🇮🇳 India Post-Market Report|kartalks

India Post-Market Report|kartalks –4 November 2025

Today the market tried to hold up in the morning, but the second half clearly belonged to the sellers. Weak global cues, FII selling and pressure in IT and metal names pulled the indices down through the session. 

📊 How the Market Closed – Nifty 50, Sensex, Bank Nifty

By the closing bell:

Nifty 50 ended at 25,597.65, down 165.70 points (-0.64%), slipping below the 25,600 mark. 

Sensex settled at 83,459.15, down 519.34 points (-0.62%). 

Bank Nifty finished around 57,827, down 274.4 points (0.47%.)

In the broader market, BSE Mid-Cap index fell about 0.26% and Small-Cap index dropped 0.69%, so the selling was not just in large caps; it was spread across the board. 

“Indian markets closed weak today – Nifty slipped below 25,600, Sensex lost more than 500 points, and the selling extended into mid-caps and small-caps as well.”

🔀 Top 5 Gainers & Top 5 Losers (Nifty 50)

From the Nifty 50 basket, just a handful of names managed to stay strong while the rest of the index came under pressure. 

🔺 Nifty 50 – Top Gainers

Titan Company – closed at about ₹3,810, up 2.39%. Stock reacted positively to very strong Q2 numbers, especially in the jewellery segment, where revenue and profit have jumped sharply. 

Bharti Airtel – around ₹2,110, up 1.89%. Earnings were solid; revenue and profit both grew well in Q2, and the street likes the visibility on ARPU and 5G. 

Bajaj Finance – near ₹1,054.70, up 1.33%. Still seen as a quality NBFC; festive-season lending numbers have been strong, which keeps buyers interested. 

Mahindra & Mahindra (M&M) – about ₹3,584.30, up 1.00%. Supported by 18% YoY profit growth in Q2 and healthy SUV demand. 

HDFC Life – around ₹742.80, up 0.88%. Classic defensive play; insurance names tend to hold up when the market mood turns cautious. 

🔻 Nifty 50 – Top Losers

Power Grid – close near ₹278.80, down 3.11%. Q2 profit slipped almost 6% YoY, so you’re seeing follow-through selling after the results. 

Eternal – about ₹313.50, down 2.82%, under pressure with heavy volume. 

Adani Enterprises – near ₹2,399.90, down 1.91%. The stock stayed volatile as the company moves ahead with its ₹25,000 crore rights issue plan. 

Tata Motors TMPV – around ₹407.00, down 2.52%, reflecting weak sentiment in the auto pack despite good numbers from M&M. 

Hindalco – close to ₹830.85, down 1.86%, as part of the broader selling in the metal and commodity space. 

“On a weak index day, Titan, Airtel, Bajaj Finance, M&M and HDFC Life managed to stay in the green, while Power Grid, Eternal, Adani Enterprises, Tata Motors PV and Hindalco were the big drags.”

🧩 Sector Performance – Where Did the Selling Hit?

The sector picture was one-sided today:

All NSE sector indices closed in the red except consumer durables. 

The worst damage came in metals, IT and autos – Nifty Metal index fell 1.44% to 10,499.05.  On the BSE side too, Mid-Cap index fell 0.26% and Small-Cap 0.69%, and market breadth was weak, with far more losers than gainers. 

“Today wasn’t a stock-specific fall. Metals, IT, autos, realty, most sectors were in the red. Only consumer durables managed to hold some green on the screen.”

🧭 Key Support & Resistance – Nifty & Bank Nifty

Nifty 50

Nifty closed at 25,597.65. On the downside, immediate support is seen around 25,650–25,600. Below that, the next important demand zone comes in near 25,450–25,400.

On the upside, the market is struggling to get past 25,800, and then 25,900–26,000. Beyond that, 26,100 is viewed as a strong resistance area.

“For Nifty, 25,600 is the first line to watch, then 25,450–25,400. On the upside, 25,800 is the first hurdle and 26,000–26,100 is the real wall.”

Bank Nifty is now hovering just below 58,000 after today’s drop. Support zones to keep in mind: Around 57,700 first, Then 57,500–57,300 as a deeper cushion.

Resistance likely appears near 58,250, and then 58,500–58,800 if the bounce extends.

“Bank Nifty is boxed between 57,700 on the downside and the 58,200–58,500 pocket on the upside. A clean close above that band is needed for fresh strength.”

⚡ India VIX – What Is Volatility Telling Us?

India VIX closed near 12.67 today, almost unchanged versus the previous session. 

So:

It’s still in the low-volatility zone, There is no panic spike, but that also means sudden sharp moves can surprise traders who are over-leveraged.

“VIX sitting around 12–13 means the market is calm on the surface, but that calm can break quickly if any big headline hits.”

📰 Major Events & Their Impact

A few key things shaped the mood today:

Weak global cues: Europe and most of Asia were in the red, even though US markets had rallied earlier on AI-driven tech strength. Indian indices chose to follow the weak global risk tone rather than the US tech story. 

