Sensex & Nifty Live Updates, September 25: Markets Rebound; Nifty Above 23,100 as Crude Eases
Sensex and Nifty rebounded on September 25 after Thursday's sharp selloff. At 2:35 PM IST, Sensex was up 328 points at 73,908 while Nifty gained 68 points to 23,131, helped by value buying and softer crude.
Indian benchmark indices recovered on Friday, September 25, 2026, as investors returned to selected beaten-down stocks after Thursday's steep selloff, while a modest retreat in crude oil prices and improved domestic volatility indicators offered some support.
At the latest reliably verified intraday snapshot at 2:35 PM IST, the BSE Sensex was up 327.78 points, or 0.45%, at 73,908.32, while the NSE Nifty 50 gained 68.35 points, or 0.30%, to 23,131.45.
The recovery, however, was not uniformly strong across the market.
At the same time, around 1,849 shares were advancing, 2,062 were declining and 154 were unchanged, meaning declining shares still outnumbered gainers despite the rise in headline indices.
That makes Friday's move better described as an intraday rebound led by value buying rather than a decisive broad-market reversal.
The indices were recovering from Thursday's major decline, when the Sensex plunged 1,247.71 points, or 1.67%, to 73,580.54, while the Nifty 50 dropped 383.70 points, or 1.64%, to 23,063.10.
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Finance Minister Nirmala Sitharaman says India cannot abruptly abandon Russian crude and will base oil purchases on availability, price and refinery suitability as a new US law raises the risk of tariffs of up to 100% on major Russian-energy buyers.
The Bank of Japan has raised its benchmark interest rate to 1.25%, taking borrowing costs to their highest level in 31 years as policymakers step up efforts to prevent inflation from moving persistently above the central bank’s target.
Reuters described Thursday's move as the benchmarks' steepest one-day percentage decline in around 10 weeks.
Sensex & Nifty Live: Latest Verified Levels
Latest verified snapshot: 2:35 PM IST, September 25
Index
Level
Change
Percentage
BSE Sensex
73,908.32
+327.78
+0.45%
Nifty 50
23,131.45
+68.35
+0.30%
Important: These are intraday figures, not closing values.
Indian equity trading was still underway when this snapshot was recorded, so the final September 25 close may differ materially.
What Happened in the Morning?
Indian shares opened cautiously after Thursday's selloff.
At around 9:39 AM IST, the Nifty was up just 0.09% at 23,084.4 and the Sensex was 0.13% higher at 73,674.57.
The indices then moved through a volatile session.
Around noon, the Sensex stood at approximately 73,718.65, up 138 points, while the Nifty was only marginally higher at 23,075.15.
By 2:35 PM, buying had strengthened enough to lift the Sensex more than 300 points and push the Nifty firmly back above 23,100.
The progression suggests buyers became increasingly active as the session developed, although weak market breadth shows that the recovery was still concentrated.
Why Is the Indian Stock Market Up Today?
Several factors are helping Sensex and Nifty recover.
1. Value Buying After Thursday's Selloff
The most immediate factor is value buying.
Thursday's sharp correction pushed many shares substantially lower, encouraging investors to re-enter selected large-cap stocks at reduced prices.
Moneycontrol identified bargain or value buying following the previous session's decline as a primary factor behind Friday's rebound.
A rebound after a large fall does not necessarily establish that the broader correction has ended.
Investors are still assessing crude prices, interest rates, foreign flows and geopolitical developments.
2. Crude Oil Prices Ease
Oil remains one of the most important variables for Indian markets because India imports a large portion of the crude it consumes.
Brent crude eased during Friday's session.
Moneycontrol reported Brent around $105.5 per barrel, approximately 1% lower at the time of its market update.
Reuters separately reported Brent at $106.20 a barrel, down about 0.4%, earlier in the international session as markets weighed prospects for US-Iran de-escalation against continuing Middle East supply risks.
The decline offers some relief to Indian equities.
But crude remains above $100, meaning oil is still a significant macroeconomic concern.
Persistently expensive crude can potentially affect:
India's import bill;
inflation;
the rupee;
corporate input costs;
government finances;
and expectations for RBI interest rates.
