Nifty 50 opened at 25,277.55, up by 70.60 points (0.28%). Bank Nifty opened at 56,598.65, increased by 70.50 points (0.11%). Sensex opened at 82,404.54, up 186.66 points (0.23%). GIFT Nifty is currently trading at 25,352.00.
Global index as of October 14, 2025
- DOW 30 closed at 46,067.58, up by 587.98 points (1.29%).
- S&P 500 closed at 6,654.72, up by 102.21 points (2.71%).
- NASDAQ increased by 490.18 points (2.21%), closing at 22,694.61.
- FTSE 100 increased by 15.40 points (0.16%) to settle at 9,442.87.
- DAX increased by 146.47 points (0.60%), ending at 24,387.93.
- NIKKEI 225 decreased 568.23 points (1.18%) to trade at 47,520.57.
Commodities Update
- Gold: Currently trading at Rs. 126,250 per 10 grams.
- Silver: up by 3.20%, now at Rs 159,602 per kilo.
- Crude Oil: Prices jumped by 0.35%, reaching USD 63.265, compared to the previous close.
Global events/updates
- Tensions between the U.S. and China are rising due to a deep lack of mutual trust, analysts say. Recent actions from both sides reflect growing misperceptions and mistrust. While short-term talks may ease immediate issues, experts warn that without rebuilding confidence, these fixes will be temporary and broader tensions will likely persist.
- China’s recent stock market rally faces pressure as U.S.-China trade tensions resurface. Washington’s warnings over China’s rare earth export controls have reignited fears of another trade conflict. Investors worry that renewed disputes could dampen market optimism and stall recovery momentum, making the coming weeks more challenging for Chinese markets and global investor confidence.
- Tata Electronics has acquired Justech Precision’s India unit for around $100 million to boost its iPhone manufacturing capacity. The move aligns with Apple’s plan to produce all U.S.-market iPhones in India by 2026. Analysts note that while Apple aims to reduce dependence on China, building a fully localized supply chain will take time.
- Singapore’s economy grew 2.9% year-on-year in the third quarter, beating expectations, but officials warned of slower growth in 2026. The manufacturing sector showed a sharp slowdown, weighing on momentum. Despite the softer outlook, the central bank kept its monetary policy unchanged to maintain stability amid global economic uncertainty.
- India and the U.S. are set to accelerate trade talks as a high-level Indian team visits Washington to finalize the first phase of a bilateral trade deal by October–November 2025. Discussions focus on market access, tariffs, and supply chains. The visit follows new U.S. Ambassador Sergio Gor’s meetings with Indian leaders, signaling stronger economic ties.
Stocks to watch
- RBL Bank: Emirates NBD plans to acquire a 60% controlling stake in RBL Bank for about $3 billion through fresh equity, marking a major strategic investment by the Dubai-based lender in the Indian banking sector.
- Landmark Cars: Vehicle sales surged 35% year-on-year to Rs 1,403 crore, while after-sales services and spare parts grew 10% to Rs 252 crore, driving total operational revenue up 30.5% to Rs 1,655 crore for the quarter.
- KEC International: KEC International secured orders worth Rs 1,174 crore for transmission and distribution projects across India and the Middle East, reinforcing its position in power infrastructure and international market expansion.
- Oil India: Oil India signed a 15-year agreement with NEEPCO to supply natural gas to its Bokuloni power plant in Assam, ensuring long-term energy collaboration and stable fuel sourcing for electricity generation.
- Lodha Developers: Lodha Developers expanded its Bengaluru footprint by acquiring nearly 8.37 acres through full acquisition of Chaitanya Bilva, strengthening its real estate presence and long-term development potential in the city.
- HCL Technologies Q2: HCL reported flat profit at Rs 4,235 crore while revenue rose 10.7% to Rs 31,942 crore. EBIT increased 3.5%, margins dropped to 17.4%. Dollar revenue grew 5.8%, TCV up 15.8%, and interim dividend declared at Rs 12 per share.
- Just Dial Q2: Just Dial’s profit fell 22.5% to Rs 119.4 crore despite 6.4% revenue growth to Rs 303.1 crore. Other income declined 35.5%, reflecting softer financial returns amid steady top-line expansion in its services.
- Anand Rathi Wealth Q2: Anand Rathi Wealth’s profit rose 30.9% to Rs 99.9 crore, with revenue up 22.6% to Rs 297.4 crore. The company also declared an interim dividend of Rs 6 per share, highlighting strong quarterly performance.
- KFin Technologies: KFin Technologies completed a $34.68 million investment in Ascent Fund Services (Singapore), acquiring a 51% stake and becoming the sole promoter, expanding its global fund servicing capabilities and strategic influence in Asia-Pacific markets.
