# Sensex Ends 575 Points Higher, Nifty Above 25,300; Bajaj Finance Up 4%
**Posted on October 15, 2025**
In a vibrant rebound that painted the trading floor green, India's benchmark indices closed sharply higher on Wednesday, shrugging off a two-day dip with broad-based buying across sectors. The BSE Sensex surged 575.45 points, or 0.70%, to settle at 82,605.43, while the NSE Nifty 50 climbed 178.05 points, or 0.71%, ending above the psychologically crucial 25,300 mark at 25,323.55. This marked a welcome turnaround, fueled by easing inflation data, softer crude oil prices, and optimistic global cues, as investors eyed potential rate cuts from the RBI amid retail inflation dipping to an eight-year low of 1.54%.
The session's star performer? Bajaj Finance, which rocketed 4.03% to close at Rs 1,060.65, leading the charge in the financial pack and underscoring renewed confidence in non-banking financial companies (NBFCs). With nearly 2,393 stocks advancing against 1,587 decliners on the BSE, the market breadth was convincingly positive, signaling a healthy risk appetite as we edge closer to the festive Muhurat trading.
## What Drove the Rally? Key Catalysts Behind the Surge
Today's uptick wasn't a flash in the pan—it was a confluence of domestic and global tailwinds. Retail inflation's slide to 1.54% in September has amplified expectations for an RBI rate cut in the upcoming policy meeting, potentially as early as next month, providing a much-needed liquidity boost to rate-sensitive sectors like finance and realty. Brent crude dipping below $75 a barrel further eased import cost pressures, benefiting everything from airlines to auto makers.
Globally, Asian markets mirrored the positivity, with Japan's Nikkei up 1.2% and Hong Kong's Hang Seng gaining 0.8%, buoyed by softer U.S. producer prices and hopes for Federal Reserve easing. At home, corporate earnings stabilization—after months of downgrades—added fuel, as noted by Kotak Institutional Equities' Sanjeev Prasad: "Earnings have begun to show signs of stabilising." The India VIX, Wall Street's "fear gauge," plunged 5.60%, reflecting dialed-down volatility and investor complacency.
Sectorally, it was a clean sweep: All indices ended in the green, with Nifty Realty soaring 3.04% on renewed buying in housing plays, followed by PSU Bank (up 1.67%), Metal (1.00%), and Financial Services (1.27%). Midcaps and smallcaps outperformed, with the Nifty Midcap 100 up 1.11% and Smallcap 100 rising 0.82%, hinting at a broadening market rally beyond large-caps.
## Standout Performers: Bajaj Finance Steals the Spotlight
Bajaj Finance's 4% pop wasn't isolated—its stablemate Bajaj Finserv jumped 3.18%, while Trent (+2.19%), Nestle India (+4.00%), and Asian Paints (+2.48%) rounded out the top Nifty gainers, blending consumer staples with discretionary spends ahead of Diwali. Larsen & Toubro (L&T) added 2.23%, riding infrastructure tailwinds, and Jio Financial Services chipped in with gains amid telecom consolidation buzz.
On the flip side, IT lagged with Infosys down 1.07% and Tech Mahindra off 0.62% post-Q2 results that missed street expectations on margins. Tata Motors slipped 1.20% amid auto sector profit-booking, and Axis Bank edged lower by 0.31%. Nifty Media was the lone sectoral laggard, down 0.52%.
Here's a quick snapshot of the Nifty 50's top movers:
| Stock | Close Price (Rs) | % Change |
|--------------------|------------------|----------|
| Bajaj Finance | 1,060.65 | +4.03% |
| Nestle India | 2,222.50 | +4.00% |
| Bajaj Finserv | 2,084.80 | +3.18% |
| Asian Paints | 2,382.00 | +2.48% |
| Trent | 6,500.00 (est.) | +2.19% |
| Infosys | 1,850.00 (est.) | -1.07% |
| Tata Motors | 950.00 (est.) | -1.20% |
*(Estimates based on intraday data; Nestle surged to Rs 2,222.50 LTP)*
## Broader Implications: Eyes on Earnings and Festive Boost
This bounce has Nifty reclaiming its one-month high, piercing recent resistance at 25,300 and eyeing 25,500 next. The rupee's 0.2% appreciation against the dollar added to the bullish narrative, supporting import-heavy sectors. With Q2 earnings in full swing—Persistent Systems and ICICI Lombard up 7-9% on strong numbers—the focus shifts to heavyweights like HDFC Life (up 2.27% pre-earnings) and Infosys' full impact.
As Diwali approaches, festive demand could sustain the momentum, especially in consumer-facing names. However, experts caution on overbought signals: RSI dipping to 44 on hourly charts suggests short-term caution, with 25,209 as key support.
## Looking Ahead: Optimism with a Side of Vigilance
Today's session reaffirms the market's resilience, with financials like Bajaj Finance embodying the shift toward credit growth amid economic thaw. As Sanjeev Prasad puts it, stabilizing earnings could pave the way for sustained gains. Investors, take note: With Muhurat trading on the horizon, this could be the spark for a merry close to the year.
What’s your take on Bajaj Finance's rally? Bullish on realty's rebound? Share in the comments—here's to more green days ahead!
*Sources: Aggregated from Moneycontrol, India Today, NDTV Profit, ET Now, The Hindu BusinessLine, CNBC TV18, Business Standard, and Economic Times.*
