Dalal Street began the new trading week on a strong note on Monday, December 22, 2025, supported by positive global cues, firm Asian markets, and stock-specific momentum across key sectors. Early trade saw benchmark indices holding firm gains, with heavyweight stocks such as Shriram Finance, Infosys, and Hindalco leading the charge.
Shriram Finance hit a record high after Japan’s MUFG agreed to acquire a 20 percent stake for about $4.4 billion, the largest deal ever in India’s financial services sector. Infosys gained after its US subsidiary secured final approval for a class-action settlement, removing a key legal overhang, while Hindalco Industries scaled a fresh all-time high as firm aluminium prices, a weaker dollar, and global growth optimism lifted metal stocks.
Morning Market Snapshot
The trading session commenced with a clear bullish trend as investors responded to a recovery in global risk appetite.
- BSE SENSEX: At 9:19 AM, the 30-share benchmark was trading at 85,321.81, climbing 392.45 points (0.46%). Earlier, the index had added 216 points or 0.25 percent during the pre-opening session at 9:10 AM.
- NIFTY 50: At 9:20 AM, the index crossed the critical 26,000 threshold to trade at 26,102.00, representing a gain of 135.60 points (0.52%).
- GIFT Nifty: Early indicators were already positive, with the GIFT Nifty Index futures trading at 26,192.00 levels at 10:03 AM, up by 163.50 points.
(Source: NSE, BSE)
Early Market Drivers
Market sentiment remained upbeat despite mixed global cues, as investors awaited India’s infrastructure output data later in the day. The strong opening was also supported by early signals from the derivatives market. At 6:47 AM, GIFT Nifty futures were trading at 26,177.5, up 16.5 points, setting the tone for a positive domestic opening.
Currency movement also aided sentiment. The Indian rupee opened stronger at 89.41 per-dollar, appreciating by 24 paise compared to Friday’s close of 89.65.
(Source: Moneycontrol)
Top Gainers on Nifty 50
| Symbol | Open (₹) | High (₹) | Low (₹) | LTP (₹) | % Change |
|---|---|---|---|---|---|
| INFY | 1,664.00 | 1,693.20 | 1,664.00 | 1,677.50 | +2.37% |
| SHRIRAMFIN | 919.00 | 929.00 | 915.00 | 918.70 | +1.89% |
| HINDALCO | 860.00 | 869.65 | 857.25 | 866.10 | +1.65% |
(Source: NSE, December 22, 2025 | 9:37 AM IST)
Adding to the excitement, Infosys ADRs had scaled a new 52-week peak of $30 on Friday, rallying 40 percent, which triggered two trading halts as extreme volatility disrupted the session.
Sectoral Performance Shows Broad-Based Strength
At 9:43 AM, sectoral indices reflected widespread buying interest across Dalal Street. Nifty Metal emerged as the top-performing sector, surging 1.37 percent, followed by Nifty IT, which advanced 1.19 percent. Nifty Media also participated in the rally, gaining 0.80 percent.
(Source: Moneycontrol)
Corporate Developments to Watch
Several corporate announcements kept individual stocks active:
- Indraprastha Gas signed a joint venture agreement with Hindustan Waste Treatment to set up compressed biogas and biofuel projects.
- Tata Steel invested ₹1,354.94 crore in its wholly owned subsidiary T Steel Holdings.
- Varun Beverages approved the acquisition of South Africa-based Twizza at an enterprise value of ZAR 2,095 million, equivalent to ₹11,187 million.
- Jupiter Wagons saw its promoter acquire a 0.55 percent stake for ₹135 crore.
- Vedanta remained in the spotlight after Fitch Ratings upgraded Vedanta Resources’ outlook to positive.
- RITES consultancy firm signed a Memorandum of Understanding with the Republic of Botswana to modernise the nation’s railway and transport infrastructure.
- Fortis Healthcare signed definitive agreements to acquire the 125-bedded People tree hospital in Yeshwanthpur, Bengaluru, for ₹430 crore. The acquisition of an adjacent land parcel of 0.8 acres provides expansion potential to over 300 beds. An additional investment of ₹410 crore is planned over the next 3 years.
- IRB Infrastructure Developers secured approval for material related-party contracts to act as project manager for the TOT-17 Project, with an estimated value of up to ₹6,785 crore for a revenue-linked concession period of 20 years.
- Tata Chemicals International executed a share purchase agreement to acquire 100 percent equity share capital of Singapore-based Novabay for Euro 25 million, subject to fulfilment of various conditions.
- Indian Hotels Company approved the disinvestment of 1.6 crore equity shares, representing 25.52 percent shareholding in Taj GVK Hotels & Resorts. The shares will be acquired by Shalini Bhupal at ₹370 per-share.
- Piramal Finance will divest its full 14.72 percent stake in Shriram Life Insurance Company to Sanlam Emerging Markets (Mauritius) for ₹600 crore, implying a valuation of about ₹4,000 crore for the insurer.
- Granules India received positive news as the US Food and Drug Administration completed a good manufacturing practices inspection at its subsidiary, Granules Life Sciences, in Hyderabad.
- ICICI Prudential AMC submitted draft papers to SEBI seeking approval to introduce a specialised investment fund under the regulator’s newly introduced framework.
(Source: Moneycontrol, Business Standard, Livemint)
IPO and SME Activity
The primary market continues to be vibrant with several new offerings:
- Mainboard: Gujarat Kidney IPO opened for public subscription.
- SME Segment: IPOs for EPW India, Dachepalli Publishers, Shyam Dhani Industries, and Sundrex Oil Company commenced bidding today.
- Listing: Neptune Logitek made its debut on the BSE SME platform.
(Source: Livemint)
The Bottomline
With the Nifty 50 holding above 26,000 and the Sensex sustaining gains beyond 85,300, an optimistic mood dominates the Dalal Street. Strong global cues, a firmer rupee, and steady corporate activity are driving this early momentum. Meanwhile, investors continue to track economic data and specific stock developments as the session progresses.
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