Stock Market Today: Sensex at 81,760, Nifty Near 25,072

Infosys jumps 2% to Rs. 1,520 after announcing Rs. 18,000 crore buyback at Rs. 1,800 per share

The Indian stock market trades higher today, carrying forward the strong momentum seen over the past week. The overall mood in equities is positive, supported by global cues, domestic corporate actions, and expectations of a shift in monetary policy in the United States. 

The Nifty 50 hovers near the 25,072–25,074 mark, gaining about 0.27 percent. The BSE Sensex holds firm around 81,758–81,761, advancing nearly 0.26 to 0.28 percent. With these levels, the indices move closer to recording their eighth straight session of gains, showing that investor confidence remains intact.

Benchmark Indices and Sector Performance

The gains are broad-based, and most sectors participate in the rally. Information technology stocks lead the way, reflecting strong buying interest. The IT index moves higher by nearly 0.5 to 0.75 percent, with large-cap companies drawing attention. This performance is helped by significant corporate announcements such as the Infosys share buyback program, which provides a major boost to the overall sentiment in the sector.

The auto sector is another bright spot in today’s trading. Stocks in this space rise close to 0.8 percent, with expectations that government tax incentives and policies aimed at supporting the industry will provide a favorable backdrop for demand. The metals index, real estate stocks, and power sector companies also move higher, reflecting investor confidence across different parts of the economy. However, not all segments are equally strong. FMCG and PSU banks show mild weakness and trade slightly in the red, suggesting some profit-booking.

Midcap and smallcap stocks also rise, with indices climbing by around 0.3 percent each. This shows that the rally is not limited to large companies alone but spreads across a wide base of listed firms.

Top Stock Movers

Among individual stocks, Infosys stands out as one of the biggest gainers. The company announces a record share buyback worth Rs. 18,000 crore for Rs. 1,800 per share. This price represents nearly a 19 percent premium over the previous day’s closing level, and investors respond positively. Infosys shares jump close to 2 percent during the session, leading the IT pack.

JBM Auto is another strong performer, with the stock soaring by almost 7 percent. The company gains attention thanks to its aggressive expansion in the electric vehicle segment and a fresh investment from the International Finance Corporation in e-mobility projects.

IREDA, the renewable energy financing company, also moves up sharply after it raises Rs. 453 crore through perpetual bonds carrying a 7.70 percent interest rate. Moschip Technologies climbs more than 3.7 percent as the semiconductor industry continues to be viewed as a high-growth space with strong policy support.

On the other hand, NBCC (India) faces some selling pressure. After a strong five-day rally, the stock corrects by around 1.4 percent as traders choose to book profits.

Precious Metals and Commodities

The commodities market also witnesses interesting moves today. Silver futures surge beyond Rs. 1.28 lakh per kilogram on the Multi-Commodity Exchange for the December contract. Prices for the March 2026 contract approach the Rs. 1.3 lakh mark. The sharp rally in silver reflects strong demand for precious metals both as a safe-haven asset and as an industrial input, given its importance in solar panels and electronics.

Currency and Macro Trends

The Indian rupee shows signs of recovery today. After touching a record low of Rs. 88.4425 against the US dollar earlier in the week, the currency now strengthens slightly to Rs. 88.3025 per dollar. The improvement is supported by rising forward premiums, which climb to their highest level since May. This shift reflects investor belief that the US Federal Reserve is moving closer to cutting interest rates, a trend that could ease pressure on emerging market currencies like the rupee.

Global Influence and Fed Expectations

Global markets play an important role in shaping the mood in Indian equities today. Recent US data on jobless claims and inflation show mixed signals, but overall, the numbers are softer than many investors feared. This strengthens the belief that the Federal Reserve will be forced to cut interest rates in upcoming meetings.

Asian markets also trade higher, lifting investor sentiment across the region. Mumbai follows this trend, as global risk appetite improves and investors show more willingness to add exposure to equities.

Market Structure and Regulatory Developments

Back home, regulatory changes also influence the structure of the market. The Securities and Exchange Board of India (SEBI) continues its focus on reforming the derivatives market. Recent steps aimed at curbing speculative activity in options trading have caused a significant drop in the market capitalization of exchanges. Combined, the Bombay Stock Exchange and the National Stock Exchange lose nearly Rs. 1.75 lakh crore in market value as speculative interest cools.

Attention is also on the SEBI board meeting scheduled for today. The regulator is expected to discuss important changes related to IPO guidelines, foreign investment rules, and norms for institutional investors. These decisions may have a far-reaching impact on the functioning of markets in the coming months.

Technical Outlook

From a technical perspective, the Nifty shows strong support near the 24,800 mark. Resistance lies in the 25,000 to 25,100 range. Traders keep a close watch on whether the index can sustain levels above 25,000, as this will determine whether the current bullish run extends further. Analysts point out that if the momentum continues, the market is set for its best weekly gain in nearly ten weeks.

Analyst Picks and Trading Strategy

Brokerages release fresh recommendations today, focusing on companies that are well-placed in the current environment. Reliance Industries and Persistent Systems emerge as preferred picks, with analysts highlighting strong fundamentals and sectoral strength. Nifty is projected to target levels near 25,250, while Bank Nifty is expected to move closer to 55,350. These projections suggest that despite short-term fluctuations, the medium-term trend remains bullish.

Summary and Broader Outlook

The Indian stock market trades with a firm tone on September 12, 2025. Benchmark indices extend their winning streak, supported by strength in IT, auto, metals, and real estate. Key corporate actions such as the Infosys buyback, strong moves in JBM Auto, and capital raising by IREDA add to the positive momentum.

The recovery in the rupee, a rally in silver, and expectations of US interest rate cuts all play a role in shaping market sentiment. While SEBI’s reforms in the derivatives market cause near-term adjustments, the long-term outlook remains positive with investor interest spread across large, mid, and small-cap stocks.

The outcome of today’s SEBI meeting, global economic signals, and upcoming policy announcements will be closely tracked. For now, Indian equities trade in a bullish zone, with the Nifty holding firmly above the crucial 25,000 mark, reflecting strong investor confidence and a supportive global backdrop.