Profit & Panic: The Market Story You Can’t Miss

Oct 01, 2025

Here’s a quick look at today’s champions and laggards:

Paisalo Digital (+3.18%): Stock rose after AGM approvals on leadership, even as LIC trimmed stake to 1.12% in June.

Canara Bank (+2.68%): Shares extended gains as subsidiary received SEBI approval for updated IPO draft prospectus.

Man Industries (-10.50%): Shares slumped after SEBI imposed a two-year market ban and monetary penalties on executives.

Bharat Forge (-0.13%): Shares slipped slightly despite a bulk deal as Motilal Oswal Mutual Fund picked up 0.64% stake.

PSU Bank | Nifty PSU Bank (+1.84%): Index rallied as public sector banks continue strong momentum with robust profits and loan growth.
Metal | Nifty Metal (+1.16%): Index extended its rally for the second consecutive day, supported by rising commodity prices, export opportunities, and positive global cues.
Media | Nifty Media (-1.23%): Index declined for the sixth consecutive session amid continued bearish trend in the sector.
Realty | Nifty Realty (-0.82%): Index slipped, extending weakness in the real estate sector amid cautious investor sentiment today.

Technical Level: Index traded within a narrow range, facing resistance at 24,730 and support at 24,600, closing flat.
Advance-Decline Ratio: Market sentiment remains mixed, with 1,516 advancing stocks against 1,506 declining today.
The Big Picture: Despite strong 7.8% growth in Q1, India’s economy is projected to expand 6.5% in FY26, as US tariffs weigh on exports, according to the Asian Development Bank.
FII/DII Activity (Sep 29, 2025): Markets remained stable as DII bought ₹3,845 cr, offsetting FII selling of ₹2,831 cr.

IPO Corner: Investors have their final opportunity tomorrow to subscribe to Glottis and Fabtech Technologies IPOs before the subscription window closes.
Macro: Investors await Euro Area Inflation Rate YoY Flash (Sep) and US ISM Manufacturing PMI (Sep) tomorrow.
Index Watch: Nifty fell marginally for the past two sessions; is the bearish trend losing momentum or gearing up for further decline?

👀 Stay tuned. Stay diversified.

Until next time,

Team Pocketful.

Pocketful Paper