Sensex Today | Stock Market Highlights: Nifty rises for fourth straight week for first time in 2025, US CPI data awaited

The NSE Nifty 50 index fell 96 points to close at 25,795, while the S&P BSE Sensex dropped 345 points to 84,212. The Nifty Bank index declined 379 points to 57,700, and the Nifty Midcap 100 slipped 140 points to 59,231. For the week, the Nifty gained 0.3%, extending its winning run, though gains were modest.Market breadth was weak, with 33 Nifty stocks closing lower. Midcaps moved broadly in line with the benchmarks, while bank stocks underperformed. Among Nifty constituents, Hindalco Industries, Shriram Finance, Infosys, and Bajaj Finserv were the top gainers, whereas UltraTech Cement, ICICI Bank, Adani Ports, and Eterna were the top losers.Aluminium producers advanced as global prices rose, pushing Hindalco to the top of the gainers’ list. Cipla saw profit-booking after its agreement with Eli Lilly for a weight-loss drug, while Hindustan Unilever (HUL) fell 3% as brokerages remained cautious on the stock following muted growth.

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And on Facebook, LinkedIn, Instagram and TelegramMARKET THIS WEEKMarket Rises For 4th Straight Week For 1st Time In 2025Nifty Posts Gains For The Week, But Is Almost Flat, Up 0.3%Midcap Index Moves In-line With Benchmarks While Nifty Bk Is Negative25 Nifty Stocks Post Gains While 25 Are In The RedHindalco, Shriram Fin, Infosys, Bajaj Finserv Are Top Nifty GainersEternal, ICICI Bank, UltraTech, Adani Ports Are Top Nifty LosersSamman Cap, Voda Idea, IEX, Bk Of India Are Top Midcap GainersDixon Tech, Dalmia Bharat, Muthoot Fin, Supreme Ind Are Top Midcap Losers MARKET AT CLOSEMarket Fails To Hold Gains, Closes With Cuts Amid VolatilityNifty Fails To Hold 25,800, Mkt Breadth Favours DeclinesIndia-US Trade Deal Uncertainty Keeps Sentiment Subdued, 33 Nifty Stocks LowerSensex Falls 345 Points To 84,212 & Nifty 96 Points to 25,795Nifty Bank Slips 379 Points To 57,700 & Midcap Index 140 Points To 59,231Aluminium Stocks Surge As Prices Rise, Hindalco Top Nifty GainerCipla Sees Profit Booking After The Agmt With Eli Lilly For Weight-loss DrugHUL Falls 3% As Brokerages Remain Cautious On The StockKotak Bank Falls Nearly 2% Ahead Of Its Earnings On SaturdaySupreme Ind Slides 3% Ahead Of Its Results On MondayMCX, Patanjali Foods, Cyient, Astral Are Top Midcap LosersColgate Reports Weak earnings For Q2, Stock Closes 2% LowerDefence Names Close Higher As DAC Approves `79,000 Cr Procurement

Rupee Ends At 87.85/$ Against Thursday’s Close Of 87.84/$

Markets have closed as of 3:30 pm IST.#2QWithCNBCTV18 | #KotakMahindraBank to report its earnings tomorrow, NII likely to increase by 4% YoY. NIMs to decline 9bp QOQ to 4.56% as the impact of interest reversal will be limited due to better AQ pic.twitter.com/AmhkOmaxdj

— CNBC-TV18 (@CNBCTV18Live) October 24, 2025

CAMSCAMS technically from ₹5,500 levels, we have seen a good collective move. Right now, we have seen a good consolidation taking place, but a prominent support lies at ₹3,600-₹3,500 levels. So I would say since the investor has bought at higher levels, I would say technically it makes it right to average it out at ₹3,600 levels if this stock falls to that. And well when you once you see the momentum and the further conviction comes above ₹4,000 levels. So ₹3,600 support ₹4,000 above would get this stock back in trend.PaytmI think the stock has given a one way move right from ₹680 to high of ₹1,300. So, when I am looking at the indicators also there could be a chance of some profit booking seen at these levels. So, I would say book partial profit and if one needs to add then I think add it in tranches stay at around ₹1,200 to ₹1,150 levels. The retracement cannot be ruled out to that level. So that way you can better your price and go ahead for the long run.

