Sensex Surges 583 Points to Close at 81,790: Nifty Hits 25,077 Milestone with 183-Point Rally; IT, Banking, and Healthcare Shine Bright
Festive Momentum and Global Tailwinds Fuel Broad-Based Gains as Indices Eye Fresh Records
Indian stock markets capped off a stellar Monday, October 6, 2025, with benchmark indices posting impressive gains driven by robust sectoral performances and renewed investor optimism. The BSE Sensex climbed 583 points, or 0.72%, to close at 81,790.12, its highest level in recent weeks. The NSE Nifty 50 mirrored the enthusiasm, advancing 183 points (or 0.73%) to settle at 25,077.65, decisively breaching the much-watched 25,000 mark. Leading the charge were IT, banking, and healthcare sectors, which saw heavy buying and contributed over 65% to the day’s upside. With 27 out of 30 Sensex constituents ending in positive territory, the session highlighted a resilient market breadth amid festive fervor.
Session Highlights: Breaking Barriers with Conviction
The day kicked off with a gap-up opening, Sensex at 81,450 and Nifty around 24,950, extending the positive momentum from the previous week. Intraday highs were tested at 81,850 for Sensex and 25,085 for Nifty before mild profit-taking in the afternoon. The advance-decline ratio favored bulls at 2,200:1,100, underscoring widespread participation. Foreign institutional investors (FIIs) flipped to net buyers with inflows of ₹1,300 crore, complemented by ₹900 crore from domestic funds. This performance aligns with the historic ‘Uptober’ pattern, where Nifty has delivered average returns of 1.8% in October over the past decade.
Standout performers in the Sensex included IT majors TCS (up 2.2%) and Infosys (up 1.9%), banking bellwethers HDFC Bank (up 1.6%) and Kotak Mahindra Bank (up 1.4%), and pharma leader Sun Pharma (up 2.5%). Only a handful of auto names like Tata Motors (down 0.4%) bucked the trend, pressured by global oil price dips.
| Index | Closing Value | Change (Points) | % Change |
|---|---|---|---|
| Sensex | 81,790.12 | +583 | +0.72% |
| Nifty 50 | 25,077.65 | +183 | +0.73% |
| Nifty Bank | 56,104 | +515 | +0.93% |
| Nifty IT | 38,520 | +590 | +1.56% |
| Nifty Pharma | 22,280 | +173 | +0.78% |
Data as of October 6, 2025 close; sectoral indices reflect end-of-day values.
Sector Spotlight: IT, Banking, and Healthcare Drive the Surge
IT stocks stole the show, with the Nifty IT index rallying 1.56% to 38,520, buoyed by strong US tech sector cues and anticipation of Q2 earnings. Wipro and HCL Tech led with gains of 2.5-3.2%, riding on AI and cloud service deals. Projections for India’s IT exports to reach $210 billion in FY26 (up 9% YoY) added fuel to the fire.
The banking sector extended its streak, Nifty Bank soaring 0.93% to 56,104, propelled by solid September credit growth (16% YoY) and favorable quarterly updates from peers like Axis Bank (up 1.7%). Improved non-performing asset ratios and treasury income from softening bond yields supported the rally, with private banks outperforming PSUs.
Healthcare completed the podium finish, Nifty Pharma up 0.78% to 22,280, spearheaded by export-focused players like Dr. Reddy’s (up 2.8%) and Cipla (up 2.2%). The sector’s strength is rooted in surging US generics demand and a burgeoning contract development and manufacturing organization (CDMO) space, expected to hit $45 billion by 2030. Metals and energy, however, trailed with 0.3-0.6% dips amid commodity headwinds.
Global and Domestic Drivers: Festive Winds at the Back
Positive overseas signals, including a 0.6% rise in US index futures and steady Asian bourses, provided a supportive backdrop. At home, pre-festive consumer spending data auto sales up 12% YoY and RBI’s accommodative policy stance bolstered sentiment. The rupee’s slight appreciation to 83.80 against the USD further aided FII inflows. Yet, watchful eyes remain on impending US payrolls data and potential fiscal policy tweaks.
Analysts at HDFC Securities and Kotak Institutional Equities are upbeat, targeting Nifty at 25,600 by mid-October, with ‘overweight’ ratings on IT, banking, and pharma. “The breach above 25,000 signals technical strength, but earnings delivery will be key,” opined a Bengaluru-based expert.
Conclusion: Riding High into Festive Season
October 6’s robust close propels Sensex and Nifty to 13% YTD gains, surpassing many global peers and setting the stage for Muhurat trading highs on October 31. With focus sharpening on high-beta sectors like IT, banking, and healthcare, the market’s festive glow appears set to intensify. Investors should brace for pockets of volatility from global events, but dips could offer entry points for long-term portfolios.
