Eicher Motors Rallies After Strong Q4 Results ; PSU Banks Lead Market Rally - Paper by Pocketful
Market Recap: 25th May, 2026
Stock News Highlights
NTPC (+0.36%): Stock remained marginally higher after strong Q4FY26 results, with net profit rising 15% YoY to ₹8,747.3 crore, beating estimates despite revenue declining 13.5% YoY to ₹43,110.7 crore. The company announced a final dividend of ₹3.50 per share.
Hindalco Industries (-0.87%): Stock remained in focus after Q4FY26 results, with revenue rising 20% YoY to ₹78,133 crore and record EBITDA of ₹11,197 crore, while net profit declined 51% YoY to ₹2,597 crore. The board recommended a final dividend of ₹5 per share for FY26.
Fortis Healthcare (+1.04%): Stock gained after strong Q4FY26 results, with net profit rising 44.6% YoY to ₹265.9 crore, revenue increasing 17.8% YoY to ₹2,364.7 crore, and EBITDA growing 22.2% YoY to ₹532.3 crore. The company also announced a final dividend of ₹1 per share for FY26.
Eicher Motors (+6.60%): Stock gained after strong Q4FY26 results, with consolidated net profit rising 11.6% YoY to ₹1,520 crore and revenue increasing 16% YoY to ₹6,080 crore. The company also announced a final dividend of ₹82 per share, supporting positive investor sentiment.
Stock News Highlights
PSU Bank | Nifty PSU Bank (+2.90%): Index emerged as the top-performing sector led by strong gains in PSU banking stocks. Sentiment remained positive supported by buying in key constituents including State Bank of India, Canara Bank, and Union Bank of India amid optimism around credit growth, improving outlook, and sustained investor interest in banking counters.
Financial Services | Nifty Financial Services (+2.24%): Index gained led by strong buying across banking and financial stocks, with major support from HDFC Bank and ICICI Bank. Sentiment remained positive amid broad-based participation, easing crude oil prices, rupee appreciation, and optimism around improving macroeconomic conditions supporting financial sector growth.
Auto | Nifty Auto (+1.71%): Index gained with 13 gainers and 2 losers, supported by broad-based buying across automobile stocks. Sentiment remained positive amid strength in auto majors, optimism around demand recovery, easing input cost pressures, and continued investor interest in the sector.
FMCG | Nifty FMCG (-0.18%): Index ended marginally lower as selective profit booking weighed on FMCG counters. Weakness was led by declines in Varun Beverages, Colgate-Palmolive (India), and Nestle India amid valuation concerns, cautious consumer demand outlook, and stock-specific profit taking after recent gains.
Market Insights
Technical Level: Nifty opened with a sharp gap-up opening and formed immediate support near 23,920. The index traded in a range during the first half and witnessed a sharp rally in the second half, eventually making resistance near the closing level of 24,055. The strong close indicated sustained buying momentum and positive market sentiment.
Advance-Decline Ratio: Market breadth remained strongly positive with 2,270 advances against 1,045 declines, indicating broad-based buying across sectors and reflecting strong participation that supported the market’s upward momentum.
The Big Picture: U.S. and Iran downplayed hopes of an immediate peace breakthrough despite ongoing talks over the Strait of Hormuz and nuclear issues. Oil prices fell 5% on optimism, but disputes over sanctions, uranium stockpiles, and regional tensions continue to delay a final agreement.
FII/DII Activity (May 25, 2026): DII remained strong buyers with ₹3,857 crore inflows, while FII bought ₹822 crore, supporting positive market sentiment.
Watch Out For Tomorrow
IPO Corner: M R Maniveni Foods SME IPO closes tomorrow, with investors closely tracking subscription momentum and grey market premium trends.
Macro: UK CBI Distributive Trades data for May and U.S. Chicago Fed National Activity Index for April will be released tomorrow.
Index Watch: Nifty closed on a positive note, breaking out of its consolidation range and moving above 24,000 supported by strong buying in financial stocks. Sentiment improved amid easing global concerns and continued domestic inflows. Next resistance is seen at 24,250, while key support stands near 24,000.
5-Day Course
Theme: Basics of Commodity Trading
Day 1 – What is Commodity Trading?
Commodity trading means buying and selling raw materials like gold, silver, crude oil, natural gas, copper, or agricultural products to benefit from price movements.
Commodity prices mainly move due to global demand, supply shortages, weather conditions, inflation, geopolitical tensions, and currency fluctuations.
Example:
Gold prices may rise during global uncertainty
Crude oil prices may increase due to supply disruptions
Agricultural commodities may rise because of weak crop production
Understanding what moves commodity prices is the first step toward successful trading.
Word of the day
Momentum - Momentum refers to the strength and speed of a stock or market’s price movement. Strong momentum indicates sustained buying or selling interest, often driven by positive news, earnings growth, investor sentiment, or broader market trends.