Latest after the Bell @ 4:00 PM – Monday, September 1st 2025

Nifty rings massive gains as strong India’s GDP data lifts sentiments. Auto stocks seen in top gear big bang GST reforms buzz. Nifty Defence index too zooms 2.54%

NIFTY (+198, 24625)
Sensex (+555, 80364)
Bank Nifty (+347, 54002)

# The 5-Big Positive Catalysts:

1) India’s GDP growing strong at 7.8 percent in the June quarter lifts sentiment.

2) Bullish traders look forward with hope on the upcoming GST Council meet on September 3rd and 4th.

Please note, the government is planning changes to the GST structure, with a proposal to remove the 12% and the 28% slabs just ahead of the festive season.

3) The street shrugged-off concerns and swiftly climbed the biggest ‘Wall of Worry’ of 50% Trump’s tariff which came into effect on August 27th?

4) The Federal Reserve’s September 17th rate cut still on the table despite sticky US PCE inflation data.

5) Massive short covering amidst oversold conditions for benchmark Nifty.

# Long Story Short: Nifty starts the busy day on the front foot as risk-on theme prevailed.

# Adv-Dec 42—08
# INDIA VIX 11.29 (-3.91%)
# NIFTY PCR (02nd SEP) 1.13
₹ NIFTY PCR (30th SEP) 1.16
# USD/INR Futures (Sep) (+0.003%, 88.30)

# SECTOR GAINERS:
NIFTY AUTO (+2.80%)
NIFTY CONUSMER DURABLES (+2.08%)
NIFTY METAL (+1.64%)

# SECTORS LOSERS
NIFTY MEDIA (-0.32%)
NIFTY PHARMA (-0.12%)

# TODAY’S MARKET RE-CAP:

1) Nifty (+0.81%) rebounds after last 2-week’s drubbing and most importantly, holds on to the intraday hard-fought gains. That said, Nifty still continues to trade way below its 21 DMA (24698), 50 DMA (24995) and 100 DMA (24704) and most importantly, well below the psychological 25000 mark.

2) Bank Nifty (+0.65%) too joins the conga-line of rising sectoral indices and most importantly, was seen mirroring Nifty’s rebound action. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) The market breadth (42:08) was in favor of the bulls.

4) The Nifty Mid-cap (+2.18%) and Nifty Small-cap (+1.67%) indices were seen outperforming benchmark Nifty’s inspiring session.

5) Amongst sectoral indices ending in red were NIFY MEDIA (-0.42%) and NIFTY PHARMA (-0.06%), while sectors ending in green were Nifty AUTO (+2.75%), NIFTY DEFENCE (+2.54%) and NIFTY CONSUMER DURABLES (+2.11%).

6) All eye will be now the US Jobs report to be wired on Friday, September 5th.

7) Technically speaking, Nifty’s major interweek/intermonth hurdles placed at 24155 mark and only above 24155, all eyes will be on June 30th high at 25670 mark.

Nifty’s immediate support seen at 24336 mark. Nifty’s major support placed at its 200 DMA at 24074 mark.

# Bottom-line: Nifty now needs some real major positive catalyst to move up and reclaim its psychological 25000 mark. Technically, confirmation of major strength only above 25155 mark.

# STOCKS IN SPOTLIGHT:

1) VST Tillers Tractors rallied 2.9% after reporting a 1.87% increase in total sales to 4,499 units in August 2025, up from 4,416 units sold in August 2024.

2) Tata Motors gained 3.14% after its total wholesales rose 2% year-on-year to 73,178 units last month as compared with 71,693 units in August 2024.

3) Mangalore Chemicals and Fertilizers (+3.19%) after the company entered into a business transfer agreement with Zuari Agro Chemicals for the acquisition of its fertiliser business in Maharashtra.

2) Rites (+6.5%) gained after the company has received a letter of award (LoA) worth Rs 25.3 crore from NTPC for a Biennial MGR (Merry-Go-Round) mega contract.

3) IT stocks shine as strong India GDP data lifts sentiments. INFY (+2.07%) TECH MAHINDRA (+1.63%)

# BULLS OF THE DAY:
BAJAJ AUTO (+4.01%)
M&M (+3.52%)
HEROMOTOCO (+3.18%)
EICHER (+3.10%)
TATAMOTORS (+3.09%)

# BEARS OF THE DAY:
SUNPHARMA (-1.91%)
ITC (-1.03%)
HUL (-0.56%)
TITAN (-0.30%)
CIPLA (-0.22%)

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