India: Daily Stock Market Performance Insight - October 7, 2025

Today, the Indian market continued its positive run for the fourth day, but with a bit of a mixed bag. The Sensex closed up 0.17% at 81,926.75, and the Nifty 50 gained 0.12% to reach 25,108.30. However, retail investor sentiment ended the day 'bearish'.

Growth & Sector Wins: A lot of the good news came from strong company performance. Bank of India saw a solid 11.8% year-over-year growth in its global business, reaching ₹15.6 trillion, while Metropolis Healthcare’s revenue jumped 23% in Q2. Big deals are also boosting confidence – LTIMindtree landed a $580 million digital transformation contract, sending its shares up 4%. Railway stocks also benefited from ₹24,000 crore in project clearances, rising between 2% and 5%. Nifty Realty led gains, climbing 1.09%.

Headwinds & Concerns: Despite the gains, a World Bank downgrade of India’s GDP growth to 6.5% (down from the RBI’s 6.8% estimate) caused some profit-taking later in the day. Uncertainty around a potential India-US trade deal also held things back. The insurance sector faces challenges with new GST rules reducing distributor payouts by 15-18%, increasing operating costs by 2-3%.

Stock Specifics: Vodafone Idea shares soared nearly 9% on hopes for a resolution to their AGR dues, hitting an eight-month high. However, Fabtech Technologies had a muted debut, falling 5% after listing. Analysts at Citi maintain a 'Sell' rating on HDFC AMC with a price target of ₹4775, citing high valuations. Paytm, on the other hand, was named a top pick for October by Mirae Asset Capital Markets, anticipating a 21% revenue CAGR.

What to watch tomorrow: Technically, the Nifty 50 has support at 24,800 and resistance at 25,330. If it stays above 25,020, we could see a move towards 25,500. While the financial sector looks promising, the IT sector is expected to remain sluggish due to US spending uncertainty.