Indian equities on Dalal Street saw volatility. Track Sensex, Nifty50 movement and key market drivers for Feb 25, 2026.
Indian defence stocks have seen an average year-on-year gain of 67 per cent, driven by renewed interest following 'Operation Sindoor' and a broader increase in global geopolitical tensions, with the combined market capitalisation of 18 firms increasing by approximately 2.3 trillion.
Domestic passenger vehicle dispatches in India rose 25.4 per cent year-on-year to 4,37,312 units in April, continuing the strong demand momentum from the previous fiscal year, according to SIAM.
Sun Pharmaceutical Industries Ltd has announced its acquisition of US-based Organon & Co in an all-cash deal valued at an enterprise valuation of USD 11.75 billion, aiming to become a top 25 global pharmaceutical company.
Eight of India's top-10 most valued firms saw their combined market valuation increase by Rs 1,87,497.45 crore last week, with Bharti Airtel emerging as the largest gainer, reflecting a positive trend in the equities market.
'Wipro's challenge is not lack of ideas. In fact, some of its recent structural moves are arguably bolder than peers.' 'The problem is proving it can operationalise these bets faster and more consistently.'
The BSE Sensex plummeted 1,236 points, wiping out nearly Rs 7 lakh crore in investor wealth, driven by escalating tensions between the US and Iran and subsequent market selloff.
If you are feeling depressed, just watch this 15 year old on your TV! Your blues will fly away, exclaims Colonel Anil A Athale (retd).
India's electric passenger vehicle market saw an 87.4 per cent year-on-year increase in FY26, reaching 233,246 units, primarily driven by the mid-size SUV segment (20-30 lakh price bracket), while the entry-level segment (sub-10 lakh) experienced a decline.
Maruti Suzuki has discontinued its Ignis hatchback due to weak sales and a shift towards SUVs, while simultaneously facing supply chain issues for its popular S-Presso and WagonR models, leading to booking halts at some dealerships.
A readout by the US said the agreement marked a milestone in the strategic partnership between the two nations to ensure that the foundational elements required for advanced technology and energy are available within trusted networks.
The Indian government has increased import duties on gold and silver from 6 per cent to 15 per cent to curb inbound shipments of precious metals amid a rising import bill due to the West Asia crisis.
Delhi Police busted two illegal units manufacturing counterfeit cement in the city's northeastern areas and arrested a 25-year-old man in connection with the racket.
Vietnam is an emerging regional power and a closer relationship with Hanoi is closely aligned with Prime Minister Narendra Modi's Act East Policy, points out Dr Rajaram Panda.
The Beijing summit may have reduced immediate diplomatic uncertainty, but it did not resolve the deeper structural contest between the United States and China. That contest appears likely to define the coming decade, notes Varun Arya.
Commodity markets, especially the metals, are among the most volatile segments of the Indian financial ecosystem. To traders involved in commodity trading, it is not only helpful to keep track of the daily price changes but also necessary to make informed trading decisions. Commodities like gold, silver, copper, and aluminium react to many different factors, which makes it imperative for commodity traders to watch out for metal prices every day.
Petrol and diesel prices in India have been increased for the second time in a week, following a long freeze on revisions. The increase comes as global crude prices surge and state-run oil firms look to recoup losses.
Indian stock market benchmark indices Sensex and Nifty experienced a significant decline, driven by escalating tensions in the Middle East and rising crude oil prices.
Rising automobile exports are reflective of the increasing acceptance of India-manufactured vehicles across global markets, according to Economic Survey 2025-26.
Growth in AI engineering hiring is being driven by rapid AI adoption across organisations of all sizes, said the LinkedIn report.
Indian carmakers experienced a robust start to the new fiscal year, with an estimated 4.5 lakh passenger vehicles sold in April, marking a 27 per cent increase year-on-year, attributed to factors like GST 2.0, repo rate cuts, and income tax benefits.
Mahindra & Mahindra Ltd reported a significant 48.5 per cent jump in consolidated profit after tax to Rs 5,259.91 crore in the March quarter, primarily attributed to strong performance in its auto and farm sectors, alongside ambitious plans for new SUV and EV launches.
Indian equity benchmarks Sensex and Nifty surged nearly 1 per cent, driven by strong earnings reports from FMCG and auto sectors, alongside a rally in Asian markets and signs of de-escalation in geopolitical tensions.
Sun Pharmaceutical Industries' acquisition of US-based Organon & Co. for $11.75 billion, the largest overseas acquisition by an Indian pharma company, has been met with mixed reactions from brokerages, who see strategic entry into women's health and biosimilars but also flag potential integration challenges and debt concerns.
Kalyani Strategic Systems' subsidiary, Agneyastra Energetics Ltd, has commenced construction of a Rs 1,500-crore defence manufacturing facility in Andhra Pradesh, aiming to enhance India's indigenous defence capabilities and generate employment.
Under the TMC, Bengal has seen expansion of welfare, but not big-ticket private investment.
Makers of spirits, beer, and wine are working to identify new markets of growth as two of the industry's biggest liquor markets, Maharashtra and Telangana, remain embroiled in taxation and payment issues.
Government sources indicate a potential increase in petrol and diesel prices due to rising global crude oil costs and losses incurred from a prolonged freeze on retail rates.
Gold prices are expected to remain volatile next week as investors track geopolitical developments in the Middle East and key macroeconomic data releases that could shape the sentiment in the domestic market, analysts said.
Aviation fuel prices for domestic airlines remain unchanged, providing stability for local carriers, while commercial LPG and 5-kg cylinders see a significant rate hike due to rising international energy costs.
Pharmaceutical major Cipla reported a 3 per cent year-on-year decline in March quarter revenue to Rs 6,541 crore, with net profit falling 55 per cent to Rs 554.6 crore, missing consensus estimates. Despite strong growth in India and Africa, a significant decline in North American sales impacted overall performance, with the company now focusing on new product launches and regulatory filings to drive future gains.
Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
India's two-wheeler industry is seen growing 6-9% in 2026, though a proposed ABS mandate for sub-125cc models could push up prices and temper volumes.
Fintech giant Paytm reports a consolidated profit of Rs 183 crore in Q4 FY26, marking a significant turnaround driven by its core payments business, growth in loans, and consumer-side profitability. The company is also prioritising investments in AI and has ruled out applying for an NBFC licence.
'Every year we import approximately $70 billion worth of gold -- closer to $72 billion in 2025-2026, an all-time record.' 'There is no parallel for this anywhere in the world. And this love for gold will not disappear overnight.'
'OMCs are incurring losses of Rs 1,000 crore per day due to the West Asia crisis.'
India's electric motorcycle market is experiencing significant growth, with a 28 per cent year-on-year increase in volumes, as new product launches and improved total cost of ownership attract a broader base of riders beyond early adopters.
SIS Ltd, a security and facility management services provider, aims to cross Rs 20,000 crore in revenue by FY27, driven by strong double-digit growth, expansion of its service network, and a simplified regulatory framework under new labour codes, said its Group Managing Director Rituraj Sinha.
Jewellers in Lucknow protest Prime Minister Modi's appeal to defer gold purchases for a year amid the West Asia crisis, fearing significant business losses and economic hardship for those involved in the trade.
The rupee recovered to 95.18 against the US dollar after hitting an all-time intra-day low of 95.44. The recovery was supported by possible RBI intervention amid renewed Gulf tensions and rising crude oil prices.