CAMSI believe that the investor has got it at higher levels, but even at current levels it is not the right time to average. While it has got a niche, with 85% of its revenues coming in which is related directly to the mutual fund industry. But there the growth rate is softening in the current quarters. I believe that the other segments which are smaller like about 15% of revenues are starting to contribute more. And there the average EBITDA margins are lower like their EBITDA margins about 25%, while currently it is about 40-45% from the existing business. So over a period of time, I think margins also will remain a bit softer. Having said that, I think in terms of valuation it is very expensive. So, if I want to average, I would look to average it much lower. I would say closer to about say maybe 10% lower levels from current levels, I would relook and review, but not at current levels.RBL BankIt makes sense to continue to hold because the money inflow that will come into the bank, this whole money almost about ₹26,000 crores is going to flow into the bank and while some amount may be set aside for capital adequacy, but the remaining quite a chunk of it is going to be used for growing the business. So, over the next maybe 2 to 3 years there is going to be a good growth and this will also improve all financial parameters. Of course, maybe the return on assets will be impacted for about 2 to 3 years, but I think still overall the numbers will look much better on all other parameters and including the price to book growth. I would say you continue to hold and the investor has got it at very good levels.

Banking stocksIf you see it all started with RBI changing its stance last year with repo rate cuts. So it started with easing liquidity, lower interest rates and in last couple of policy it was more credit where the risk rates were adjusted. With these deals happening, I think there is an important pivot happening in terms allowing foreign players to hold substantial stake. We saw that with Yes Bank. We have seen that with Sammaan Capital. We have seen that now with Federal Bank and RBL Bank. This augurs well for the industry because this brings in – cost of funds go down, access to global capital goes up and it change in norms wherein you are allowed to do acquisition finance, you can increase now lending beyond ₹10,000 crores. So, they announced almost 20 measures related to credit and regulatory easing. It’s more a signal that more reforms are coming. And it’s very important for a, for a banking sector.Federal BankFederal Bank is also showing great turnaround since leadership change last quarter was very good NIMs improved, CASA improved, loan mix improved, overall the core operating performance was pretty solid and this is growth capital, they are very capitalised. I think more the bank diversifies from Kerala to more geographies there is some bit of a niggling issues with union etc. because it is it is an old bank. Once they are able to get that and get the culture right, I think this bank definitely deserves a re-rating in our view with the disclaimer, we hold it in our portfolio.

Net Profit (RD)82.7% At `3 Cr Vs `15 Cr (YoY)

Revenue (GU)4% At `457 Cr Vs `440.3 Cr (YoY)

EBITDA (GU)10.4% At `44.7 Cr Vs `40.5 Cr (YoY)

Margin At 9.8% Vs 9.2% (YoY)

– Fourth straight day of gains– Has gained in nine out of the last 11 trading sessions– Today’s volumes have crossed that of Thursday– 4.7 crore shares trades Vs 20-day average of 47 lakh– Best month of 2025; Positive annual returns since 2018

Net Profit (GU)25% At `83 Cr Vs `66 Cr (QoQ)

Revenue (GU)7% At `577 Cr Vs `542 Cr (QoQ)

EBITDA (GU)10% At `107 Cr Vs `97 Cr (QoQ)

Margin At 18.5% Vs 17.9% (QoQ)

PTC India Financial Services

Utkarsh Small Finance Bank

JG Chemicals

Manish Hathiramani, Proprietary Trader & Technical Analyst, Deen Dayal Investments

Ajit Mishra of Religare Broking

The shares of Jain Resource surged by over 5% in today’s trading session.

Bajaj Auto Says

Austrian Takeover Commission Approves Takeover Bid To PIERER Mobility AG Shareholders

AB Sun Life AMC Q2

Manas Jaiswal, Technical Analyst, manasjaiswal.com

PVR Inox | Opens 3-screen Multiplex At Westpoint Mall In Gangtok, Sikkim

Shanthi Gears Q2

Cyient DLM | R M Subramanian Appointed As CFO Of The Co w.ef October 24, 2025

The shares of Eternal declined for the 6th straight session in a row.

Sanjay Sharma, Orkla India To CNBC-TV18

Hyundai Motor | Opens Bookings For The All-New Hyundai Venue Compact SUV

As the Nifty index falls, these are the top contributors.

The Nifty index has fallen below the 25,800 mark, as the market slips to the day’s low.

Refex Industries gets an order worth ₹300 Cr from a mining entity in Jharkhand