Market & Indices
The stock markets experienced an upward trajectory. The Sensex, an index tracking some of India's largest companies, gained 158 points, signifying a positive
sentiment among investors. Simultaneously, the Nifty also saw an increase, suggesting a broad-based rally across the market. Power and banking stocks were significant contributors to these gains. However, the Indian rupee's value decreased, surpassing ₹90 against the US dollar and settling at ₹90.20. In contrast, futures for both gold and silver demonstrated an upward trend due to global market factors.
Sectoral Performances
Several sectors witnessed notable activity. Suzuki India reported a 26% sales increase in December. Bajaj Auto's sales saw a 14% rise in December 2025, and Force Motors also recorded a significant sales jump, up 49% during the same period. In the textile industry, the Textile PLI scheme's deadline was extended to March 31. Simultaneously, the manufacturing sector showed mixed signals; India's manufacturing PMI reached a two-year low, and there was a decrease in office space supply in Delhi-NCR and Mumbai. Moreover, tobacco stocks declined after the excise duty hike impacted the sector, with ITC shares falling by 5%.
Financial Investments
The realm of investments saw several developments. Real estate private equity (PE) investments rose to $6.7 billion. Arya.ag successfully raised ₹725 crore for climate-smart farming initiatives. Additionally, NHPC announced plans to raise ₹2,000 crore via bonds. In the startup ecosystem, eight firms received approval from the Securities and Exchange Board of India (Sebi) for initial public offerings (IPOs), including RKCPL and Chartered Speed. Furthermore, bank credit to the industry increased by 9.6% in November, according to the Reserve Bank of India (RBI) data.
Commodity Movements
Commodity markets displayed varied trends. Guar gum futures increased in response to rising demand. Conversely, coriander futures declined due to weak demand. Meanwhile, zinc and aluminum futures saw gains, driven by fresh investment interest. Cottonseed oil cake futures also experienced an upward movement. However, crude oil futures decreased due to oversupply concerns. Hindustan Zinc's Q3 production increased, while silver production decreased. In addition, the price of gold surged, with an increase of ₹1,100 in Delhi markets.
Corporate Actions
Corporate entities made strategic moves. Adani Total Gas reduced the prices of Compressed Natural Gas (CNG) and Piped Natural Gas (PNG) following a tariff reset. Furthermore, Adani Enterprises announced a Non-Convertible Debenture (NCD) issue with a yield of up to 8.90%. DSM Fresh Foods acquired a stake in Avyom Foodtech. Sapphire Foods announced a merger involving KFC and Pizza Hut franchise operations. NTPC is exploring potential collaborations regarding nuclear technology with a US-based firm, CCTE, and also considering acquiring a stake in it. Shree Cement is currently undergoing a probe ordered by the Corporate Affairs Ministry.
Policy & Governance
Government initiatives and policy updates also featured. The government announced an export package of ₹7,295 crore for credit access. The Ministry of Corporate Affairs (MCA) introduced reforms in 2025, aiming to ease compliance and improve governance. Furthermore, the Indian government is working towards the implementation of the India-UK trade pact by 2026. A proposal was made for a 90-day threshold for gig worker social security, and the government is also focused on the acquisition and recycling progress of critical minerals. Additionally, the government is focusing on making Andhra Pradesh the top investment destination in FY26.