- Eicher Motors: Mario Alvisi will resign as Chief Growth Officer – Electric Vehicles on December 31, 2025. Eicher Motors is merging EV and commercial teams with core operations to accelerate growth and brand integration in electric mobility.
- Uniparts India: Uniparts India declared a special interim dividend of Rs 22.50 per share, setting October 23 as the record date for shareholders eligible to receive the payout.
- 5Paisa Capital: SEBI imposed Rs 3 lakh penalties on 5Paisa Capital, its Director/CFO Gourav Munjal, and former CEO Narayan Gangadhar for multiple violations related to its Online Bond Platform operations, signaling regulatory enforcement in fintech.
- Coral Laboratories: Coral Laboratories approved a Rs 30 crore capacity expansion at its Dehradun plant to meet domestic and international demand, aiming to strengthen production capabilities and support future sales growth.
- Anant Raj: Anant Raj closed its Qualified Institutions Placement, raising Rs 1,100 crore by allotting 1.66 crore shares at Rs 662 each, boosting its capital for ongoing and upcoming real estate projects.
- JD Cables: JD Cables signed a sale agreement with Star Battery for land and building in Hooghly worth Rs 10.45 crore and ordered advanced machinery worth Rs 5.72 crore for its conductor division.
- Highway Infrastructure: Highway Infrastructure received an LOA from NHAI to operate an eight-lane access-controlled expressway from Laban village, Bundi, to Gopalpura interchange, Kota, for Rs 25.26 crore, expanding its highway infrastructure portfolio.
Bulk and Block Deals
- WeWork India: CLSA Global Markets Pte Ltd-ODI sold 8,36,616 equity shares in WeWork India Management (representing 0.62% stake) at Rs 618.55 per share, amounting to Rs 51.7 crore on Monday. Last Friday, it had offloaded 12.5 lakh shares (0.93% stake) for Rs 78.97 crore. As of October 8, CLSA held a 1.74% stake in WeWork India. Considering the shares sold, its remaining stake now stands at 0.19%.
- Munjal Showa: Foreign investor Esvee Capital sold 3.8 lakh shares (0.95% stake) at Rs 122.09 per share, amounting to Rs 4.6 crore, against its 1.38% shareholding as of June this year.
- Aptus Value Housing Finance India: BNP Paribas Financial Markets bought 3,34,974 shares (0.06% stake) at Rs 315.25 per share, amounting to Rs 10.56 crore, from Morgan Stanley Asia (Singapore) Pte Ltd.
Also Read: Penny Stocks Performance: How did these popular picks perform in 2025?
Brokerage Recommendations
- Just Dial (Citi): Citi maintains a Buy on Just Dial but cuts the target to ₹1,060. Revenue growth of 6% YoY was in line, while traffic declined. The company needs investment in sales, product, and traffic acquisition, with EBITDA growth relying on operating leverage over FY25–27.
- HCL Technologies (CLSA): CLSA retains an Outperform rating on HCL Tech with a ₹1,660 target. Strong 2Q results boosted revenue, EBIT margin, and deal wins. Services growth guidance rises to 4–5%, though overall FY26 revenue remains 3–5%. Margin recovery to 18–19% by FY27 is key for re-rating.
- LG Electronics (Motilal Oswal): Motilal Oswal initiates coverage with a Buy and a target of Rs 1,800. LG’s leadership position, strong return ratios, and consistent operating cash flows of over Rs 154 billion make it well-placed. Premiumization and localisation are expected to drive future profitability and higher multiples.
- Eternal (Macquarie): Macquarie maintains an Underperform rating on Eternal with a target of Rs 200. Rising competition and concerns over profit sustainability challenge consensus forecasts. The brokerage sees a limited margin of safety, highlighting potential risks of market-cap reversal and overestimation of the company’s turnaround prospects.
- Phoenix Mills (Citi): Citi retains a Buy on Phoenix Mills with a Rs 1,875 target. Q2FY26 consumption growth was largely in line, though overall down 13% YoY. Mature malls are expected to see 7–9% organic growth, while new mall additions position the company for steady long-term gains.
Mainboard/SME IPO Listing in October 14, 2025
- LG Electronics
- Mittal Sections
Stocks in F&O ban
- RBL Bank
- Sammaan Capital
Stocks Trade Ex-Date for Split
- Tata Investment Corporation
- Gokul Agro Resources
Earnings In Focus
- Cyient DLM
- ICICI Lombard General Insurance Company
- ICICI Prudential Life Insurance Company
- Indian Renewable Energy Development Agency
- Persistent Systems
- Tech Mahindra
- Thyrocare Technologies
Written by Abhishek Singh
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