Latest after the Bell @ 4:00 PM – Thursday, September 11th 2025

Nifty’s clocks 7-day winning streak, ends above 25000 ahead of all-important US CPI inflation to be wired at 6:00 PM IST. India VIX 10.36.

NIFTY (+32, 25006)
Sensex (+124, 81649)
Bank Nifty (+134, 54670)

# It was Nifty’s longest winning streak n 5-months.

# The trading theme revolved around the Fed rate cut on September 17th, with debate now cantered on the scale of the reduction.

Well, there is a bright chance that the Federal Reserve might surprise investors very positively next week (September 17th)

Looks like, the Fed’s next dovish decision could catch even the biggest perma-bulls off guard –– Hopefully, the Fed is going to cut rates by 50 basis points…

# Now, all eyes turn towards fresh consumer price numbers, for additional guidance. The US CPI is due on Thursday at 6:00 PM IST.

# Meanwhile, on the backdrop were 2-big positive catalysts:

1) The S&P 500 and Nasdaq –– both, hit record closing highs in overnight trade.

2) US, India eye trade reset as Trump plans talks with Modi. The Trump administrations’ softening stance may reduce Tariff related uncertainty.

# However, some caution prevailed as sentiments were hit after reports that Trump has urged the EU to impose tariffs of up to 100% on Indian and Chinese goods.

# Long Story Short: Nifty risk-on theme is likely to prevail, that said confirmation of strength only above Nifty 25155 mark.

# Adv-Dec 24—26
# INDIA VIX 10.36 (-1.71%)
# NIFTY PCR (16th SEP) 1.15
# NIFTY PCR (30th SEP) 1.50
# USD/INR Futures (Sep) (+0.35%, 88.51)

# SECTOR GAINERS:
NIFTY OIL & GAS (+1.10%)
NIFTY MEDIA (+1.02%)
NIFTY PSUBANKS (+0.74%)

# SECTORS LOSERS
NIFTY IT (-0.50%)
NIFTY AUTO (-0.33%)
NIFTY CONSUMER DURABLES (-0.29%)

# TODAY’S MARKET RE-CAP:

1) Nifty (+0.42%) trades in green all-thru the trading session and the positive takeaway was the the benchmark ends above 25000 mark.

Nifty is now above its 21 DMA (24773), 50 DMA (24911) and its 100 DMA (24841) and also ended above its psychological important 25000 mark.

2) Bank Nifty (++0.24%) too joins the conga-line of rising sectoral indices and the positive takeaway was that the benchmark stayed in green all thru the trading session. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) The market breadth (27:23) was in favour of the bulls.

4) The Nifty Mid-cap (-0.29%) and Nifty Small-cap (+0.03%) indices witnessed uninspiring session.

5) Amongst sectoral indices ending in green were NIFTY IT (+2.63%) Nifty PSU BANKS (+2.09%) and Nifty REALITY (+1.13%), while sectors ending in red were Nifty AUTO (-1.28%), MEDIA (-0.64%) and NIFTY CONSUMER DURABLES (-0.30%).

6) Technically speaking, Nifty’s major interweek/intermonth hurdles placed at 24155 mark and only above 24155, all eyes will be on June 30th high at 25670 mark.

Nifty’s immediate support seen at 24752 mark and then at 24336 mark. Nifty’s major support placed at its 200 DMA at 24119 mark.

# Bottom-line: Nifty bulls will aim at 25155 mark (High as on 21st August 2025). Technically, confirmation of major strength only above 25155 mark.

# STOCKS IN SPOTLIGHT:

1) The Nifty Pharma (+0.47%) index gained and was up around 1.72% in the three trading sessions.

Aurobindo Pharma (+5.87%) zoomed solidly higher after report said GTCR strikes $4.8-bn deal to buy Zentiva. A report earlier last month had mentioned that Aurobindo Pharma was leading the race to buy Zentiva for up to $5.5 billion

Other pharma stocks in limelight were: Gland Pharma (+3.55%), Alkem Laboratories (+1.58%), and Sun Pharmaceutical Industries (+0.97%).

2) Adani Power (-1.27%) shares slipped despite reports of securing additional 800 MW capacity from Madhya Pradesh.

The company announced that it received an additional Letter of Award from MP Power Management Company Limited for 800 MW capacity under the “Greenshoe Option.” This brings Adani Power’s total awarded capacity from MPPMCL to 1,600 MW, doubling from the initial 800 MW awarded on August 29, 2025.

3) Waaree Energies (+7.88%) gained and most imporatnly, its m-cap crossed Rs 1 lakh as it hit fresh 52-week high.

The company operates in three verticals viz. solar photovoltaic modules, power generation and engineering, procurement & construction (EPC).

Waaree Energies had reported an 89% surge in its Q1 consolidated net profit at Rs 745 crore versus Rs 394 crore in the year-ago period. The profit after tax (PAT) is attributable to the owners of the parent company. The company's revenue from operations stood at Rs 4,426 crore, which was up 30% from Rs 3,408 crore reported in the corresponding quarter of the last financial year.

4) Tega Industries (-2.70%) on the firm’s plans to buy Molycop in $1.5 billion deal. Meanwhile, Tega Industries expects to reduce Molycop’s existing debt from $1 billion to $800 million, which could support interest savings and improve the group’s credit profile over time.

5) Jupiter Wagons (+4.04%) gained after subsidiary company bags ₹113 crore order from Railways Ministry

# BULLS OF THE DAY:
ADANIENT (+2.90%)
SHRIRAMFIN (+2.55%)
NTPC (+1.80%)
AXISBANK (+1.64%)
POWERGRID (+1.22%)

# BEARS OF THE DAY:
BAJAJ AUTO (-1.35%)
INFY (-1.33%)
EICHERMOT (-1.14%)
TITAN (-1.12%)
SBILIFE (-1.10%)

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