Dalal Street concluded the final trading session of 2025 on a confident note, driven by the stellar performance of heavyweights Kotak Bank, ONGC, and Reliance, the benchmark Nifty 50 index surged to close above the 26,100 level, cementing its tenth consecutive year of positive annual returns.
This decade-long winning streak represents an unprecedented era of resilience and depth in the Indian financial ecosystem. Despite a year characterised by global trade shifts and currency fluctuations, the market’s ability to bounce back highlights the robust underlying strength of the domestic economy.
Market Performance at a Glance
The final session of the year witnessed a broad-based rally, with the Sensex jumping 545.52 points, or 0.64 percent, to settle at 85,220.60. Simultaneously, the Nifty 50 advanced by 190.75 points, or 0.74 percent, to finish at 26,129.60. Market breadth remained firmly in favour of the bulls, as approximately 2,555 shares advanced compared to 1,330 declines.
The broader market also participated in the festivities, with the BSE Midcap and Smallcap indices adding 1 percent each. This surge reflects a renewed appetite for risk amongst investors who had maintained a cautious stance during the initial months of the year.
(Source: NSE, BSE)
Top Gainers and Sectoral Highlights
The energy and metal sectors were the primary engines of growth during this year-end rally. The Nifty Oil & Gas index rose by 2.5 percent, while metal, media, and capital goods sectors each gained 1 percent. Investors found significant value in heavyweight stocks like Reliance and Kotak Bank, which helped push the indices to their closing highs.
| Stock Name | Open (₹) | High (₹) | LTP (₹) | % Change |
|---|---|---|---|---|
| JSW Steel | 1,156.00 | 1,169.00 | 1,165.90 | +4.88% |
| ONGC | 234.69 | 241.00 | 240.46 | +2.46% |
| Tata Steel | 180.00 | 181.40 | 179.93 | +2.35% |
| Kotak Bank | 2,158.00 | 2,205.40 | 2,203.00 | +2.34% |
| Reliance | 1,541.00 | 1,577.00 | 1,569.00 | +1.90% |
(Source: NSE)
A Year of Remarkable Resilience
The journey of 2025 was far from a straight line. The Nifty began the year on shaky ground, drifting lower through January and February due to global uncertainties. However, the second half of the year saw a spectacular recovery, with the index hitting a fresh all-time high of 26,325.80 in December. By the close of the final session, the Nifty 50 sealed the year with an impressive total gain of approximately 10.50 percent.
While equities celebrated, the Indian rupee faced significant pressure. On Wednesday, 31 December 2025, the rupee closed marginally lower at 89.87 per dollar, compared to its previous close of 89.78. Throughout the year, the rupee depreciated by 5 percent, making it one of the more challenged Asian currencies in 2025.
(Source:The Hindu, Moneycontrol, Business Line)
Corporate Success and Strategic Wins
The year-end was also marked by several significant corporate developments:
- Bharat Forge: Secured a massive contract worth ₹1,661.9 crore from the Ministry of Defence for the supply of 255,128 CQB Carbines.
- GPT Infraprojects: Bagged a joint venture contract valued at ₹341.3 crore.
- Waaree Renewable Technologies: Awarded a Letter of Award for a solar power project of 28.60 MWac.
- ZF Steering Gear: Its subsidiary secured orders worth approximately ₹151 crore for its aluminium division.
- NLC India: Signed a coal mining agreement for the North Dhadu mine, featuring over 110 million tonnes of extractable reserves.
In the mutual fund space, Sunil Singhania’s Abakkus Mutual Fund raised ₹ 2,468 crore during its maiden New Fund Offer (NFO), indicating strong retail trust. Additionally, Veegaland Developers filed draft papers with Sebi to raise ₹ 250 crore through an IPO to fund expansion.
(Source: Business Standard, Moneycontrol, The Economic Times)
Commodities Shine Bright
While the Nifty seals 10th year of gains, the metals complex delivered even more extraordinary results. Silver and platinum surged by nearly 160 percent during 2025, while gold rose by about 70 percent. Gold, in particular, touched new peaks 52 times during the year, starting near $2,650 and ending well above $4,550 an ounce.
(Source: The Economic Times, CNBC TV-18)
The Bottomline
As the curtain falls on 2025, the Indian markets stand as a testament to the power of patience and discipline. The combination of structural reforms and consistent domestic participation has ensured that India’s growth story remains intact for a new decade. With the Nifty sealing a decade-long run of positive returns and heavyweight stocks like Kotak Bank, ONGC and Reliance shined in the final rally, investor confidence remains firmly intact heading into 2026.
Disclaimer: Investments in the securities market are subject to market risks, read all the related documents carefully before investing. This content is purely for information purpose only and in no way to be considered as an advice or recommendation. The securities are quoted as an example and not as a recommendation.
Investors are requested to do their own due diligence before investing. Paytm Money Ltd SEBI Reg No. Broking – INZ000240532, Depository Participant – IN – DP – 416 – 2019, Depository Participant Number: CDSL – 12088800, NSE (90165), BSE (6707) Regd Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi – 110019. For complete Terms & Conditions and Disclaimers visit: https://www.paytmmoney.com/stocks/policies/terms
