Nifty 50 closed at 24,973.10, up 104.50 points (+0.42%). Bank Nifty closed at 54,536.00, up 319.90 points (+0.59%). Sensex closed at 81.425.15, up 323.83 points (+0.40%). BSE Midcap and Smallcap indices each gained 0.6%. Sector-wise, the Auto index declined by 1%, whereas the IT index surged by 2.6%. The PSU Bank index increased by 2%, and the Realty index rose by 1%.
- US Markets – Dow Jones Futures: Trading at 45,612.16, down 0.22% (-99.18 points), showing slight weakness despite an overall very bullish trend.
- European Markets
- FTSE: Currently at 9,245.95, marginally up 0.04% (+3.42 points), signaling a flat but stable session.
- CAC: Trading at 7,755.10, slightly up 0.07% (+5.71 points), showing a neutral bias with limited movement.
- DAX: At 23,713.00, down 0.02% (-5.45 points), reflecting minor weakness and a very bearish sentiment.
Together, these reflect a generally steady European market environment with slight divergences where the FTSE and CAC show mild gains while the DAX exhibits small declines, illustrating varied investor confidence and sectoral influences across regions.
Global events/updates
U.S. President Donald Trump and Indian Prime Minister Narendra Modi have recently expressed optimism about concluding a trade deal between their countries, signaling a positive shift after months of tension.
Trump announced ongoing negotiations aimed at removing trade barriers and said he looked forward to speaking with Modi soon, confident of reaching a beneficial agreement. Modi reciprocated, calling India and the U.S. close friends and natural partners, with both sides working to finalize talks quickly.
In August 2025, mutual funds in India witnessed a net equity inflow of ₹33,417 crore, compared to a higher inflow of ₹42,672 crore in July 2025 (month-on-month decline).
According to AMFI data, the total Assets Under Management (AUM) stood at ₹75.18 lakh crore in August, marginally lower than ₹75.35 lakh crore in July. Within equity categories, large-cap funds recorded inflows of ₹2,835 crore (up from ₹2,125 crore in July), while small-cap funds saw reduced inflows of ₹4,993 crore, compared to ₹6,484 crore in the previous month.
On the other hand, mid-cap funds posted inflows of ₹5,331 crore, slightly higher than ₹5,182 crore in July, showing investor interest in mid-cap segments despite overall moderation.
Systematic Investment Plan (SIP) inflows in India saw a minor dip in August 2025, falling to ₹28,265 crore from July’s record ₹28,464 crore. This comes as equity mutual fund inflows also declined in August, though inflows into gold ETFs continued their positive streak, attracting ₹2,190 crore a significant jump from the previous month.
The continued interest in gold ETFs is attributed to the yellow metal’s appeal as a safe-haven asset amid weak equity markets and ongoing global uncertainties.
The Union Cabinet has cleared significant infrastructure projects in Bihar, with a total approval of ₹7,616 crore. This includes a highway project worth ₹4,450 crore and a railway project worth ₹3,120 crore.
Stock news
Goldiman International Ltd: The company has received export orders worth ₹100 crore from international clients in the USA for manufacturing and supplying lab-grown diamond-studded gold jewellery. The orders are to be executed on or before December 31, 2025.
H.M. Electro Mech Ltd: The company has received a domestic turnkey order worth ₹15.75 crore from Twinsag Enterprise LLP for the design, engineering, procurement, supply, erection, testing, and commissioning of a 15 MW (AC) Solar PV project, including an initial three-year operation and maintenance period.
Tata Elxsi Ltd opened the Bayer Development Centre in Pune to co-develop advanced radiology devices, focusing on Molecular Imaging. The centre aims to speed up product development, reduce costs, and ensure regulatory compliance, leveraging Tata Elxsi’s healthcare expertise and India’s technology ecosystem.
Atmastco Ltd: The Company has received two Purchase orders from L&T – MHI Power Boilers Pvt. Ltd. For supply of Ceiling Girder & Interconnecting Beam fabrication material.
Rajshree Polypack Limited has been awarded a domestic order from a wholly-owned subsidiary of a global confectionery company for the supply of trays and plastic rigid sheets. The total value of the contract is approximately ₹1.71 Crores, and the company is expected to fulfill the order by December 2025.
MIC Electronics Ltd: The company has signed an MoU with Top2 PTE Limited, a Singapore-based company, to explore, identify, and finalize a semiconductor fabrication partner from Taiwan. Under this collaboration, the aim is to set up production with a capacity to manufacture 25,000 to 30,000 wafers per month.
Hindustan Aeronautics Limited (HAL) has signed a Technology Transfer Agreement with ISRO, IN-SPACe, and NSIL to manufacture the Small Satellite Launch Vehicle (SSLV), designed to launch satellites under 500 kg into Low Earth Orbit. Over 10 years, HAL will absorb the technology and lead mass production, targeting growing domestic and global demand.
Silver Touch Technologies Ltd: Awarded a contract by the Airports Authority of India (AAI) for the Supply, Installation, Testing, and Commissioning of VHF Active Multicoupler systems, along with a secure network security solution to monitor and control network traffic across 15 airports in India.
Sylph Technologies Ltd: Promoter Niraj Rajnikant Shah acquired 86,700,000 shares of Sylph Technologies Limited through an open market purchase. This transaction increased his total shareholding in the company from 10.23% to 10.74%. The acquisitions were made between September 3 and September 8, 2025.
- Goodluck India Ltd: The company has lowered its topline growth expectations from 20% to 12%due to uncertainties.
Top gainer/Top loser (Nifty 500)
| Top gainers | Top losers |
| Vardhman Textiles Ltd. (10.5%) | JM Financial Ltd. (-7.6%) |
| Welspun Living Ltd. (8.5%) | Brainbees Solutions Ltd. (-4.7%) |
| International Gemmological Institute (India) Ltd. (7.2%) | BSE Ltd. (-3.5%) |
| Vardhman Textiles Ltd. (7.2%) | Vijaya Diagnostic Centre Ltd. (-3.1%) |
| Elecon Engineering Company Ltd. (7.0%) | Cohance Lifesciences Ltd. (-2.9%) |
Conclusion
Markets showed positive momentum today, supported by optimism in banking stocks and broader market sentiment. Gains were driven by favorable corporate developments and easing concerns over input costs, indicating investor confidence amid structural growth prospects.
Written by Manideep Appana
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