Research Report : Indian Financial Markets Outlook – 06th October 2025

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

Indian markets likely trade positive over continued better sentiments

In the early morning session, the GIFT Nifty is trading at 24,967, indicating a muted open for the benchmark Nifty 50 index. Meanwhile, US and European equity futures were trading higher in Asia. S&P 500 futures up 0.2% while Euro Stoxx 50 futures flat. Asian stocks climbed to a record, led by Japan, with the Nikkei 225 index jumping more than 4%, heading for the biggest one-day gain since April, after pro-stimulus lawmaker Sanae Takaichi was positioned to become the country’s next prime minister.

The Indian benchmarks extended their gains into the second day this week and closed higher. The Nifty 50 closed 0.23% higher at 24,894.25 while Sensex closed 0.26% higher at 81191.58. All sectoral indices gain higher for the week. Foreign portfolio investors (FPIs) extended their selling streak of Indian equities for the ninth consecutive day on Friday. The overseas investors offloaded shares worth Rs. 1,583.37 crore as per provisional data from NSE.

Fundamental Update

• Infosys - The company partnered with Telenor Shared Services to modernize HR operations using Oracle Fusion Cloud Human Capital Management (HCM) solution. Positive

• TVS Motor: Arm TVS Motor (Singapore)Pte Ltd acquires 100% of share capital in Engines Engineering S.p.A from ACT S.r.l. Positive

• Bajaj Healthcare - Received CDSCO recommendation for Phase III trials of Suvorexant Tablets (for insomnia). Positive

• TVS Electronics - The company received a Goods and Services Tax demand of Rs 25.65 crore from the Uttar Pradesh tax authorities. Negative

Technical Update

• NIFTY – Nifty continued upward journey with additional 60 points gain to settle at 24,894 on Friday. Index closed tad above 50 day EMA of 24,890 while likely to cross 17 day EMA of 24,911. Today’s range – 24,800 – 25,050.

• BANKNIFTY – Bank nifty bucked the trend to close at 55,589 on Friday. Index is well above 50 day EMA of 55,145 and likely to march towards 56K. Today’s range – 55,350 – 55,950.

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.