HDFC AMC Upcoming 1:1 Bonus; Nifty Realty Jumps on RBI Governor’s Rate-Cut Hints & More

Nov 25, 2025

Transformers & Rectifiers (+3.93%): Shares jumped after winning a ₹390-crore GETCO order for 53 transformers, lifting its quarterly order book to ₹493 crore.
HDFC AMC (-0.64%): The stock dipped even with the 1:1 bonus issue nearing, reflecting muted sentiment after a steady uptrend.
Dilip Buildcon (+5.78%): Stock rose as the company secured L-1 status for NALCO’s ₹5,000-crore Pottangi mining and conveyor corridor project.
South West Pinnacle (+3.84%): The stock gained after securing NALCO’s ₹11.78-crore contract for 24-month bauxite exploration, drilling, surveys, and geological reporting.

Realty | Nifty Realty (+1.62%): The index jumped as the RBI Governor hinted at rate-cut room, boosting expectations of lower EMIs and stronger housing demand.
PSU Banks | Nifty PSU Bank (+1.44%): The index advanced as PSU banks bounced back, supported by SBI’s new peak and strong expectations for sustained sector earnings growth.
Media | Nifty Media (-0.80%): The index weakened for a sixth straight session, pressured by continued selling in PVR Inox, Nazara Tech, and Zee Entertainment.
Consumer Durables | Nifty Consumer Durables (-0.57%): The index declined as profit booking dominated, with just 5 Gainers holding steady while 10 draggers weighed heavily on sentiment.

Technical Level: Nifty began with a positive gap but stayed range-bound through the morning. A sudden late-session slide pushed it lower, with resistance at 26,030 and support at 25,860.
Advance-Decline Ratio: Market breadth turned positive, supported by 1,642 advances against 1,476 declines, hinting at easing selling pressure.
The Big Picture: India’s bonds rallied as RBI Governor Sanjay Malhotra’s comments revived December rate-cut hopes, pushing the 10-year yield to a two-week low and strengthening the rupee against the dollar.
FII/DII Activity (Nov 24, 2025): Despite market uncertainty, institutional activity stayed mixed with DII inflows of ₹4,512 crore against FII outflows of ₹4,171 crore.

IPO Corner: The primary market will see KK Silk Mills and Mother Nutri Foods IPOs open tomorrow, attracting strong investor interest.
Macro: USA’s Building Permits Prel (Sep) and Durable Goods Orders MoM (Sep) to be published tomorrow, influencing market trends.
Index Watch: Nifty has fallen for three consecutive days, currently testing a crucial support level. A reversal from this point could trigger an uptrend, but failure may push it back toward 25,500.

👀 Stay tuned. Stay diversified.

Until next time,

Team Pocketful.

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