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EQUITY
Post Session: Quick Review
Sep-12-2025

Indian equity benchmarks ended in positive territory on Friday, with the Nifty reclaiming 25,100 mark, as sentiments remained upbeat amid hopes of a potential bilateral trade deal between India and the US. Markets made a positive start and remained higher throughout the day. Some support came after the government stating that the GST reforms will bring down the overall tax on coal and reduce the cost of power generation. Market participants were also keenly awaiting India’s consumer price index (CPI) data for the month of August to be out later in the day. 

Some of the important factors in trade:

Trade pact with EU to provide huge opportunities for Indian auto industry: Traders took some support as Special Secretary in the Department of Commerce Rajesh Agrawal said the proposed trade pact with the European Union (EU) will provide huge opportunities for the domestic auto industry to boost exports and forge new partnerships with leading automobile giants from the 27-nation bloc.

Sugar stocks were in limelight: Traders took note of the Indian Sugar and Bio-energy Manufacturers Association (ISMA) said that India's sugar output is expected at 34.90 million tonne in the 2025-26 season starting in October. Overall, improved cane quality in Maharashtra, Karnataka, Uttar Pradesh, and Tamil Nadu is supporting a marginal rise in sugar output.

Foreign fund outflows on September 11: Traders overlooked exchange data showed Foreign Institutional Investors (FIIs) were net sellers, offloading equities worth Rs 3,472.37 crore on September 11.

Global front: European markets were trading mostly in red amid Germany's consumer price inflation increased, as initially estimated in August to the highest level in five months. Asian markets ended mostly in green after U.S. Treasury Secretary Scott Bessent and Japanese Finance Minister Katsunobu Kato reaffirmed in a joint statement that neither country would target currency levels in their policies.

The BSE Sensex ended at 81904.70, up by 355.97 points or 0.44% after trading in a range of 81641.38 and 81992.85. There were 19 stocks advancing against 11 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.09%, while Small cap index up by 0.27%. (Provisional) 

The top gaining sectoral indices on the BSE were Capital Goods up by 1.76%, Industrials up by 1.28%, Telecom up by 0.88%, Metal up by 0.80% and PSU up by 0.67%, while FMCG down by 0.70%, Consumer Durables down by 0.17%, Consumer Discretionary down by 0.05%, Oil & Gas down by 0.03% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Bharat Electronics up by 3.67%, Bajaj Finance up by 3.22%, Bajaj Finserv up by 2.38%, Axis Bank up by 1.69% and Maruti Suzuki up by 1.35%. On the flip side, Eternal down by 1.94%, Hindustan Unilever down by 1.43%, Trent down by 0.79%, Titan Company down by 0.61% and Asian Paints down by 0.51% were the top losers. (Provisional)

Meanwhile, the Exporters' body -- the Federation of Indian Export Organisation (FIEO) has sought immediate intervention of the Reserve Bank of India (RBI), citing multiple challenges faced by the export sector, including rising tariffs, input cost inflation, demand volatility, and stressed that banks must act not just as financial enablers but as long-term partners in export sustainability. Due to disruptions in international supply chains, exporters are facing delays in procurement, production, and shipment schedules. FIEO suggested that banks should offer flexible credit solutions, timely restructuring of credit, and advisory support to help exporters maintain their operations and global commitments.

It told RBI ‘Banks must step in not just as financial enablers but as long-term partners in export sustainability. We request RBI's guidance to ensure banks adopt a proactive and compassionate posture’. It suggested ‘To ensure continuity of operations, we request an extension in the pre-shipment credit period. This will help exporters manage their working capital effectively, meet quality standards, and uphold contractual obligations without being financially strained due to delays outside their control’. It has also asked for a one-time moratorium of 12 months on both principal and interest repayments would be immensely beneficial.

The FIEO has recommended that as the Emergency Credit Line Guarantee Scheme (ECLGS) has proved vital during the pandemic, a similar government-backed, collateral-free credit scheme, tailored for exporters, specially SMEs, is the need of the hour. To deal with the delayed payments from foreign buyers and customs-related bottlenecks, it has asked for an extension of the remittance period for general merchandise exports from 9 months to 12 months, and for gold jewellery exports, 180 days. Further, it has stated that despite healthy export growth, over 15 per cent in rupee terms between 2021-22 and 2023-24, net outstanding export credit declined by more than 5 per cent between March 2022 and March 2024. Although export credit is classified under priority sector lending, the actual flow remains inadequate. FIEO has therefore proposed earmarking a dedicated sub-target of 2-2.5 per cent within the overall 40 per cent priority sector lending target exclusively for export credit.

The CNX Nifty ended at 25114.00, up by 108.50 points or 0.43% after trading in a range of 25038.05 and 25139.45. There were 26 stocks advancing against 21 stocks declining on the index, while 3 stocks remained unchanged. (Provisional)

The top gainers on Nifty were Bharat Electronics up by 3.67%, Bajaj Finance up by 3.40%, Bajaj Finserv up by 2.14%, Hindalco up by 2.07% and Shriram Finance up by 2.06%. On the flip side, Eternal down by 2.04%, Hindustan Unilever down by 1.58%, Bajaj Auto down by 1.25%, Indusind Bank down by 1.08% and Trent down by 0.79% were the top losers. (Provisional)

European markets were trading mostly in red; France’s CAC fell 36.32 points or 0.46% to 7,787.20 and Germany’s DAX lost 78.75 points or 0.33% to 23,624.90, while UK’s FTSE 100 increased 31.77 points or 0.34% to 9,329.35.

Asian markets settled mostly higher on Friday tracking Wall Street’s gains overnight as a relatively tame CPI reading coupled with more signs of jobs cooling spurred expectations for more Federal Reserve rate cuts. Moreover, falling bond yields, easing tariff concerns and extravagant expectations for AI-related earnings growth also supported market sentiments. Japan's Nikkei share average hit a record high with chip-related shares contributing to the rise, after US Treasury Secretary Scott Bessent and Japanese Finance Minister Katsunobu Kato reaffirmed in a joint statement that neither country would target currency levels in their policies. Seoul shares soared to a new record high for the third consecutive day followed by a rally of semiconductor shares. However, Chinese shares slipped after a recent string of gains. China's commerce ministry warned of countermeasures after Mexico proposed a 50% import tax on Chinese and Asian cars to protect local jobs.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,870.60

-4.71

-0.12

Hang Seng

26,388.16

301.84

1.16

Jakarta Composite

7,854.06

106.15

1.37

KLSE Composite

1,600.13

17.28

1.09

Nikkei 225

44,768.12

395.62

0.89

Straits Times

4,344.24

-11.58

-0.27

KOSPI Composite

3,395.54

51.34

1.54

Taiwan Weighted

25,474.64

258.93

1.03
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