Indian Markets Post-Market Report-Dec 5, 2025

Indian Markets Post-Market Report — Friday, 5 December 2025 – RBI’s surprise rate cut sparks a strong close for Indian equities

The last trading session of the week wrapped up on a confident note, with investors clearly cheering the RBI’s surprise 25 bps rate cut. The mood in Dalal Street was upbeat from the opening bell, and the momentum comfortably carried into the closing hour. Most of the action was in banks and financials, which isn’t surprising considering the policy turn. Autos joined in too, while defensives like FMCG and a few pharmaceuticals spent the day drifting lower as traders shifted money toward rate-sensitive pockets.

🏦 Sensex, Nifty and Bank Nifty — How the Day Ended

The Nifty 50 settled at 26,186.45 adding a healthy 153 points. The index has been trying to find its footing all week, and today’s close finally gave traders some conviction. The broader takeaway? Buyers were more than willing to step in, especially after the RBI pushed the repo rate down to 5.25% and signaled a friendlier liquidity environment.

Over at the banking counter, Bank Nifty finished near 59,777.20, up about 0.82%, comfortably outperforming the headline index. The gains were broad-based — PSU banks, private banks, and NBFCs all traded firm throughout the afternoon. Banking stocks usually respond first and strongest to a policy shift and today was no exception.

The Sensex closed at 85,712.37, marking a gain of roughly 447 points. The index hovered close to its intraday high, helped by banks, IT names and a couple of heavyweights like Maruti.

📈 Gainers & Losers — Who Stood Out Today

Top 5 Gainers (Nifty 50)

Today’s leaders almost tell the whole story of the market mood:

Shriram Finance jumped +3.23%, easily the day’s top performer.
SBI added around +2.47%, riding the PSU-bank rally.
Bajaj Finserv gained a little over +2.31%, helped by the rate-sensitive sentiment.
Adani Enterprises posted gains of around +2.14%.
Maruti Suzuki climbed nearly +1.80%, which isn’t surprising — the auto space loves lower financing costs.

Collectively, the top gainers list shows where the money was flowing: banks, non-banking lenders, large conglomerates, and autos.

Top 5 Losers (Nifty 50)

On the other side:

HUL slid down -5.02%, partly due to corporate adjustments around its ice-cream business and partly because investors rotated out of FMCG.
Eternal -1.13% and IndiGo -1.21% both saw modest corrections.
Trent -0.78%and Sun Pharma -0.71% also closed in the red, though the damage was limited.

Nothing alarming here — mostly routine profit booking after a strong run.

🔍 Sector Takeaways — A Day Clearly Owned by Financials

If you looked at the sector heatmap, it was impossible to miss where the strength came from.

Banks — particularly PSU banks — were firm right from the open. The rate cut, the liquidity comment from RBI, and the upgraded GDP forecast created the perfect recipe. IT stocks had a good day too as falling yields usually cushion tech valuations. Autos were steady to positive all through the afternoon.

Sectors that didn’t participate much? Media, Consumer Durables, and some Pharma names. Nothing major — just typical rotation when traders want to add risk back into their books.

Midcaps held steady, but smallcaps underperformed slightly, which often happens when the broader market feels a little too hot and money flows into frontline names.

🧭 Support & Resistance Zones

Nifty 50

Support: around 26,100
Resistance: around 26,250

As long as the index manages to stay above the 26,100 mark, sentiment should remain tilted to the upside.

Bank Nifty

Support: near 59,420–59,500
Resistance: close to 59,885

The banking index has room to stretch further if it crosses 59,900 with conviction.

🌍 RBI Policy — The Real Market Driver

The highlight of the day — and the reason markets behaved the way they did — was the RBI’s surprise stance. A rate cut was not widely expected, which made the announcement even more significant. The central bank also pushed liquidity into the system, easing some of the funding pressure for lenders.

The growth forecast upgrade helped sentiment as well. Investors took it as a sign that the economy is stable enough to absorb a slightly more accommodative policy without reigniting inflation. For equities, that’s pretty much the ideal scenario.

💸 FII & DII Flow Trend

The latest published flow numbers show:

FIIs have been net sellers ~-438.90 Crores, keeping pressure on large-caps intermittently.
DIIs have been strong buyers ~ +4,189.17 Crores, consistently absorbing foreign outflows.

the trend remains clear — domestic institutions have been the anchor keeping markets steady. The RBI’s decision might improve the tone of FII flows next week, but we’ll wait for confirmations.

🪙 Commodities — Gold, Silver & Crude Oil

Gold continued its upward bias, with domestic prices hovering near ₹130,827 per 10g, reflecting global expectations of rate cuts.

Silver cooled off slightly after a strong run, trading around ₹1,82,043/kg.

Crude stayed mostly quiet, drifting toward $59–60 per barrel. Traders seem undecided about global demand, and that uncertainty is keeping prices range-bound.

📌 IPO Market — Another Busy Week

The IPO calendar remains crowded. The Aequs Ltd IPO ended with a massive subscription — well above 100x — showing just how much liquidity is chasing quality new issues. A few SME and mid-sized offerings are also lined up for listing next week.

🎯 Stock of the Day — Shriram Finance

(For educational understanding only; not a recommendation)

If there was one stock that perfectly captured today’s theme, it was Shriram Finance. The NBFC space thrives on lower interest rates, and the stock rallied more than 3%. It’s a good reminder of how quickly lenders react when the cost of funds is expected to ease.

📌 Short-Term & Long-Term Market View (Educational Only)

Short term:
The market looks comfortable as long as Nifty stays above 26,100. Bank Nifty remains the index to watch — if banks continue to lead, the broader trend stays positive.

Long term:
The secular themes remain unchanged — financials, autos, infrastructure plays, and quality IT stocks continue to hold strong ground in long-term portfolios. Corrections driven by global risk-off phases often become good entry points for disciplined investors.