The Indian stock market concluded the calendar year 2025 with a powerful surge, as bulls took control on the final trading session. A wave of optimism about the upcoming year, combined with strategic short covering by traders, propelled the benchmark indices to significant gains.
Market Rally Led by Heavyweights
Driven by positive sentiment, the Sensex jumped 546 points, or 0.64%, to settle at 85,220.60. The rally was spearheaded by strong performances from index majors like Reliance Industries, Kotak Mahindra Bank, and Axis Bank. Mirroring this upward trend, the Nifty 50 climbed 191 points, or 0.74%, to close at 26,129.60.
The bullish momentum was not confined to the frontline indices. Broader markets displayed even more vigor, with the BSE Midcap index rising 1% and the Smallcap index advancing 1.19%, indicating widespread participation across market capitalizations.
Broad-Based Sectoral Gains and Expert Commentary
Ajit Mishra, SVP of Research at Religare Broking, noted that the market opened higher and steadily progressed towards the 26,200 mark during the day. He attributed the positive close to broad-based buying, though some profits were booked in the final hour. "Sectoral participation was broad-based, with energy, metal and auto stocks emerging as the top performers," Mishra stated, highlighting the comprehensive nature of the rally.
Market participants were buoyed by a trio of positive factors: expectations of robust corporate earnings growth, the potential for a favorable India-US trade agreement, and the renewed interest of foreign institutional investors (FIIs) in Indian equities.
Stocks in Focus for the New Year
Against this buoyant backdrop, several individual stocks are poised to attract investor attention in the coming sessions due to company-specific developments.
Vodafone Idea is set to receive a crucial infusion of ₹5,836 crore from its promoter, Vodafone Group, as part of a revised agreement to resolve a longstanding contingent liability.
Hyundai India announced plans to increase vehicle prices from January 1, 2026, citing rising input costs.
NBCC India strengthened its order book by securing three domestic contracts worth a combined ₹220.31 crore, including a major project from Canara Bank for its Bengaluru head office.
Housing and Urban Development Corporation (HUDCO) reported provisional loan sanctions totaling a massive ₹1.39 lakh crore for the first nine months of FY26.
RBL Bank disclosed that its proposal to temporarily cap foreign shareholding at 24% did not receive regulatory approval under the current framework.
NCC bagged four new orders in December valued at ₹1,237.24 crore (excluding GST).
Redington received a GST assessment order of ₹148.33 crore (including interest and penalty) from authorities in Gurugram related to input tax credit for FY19-FY22.
In a relief for Blue Dart Express, its subsidiary Blue Dart Aviation saw a proposed GST demand of ₹420.79 crore largely withdrawn, with only ₹64.98 lakh upheld after adjudication.
Indian Railway Finance Corporation (IRFC) entered into a rupee term loan agreement with MAHAGENCO for ₹5,000 crore, of which ₹3,000 crore has already been disbursed.
Berger Paints India witnessed a promoter restructuring, with UK Paints (India) increasing its stake to 64.57% by purchasing a 14.48% holding from Jenson & Nicholson (Asia).
Disclaimer: This story is for educational purposes only. Please consult with an investment advisor before making any investment decisions.
