Market Opening Bell: Sensex opens at 81,274; Nifty at 24,916 – Aditya Birla, Ceigall India in focus today

by | October 6, 2025 9:43 am

Nifty 50 opened at 24,916.55, up by 22.3 points (0.16%). Bank Nifty opened at 55,834.70 increased by  245 points (0.5%). Sensex opened at 81,274.79, up 67 points (0.03%). GIFT Nifty is currently trading at 25,002.00.

Global index as of October 6, 2025

  • DOW 30 closed at 46,758.28, up by 238.56 points (0.51%).
  • S&P 500 closed at 6,715.79, up by 0.44 points (0.0066%).
  • NASDAQ decreased by 63.54 points (-0.28%), closing at 22,780.51.
  • FTSE 100 increased by 63.52 points (0.67%) to settle at 9,491.25.
  • DAX  decreased by 43.76 points (-0.18%), ending at 24,378.80.
  • NIKKEI 225 increased 2,065.86 points (4.51%) to trade at 47,835.36.

 Commodities Update

  • Gold: Currently trading at Rs. 119,385 per 10 grams.
  • Silver: Jumped by 1.25%, now at Rs 147,580 per kilo.
  • Crude Oil: Prices jumped by 1.82%, reaching 65.325, compared to the previous close.

Global events/updates

  •  Foreign investors are showing renewed interest in China, but concerns remain over strict capital controls and unpredictable policies. Despite Beijing’s efforts to attract foreign capital and promise greater market openness, investor confidence is still weak. Experts say China’s tight control over money movement continues to limit investor freedom and discourage large-scale investment inflows.
  • U.S. tech giants are holding off on leasing large data centers in India due to trade uncertainties. Sources say new deals have been stalled for over two months as companies assess the situation. However, major hyperscalers are expected to revisit their expansion plans in the next three to six months once conditions stabilize.
  • White House economic advisor Kevin Hassett warned that federal employee layoffs could begin if President Trump decides shutdown talks have reached a dead end. While Hassett remains hopeful that ongoing negotiations may soon resolve the issue, the government shutdown continues with no clear solution or timeline for reopening in sight.
  • U.S. President Donald Trump announced that American forces struck another vessel allegedly carrying illegal drugs off Venezuela’s coast, hinting at possible land operations next. Russia condemned the attack, calling it a violation of international waters and warning of regional tensions. Moscow expressed full support for Venezuela, accusing Washington of escalating the conflict in the Caribbean.
  • Amazon, Meta, and Prologis have joined the Sustainable Concrete Buyers Alliance, led by RMI, to promote low-carbon concrete use. Since cement production contributes about 8% of global emissions, the alliance aims to reduce this impact by using collective purchasing power to support and scale up sustainable concrete manufacturing worldwide.

