Friday, October 17, 2025

Research Report : Indian Financial Markets Outlook – 17th October 2025

Ravi Bhatt
Sebi Registered Research Analyst - INH000012591
Website - www.capsavaj.com

Asian markets fell over concerns on US credit market

Asian shares slipped after risk sentiment dimmed on Wall Street as bad loans at two US banks heightened concerns about the credit market. MSCI’s regional stock gauge dropped 0.2% with financials the biggest drag. The yen was stronger against the dollar in early Friday trading, extending its run of three consecutive sessions of gains. Nikkei was down 0.3% while Kospi was up 1% in the early morning session. The GIFT Nifty is trading flat at 25,611 in the morning, indicating a muted open for the benchmark Nifty 50.

The Nifty ended in the green for the second consecutive session on Thursday. The Sensex rose 862.23 points, or 1.04%, to 83,467.66, while the Nifty rose 261.75 points, or 1.03%, to 25,585.30. The foreign portfolio investors on Thursday turned net buyers of Indian shares, see-sawing between purchasing and selling in the last five sessions. The FPIs bought stocks worth approximately Rs 997 crore, according to provisional data from NSE.

Fundamental Update

  • Infosys Q2FY26 (QoQ) Revenue up 5.2% to Rs 44,490.00 crore versus Rs 42,279.00 crore. Ebit up 6% to Rs 9,353.00 crore versus Rs 8,803.00 crore. Positive
  • Wipro Q2FY26 (QoQ) Revenue up 2.5% to Rs 22,697.30 crore versus Rs 22,134.60 crore Ebit up 4% to Rs 3,680.70 crore versus Rs 3,547.60 crore. Positive
  • LTIMindtree Q2FY26 (QoQ) Revenue up 5.6% to Rs 10,394.30 crore versus Rs 9,840.60 crore. Ebit up 17% to Rs 1,648.10 crore versus Rs 1,406.50 crore. Positive
  • Cyient Q2FY26 - (QoQ) Revenue up 4.0% to Rs 1,781.00 crore versus Rs 1,711.80 crore Net Profit down 17% to Rs 127.50 crore versus Rs 153.80 crore. Negative

Technical Update

  • NIFTY – Nifty zoomed past 25,500 to settle over 1% at 25,585 on Thursday. Index touched almost 3 months high amid short covering by FIIs. Today’s range – 25,450 – 25,700.
  • BANKNIFTY – Bank nifty too gained to almost all time high before settling at 57,422 on Thursday. Index has gained momentum as private lender zoomed over 2 % on better quarterly numbers. Today’s range – 57,000 – 57,750.

Disclaimer: This report is prepared by an analyst who has exercised due diligence in checking the correctness and authenticity of the information before publishing research report. We shall not be in any way responsible for any loss or damage in analysis or views obtained from the use of information contained in this report and especially states that we have no financial liability whatsoever to the user of this report.

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