KEC International Advances on Fresh Orders Worth ₹1,150 Cr; Nifty Media Outperforms Other Sectors & More
Market Recap: 15th December, 2025
📈 Top Gainers & Losers (Nifty 50)
🗞 Stock News Highlights
Godawari Power and Ispat (+3.60%): Shares rose after the company approved expansion of its Battery Energy Storage System capacity from 10 GWh to 40 GWh with a total investment of ₹1,625 crore, to be implemented in two phases.
KEC International (+2.02%): Shares advanced after the company bagged fresh orders worth ₹1,150 crore in the T&D and civil segments, highlighted by its largest-ever 765 kV transmission project from a private player.
Bharat Electronics (+0.33%): Stock gained as the company bagged ₹776 crore in fresh orders, including counter-drone systems, radios, avionics, and defence software.
Ashoka Buildcon (+2.44%): Shares strengthened after its JV received a ₹1,041.44 crore BMC order to construct a flyover linking J J Bridge and Sitaram Selam Bridge a key Mumbai flyover.
🏢 Sectoral Performance
Media | Nifty Media (+1.79%): Sector advanced after two days of consolidation as buying interest emerged in key media stocks, led by PVR Inox, Sun TV, and Saregama India.
FMCG | Nifty FMCG (-0.69%): Sector rose as defensive buying emerged, supported by expectations of steady consumer demand and stable margins, with 10 gainers and 5 draggers in the index.
Auto | Nifty Auto(-0.91%): Auto shares witnessed profit booking after advancing in the past two consecutive sessions, with selling pressure seen across the index, resulting in 3 gainers and 12 losers.
Pharma | Nifty Pharma(-0.39%): Sector declined today as profit booking hit major pharma stocks, with 4 gainers and 16 losers across the index.
🔍 Market Insights
Technical Level: Nifty opened with a gap-down and started the day in negative territory, but later rebounded to the previous day’s close. The index found support near 25,900 and faced resistance around 26,050.
Advance-Decline Ratio: Market action showed mild strength, with advances at 1,665 versus 1,468 declines, indicating selective buying across counters.
The Big Picture: TCS and Infosys may face higher costs after President Trump proposed a $100,000 H-1B visa fee, likely impacting IT outsourcing firms heavily dependent on overseas skilled workers.
FII/DII Activity (Dec 12, 2025): Broader market stability was aided by DII buying, which stood at ₹3,869 crore, despite FII selling of ₹1,114 crore.
🔮 Watch Out For Tomorrow
IPO Corner: ICICI Prudential AMC’s IPO is closing tomorrow, while KSH International’s IPO opens on the same date, offering investors simultaneous opportunities in the primary market.
Macro: The United Kingdom unemployment rate and United States retail sales (MoM) data are scheduled to be released tomorrow.
Index Watch: Nifty opened with a big gap-down but recovered toward the day’s close, though it failed to cross the previous session’s high. The index still managed to close positive for the third consecutive day. The new week began with a rug and pull move—investors now watch whether the Nifty makes a new high or slips to a new low this week.
5 Day Course
Theme: Understanding Business & Earnings Quality
Day 1: Monday - Revenue Growth vs Profit Growth
Revenue growth only shows how much a company’s sales are increasing, but profit growth reveals whether the company is truly improving its business efficiency and pricing power. High revenue growth without matching profit growth may indicate rising costs, heavy discounting, or weak operational control. Sustainable businesses usually convert sales growth into profit growth consistently over time.
Example: A company’s revenue increases from ₹1,000 crore to ₹1,200 crore (20%), but profit rises from ₹100 crore to ₹105 crore (5%). This gap suggests higher expenses or pricing pressure despite strong sales growth.
📝 Word Of The Day
Whipsaw: It describes a market situation where prices move sharply in one direction, then quickly reverse, causing false signals and potential losses for traders relying on short-term trends.
👀 Stay tuned. Stay diversified.
Until next time,
Team Pocketful.