Indian Markets Post-Market Report – Monday, 10 November 2025
📊 Market Snapshot (Closing Bell)
Indian equities finally broke their three-day losing streak and closed in the green on Monday.
Nifty 50: 25,574.35 🔺 +82.05 points (+0.32%) Sensex: 83,535.34 🔺 +319.07 points (+0.38%) Bank Nifty: 57,937.55 🔺 +60.75 points (+0.10%)
Midcaps and smallcaps also participated:
Nifty Midcap: +0.47% Nifty Smallcap: +0.35%
The mood was “relief rally” – not euphoric, but clearly better than last week’s cautious tone.
🏆 Top 5 Gainers & 🔻 Top 5 Losers (Broader Market)
From the broader universe, earnings and news flow drove sharp moves both ways.
🔼 Top 5 gainers (Nifty 50)
1.Infosys ~ +2.49%
2.Bajaj Finance ~ +1.73%
3.HCL Technologies ~ + 1.86%
4.Coal India ~ +1.42%
5.Asian Paints ~ +1.40%
🔻 Top 5 losers (Nifty 50)
1.Trent ~ – 7.43%
2.Max Healthcare Institute ~ – 3.29%
3.Tata Consumer Products ~ – 2.10%
4.Apollo Hospitals Enterprise ~ – 1.47%
5.Eternal ~ – 1.52%
🧩 Sector Performance (with “mini logos” in your layout)
Sectors in green:
💻 Nifty IT: +1.62%, the star of the day as global tech sentiment stabilised and hopes rose that the prolonged US government shutdown may finally end.
💊 Nifty Pharma: roughly +0.95%, helped by stock-specific earnings.
🚗 Auto, ⚡ Energy, 🪙 Metal, 🛍 Consumer Durables, 🩺 Healthcare, 🛢 Oil & Gas: all closed in positive territory, typically between +0.3% to +1%.
Sectors under pressure:
📺 Nifty Media: about -1.0%, the day’s worst performing index.
🏦 Nifty PSU Bank, 🧱 Realty, 🧪 Chemicals, 🧂 FMCG: small cuts, broadly in the -0.2% to -0.3% range.
So, Monday was very much “IT + defensives leading, high-beta pockets mixed”.
🧭 Price Action & Market Mood
A few key points from today’s trade:
Both Nifty and Sensex bounced after three red sessions, tracking better global cues and earnings comfort. A big sentiment booster: Goldman Sachs upgraded India to “overweight” from “neutral”, with a Nifty 50 year-end 2026 target of 29,000, implying ~14% upside from today’s close. The rebound was broad-based, but leadership clearly came from IT, pharma, auto, and quality midcaps.
Overall, it looked like short-covering plus fresh buying, rather than just a dead-cat bounce.
💰 FII–DII flows
FIIs net sellers in cash market of about –₹4,114.85 crore.
DIIs net buyers in cash market of + ₹5,805.26crore.
📈 Key Levels – Nifty, Bank Nifty, Sensex
Using today’s high/low plus recent swing zones:
🔹 Nifty 50 – 25,574.35
Day’s range: High: 25,652.95 Low: 25,503.50
Immediate support: 25,500–25,520 (today’s low area) Below that, 25,350 remains the next important swing level from last week.
Immediate resistance: 25,650–25,700 (today’s high band + recent supply zone) Next resistance around 25,800–25,850.
If Nifty can hold above 25,500, the door stays open for a grind towards 25,800–26,000 in the short term. A break below 25,350 would again put bulls on the back foot.
🔹 Bank Nifty – 57,937.55
Day’s range (narrow): High: 58,091.40 Low / Open: 57,846.20
Support zones: Immediate: 57,800–57,700 Deeper: 57,400–57,300
Resistance zones: First: 58,100–58,200 Next: 58,400–58,500
Banks participated, but not aggressively. It’s more of a slow healing structure compared to IT’s strong bounce.
🔹 Sensex – 83,535.34
Day’s range: Open: 83,198.20 High: 83,754.49 Low: 83,198.20
Support: 83,200–83,000
Resistance: 83,800–84,000
The index is still in a sideways band, but today’s close is closer to the upper half of that range.
📜 Major Events & News Flow
A few big-picture stories sitting behind today’s move:
Global backdrop: Wall Street’s tech-heavy Nasdaq had its worst week since April, but optimism is creeping in that the US government shutdown could end soon, which helped risk sentiment globally.