Result-driven moves: Titan rallied after posting Q2 FY26 numbers: revenue up 28.5% YoY to ₹18,837 crore and PAT up 59% YoY to ₹1,120 crore.  Bharti Airtel reported 89% jump in net profit to ₹6,791.7 crore with 25.7% revenue growth, which kept telecom in better shape than the rest of the market.  State Bank of India delivered around 10% YoY growth in standalone net profit to about ₹20,160 crore, adding some support to PSU banks.  On the other side, Power Grid’s nearly 6% decline in Q2 profit weighed on the stock and on sentiment in the utilities space. 

Holiday effect: Markets are closed tomorrow (5 November) for Guru Nanak Jayanti, so a lot of traders cut positions before the mid-week holiday. 

In short: global weakness + local profit-booking + FII outflows before a holiday = cautious, risk-off session.

🚀 IPO Corner – Lenskart, Groww, Shreeji Global FMCG

Lenskart Solutions IPO

From Business Standard’s closing data: 

Issue size: about ₹7,278 crore. Price band: ₹382–402 per share. Final day status (today): The issue was subscribed around 25.21 times overall by about 3:30 pm. 

So the message is simple:

“Lenskart’s IPO has seen very strong demand – roughly 25 times overall – even though the grey-market premium has cooled off a bit.”

Groww (Billionbrains Garage Ventures) IPO

Same BS article gives an official snapshot: 

Price band: ₹95–100 per share. Issue size: roughly ₹6,600+ crore. Day 1 status (today): Subscribed about 0.49× overall by around 3:33 pm – so roughly half the book was done on Day 1.

Retail is more active; QIBs usually build most of their bids on later days, so you can explain it like this:

“Groww’s IPO had a steady but not crazy first day – retail interest is visible, but institutions are likely to show their hand closer to the end of the issue.”

Shreeji Global FMCG IPO (SME)

Segment: NSE SME. Issue size: about ₹85 crore. Price band: ₹120–125 per share. Subscription by 1:50 pm: Overall issue was about 25% subscribed on Day 1.

“Shreeji Global FMCG’s SME IPO is off to a modest start – about one-fourth of the book done on day one, with no real grey-market buzz yet.”

🌍 FII & DII Flows

Who Was Buying, Who Was Selling?

Moneycontrol’s FII–DII sheet for 4 November 2025: 

FIIs / FPIs Gross buy: ₹13,187.05 crore Gross sell: ₹14,254.06 crore Net: –₹1,067.01 crore (net sellers)

DIIs Gross buy: ₹15,835.40 crore Gross sell: ₹14,632.50 crore Net: +₹1,202.90 crore (net buyers)

So again, the same pattern:

“Foreign money sold a little over ₹1,000 crore, domestic institutions bought about ₹1,200 crore – that’s why we saw a controlled correction instead of a panic fall.”

🎯 Short-Term View vs Long-Term View

Short-Term (1–3 sessions)

Nifty is in a sideways-to-negative mood as long as it stays below 25,800–26,000. Supports to keep on your screen are 25,650–25,600, and then 25,450–25,400 if things get weaker. 

Bank Nifty is basically stuck in a band, with 57,700–57,500 acting as support and 58,200–58,500 acting as resistance. 

India VIX near 12.7 tells you premiums are not very high, so any sudden move can hurt unhedged leveraged positions. 

“This is a range market with a negative bias – buy only near strong supports, don’t chase strength near resistance, and keep your stop-loss tighter than your conviction.”

Long-Term

Even with this kind of day:

India is still being treated as a structural growth story in most strategy notes – earnings and macro data are not signalling any collapse. 

Domestic money (SIPs + DIIs) is consistently stepping in whenever FIIs sell, which is exactly what you saw again today.  The strong response to Lenskart and decent interest in Groww show that risk appetite for quality stories is very much alive. 

“For investors, nothing big has changed – use dips to slowly add quality large caps and sector leaders, and focus more on asset allocation than on trying to hit jackpots in F&O.”

⭐ Stock of the Day – Titan Company

If you want one name to highlight today, Titan is the clean choice:

It rose about 2.3% on a day when both Nifty and Sensex were down.  Q2 results were strong – revenue up 28.5% YoY, PAT up 59% YoY, driven mainly by the jewellery segment. 

Safe way to talk about it:

“Today’s stock of the day has to be Titan – strong quarterly numbers, a powerful brand and clear growth in jewellery helped it close higher even as the market came under pressure. This is only a case study for discussion, not a recommendation to buy or sell.”

Further reading 👇

businessstandard

angelone

🇮🇳Indian Pre-Market Report – 4 Nov, 2025

Upcoming IPOs to Watch | kartalks

Stock Market 101: Learn Stocks from Zero

Stock Market 101 — Lesson 2

⚠️ Disclaimer:

This content is for education and information only and is not investment advice or a recommendation to buy, sell or hold any security or derivative. The author is not a SEBI-registered investment advisor; viewers should consult a SEBI-registered advisor before acting. Trading and investing involve risk of loss, and the author is not responsible for any financial loss arising from the use of this information.