Sensex jumps 752 pts; Nifty hits 25,873 intraday on Infosys

Benchmarks end higher after a volatile run

Indian equities closed higher in the latest Friday session, with the Sensex and Nifty climbing decisively after a strong earnings surprise from Infosys boosted risk appetite. The move helped heavyweight IT stocks rally sharply, lifting the benchmarks to fresh intraday highs and reversing recent caution. During the day, the BSE Sensex jumped as much as 752 points to an intraday high of 84,134.97. The NSE Nifty 50 surged 0.8% to touch 25,873.50. Gains cooled from the peak but held through the close. The Sensex ended up 187 points, or 0.23%, at 83,570.35. The Nifty advanced 29 points, or 0.11%, to finish at 25,694.35.

Friday’s key trigger: Infosys reignites IT leadership

The session’s defining driver was the earnings surprise from Infosys, which changed the tone for IT stocks and the broader market. With IT among the heaviest weights in the indices, buying interest in large IT names had an outsized impact on headline levels. The market narrative also leaned on earnings momentum in heavyweight stocks beyond IT. This combination was reflected in the “risk-on” feel of the day as the benchmarks pushed to intraday highs. Even though the close was off the top, the day’s action highlighted how quickly sentiment can turn when a large index constituent delivers an upside surprise. The move mattered because it interrupted a spell of guarded trading and gave traders a fresh reference point for momentum.

Three factors cited for the upmove

Market updates pointed to three broad factors behind the day’s rise. First, IT stocks rallied, with Infosys at the center of the move. Second, earnings momentum supported heavyweight shares, helping the benchmark indices hold gains. Third, “some trade optimism” was cited as an additional tailwind to sentiment. Together, these elements were enough to lift the market despite the recent backdrop of caution. Importantly, the day’s high and the closing print showed the market was willing to buy aggressively intraday, even if it did not fully retain those gains by the end of trade.

A separate rebound: pause in Iran strikes lifts sentiment

In another session highlighted in the updates, Indian markets jumped on a Tuesday, with the Sensex and Nifty rising nearly 2% to recover more than half of Monday’s crash-related losses. The rebound followed US President Donald Trump’s announcement of a brief pause in strikes on Iran, which improved risk sentiment. On that day, the Sensex finished up 1,372 points at 74,068. The Nifty 50 rallied nearly 400 points to 22,912. Market commentary framed the move around a possible Iran-US ceasefire, a brief pause in oil’s rally, a higher-opening rupee, and positive global cues.

Oil, global cues, and the sectoral push

Another set of updates described strong gains on a Friday session amid upbeat global cues and hopes of a US-Iran peace deal that could ease tensions in West Asia. In that trade, the Sensex jumped 1,557.88 points, or 2.11%, to 75,390.43, while the Nifty 50 traded at 23,578.55, up 416.95 points, or 1.80%. The Bank Nifty was up 1,579.00 points, or 2.86%, at 56,755.75. Sectoral participation was described as broad-based, with Nifty Auto, Nifty Realty, Nifty Private Banks, Nifty PSU Bank and Nifty Metals among the leading gainers. Separately, one market note linked a rally in auto and banking stocks to a sharp decline in crude oil prices.

Banks in focus after RBI’s forex swap facility detail

Banking and financial stocks were highlighted as major drivers in several of the sessions mentioned. One note said heavyweight banks and financials surged, marking their third gain in four sessions, after the Reserve Bank of India (RBI) detailed a concessional forex swap facility for banks’ overseas foreign-currency borrowings. In another update, banking stocks emerged as one of the biggest drivers, with the Bank Nifty index surging nearly 1% and all 14 of its constituents trading in the green. These details mattered because banking and financials are key index weights and tend to amplify broader moves when they rise in tandem.

Midcaps, smallcaps, and volatility indicators

A separate Wednesday rebound was described as broad-based, with midcap and smallcap counters outperforming the benchmarks. Nifty Midcap 100 and Nifty Smallcap 100 indices rallied around 2% each in that session. The India VIX, a measure of market volatility, declined nearly 7% to 16.68, pointing to easing near-term fear as prices rose. The same update said the day’s sharp gains added about Rs 600,000 crore to the total market capitalisation of all BSE-listed companies, taking it to about Rs 47,300,000 crore. IndiGo shares rallied around 7% to lead Sensex gainers in that trade, with cooling oil prices cited as a supportive factor.

Snapshot table: key index moves cited in the updates

What to watch next

The updates show two recurring drivers: earnings surprises in index-heavy names (such as Infosys) and fast-moving global headlines that affect oil and risk appetite. Banking strength also remains central when policy actions like the RBI’s concessional forex swap facility come into focus. Near term, investors will likely continue tracking corporate results commentary, sectoral leadership between IT and financials, and any further developments around West Asia that influence crude prices. Market participants will also watch whether the benchmarks can sustain gains closer to their intraday peaks, rather than fading into the close.