📌 Indian Markets Post Market Report Today (09.02.2026): Trade-Deal Optimism + SBI Q3 Boost Push Nifty Above 25,850; Broader Market Outperforms
Indian Markets Post Market Report Today: Indian equities started the week on a strong note and closed firmly in the green on Monday, powered by optimism around an interim India–US trade framework and a sharp rally in State Bank of India (SBI) after its Q3 earnings beat. The mood stayed positive for most of the session with broad-based participation, and midcaps/small caps once again outperformed large caps—showing that “risk-on” appetite is active.
A key support for sentiment: financials and PSU banks were in the driver’s seat, while IT remained comparatively subdued—keeping the rally more rotation-led than “everything rally.” Reuters also highlighted that the trade framework optimism and SBI’s strong earnings were central to the day’s move.
🧾 Closing Bell Snapshot (Cash Market)
🏛️ Benchmark Indices
Nifty 50: 25,867.30 (▲ 173.60 | +0.68%)
BSE Sensex: 84,065.75 (▲ 485.35 | +0.58%)
Bank Nifty: 60,669.35 (▲ 548.80 |+0.91%) 👉investing.com
🌪️ Volatility Check
India VIX: around 12.19 (intraday update)
🧭 Market Mood: What Really Happened Today?
Monday’s trade looked like a “confidence” session:
Strong opening and steady buying through the day
PSU banks and financials remained in demand
Broader market strength (midcap/small cap) suggested traders were not hiding—they were adding risk
Money control’s wrap also noted that all sectoral indices ended in the green, with media, consumer durables, realty, PSU bank, pharma/healthcare, and metals leading.
🔍 Top Reasons for Market Movement (09 Feb 2026)
1) 🌍 India–US interim trade framework optimism
The market reacted positively to the trade framework narrative, which improved risk sentiment and helped maintain buying interest across sectors. Reuters specifically flagged this as a key driver behind the day’s rally.
2) 🏦 SBI Q3 results: Profit beat + upbeat loan growth outlook
SBI surged sharply and hit record highs after reporting a better-than-expected quarter and upgrading its loan growth outlook—lifting PSU banks and the broader financial space.
3) 📈 Broad-based participation (midcaps/small caps stronger)
The “breadth” was strong—midcap and small cap indices outperformed, signaling strong participation beyond just index heavyweights.
4) 💻 IT relatively muted (rotation, not one-way rally)
Even as the market rose, IT was comparatively subdued, keeping the move more sector-rotation driven rather than a uniform surge.
5) 💱 Rupee stayed weak-ish, but didn’t derail equities
The rupee closed slightly weaker around 90.7575/$, pressured by corporate dollar demand—yet equity sentiment stayed positive due to trade optimism and earnings momentum.
🏭 Sector Performance (Who Led, Who Lagged)
✅ Leaders
Media, Consumer Durables, Realty, PSU Banks, Metals, Pharma/Healthcare (strong close; broad green finish)
⚠️ Laggards (relative)
IT was comparatively flat/soft versus other sectors (rotation theme stayed intact).
🟢 Top 5 Gainers (Nifty 50)
From the day’s top gainers list:
SBI (SBIN) +7.46%
Shriram Finance +6.03%
Grasim +3.15%
Titan +2.82%
Dr Reddy’s +2.76%
🔴 Top 5 Losers (Nifty 50)
Money control highlighted these as key losers on the Nifty:
Max Healthcare ~ – 2.87%
Power Grid ~ – 1.02%
ITC ~ – 0.92%
ONGC ~ – 0.87%
NTPC ~ – 0.86%
🎯 Indian Markets Post Market Report – Support & Resistance Levels (Nifty, Bank Nifty, Sensex)
Nifty 50 (Close: 25,867.30)
Immediate Support: 25,800 (key pivot)
Next Support Zone: 25,700 (near-term cushion)
Immediate Resistance: 26,000 (psychological + OI/technical hurdle)
Next Upside Zone: 26,350 (if 26k breaks convincingly)
Practical read: Trend remains positive, but 26,000 is the “decision zone.” A clean break + hold above it can attract momentum buying; failure can mean range trade.