So Friday's oil decline is supportive, but it does not remove the underlying risk.
3. India VIX Falls
The India VIX, widely used as a measure of expected near-term equity-market volatility, declined approximately 3% to 12.32 during Friday's session after jumping sharply on Thursday.
A falling VIX generally indicates lower expected short-term market volatility.
That helped improve sentiment after the previous day's turbulence.
Again, it is an indicator of market expectations rather than a guarantee that volatility will remain low.
4. Rupee Strengthens Slightly
The Indian rupee also showed modest improvement.
Moneycontrol reported that the rupee strengthened around 14 paise to 95.85 against the US dollar during the session.
Reuters had earlier reported the currency trading close to 95.90 per dollar, with possible RBI intervention helping offset pressure from oil prices and rising global bond yields.
The rupee remains close to the psychologically important 96-per-dollar area, making currency movement an important market signal.
A weaker currency can increase the rupee cost of imported commodities, including oil.
Why Is the Market Still Cautious?
Friday's recovery has not eliminated several major risks.
US Bond Yields Remain High
US Treasury yields remain elevated.
Market reports put the US 10-year Treasury yield around 5.2%, close to multi-year highs.
Higher US yields can pressure emerging markets because they may make dollar-denominated assets more attractive to international investors.
They can also raise global financing costs and pressure valuations, particularly in growth-oriented sectors.
Reuters said high crude prices and rising global bond yields continued to weigh on Indian sentiment on Friday.
Oil Is Still Above $100
Although Brent declined on Friday, prices around $105-$106 remain historically elevated compared with levels seen before the latest Middle East disruptions.
Reuters reported that roughly a fifth of global oil and gas shipments have been curtailed since the Iran conflict began, keeping a geopolitical premium embedded in global energy prices.
For India, prolonged high crude prices remain a significant market risk.
Foreign Investors Remain Important
Foreign portfolio flows have also been a major market concern.
By September 24, foreign portfolio investors had sold approximately ₹21,064 crore of Indian shares during September, according to market data cited by Business Standard.
Domestic institutional buying can offset some foreign selling, but persistent overseas outflows can continue to weigh on benchmark valuations and the rupee.
Thursday's Crash Still Shapes Friday's Trade
Friday's recovery needs to be understood in the context of what happened one session earlier.
On September 24:
Sensex: 73,580.54, down 1,247.71 points
Nifty: 23,063.10, down 383.70 points
Thursday's selloff was driven by a combination of:
elevated crude oil prices;
surging global bond yields;
expectations of tighter monetary policy;
weakness in financial stocks;
and concerns surrounding proposed changes to insurance-sector commission rules.
That means Friday's several-hundred-point Sensex rebound has still recovered only part of the previous session's loss.
Is Nifty Back Above 23,100?
Yes.
At 2:35 PM IST, Nifty was trading at 23,131.45.
The 23,000-23,100 area has attracted considerable attention from market analysts because the index fell close to this zone during Thursday's decline.
One technical analyst cited by Moneycontrol identified 23,000 as an important near-term psychological support, while describing the 23,200-23,300 region as immediate resistance.
The analyst said a sustained move above 23,300 could potentially open room towards 23,400-23,500, while a decisive break below 23,000 could increase downside pressure.
Those levels represent one analyst's technical assessment, not a prediction or investment recommendation.
Market Breadth Sends a Caution Signal
One of the most important details in Friday's session is the divergence between the benchmark indices and the broader market.
At 2:35 PM:
1,849 stocks advanced
2,062 stocks declined
154 were unchanged
Despite Sensex gaining more than 300 points, more listed stocks were down than up.
This can happen when heavyweight companies support benchmark indices while a larger number of smaller stocks remain under pressure.
It means investors should not interpret the Sensex gain alone as evidence that every section of the market is recovering.
Which Stocks Are Moving Today?
Several individual stocks were active during Friday's trade.
Welspun Corp
Welspun Corp rose around 4%-5% after its US subsidiary secured its largest-ever order for high-frequency induction welded pipes.
The order is worth approximately $412.5 million, or around ₹4,000 crore.
