The final Monday of the year brought a wave of consolidation to the Indian equity market. While the morning sessions showed early promise, profit-booking across heavyweight sectors eventually pulled the benchmarks into negative territory. As of 3:30 PM on December 29, 2025, the BSE Sensex concluded the session at 84,695.54, marking a decline of 345.91 points or 0.41 percent.
The Nifty 50 followed a similar trajectory, closing at 25,942.10, down 100.20 points or 0.38 percent. Despite the headline decline, the session was not without its winners. Sectoral rotation favoured media and metal stocks, with Tata Steel emerging as a top gainer within the metal space. Other notable performers included Tata Consumer and Asian Paints, which held firm amid mixed market conditions.
(Source: NSE, BSE)
The Resilience of the Metal and Media Stocks
In a session defined by selective buying, the Nifty Media index emerged as the top sectoral performer, gaining 0.93 percent. This surge was largely driven by Nazara Technologies, which jumped 6.15 percent to reach a price of ₹252.00. Other significant contributors to the media rally included Dish TV (up 1.79 percent) and Sun TV Network.
Simultaneously, the metal space continued to show strength. Tata Steel led the blue-chip gainers, climbing 1.88 percent to settle at ₹172.30. The appetite for metals was further evidenced by Hind Copper and Hind Zinc both scaling fresh 52-week highs during the trade.
(Source: NSE)
Top Nifty 50 Gainers Today
While the broader indices struggled, the following stocks managed to secure significant gains by the closing bell:
| Stock Name | Open (₹) | High (₹) | LTP (₹) | % Change |
|---|---|---|---|---|
| TATASTEEL | 169.51 | 174.13 | 172.30 | 1.88% |
| TATACONSUM | 1,174.00 | 1,200.90 | 1,194.40 | 1.59% |
| ASIANPAINT | 2,746.50 | 2,793.80 | 2,775.00 | 1.04% |
| GRASIM | 2,821.00 | 2,850.00 | 2,846.00 | 1.00% |
| NESTLEIND | 1,275.00 | 1,286.50 | 1,280.00 | 0.58% |
(The data is compiled as of 3.31 PM IST on Dec 29, 2025)
(Source: NSE)
Corporate Winners and Major Order Wins
The day was marked by several high-profile corporate announcements that buoyed individual stock sentiments:
- Larsen and Toubro (L&T): The infrastructure giant’s transportation vertical secured a “significant” order (valued between ₹1,000 crore and ₹2,500 crore) for the Hyderabad Greenfield Radial Road. This is L&T’s third major win in just four trading sessions.
- Vikran Engineering: The firm accepted Letters of Award from MP Urja Vikas Nigam for a 45.75 MW AC solar power project in Vidisha, Madhya Pradesh.
- Arfin India: Secured a repeat order worth ₹321 crore from Diamond Power Infrastructure for aluminium conductors.
- Force Motors: Defied the weak market to gain almost 3 percent, trading at ₹18,947.00 up by ₹475.
(Source: CNBC TV-18, Moneycontrol)
Currency and Global Commodity Trends
The Indian rupee faced pressure today, closing 13 paise lower at 89.98 per dollar. This decline reflects the ongoing strength of the US dollar and persistent selling by foreign institutional investors (FIIs) at year-end.
In global commodities, the “safe-haven” rally cooled off as investors booked profits. Spot gold declined 1.4 percent to $4,470.56 per ounce, retreating from its recent record highs. Silver saw a sharper correction, shedding 4.8 percent to trade at $75.32 per ounce after briefly touching an all-time high of $83.62 earlier in the session. Platinum and Palladium also experienced significant drops of 6 percent and 13.2 percent, respectively.
(Source: Reuters, Moneycontrol)
F&O Segment Transitions
As the market approaches the commencement of the January series, the Futures and Options (F&O) segment is set for a major shuffle on December 31. Four stocks, including HFCL and NCC, will exit the segment. They will be replaced by high-profile newcomers: Swiggy, Waaree Energies, Premier Energies, and Bajaj Holdings.
(Source: CNBC TV-18)
IPO Sees Robust Response
E to E Transportation Infrastructure IPO, which opened for bidding on Friday, December 26, has been fully subscribed. As of now, the IPO has been booked 122.94 times. The Grey Market Premium (GMP) for this SME IPO has seen further gains since its launch. When the subscription opened, the GMP stood at ₹130, and it has since increased by ₹13 on the second day of the offering. The NSE SME IPO will remain open for subscription until December 30.
(Source: NDTV Profit)
The Bottomline
As 2025 draws to a conclusion, the focus remains on sectoral rotation. The strength seen in media and metal stocks, led by the steady performance of companies like Tata Steel, shows that investors are choosing value and safe growth. While the main market indices finished lower, the high volume of orders in infrastructure and renewable energy suggests a positive start for 2026.
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