Bank Nifty (Close: 60,669.35)
Support Zone: 60,400 (important hold area)
Resistance Zone: 60,800–61,000 (near-term supply) (derived from common technical bands; watch price action around round numbers)
Sensex (Close: 84,065.75)
Support Zone: 83,500–83,700 (near-term)
Resistance Zone: 84,300–84,600 (near-term)
🧾 Major Q3 Results & Market Impact (Key Focus Today)
🏦 SBI (State Bank of India): The day’s headline mover
SBI jumped strongly after a profit beat and improved outlook on loan growth, boosting PSU banks and supporting overall sentiment.
👀 Results Watch (theme for the week)
This is one of those weeks where earnings + guidance can move stocks more than macro headlines. If the trade-deal narrative stays supportive, results-driven sector rotation (banks, consumption, metals) can continue.
More results keep reading Q3 FY26 Results Snapshot: Axis Bank, Bharti Airtel & Bajaj Finance
Q3 FY26 Results Update: TCS, Infosys, HCLTech
🧾 IPO Updates (Mainboard + SME)
🤖 Fractal Analytics IPO (Mainboard | AI theme)
Open: Feb 9, 2026
Close: Feb 11, 2026
Price band: ₹857–₹900
Lot size: 16 shares
Issue size: ~₹2,834 crore
💳 Aye Finance IPO (Mainboard | MSME lending)
Open: Feb 9, 2026
Close: Feb 11, 2026
Price band: ₹122–₹129
Listing expected: Feb 16, 2026
💰 FII & DII Data Today
DII (Cash): Net buyers ~₹4.15 Cr
- FII (Cash): Net buyers ~₹2,254.64Cr
🪙 Commodities & 💱 Currency (India-Focused)
💱 Rupee (USD/INR)
Rupee closed slightly weaker around 90.77 per USD (down ~0.1%).
🛢️ Crude Oil (global reference)
Brent traded around the $69.37/bbl area during the day (range-based tracking).
- WTI around $64.80 /bbl
🥇 Gold
Precious metals remained active; market coverage highlighted strong moves and key levels for traders.
Gold ~₹1,58,240/10g
🥈 Silver
Silver ~ 2,62,400/kg
⭐ Stock of the Day (Kartalks Pick)
✅ SBI (SBIN)
Why SBI today: It was the sentiment engine—strong Q3 numbers + positive loan growth outlook + record highs, lifting PSU banks and supporting the overall market tone.
How to track next: Watch follow-through above recent highs and whether PSU banks keep leadership. If leadership stays intact, dips may get bought faster.
🛡️ SEBI Update (Investor-Friendly)
⚙️ Algo trading / OTR framework update (effective April 6, 2026)
SEBI has revised its Order-to-Trade Ratio (OTR) framework for algorithmic trading, with changes kicking in April 6, 2026—aimed at refining disincentives and incorporating specific exemptions based on feedback.
🧾 Budget-linked derivatives STT discussion (market impact)
The market is also digesting the Budget’s push to increase transaction taxes on equity derivatives and SEBI’s measured approach toward derivatives-related changes (as per Reuters coverage).👉Reuters
💡 Investment View (Short Term vs Long Term)
⏱️ Short Term (1–3 weeks)
Bias stays positive as long as Nifty holds 25,800.
Strategy:
Respect resistance near 26,000; avoid over-leverage near the hurdle.
Prefer leaders (financials/PSU banks/rotation themes) rather than chasing late movers.
Keep a tighter risk plan if VIX jumps suddenly.
🧱 Long Term (6–24 months)
Use volatility to build gradually: SIP-style approach, focus on quality balance sheets.
Keep portfolio core stable (index + largecap quality) and add selectively on dips rather than chasing vertical moves.
👉Further reading
Indian Markets Pre Market Sentiment Report Today (Feb 9, 2026)
Indian Stock Market Weekly View (Feb 9–Feb 13, 2026)
India’s New Labor Codes: Why Companies Are Taking “Thousand-Crore”
How Much Should You Invest Every Month? A Simple Guide for Salaried People
Mutual Funds Explained:Types, Returns & Risks
Corporate Actions Made Simple for Beginners Stock Market 101-Lesson 15
⚠️ Disclaimer (SEBI-friendly)
This report is for educational and informational purposes only and does not constitute investment advice, research recommendation, or a solicitation to buy/sell any security. Markets involve risk and volatility. Please consult a SEBI-registered investment advisor before taking investment decisions.
Good post