index hovered around 97.81, with the euro and sterling little changed. Market participants are closely watching upcoming data that could influence expectations on future Fed rate cuts.

Key Points:

• US stocks closed lower for the second consecutive session on Wednesday.
• Investors booked profits as indexes hovered near record highs.
• Federal Reserve Chair Jerome Powell warned about potentially overvalued stock prices.
• Markets await upcoming inflation data later this week.
• Dow Jones fell 171.50 points (0.37%) to 46,121.28.
• S&P 500 dropped 18.94 points (0.28%) to 6,637.98.
• Nasdaq Composite declined 75.62 points (0.33%) to 22,497.86.

September 25, 2025 | 08:50 IST
Earlier this morning, GIFT Nifty indicated a negative start for the Indian markets, falling by 49.5 points or 0.20%, trading near the 25,070 level.

This suggested a cautious mood among investors after recent losses. However, by 8:50 AM, the index showed signs of recovery, inching up 2 points to 25,065. This small gain points to a flat to slightly positive opening for the broader market. Investors are likely watching global cues and key sectors closely before making big moves. Keep an eye on how Sensex and Nifty perform as the day unfolds.

The Indian stock market extended its losing streak for the fourth consecutive day. The Nifty 50 slipped below 25,100, closing at 25,056.90, down 112.60 points (0.45%).

The Sensex dropped 386.47 points (0.47%) to 81,715.63. BSE midcap and smallcap indices also saw losses of 0.9% and 0.5%, respectively.

Most sectors declined, led by auto, IT, media, metal, oil & gas, and realty, which fell between 0.5% and 2%. However, the FMCG sector stood out with gains, helped by stocks like HUL and Nestle.

Major Nifty losers included Tata Motors, Wipro, and Bharat Electronics.