India upgrade: Goldman Sachs’ overweight call on India and its 29,000 Nifty 50 target for 2026 added confidence that institutional money may continue to favour India despite high valuations.
US Fed expectations: softer US consumer sentiment and jobs data keep the door open for another rate cut, which is supportive of EM flows and risk assets.
Put together, the macro narrative today was “earnings + global support + upgrade”.
⚙️ SEBI & Regulatory Angle (Quick Take)
No fresh rule came out during the session, but the new SEBI framework on F&O concentration and index derivative eligibility remains in focus:
Caps on single-stock derivative exposure as a percentage of MWPL for different entities. Stricter norms on which indices qualify for derivatives (liquidity and size filters).
Impact for traders is straightforward:
less crazy leverage in illiquid names, more emphasis on risk control, and a slow shift towards institutional-style option strategies rather than pure weekly speculation.
📉 Volatility – India VIX
India VIX closed near 12.30, down about 2.1% on the day.
That keeps volatility at the lower end of the historical band, which:
supports dips being bought, but also means traders should not assume “low vol forever” – any surprise news can cause sharper spikes from these levels.
🧾 IPO & Listing Updates
It was a busy day in the primary market:
Lenskart listing: Listed at ₹395 (NSE) and ₹390 (BSE) versus IPO price ₹402 – a 1.7–3% discount. Intra-day, the stock slipped deeper before recovering some ground; several reports peg the day’s low around the ₹355–₹356 area. Despite strong subscription, concerns over rich valuation led to a muted start.
Groww IPO (BillionBrains Garage Ventures): Overall subscription: about 17.6× on the final day. Allotment finalisation is scheduled for today, 10 November, with listing expected on 12 November 2025. Latest GMP is around ₹4–5, much lower than early expectations, signalling modest listing gains.
Emmvee Photovoltaic Power IPO: Opens tomorrow, 11 November, closes on 13 November; tentative listing on 18 November.
Pine Labs IPO: Day 2 subscription stands at 0.54× overall, with retail at 0.87× and employee quota well covered.
Primary markets remain busy, but today’s subdued Lenskart debut is a reminder that valuation matters, even in hot stories.
🪙 Commodities & Currency – Quick Dashboard
Gold & Silver (India)
24K gold (India Bullion data): around ₹1,22,880 per 10 g. 22K gold: roughly ₹1,12,640 per 10 g.
Silver: near ₹1,51,350 per kg.
Prices have jumped ~1%+ on MCX in the last couple of sessions, supported by risk-off hedging and expectations of further easing from the US Fed.
Crude Oil
Brent futures for 10 November trade around $63.9–64.1 per barrel, up about 0.3–0.7% on the day. WTI sits close to $60.3 per barrel.
For India, crude in the low 60s is still comfortable from an inflation and CAD point of view.
USD–INR
On the FX side, USD/INR closed around 88.67 in the global market data for 10 November 2025.
The rupee remains weak versus the dollar in historical terms, but day-to-day fluctuations are now fairly tight.
💡 Stock of the Day – NALCO (Earnings-Driven Move)
Purely from a price + news combo, NALCO stands out:
Stock gained roughly 10% after Q2 FY26 results, driven by higher aluminium prices and strong profit growth (net profit up ~37% YoY in the reported quarter).
“Stock of the day: NALCO – strong Q2 numbers, aluminium tailwinds, and a double-digit move on the back of earnings.”
Keep it as an observation, not a recommendation.
🧠 Short-Term vs Long-Term View (Commentary-Only)
Short term (next few sessions):
As long as Nifty holds 25,500–25,350, dips can see buying, especially in IT, quality financials, and select metal names. A sustained move above 25,650–25,700 is needed for a push towards 25,800–26,000. Bank Nifty needs to get past 58,100–58,200 for the financials-led breakout story to become stronger.
Long term (1–3 years):
The combination of earnings momentum, global brokerage upgrades and steady domestic flows continues to support the India story. For investors with a real long-term horizon, the focus stays on asset allocation and quality stocks, not on daily swings.
Weekly Market View: 10–14 Nov 2025
Q2 FY26 Update: Hindalco, Bajaj Auto, L&T, Airtel|kartalks
✅ Disclaimer:
This post-market report is only for information and education.
It is not a buy or sell recommendation, and it does not constitute investment, legal or tax advice.
Equity and derivatives trading involve risk. Please do your own research and consult a SEBI-registered financial adviser before making any investment decisions.