Vascon Engineers
Vascon Engineers jumped about 10% after announcing an order valued at approximately ₹661 crore.
Meesho
Meesho declined around 4% after Nomura initiated coverage with a “Reduce” rating and projected downside from the previous close.
A brokerage rating represents that firm's assessment and should not be treated as a guaranteed price forecast.
PB Fintech
PB Fintech also remained under pressure.
The shares dropped as much as about 7% during Friday's trade, extending the severe decline seen in the previous session as analysts assessed potential earnings implications from proposed insurance-distribution reforms.
Again, regulatory proposals can change before final implementation, so current estimates of their earnings impact remain subject to uncertainty.
How Are IT Stocks Performing?
Technology remained an area of relative weakness earlier in Friday's session.
Reuters reported the Nifty IT index down about 0.7% during morning trade.
Indian IT companies can be particularly sensitive to US economic and interest-rate expectations because North America accounts for a large portion of industry revenue.
Higher US interest rates can affect corporate technology spending and investor valuations.
Auto and Banking Stocks Offer Some Support
Earlier market snapshots showed relative strength in auto and private-bank shares.
At around midday, Axis Bank and Mahindra & Mahindra were among the stronger Sensex constituents, while consumer durables and automobile shares showed relative gains.
Sector leadership can change rapidly during an active trading session, so these should be treated as intraday observations rather than final closing rankings.
Is the Nifty Heading for a Seventh Straight Weekly Loss?
That remains possible.
Indian equities entered this week after six consecutive weekly declines, their longest losing streak since 2020.
The Nifty ended the previous week around 23,346, while Friday afternoon's verified reading was around 23,131.
The Sensex also remained below the previous Friday's close.
If the benchmarks finish the week below those previous weekly closing levels, the losing streak would extend to a seventh week.
Because Friday's session had not finished at the time of this article's latest verified market snapshot, the seventh weekly decline should not yet be presented as a confirmed closing result.
What Is Happening With the Rupee?
The rupee remained close to ₹96 per US dollar, an important level closely watched by currency traders.
Reuters reported the rupee at around 95.90 per dollar during the day, with possible RBI intervention supporting the currency while oil prices and higher global yields created downward pressure.
Interest-rate markets were also increasingly pricing the possibility of further domestic tightening.
Reuters reported that swap markets were pricing roughly 90 basis points of RBI rate increases over the following 12 months.
That represents market pricing, not a confirmed RBI policy path.
The Reserve Bank of India can ultimately make different decisions depending on inflation, growth, currency conditions and incoming data.
Why US-Iran Talks Matter to Sensex and Nifty
One unusual feature of the current Indian equity market is how closely domestic sentiment is linked to geopolitical developments in the Middle East.
Oil prices on Friday eased partly because traders were assessing the possibility of progress in US-Iran negotiations.
Reuters reported that negotiators were exploring a potential phased path involving Iran reopening the Strait of Hormuz and the United States easing its economic blockade.
No final settlement had been announced.
For Indian markets, credible de-escalation could potentially reduce the geopolitical premium embedded in crude prices.
Failure of diplomacy, on the other hand, could increase oil volatility again.
What Should Investors Watch Before Today's Close?
Several indicators could determine whether Friday's rebound survives into the close:
Nifty 23,100 – Holding above this level would leave the index above the psychologically important 23,000 region.
Sensex 74,000 – The Sensex was approaching but had not crossed 74,000 in the latest verified 2:35 PM reading.
Market breadth – A stronger recovery would look more convincing if the number of advancing stocks begins to exceed declining stocks.
Brent crude – Oil remains above $100 and can rapidly change sentiment.
Banking stocks – Financials were heavily sold on Thursday and remain important to the direction of the indices.
IT stocks – Weakness in technology has partly offset gains elsewhere.
Rupee – A move through ₹96 per dollar could attract additional attention from traders.
These are market indicators to monitor, not buy or sell recommendations.
