Synopsis: BSE and MCX surged as investors reacted to record-high HSBC Manufacturing PMI and strong GDP growth, coupled with expectations of major capital market reforms in SEBI’s upcoming September 12 board meeting.
Investors should pay attention to why BSE and MCX are up today because it shows growing confidence in the economy. Strong data, like high manufacturing activity, is encouraging investors, which can lead to more opportunities and positive momentum for the market and related industries.
Capital market-related companies, such as BSE and Multi Commodity Exchange, saw their shares surge significantly on Monday, with intraday gains reaching as high as 5%.
What led to this rally?
The rally was driven by strong macroeconomic data, including India’s GDP growth. The HSBC Manufacturing PMI hit a record high of 59.3 in August, the highest since February 2008, boosting investor confidence.
- The upcoming SEBI board meeting on September 12 is expected to introduce major capital market reforms.
- Relaxed norms for large-value Alternative Investment Funds (AIFs).
- Proposals to allow Indian participation in Foreign Portfolio Investor (FPI) schemes.
- Introduction of a new AIF category for accredited investors.
- Stricter oversight on large transactions by subsidiaries.
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Both company Financials
In Q1 FY26, BSE reported strong financial growth with revenue reaching Rs. 958 crore, which is a significant 59.1% increase compared to Rs. 602 crore in Q1 FY25 and a healthy 13.1% rise over the previous quarter’s Rs. 847 crore.
The profit for BSE also showed impressive growth, soaring by 103.8% year-on-year to Rs. 538 crore from Rs. 264 crore in Q1 FY25 and improving 8.9% quarter-on-quarter from Rs. 494 crore in Q4 FY25. This reflects BSE’s robust performance and ability to sustain revenue and profit growth consistently.
Meanwhile, MCX also demonstrated solid performance, with revenue in Q1 FY26 hitting Rs. 373 crore, up 59.4% from Rs. 234 crore in the same quarter last year and a strong 28.2% rise from Rs. 291 crore in Q4 FY25.
Its profit increased to Rs. 203 crore, showing an impressive 82.9% year-on-year jump from Rs. 111 crore in Q1 FY25 and a significant 50.4% quarter-on-quarter growth from Rs. 135 crore. Although MCX’s absolute numbers are lower than BSE’s, its higher quarter-on-quarter profit growth highlights strong momentum in recent months. Both exchanges are showcasing remarkable financial growth in this period.
Written By Fazal Ul Vahab C H
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