Indian equities saw an exhilarating day on 25 June 2025 as global and domestic events affected sentiment in the markets across the board. Here is an in-depth analysis of the major news that propelled the markets.
Global Market Snapshot
- Crude oil dropped sharply from $68.03 to $66.21 per barrel following Donald Trump’s announcement of a total and complete ceasefire, allaying geopolitical tensions. The drop will mollify worldwide inflationary pressure.
- INR was at ₹86.07/USD, and the US Dollar Index was steady at 97.46.
- US 10-year bond yield rose from 4.29% to 4.34% based on expectations of additional rate reductions.
- Gold and silver were steady at ₹97,200 and ₹1,05,300 respectively.
- The Volatility Index (VIX) was peaceful at 13.31, reflecting lower fear in the market.
Indian Stock Market Highlights
- Sensex closed at 82,755, while Nifty closed at 25,244 and Bank Nifty at 56,621.
Sector-wise:
- Defense and PSU shares experienced profit booking.
- Midcaps, Smallcaps, IT, Auto, FMCG, and Pharma experienced buying interest.
Key Corporate Developments
- KEC International garnered new orders amounting to ₹1,236 crore, which is positive for infrastructure sentiment.
- L&T Technology Services became the sole global partner of parent L&T for strengthening its strategic positioning.
- Star Health entered into an MoU with Medical Assist to implement AI and digital means to process insurance claims.
- PTC Industries business ACROLLOY entered into an agreement with SAFFRON Aircraft Engines for defence aviation components.
- 15% OFS of Timex Group at ₹175 (35% discount) opened on June 25–26.
- Aurobindo Pharma received marketing authorization in UK for its biosimilar DYRUPEG PEGYLATED FILGRUSTIM.
- Sterlite Technologies received an arbitral award of ₹11.12 crore from BSNL for AMC expenses.
- JB Chemicals got USFDA approval for AMITRIPTYLINE Hydrochloride, an antidepression drug.
- RCF’s ₹300 crore NCD with green shoe facility got approved.
- Zydus Wellness’ group company NATURELL has gone into voluntary liquidation.
Large Mergers and Investments
- Hindalco acquired 100% stake of ALUCHEM for $125 million, foraying into specialty alumina.
- KAYNES Tech issued 28.7 lakh shares pursuant to QIP at ₹5569.50 per share.
- BLS E-Services to buy SBI and HDFC Bank service points, strengthening digital presence.
- Himadri Speciality Chemical sanctioned a 16.2% stake purchase in International Battery Company for $4.43 million.
- ACME Sikar Solar inked a 25-year PPA with SECI at ₹3.05/kWh for a Rajasthan project of 300 MW.
Policy & Economic Updates
- Indian Railways to raise fares: Non-AC by 1 paise/km and AC by 2 paise/km from July 1, 2025, generating interest in IRCTC.
- RBI extended REPO and TREP trading hours up to 4 PM, increasing access to liquidity.
- Union Cabinet sanctioned ₹3,626 crore for extension of Pune Metro Rail.
IPOs in the buzz
ELLENBARRIE Industrial GASES IPO
- IPO Size: ₹852.53 crore (₹400 cr fresh + ₹452.53 cr OFS)
- Dates: June 24–26 | Allotment: June 27 | Listing: July 1
- Price Band: ₹380–₹400 | Lot Size: 37 shares
- Utilization of Proceeds: Repayment of debt and renewal of 220 TPD air separation plant.
- FY25 Revenue: ₹348.43 crore | PAT: ₹83.29 crore | EBITDA Margin: 35.12%
- Industry: Industrial, medical, and specialty gases
Sambhav Steel Tubes IPO
- IPO Size: ₹540 crore (₹440 cr fresh + ₹100 cr OFS)
- Dates: June 25–27 | Price Band: ₹77–₹82 | Lot Size: 182 shares
- Company: ERW pipes & structural tubes manufacturer with 15-state presence
- FY24-25 (9M) Revenue: ₹1,018.81 crore | PAT: ₹40.69 crore
- Use of Funds: Repayment of debt
Tech & Pharma
- Motorola and LONGCHEER are now moving operations from Dixon to Karbonn.
- The Dixon–Vivo JV still awaits regulatory approval.
- Lupin’s PRUCALOPRIDE, drug for chronic constipation, received USFDA approval.
- Grasim commenced commercial resin production at its Mahad facility.
Leadership and Governance
- Precall Technologies CTO Krishna Swamy stepped down, marking a change in leadership.
Final Thoughts
June 25, 2025, was filled with market cues — from crude oil’s surprise slide and Fed rumor to strong corporate action and IPO action. Defence stocks remained on hold while the buzz was active in midcaps, technology, pharma, and infra.
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