Sensex & Nifty September 25: Timeline
9:39 AM
Nifty: 23,084.4, up 0.09%
Sensex: 73,674.57, up 0.13%
Around 12 PM
Sensex: 73,718.65, up 138.11 points
Nifty: 23,075.15, up 12.05 points
2:35 PM — Latest Verified Snapshot
Sensex: 73,908.32, up 327.78 points or 0.45%
Nifty: 23,131.45, up 68.35 points or 0.30%
The afternoon movement shows the recovery strengthening compared with the largely flat morning session.
Has the Market Recovered From Thursday's Fall?
Only partially.
Thursday:
Sensex lost about 1,248 points
Nifty lost about 384 points
Friday at 2:35 PM:
Sensex had recovered about 328 points
Nifty had recovered about 68 points
So Friday's rebound had recovered only part of the previous session's decline.
It would therefore be premature to describe the correction as fully reversed.
What Could Change the Market Direction?
Several events remain capable of causing sharp movements:
developments in US-Iran negotiations;
Middle East oil-supply disruptions;
US Treasury-yield moves;
expectations for Federal Reserve rates;
expectations around RBI policy;
foreign investor flows;
rupee movement;
and domestic regulatory announcements.
Friday's positive index movement therefore exists against a still-fragile global backdrop.
Latest Verified Position
As of 2:35 PM IST on September 25, 2026:
Sensex was 73,908.32, up 327.78 points or 0.45%.
Nifty 50 was 23,131.45, up 68.35 points or 0.30%.
Market breadth remained negative, with 1,849 advances versus 2,062 declines.
India VIX was down about 3% to 12.32.
Brent crude was trading around the $105-$106 per barrel region.
The rupee was trading around 95.85-95.90 per US dollar.
Thursday's Sensex and Nifty declines were their steepest one-day percentage losses in around 10 weeks.
High crude prices and global bond yields remain key risks.
The benchmark rebound should currently be described as an intraday recovery, not a confirmed trend reversal.
Official September 25 closing levels were not yet available at the latest verified snapshot used for this article.
Frequently Asked Questions
What is Sensex today on September 25, 2026?
At the latest verified 2:35 PM IST reading, the Sensex was at 73,908.32, up 327.78 points or 0.45%.
What is Nifty today?
The Nifty 50 was at 23,131.45, up 68.35 points or 0.30% at 2:35 PM IST.
Why is Sensex up today?
Value buying after Thursday's sharp fall, slightly softer crude oil, improved Asian-market sentiment, a lower India VIX and modest rupee strength supported the rebound.
Why did the stock market crash yesterday?
Thursday's selloff reflected a combination of higher crude oil prices, surging global bond yields, tighter-rate expectations and weakness in financial stocks amid concerns around proposed insurance commission reforms.
Is Nifty above 23,100?
Yes. At the latest verified snapshot, Nifty was at 23,131.45.
What is today's Sensex closing price?
The final September 25 closing level was not yet available at the latest verified 2:35 PM IST update used for this article. Do not substitute the intraday figure for the official close.
Is the Indian market recovering?
The benchmarks were recovering intraday, but market breadth remained weak and Friday's gains had recovered only part of Thursday's losses. It is therefore too early to describe the move as a confirmed broader recovery.
What is the rupee today?
The rupee was around ₹95.85-₹95.90 per US dollar in Friday's session.
What is Brent crude today?
Brent was trading in roughly the $105-$106 per barrel range, depending on the timestamp of the quote.
Which stocks are moving today?
Among notable moves, Welspun Corp gained after a major US pipe order, Vascon Engineers rose after securing a large contract, while Meesho and PB Fintech were under pressure for company-specific reasons.
Is this investment advice?
No. This article reports market movements, publicly available data and attributed analyst commentary for informational purposes. Investors should evaluate their own circumstances or consult a qualified financial professional before making investment decisions.
Bottom Line
Sensex and Nifty rebounded on September 25 after Thursday’s sharp selloff. At 2:35 PM IST, Sensex was up 328 points at 73,908 and Nifty gained 68 points to 23,131, helped by value buying and softer crude.
Market breadth remained weak and the recovery is only partial. Closing levels were not yet available at the time of the latest verified snapshot.
The Rajatheertha Team publishes news, explainers, guides and updates across India and the world. Our coverage follows Rajatheertha's editorial, verification and corrections standards.
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