Nifty ends at 2025 high as Israel-Iran ceasefire lifts global sentiment

The benchmark Nifty 50 closed sharply higher on Wednesday, notching their strongest finish of 2025 so far, as easing geopolitical tensions in the Middle East and broad-based sectoral gains lifted market sentiment.

The NSE Nifty 50 index surged 200 points, or 0.8%, to settle at 25,245, while the S&P BSE Sensex added 700 points, or 0.85%, to close at 82,756. Both indices rose for a third consecutive session.

Investor sentiment improved after both Israel and Iran announced a ceasefire following weeks of regional hostilities, raising hopes of stability in crude prices and capital flows. Global cues turned supportive, with gains across Asian and European markets reflecting optimism over a pause in conflict.

"Indian equity markets have staged a recovery, supported by easing geopolitical tensions in the Middle East and a moderation in crude oil prices. While FIIs continue to withdraw capital, positive global cues are helping sustain domestic market momentum. Large-cap stocks, especially in IT and auto, are outperforming, aided by a strong dollar and improved risk appetite. Domestically, a favourable monsoon forecast, and moderating inflation are further underpinning the optimism. Although the prospect of new U.S. tariffs presents a potential headwind, near-term market sentiment remains broadly positive," said Vinod Nair, Head of Research, Geojit Investments Limited.

More than 40 of the 50 stocks on the Nifty closed in the green, with information technology and consumer stocks leading the rally.

Shares of Infosys and Wipro were among the top gainers in the IT pack, while Tata Consumer Products and Nestle India helped lift the FMCG index. The Nifty IT index rose over 1%, tracking gains in U.S. tech stocks overnight.

Titan Co Ltd gained more than 3% amid optimism over continued growth in its jewellery segment. Auto stocks, including Maruti Suzuki and Mahindra & Mahindra, rose 1–2% ahead of monthly sales data.

Bharti Airtel extended its upward momentum, gaining nearly 2% to hit a fresh record high as investors continued to price in strong subscriber and data revenue trends.

In the broader market, the Nifty Midcap 100 index gained 259 points to 58,882, and the Nifty Bank index rose 159 points to 56,621.

KNR Constructions jumped 9% after the company announced it had secured an order worth ₹4,801 crore. Order wins also buoyed shares of Reliance Infrastructure and KEC , which climbed around 5% each.

Samman Capital soared 15%, continuing its strong run amid high retail interest, while MCX gained over 5% following upbeat brokerage notes.

On the downside, select defence stocks saw profit-booking after a strong rally in recent sessions. Bharat Electronics, Mazagon Dock Shipbuilders, and Hindustan Aeronautics fell between 2–3%.

Vodafone Idea added to Monday’s gains, rising further to notch a 10% gain over the last three sessions amid improving investor outlook on debt restructuring.