Wednesday, October 29, 2025

Research Report : Indian Financial Markets Outlook – 29th October 2025


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

Sentiments remain higher ahead Trump – Xi meeting

In the early morning session, the GIFT Nifty is trading marginally higher at 26,139, indicating a positive open for the benchmark Nifty 50. US and European index futures are trading higher during Asian trading hours. Asian stocks opened higher, buoyed by Wall Street optimism that artificial intelligence will keep fueling profits at major technology firms and growing bets of a Federal Reserve interest-rate cut. S&P 500 futures was up 0.08% while Euro Stoxx 50 futures decline 0.21%.

The Nifty ended in the red on Tuesday; however it closed above the 25,900 mark. At the close, the Sensex fell 492.23 points, or 0.58%, to 84,286.61, while the Nifty slipped 29.85 points, or 0.11%, to 25,936.20. The FPI remained net buyers with pumping over 10K Crore in the Indian securities – highest in this year. Bullion was near $3,950 an ounce on Wednesday, a day before a scheduled meeting between Presidents Donald Trump and Xi Jinping.

Fundamental Update

  • Tata Capital - Q2FY26 (YoY) Total Income up 7.7% to Rs 7,750 crore versus Rs 7,192 crore. Net Profit up 2% to Rs 1,097 crore versus Rs 1,076 crore. Positive
  • Shree Cement - Q2FY26 (YoY) Revenue up 17.4% to Rs 4,761 crore versus Rs 4,054 crore. Ebitda up 58.8% to Rs 974 crore versus Rs 613 crore. Positive
  • M&M Financial - Q2FY26 (YoY) Total Income up 12.7% to Rs 5,049 crore versus Rs 4,479 crore. Net Profit up 45% to Rs 564 crore versus Rs 389 crore. Positive
  • Adani Green - Q2FY26 (YoY) Revenue nearly flat at Rs 3,008 crore versus Rs 3,005 crore. Ebitda up 17.4% to Rs 2,603 crore versus Rs 2,217 crore. Positive

Technical Update

  • NIFTY – Nifty again attempted to cross 26K level but settled marginally lower at 25,936 on Tuesday. Index was quite volatile due to monthly expiry. Today’s range – 25,850 – 26,150.
  • BANKNIFTY – Bank nifty held back 58K level and closed at 58,214 on Tuesday. Index has strong resistance at 58,600 while 58K is near term support. Today’s range – 58,000 – 58,650.

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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