Stock Market Today: Sensex Climbs 81,504, Nifty 50 Nears 24,991

Investor sentiment is upbeat, supported by hopes of India–US trade talks and SEBI’s fast-tracked IPO approvals

The Indian stock market remains in positive territory during today’s session as both the Nifty 50 and the BSE Sensex extend their upward momentum. At midday, the Nifty 50 is trading close to the 25,000 mark, rising about 0.49 percent to 24,991. The BSE Sensex is up by around 0.5 percent, reaching 81,504.36. This marks the continuation of a five-session rally, reflecting improving investor confidence. Over the past week, the Nifty has gained about 1.2 percent, though it still trades 5.4 percent below its all-time high from September 2024.

The broader market also shows strength. Small-cap and mid-cap indices are gaining around 0.5 percent, suggesting that the rally is not limited to heavyweight stocks alone but is spread across sectors.

Global and Domestic Drivers

One of the strongest factors supporting the rally is renewed optimism around possible trade talks between India and the United States. Hopes of a positive outcome are being reinforced by signals from both sides, which have lifted the overall sentiment. Investors expect that reduced trade tensions could help India’s export-oriented companies, especially in the technology sector.

Domestic factors are also playing an important role. Expectations of potential cuts in Goods and Services Tax (GST) on certain categories and speculation about supportive measures from the US Federal Reserve add to the optimism. Together, these global and domestic developments are providing a cushion for the Indian equity market after facing a difficult August marked by global headwinds.

IPO Market Gains Momentum

Another major story influencing today’s trading session is the accelerating momentum in India’s primary market. The Securities and Exchange Board of India (SEBI) is fast-tracking approvals for initial public offerings. Using artificial intelligence-based screening and closer coordination with merchant bankers, the approval process is now shortened to around three months.

India has already raised about $8.2 billion through IPOs in 2025. Another $13 billion worth of IPOs have already been approved, while $18.7 billion are still awaiting clearance. This makes 2025 a potentially record-breaking year, possibly overtaking the 2024 fundraising high of $20.5 billion.

Several major companies are lined up for listing. These include LG Electronics India, Credila Financial Services, Physicswallah, and WeWork India. The anticipation of such large fundraising activity is keeping the market vibrant and attracting participation from both retail and institutional investors.

Sectoral Performance

The information technology sector is standing out as one of the biggest gainers today. Shares of companies such as HCL Tech, Tech Mahindra, and Tata Consultancy Services are moving higher, supported by improved global trade sentiment. Since IT firms depend heavily on US and global clients, any reduction in trade uncertainty gives them a clear advantage.

The renewable energy space is also witnessing strong action. Sterling and Wilson shares are rising about 5 percent after the company secured a significant solar power project. Vikram Solar is another standout performer, jumping nearly 13 percent after reporting a massive 484 percent rise in first-quarter profit. These gains highlight the growing investor focus on green energy and solar power companies in particular.

In addition, the market is closely watching the new IPO of Shringar House of Mangalsutra, which opens today. The company is raising around Rs. 401 crore through fresh equity at a price band of Rs. 155–165. The listing is expected on September 17, and early subscription interest suggests strong demand from investors.

Impact of Past Challenges

Despite the current strength, the market continues to carry the weight of past challenges. August was a difficult month for equities. The imposition of higher tariffs by the United States, with some goods facing duties of up to 50 percent, created a negative environment for exporters. At the same time, the continuing conflict between Russia and Ukraine added to geopolitical uncertainty and energy market disruptions.

GST reforms introduced in the same period offered some relief, preventing deeper losses. These reforms gave investors a reason to hold on to Indian equities despite the global sell-off. The contrast between August’s volatility and September’s ongoing rally shows how quickly sentiment can shift based on news flow and government action.

Currency Market Update

While stocks are showing resilience, the Indian rupee continues to remain under pressure. The currency is trading around Rs. 88.12 to Rs. 88.17 per US dollar. Weak foreign fund inflows and continued macroeconomic risks have left the rupee as one of Asia’s weaker performers. A strong US dollar and uncertainty over global interest rate moves are adding to the stress.

The weaker rupee, however, is not entirely negative. Exporters, especially in IT and pharmaceuticals, benefit from a softer currency as it increases the value of their overseas earnings. On the flip side, import-heavy sectors such as oil and gas face increased costs, which can weigh on margins.

Investor Sentiment and Flows

Investor sentiment remains broadly positive during today’s session. Foreign institutional investors (FIIs) are showing renewed interest in Indian equities, attracted by the ongoing rally and the strength of the IPO pipeline. Domestic institutional investors (DIIs) continue to provide steady support, helping balance out volatility.

Market volatility has reduced compared to the previous month, though caution remains as global risks are far from resolved. Many traders are closely tracking the India VIX, a volatility index that reflects market expectations. Lower volatility readings are giving confidence to both retail and institutional investors to participate in the ongoing rally.

Comparison with Global Markets

The rally in Indian markets is also in line with broader movements in Asia. Several Asian markets are trading higher as investors bet on easing interest rate policies from the US Federal Reserve. Positive momentum in global equities adds to the domestic optimism.

US futures are also trading in the green, signaling that Wall Street could extend its recent recovery. Since global capital flows often move together, strength in international markets generally benefits Indian equities by boosting foreign inflows.

Short-Term Outlook

Looking at the short term, the market is expected to continue responding to developments around trade talks between India and the United States. If discussions move forward positively, export-oriented sectors like IT and textiles could continue to perform strongly. At the same time, the outcome of upcoming IPOs will be important for overall liquidity in the market.

Investors remain watchful of global risks such as geopolitical conflicts, oil prices, and US monetary policy. Any sudden change in these factors could alter the mood quickly. However, the ongoing rally, the robust IPO pipeline, and supportive domestic reforms are giving a solid foundation for Indian equities.

Final Thoughts

The Indian stock market today is trading with confidence, supported by both domestic and global tailwinds. The Nifty 50 at 24,991 and the Sensex at 81,504.36 reflect strong performance, while mid-cap and small-cap gains confirm market breadth. Sectoral leaders include IT and solar energy companies, while the IPO pipeline led by names like LG Electronics India and Physicswallah is creating excitement.

Although the rupee remains weak near Rs. 88.12–88.17 against the dollar, and past challenges like US tariffs and the Russia–Ukraine conflict still linger in investor minds, optimism is clear. With improving sentiment, reduced volatility, and strong institutional participation, Indian equities are set for an eventful September.