Sensex Gains 130 Points, Nifty Tops 25,800; Infosys Leads with 4% Jump

Sensex Ends 130 Points Higher, Nifty Tops 25,800 on IT Stock Rally.

Benchmark indices ended higher on Thursday, erasing earlier gains as a rally in IT stocks lifted market sentiment amid rising hopes of a trade deal between India and the US.

The S&P BSE Sensex added 130.06 points to close at 84,556.40, while the NSE Nifty50 rose 22.80 points to settle at 25,891.40.

🔹 Market Insights

Vinod Nair, Head of Research at Geojit Investments, noted that domestic equities started the day positively but pared early gains as investors booked profits following Russian oil sanctions and reports of a potential postponement in India-US trade talks.

“IT stocks advanced after former US President Trump’s softer stance on H1B visas. FIIs are gradually returning, encouraged by expected earnings rebound in H2FY26, festive demand, tax benefits, and GST reductions. The domestic market undercurrent looks positive with a potential India-US deal and rising consumer demand,” Nair said.

🔹 Key Movers

Infosys led the Sensex gainers, up 3.86%

HCL Technologies rose 2.43%

Tata Consultancy Services gained 2.24%

Axis Bank climbed 1.90%

Kotak Mahindra Bank advanced 1.24%

Top losers included:

Eternal, down 2.88%

UltraTech Cement, down 1.75%

Bharti Airtel, down 1.63%

Adani Ports, down 1.41%

ICICI Bank, down 1.35%

🔹 Sector Performance

Among sectoral indices:

Nifty IT surged 2.21%, Nifty FMCG rose 0.29%, Nifty Media up 0.31%, Nifty Private Bank up 0.49%, Nifty PSU Bank gained 0.28%, Nifty Realty rose 0.19%

Weak sectors included Nifty Auto (-0.04%), Nifty Pharma (-0.15%), Nifty Healthcare (-0.33%), Nifty Consumer Durables (-0.03%), Nifty Oil & Gas (-0.57%)

Meanwhile, Nifty Midcap 100 fell 0.06%, Nifty Smallcap 100 slipped 0.05%, and India VIX rose 3.85%, reflecting increased volatility.