The markets came back strongly on Wednesday, 29 October 2025, due to robust institutional inflows, decent PSU results and encouraging regulatory cues driving market mood. Sensex closed at 84,997.13 (+368.97 points) and Nifty 50 26,053.90 (+117.70 points). The Foreign Portfolio Investors (FPIs) infused a massive ₹10,340 crore on Tuesday, which set the tone for an upbeat session. Below is a value-added, SEO-friendly summary of all key developments in buy/sell dealings, transactions, approvals, banking, PSU orders, and corporate actions.
- FPIs became aggressive investors, injecting ₹10,340 crore into Indian equities on 28 October—the largest one-day inflow in Q3 FY25–26—on the back of sound macro numbers and upbeat valuations.
- Adani Green Energy stock jumped close to 11% following a 27% YoY increase in Q2 net profit at ₹529 crore, while revenue edged lower.
- Power Grid Corporation and NTPC jumped 3% each on good Q2 performance and positive dividend expectations.
- Blue Dart Express shot up 12% following strong Q2 bottomline, led by e-commerce logistics demand for volumes.
- RBI maintained key rates unchanged:
- Repo Rate: 5.50%
- CRR: 3.50%
- SLR: 18.00%
- The central bank maintained a neutral stance but signaled possible easing in December if inflation remains below 4.5%.
- RBI’s NDS-OM platform saw heavy G-Sec trading, including benchmark securities:
- 7.09% GS 2054
- 6.68% GS 2040
- Indicating strong institutional appetite for long-duration debt.
- SBI Mutual Fund acquired a ₹100 crore stake in Lenskart at a $7.7 billion valuation, signaling confidence in India’s D2C eyewear segment ahead of its IPO.
- HDFC AMC, Nippon India MF, and Prudent Corporate shares plunged up to 10% after SEBI proposed a thorough overhaul of mutual fund cost structures, such as lowered TER (Total Expense Ratio) caps on large AUM schemes.
- L&T Heavy Engineering secured significant domestic as well as international orders in energy and industry verticals, although specific values not mentioned.
- L&T Power Transmission bagged a record overseas order of ₹2,500–₹5,000 crore from Saudi Arabia to construct high-voltage grid infrastructure—India's biggest power export order in 2025.
- BHEL reported Q2 net profit of ₹375 crore as its revenue grew 14% YoY on the back of thermal and railway modernization works.
- NTPC Green Energy reported the first profitable quarter with net profit of ₹86 crore, supported by better renewable tariffs and reduced debt costs.
- Coal India's Q2 bottomline declined 32% YoY to ₹4,263 crore as thermal coal imports declined in power plants and competition for renewable energy increased.
- Orkla India IPO began subscription with healthy retail demand; GMP (Grey Market Premium) of ₹45–50.
- Advent International offloaded a 2% stake in Aditya Birla Capital in a block deal of ₹1,640 crore, leaving it with a holding of 12.3%.
- Lenskart’s ₹7,000 crore IPO GMP declined ahead of its Friday launch, reflecting cautious investor sentiment on high-valuation consumer tech.
- India’s IPO market is now raising ~$200 million per hour, fueled by record retail participation and SEBI’s fast-track approval process.
- Maruti Suzuki approved hybrid car launches in Q2 FY27, with the Fronx SUV being given a new mild-hybrid powertrain in the first quarter of 2026.
- Tata Motors will introduce the Duetto SUV with its ICE (internal combustion) variant first, then the EV variant in H2 FY26–27.
- Honda Motor declared India as the global headquarters for future-generation EVs, wherein Bengaluru and Tapukara are the R&D and manufacturing bases.
- Suzuki launched Victoris CBG (Compressed Biogas) variant at the Japan Mobility Show 2025, showing clean-fuel growth in India.
- Starlink (Elon Musk) to showcase lawful interception capability for satellite broadband in Mumbai next week, a significant milestone for Indian regulatory approval.
- Microsoft Azure experienced a global outage because of a misconfiguration; services are coming back online, but Indian cloud companies reported outages.
- GitHub announced the launch of "Agent HQ," a one-stop platform for AI coding agents from OpenAI, Anthropic, and Google—to revolutionize developer work.
- OpenAI launched ChatGPT Go for free 1-year availability in India starting 4 November 2025, for students and SMEs.
- TVS Motor registered its highest-ever Q2 revenue and profit, net profit rising 29% YoY—led by the growth of exports and premium motorcycle volumes.
- Radico Khaitan Q2 net profit rose 73% to ₹140 crore, driven by robust demand for IMFL (Indian Made Foreign Liquor) and 46% YoY increase in advertisement spends.
- Varun Beverages (PepsiCo bottler) made entry into the alcohol business by inking a strategic partnership with Carlsberg for African markets—first Indian FMCG player to enter the spirits business.
- NMDC Steel reduced its Q2 net loss considerably, more than doubling revenue YoY on account of higher steel prices and captive mining advantages.
- Cognizant posted Q3 revenue of $5.4 billion (+7.4% YoY), reporting that 30% of its code is now written by AI, driving margins higher.
- Nvidia becomes the first $5 trillion company globally, fueled by relentless AI chip demand—in a boon for Indian IT and semiconductor design companies.
- Nvidia has invested $1 billion in Nokia to jointly develop 5G/6G infrastructure with R&D centers to be established in Bengaluru and Hyderabad.
- Nvidia & Oracle to construct the U.S. Department of Energy's largest AI supercomputer, with subcontracting chances for Indian engineering companies.
- McDonald's launched its largest digital innovation center globally in Hyderabad, with a focus on AI-enabled menu customization and eco-friendly packaging for emerging markets.
- Adani Green Energy shares up 11% after the earnings, the largest gainer on Nifty 50—enabling India's tale of clean energy investments.
With strong PSU earnings, FPI inflows, and infra order wins, the market is pivoting toward quality, capex-led, and policy-backed themes. Watch PSU banks, power, renewables, and defense-linked engineering stocks for sustained momentum. Meanwhile, SEBI’s MF reforms and IPO valuations warrant caution in overhyped consumer tech.
Published by Barawakar |Market Wrap– 30 October 2025
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