Stocks to watch

  • Infosys: Infosys partnered with Telenor Shared Services to modernize HR operations using Oracle Fusion Cloud HCM, enhancing efficiency and digital transformation across Telenor’s workforce management systems.
  • Punjab National Bank: PNB reported strong September business growth, with global business at ₹27.9 lakh crore, up 10.6% YoY. Deposits and advances both rose over 10%, reflecting consistent domestic and global expansion.
  • Marico: Marico posted consolidated revenue growth in the thirties for Q2, driven by pricing actions and strong international business momentum. Operating profit saw modest year-on-year improvement, supported by healthy demand trends.
  • LTIMindtree: LIC increased its stake in LTIMindtree from 7% to 9% through open market purchases, signaling continued confidence in the IT firm’s performance and long-term growth potential.
  • Hindustan Zinc: Hindustan Zinc reported a 29% jump in refined lead output and a 22% rise in silver production. Overall mined metal, zinc, and wind power generation also recorded steady year-on-year growth.
  • Bajaj Housing Finance: Bajaj Housing Finance’s AUM rose 24% year-on-year to ₹1.28 lakh crore, with gross disbursements up 32% to ₹15,900 crore, reflecting strong lending momentum and portfolio expansion.
  • L&T Finance: L&T Finance achieved a 25% year-on-year rise in retail disbursements to ₹18,850 crore and a 17% increase in its retail loan book, which now stands at ₹1.04 lakh crore.
  • Dhanlaxmi Bank: Dhanlaxmi Bank’s total business grew 17.5% year-on-year to ₹30,147 crore, driven by higher deposits and advances. CASA deposits also rose 6.6%, showing healthy growth in low-cost funding.
  • Asian Paints: Asian Paints’ Board will meet on November 12 to consider declaring an interim dividend. The record date for eligible shareholders is set for November 18, 2025.
  • Avenue Supermarts: Avenue Supermarts reported ₹16,219 crore in standalone revenue for Q2, marking 15.4% year-on-year growth. The company expanded its store network to 432 locations as of September 30.
  • IndusInd Bank: IndusInd Bank reported an 8% fall in net advances to ₹3.27 lakh crore and a 5% drop in deposits to ₹3.89 lakh crore. The CASA ratio declined to 30.8% from 35.9% year-on-year.
  • Bajaj Finance: Bajaj Finance’s customer base surged to 110.64 million, with new loans up 26% and AUM rising 24% to ₹4.62 lakh crore. Deposits increased 5.5% to ₹69,750 crore, reflecting robust growth momentum.
  • Bank of Baroda: Bank of Baroda’s global business grew 10.5% to ₹27.79 lakh crore. Global advances rose 11.9%, while deposits climbed 9.3%. Domestic advances and deposits increased 11.5% and 9.7%, respectively, showing strong operational growth.
  • Kotak Mahindra Bank: Kotak Mahindra Bank’s advances rose 15.8% to ₹4.62 lakh crore, while total deposits jumped 14.6% to ₹5.28 lakh crore. CASA deposits increased 11.2% to ₹2.23 lakh crore, indicating solid retail momentum.
  • Bandhan Bank: Bandhan Bank’s loans grew 7.2% to ₹1.40 lakh crore, while deposits increased 10.9% to ₹1.57 lakh crore. CASA deposits fell 6.5%, bringing the CASA ratio down to 28% from 33.2% year-on-year.
  • Ujjivan Small Finance Bank: Ujjivan SFB posted a 14.8% rise in deposits and a 14% jump in gross loans. CASA deposits increased 22%, while disbursements surged 48% to ₹7,958 crore, showing strong lending activity.
  • UCO Bank: UCO Bank’s total business grew 13.3% to ₹5.37 lakh crore. Advances rose 16.7% to ₹2.31 lakh crore, and deposits climbed 10.9% to ₹3.06 lakh crore, indicating healthy growth across segments.
  • Suryoday Small Finance Bank: Suryoday SFB’s gross advances grew 23% to ₹11,544 crore, while deposits surged 35% to ₹11,991 crore. Disbursements rose sharply by 49% to ₹2,430 crore, reflecting strong operational momentum.
  • AU Small Finance Bank: AU SFB reported 20.8% growth in deposits to ₹1.32 lakh crore and 22.4% growth in advances to ₹1.17 lakh crore. CASA ratio declined to 29.4% from 32.4% year-on-year.
  • Punjab & Sind Bank: Punjab & Sind Bank’s total business rose 12.3% to ₹2.41 lakh crore. Deposits grew 9.4% to ₹1.35 lakh crore, and advances surged 16.2% to ₹1.05 lakh crore, showing steady performance.
  • Vedanta: Vedanta’s aluminium output rose 1% to 6.17 lakh tonnes, while zinc sales fell 6%. Zinc international production jumped 38%, but silver output dropped 22% year-on-year, reflecting mixed commodity trends.
  • Equitas Small Finance Bank: Equitas SFB’s advances rose 8.6% to ₹39,145 crore, deposits climbed 10.9% to ₹44,094 crore, and CASA grew 12.8% to ₹13,622 crore, with the CASA ratio improving to 31%.
  • Sobha: Sobha recorded a 61% surge in total sales to ₹1,902.6 crore and a 50% rise in sales area. Average price realization grew 7.7%, supported by strong housing demand across regions.
  • IDBI Bank: IDBI Bank’s total business grew 12% to ₹5.33 lakh crore. Deposits increased 9%, and advances rose 15% to ₹2.3 lakh crore. CASA deposits climbed 4% to ₹1.39 lakh crore.
  • Yes Bank: Yes Bank’s loans rose 6.5% to ₹2.5 lakh crore, and deposits increased 7.1% to ₹2.96 lakh crore. CASA ratio improved to 33.8% from 32%, reflecting steady retail growth.
  • Aditya Birla Lifestyle Brands: Flipkart Investments plans to sell up to 6% of its stake in Aditya Birla Lifestyle Brands via a $112 million block deal, according to reports from CNBC-TV18.
  • Lupin: The US FDA classified Lupin’s Pithampur Unit-2 inspection as OAI after four observations. Lupin also launched Liraglutide injection in the U.S., a Victoza-equivalent drug for improving glycemic control in adults.
  • Ceigall India: Ceigall India secured solar power project awards worth ₹1,309 crore from Maharashtra’s power utility under the Saur Krushi Vahini Yojana 2.0, to develop 337 MW capacity across multiple districts.
  • Force Motors: Force Motors’ total sales increased 1.8% year-on-year to 2,610 units in September, compared to 2,564 units a year earlier, reflecting stable performance despite industry challenges.
  • Allcargo Logistics: Allcargo Logistics’ subsidiary ALX Shipping filed a criminal complaint with Mumbai’s Economic Offences Wing against its CEO and a client’s promoter for alleged financial irregularities at Aladin Express DMCC.
  • Vodafone Idea: Vodafone Idea appointed Tejas Mehta as its new Chief Financial Officer, effective October 6, following the completion of Murthy GVAS’s tenure as CFO, marking a key leadership transition.
  • MOIL: MOIL achieved record September production of 1.52 lakh tonnes, up 3.8% year-on-year. Core drilling rose 46% to 5,314 meters, marking strong exploration progress and operational growth.
  • Canara Bank: Canara Bank announced IPOs for its subsidiaries — Canara HSBC Life Insurance (23.75 crore shares) opens October 10, and Canara Robeco AMC (4.98 crore shares) opens October 9.

