Varun Beverages Up on ₹1,118 Cr Africa Expansion Deal; Nifty Continues 3-Day Rally & More - Paper By Pocketful
Market Recap: 22nd December, 2025
📈 Top Gainers & Losers (Nifty 50)
🗞 Stock News Highlights
Dilip Buildcon (+3.44%): Stock moved after the company emerged as the L1 bidder for a 1,363 MW PM-KUSUM-C solar EPC project valued at ₹4,900 crore in Madhya Pradesh.
Varun Beverages (+3.46%): Shares moved higher after announcing ₹1,118 crore Twizza acquisition, strengthening Africa expansion and backward integration.
Fortis Healthcare (+2.61%): Shares advanced after acquiring People Tree Hospital in Bengaluru, strengthening presence in a supply-constrained market and paving the way for expansion to 300+ beds.
Granules India (+2.97%): Stock moved after USFDA tentative approval for generic ADHD drug Adzenys XR-ODT equivalent, targeting $172 million US market.
🏢 Sectoral Performance
India Defence | Nifty India Defence (+3.06%): Sector extended gains for second straight session with all constituents in green, supported by renewed buying interest, order inflow expectations, and valuation comfort after recent correction.
IT | Nifty IT(+2.06%): Sector gained on selective buying in large-cap IT stocks, led by Infosys, TCS, and HCL Technologies, amid stable global cues and improving tech demand outlook.
Metal | Nifty Metal (+1.41%): Sector rallied on record global metal prices, strong non-ferrous demand, with 13 pullers and just 1 loser, signalling broad-based buying momentum.
Consumer Durables | Nifty Consumer Durables (-%): Sector slipped amid profit-taking after recent gains, with selling pressure in major stocks such as Dixon Technologies, Blue Star, and Kajaria Ceramics.
🔍 Market Insights
Technical Level: Nifty opened with a gap-up today, formed support near 26,050 at the open, made a higher high through the session, and closed near resistance around 26,180, indicating sustained strength with supply at higher levels.
Advance-Decline Ratio: Market breadth stayed positive today, with 2,252 stocks advancing against 923 declining, indicating broad-based participation and supportive underlying market strength.
The Big Picture: Gold and silver prices surged to fresh record highs driven by strong global investor demand, aggressive central bank buying and expectations of future rate cuts, with MCX silver hitting ₹2,14,534/kg and gold reaching ₹1,35,698 per 10 grams, delivering sharp year-to-date gains.
FII/DII Activity (Dec 19, 2025): Market sentiment improved as DIIs and FIIsbought ₹5,723 crore and ₹1,831 crore respectively, providing strong support.
🔮 Watch Out For Tomorrow
IPO Corner: Shyam Dhani Industries SME IPO remains open till Wednesday, with strong investor interest as the issue is subscribed 58.4× so far.
Macro: Scheduled for tomorrow are the United States GDP Growth Rate QoQ 2nd Est (Q3) and Canada GDP MoM (October) data releases.
Index Watch: Markets extended gains for a third straight day, staging a strong comeback from recent lows after holding key support. With most losses recovered, attention turns to whether Nifty can sustain momentum and test new all-time highs next week.
5 Day Course
Theme: Smart Risk Management in Markets
Day 1: Monday – Why Risk Matters More Than Returns
Most market participants focus on how much they can make, but experienced investors know that long-term success depends more on how much they can avoid losing. Large losses require disproportionately larger gains to recover, which makes risk control essential. For example, a 50% loss requires a 100% gain just to break even. By prioritizing downside protection, traders preserve capital and emotional stability. Markets will always offer opportunities, but capital once lost is difficult to rebuild. Risk management ensures survival during volatile phases and allows compounding to work effectively over time.
📝 Word Of The Day
Accumulation: It is a market phase where institutional investors gradually buy stocks at stable prices, absorbing supply quietly before a sustained uptrend or breakout begins.
👀 Stay tuned. Stay diversified.
Until next time,
Team Pocketful.