TLDR
Market Recap: May 25, 2026
On May 25, Indian equities logged a broad relief rally as Brent slipped below $100 on US-Iran peace-deal optimism, pulling the Sensex up 1,073.61 points or 1.42% to 76,488.96 and the Nifty 50 up 312.40 points or 1.32% to 24,031.70. Fifteen of sixteen sectors advanced, financials led, midcaps gained 0.9%, smallcaps added 1.4%, and India VIX fell 6.74%, signaling a sharp reset in risk appetite.
Key Drivers :
Oil relief flips tape: Brent below $100 eased India’s macro risk premium.
Banks lead comeback: HDFC Bank and ICICI Bank anchored benchmark gains.
Volatility cools sharply: India VIX fell 6.74% as risk appetite returned.
Today’s Top Stories:
Pine Labs: Digital payments scale turned losses into quarterly and annual profitability.
Suzlon: Revenue and order book impressed, but profit softness complicated the story.
RVNL: Revenue held up, but profit and cash-flow pressure dominated earnings.
Hitachi Energy: Grid-equipment demand delivered strong profit, revenue, and margin expansion.
Amara Raja: Batteries, home energy, and new energy kept the quarter charged.
Market Snapshot
CNBC
Nifty 50 Index Heatmap
Trading View
Top Gainers & Losers
Trading View
TOP STORIES
1. Pine Labs turns profitable as digital payments scale
Gemini-2.5
Profit swing: Net profit printed Rs 59.4 crore versus the year-ago loss.
Revenue lift: Operations revenue grew 17% to Rs 701 crore.
Annual milestone: FY26 became Pine Labs’ first full profitable year.
2. Suzlon’s wind story gets a profit wrinkle
Gemini-2.5
Profit dip: Q4 profit slipped 6% to Rs 1,114 crore.
Revenue strength: Revenue jumped 45% to Rs 5,468 crore.
Order depth: Order book reached 9 GW, led by PSU demand.
3. RVNL faces a rail earnings crack
Gemini-2.5
Profit hit: Consolidated PAT fell 60% to Rs 182 crore.
Revenue cushion: Revenue still grew 4% year-on-year to Rs 6,696 crore.
Cash concern: FY26 negative cash flow remained near Rs 1,923 crore.
4. Hitachi Energy electrifies quarter with margin expansion
Gemini-2.5
Profit print: Net profit climbed 79.7% to Rs 330 crore.
Revenue base: Revenue advanced 46.2% to Rs 2,754 crore.
Margin lift: EBITDA margin expanded to 15.1% from 12.6%.
5. Amara Raja batteries fire up on auto and home energy demand
Gemini-2.5
PBT surge: Consolidated PBT jumped 93.3% to Rs 433 crore.
Revenue base: Q4 revenue stood at Rs 3,460 crore.
New energy: New energy revenue grew nearly 60% in FY26.
GYAANI HOT TAKES
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