Bulk and Block Deals

  • Jinkushal Industries: Four investors bought a combined 3.56% stake in Jinkushal Industries. Swyom India Alpha Fund acquired 4 lakh shares at ₹125 each, while Wellknown Vinimay, Takht Financial, and Agarwal Nikita also purchased significant stakes around ₹125 per share.
  • Sammaan Capital: BNP Paribas Financial Markets invested ₹96.97 crore in Sammaan Capital by acquiring 58.98 lakh shares at ₹164.42 per share, signaling growing institutional interest in the company’s potential.
  • Cube Highways Trust: 360 ONE Real Assets Advantage Fund and 360 ONE Prime together acquired 1.42 crore units (1.06% stake) in Cube Highways Trust at ₹134 per unit, valued at ₹190.28 crore.
  • Eternal: BofA Securities Europe SA bought 1.08 crore shares (0.11% stake) in Eternal at ₹329 per share, totaling ₹355.32 crore, through a transaction with Goldman Sachs Bank Europe SE – ODI.

Brokerage Recommendations

  • Nomura on Kotak Mahindra Bank: Nomura maintained a Neutral rating on Kotak Mahindra Bank with a ₹2,150 target. The bank reported strong loan and deposit growth, an improved CASA ratio, and a rising loan-to-deposit ratio. Focus remains on credit costs and NIM sustainability.
  • Nomura on HDFC Bank: Nomura kept a Buy call on HDFC Bank with a ₹1,095 target post bonus issue. While loan growth was strong, deposit growth remained soft, raising liquidity concerns. Despite this, Nomura expects steady credit momentum through FY26.
  • Investec on PVR Inox: Investec maintained a Hold rating on PVR Inox with a ₹1,215 target. Strong FY26 box office outlook, revenue growth, and cost control drive optimism, though content volatility remains a long-term concern.
  • Morgan Stanley on Bajaj Finance: Morgan Stanley maintains an Overweight rating on Bajaj Finance with a ₹1,150 target. Q2 AUM rose 24% YoY, PPoP up 22%, and credit costs remain stable, with earnings projected to grow strongly through FY27.

Mainboard/SME IPO Listing in October 6, 2025

  •  Pace Digitek
  • Manas Polymers and Energies
  • Bhavik Enterprises
  • Ameenji Rubber
  • Earkart
  • KVS Castings
  • M P K Steels
  • Rukmani Devi Garg Agro Impex

Stocks Trade Ex-Dividend

  • CyberTech Systems and Software

Stock Trades Ex-Bonus & Split

  • Julien Agro Infratech
  • Sigma Solve

Written by Abhishek Singh

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