Tale of the Tape 

Good evening everyone. The weekend is here!

Markets closed up on a weekly basis for the third time in the last four weeks. Importantly, Nifty snapped its 5-month losing streak. Let’s f*cking gooo!!! Midcaps (-0.3%) and Smallcaps (-0.2%) weren’t soo lucky and ended with minor cuts.

Barring FMCG (+0.6%) and NBFCs (+0.3%), every other sector ended in the red today. IT (-1.8%), Real Estate (-1.4%) and Auto (-1%) were hit by heavy selling pressure.

We’ve ended FY25 on a chaotic note. Read our top story to see which sectors did well and which crashed out. 

BSE was the top NSE 500 gainer after the SEBI proposed having expiry days only on Tuesday and Thursday. Meanwhile, CLSA sees a +42% upside to this PSU stock. More details below.

LTIMindtree fell -4% after a double downgrade by Goldman Sachs. PS - they also cut their target price on Infosys ( Rs 1,790 p/sh vs Rs 2,100 p/sh earlier) and TCS (Rs 4,230 p/sh vs Rs 4,550 p/sh earlier).

IndusInd Bank slipped -4% ahead of PwC releasing its report on the derivatives accounting controversy.

BEML gained +3% after Motilal Oswal MF bought ~3 lakh shares

Force Motors jumped +7% intraday after receiving a large order from the Ministry of Defence.

Here are the closing prints:

Market
FY24 Stock Market Wrapped!

FY25 has been an absolute WHIRLWIND of a year. We saw the end of a big bull rally, economy slowing down, weak corporate earnings and now an uncertain Trump trade war. As we head into FY26 next week, here’s a look at the top winners and losers.

First up, the sectoral hits:

1) Financial Services: The index is up +19% vs the NIfty’s 5%. Some of the top performers were Shriram Finance (+39%) and Cholamandalam Investment (+31%). FYI - the sector’s outlook looks pretty bright too, with the RBI easing lending rules for NBFCs.

2) Healthcare: The Nifty Healthcare Index is up +13% in FY25. Not a huge surprise tbh. The sector is what experts call ‘countercyclical’ aka despite a slowdown + global uncertainty, people still need to go to hospitals and buy drugs. Divi’s Labs (+68%) and Fortis Healthcare (+67%) killed it!

3) Metals: It’s been a bit of a roller coaster for most stocks. But the positives include a China growth revival, while the big question mark is how the trade war will affect global supply of key products. Vedanta (+72%) and Hindalco (+22%) had a solid FY25 despite the recent correction. PS - the real dark horse of FY25 ended up being gold. The shiny metal is up +44% over the last year and at an all-time high!!

Then there are the losers:

1) Energy: The index is down -13% over the last year. Not a surprise, oil-heavy stocks like RIL (-14%) and others ended in the red as sluggish global growth kept demand low. Some individual stocks like Adani Green (-48%) also had clear company-specific issues and suffered from high valuations.

2) PSU Banks: State-run lenders had a rough year. Some of this is because they had an INSANE 2023-24, which meant they were hit harder by the correction. But on most metrics, India’s private banks are looking stronger now. IOB (-35%) and PNB (-23%) were the top losers.

3) Real estate: The Nifty realty is down -5% in FY25. Several developers saw a weak Q2 & Q3. And there’s some weakness in certain housing markets. Even market leader DLF is down -24% over the last year.

Stocktwits Specials
Top 5 Blue Chips To Buy NOW!!!

Markets are back with a bang! The Nifty just had its best week in over 4 years and is on track to erase all of 2025’s losses. Here are 5 high quality blue chips to play this recovery, according to SEBI registered advisors. Miss it at your own cost!