Stock Market Today: Nifty Above 24,700, Sensex Near 80,700 as RBI Holds Rates; Auto, Pharma Shine

Indian Stock Market Live Update – October 1, 2025

The Indian stock market opened October with a strong comeback after days of weakness. On Wednesday, both benchmark indices moved higher, signaling renewed investor optimism.

  • Nifty 50 surged over 190 points, reclaiming the 24,800 mark.
  • Sensex jumped nearly 650 points, crossing 80,900.
  • Nifty Bank gained more than 700 points, moving past 55,350.

This rally comes after an eight-day losing streak for the Nifty and Sensex, providing some relief to market participants.


Key Market Drivers

RBI Monetary Policy Outcome

The Reserve Bank of India (RBI) maintained the repo rate at 5.5% while retaining its neutral stance. This policy decision boosted investor confidence and contributed to the day’s early gains.

  • FY26 inflation forecast revised lower to 2.6% from 3.1%.
  • IPO financing limit raised to ₹25 lakh per investor.
  • RBI emphasized close monitoring of the rupee’s movement.

Sectoral Highlights

  • Auto and Pharma stocks led the rally.
  • IT and Metal sectors witnessed some selling pressure.
  • Defence stocks gained, with the Nifty Defence Index moving higher.

Global Market Influence

Global concerns also played a role in shaping investor sentiment:

  • The risk of a US government shutdown put pressure on global equities.
  • Asian shares and US stock futures traded lower.
  • Gold prices hovered near record highs due to safe-haven demand and expectations of possible Fed rate cuts.
  • Oil prices remained steady as traders weighed OPEC+ output plans against declining US crude inventories.

Stock-Specific Action

  • Top Gainers: Shriram Finance, Tata Motors, Trent, Kotak Bank, Bajaj Auto.
  • Broader Market Movers: Sun TV, HUDCO, NMDC, Tata Investment, Pfizer, Lupin were among the notable gainers in the Nifty 500.
  • IPO Listings: Some new IPOs listed at a discount, while others like Jain Resource Recycling saw a premium debut.

Brokerage Insights

  • PSU banks continue to outperform private lenders.
  • Mid-cap IT stocks such as Tata Elxsi and Coforge remain brokerage favorites.
  • Analysts advise caution on metals and large-cap IT counters.

IPO Pipeline & Market Outlook

  • LG Electronics will launch its ₹11,500 crore IPO on October 7, 2025.
  • Tata Capital IPO is drawing strong interest from institutional investors.
  • India is expected to witness its biggest IPO month, with deal values projected to cross $5 billion.

Meanwhile, concerns about tariffs on Indian exports and rupee depreciation are keeping traders cautious. The rupee remains close to its all-time low.


Market Sentiment: Optimistic but cautious. Domestic cues from RBI’s policy stance have lifted investor morale, while global uncertainties continue to limit aggressive buying.

Related Posts

Difference Between Futures and Options in the Stock Market

Learn the key differences between futures and options in the stock market. Understand how each works, their risks, benefits, and which suits your trading goals.

Read more

What Are Derivatives? A Beginner’s Guide to Futures and Options

Introduction: Understanding the Power of Derivatives In the world of financial markets, derivatives are often viewed as complex instruments meant only for advanced traders. Yet, if understood properly, they can…

Read more

Leave a Reply

Your email address will not be published. Required fields are marked *