Weekly Update-25 July 2025

NIFTY50

The index ended the week with a 0.9% loss, settling at 24,837. It started on a positive note, witnessing a sharp recovery from lower levels on Monday, which extended into the next two sessions with sustained buying interest. However, the momentum faded in the latter half of the week as the index came under intense selling pressure on Thursday and Friday, led by broad-based declines across sectors, particularly in mid and small-cap stocks. This shift in sentiment highlighted increased caution among market participants. For the upcoming week, key resistance is seen around 25,250, while support is placed near 24,500. The outlook remains constructive with limited risk, provided the index shows signs of recovery from lower support levels.

BANKNIFTY

The index ended the week with a 0.44% gain, settling at 56,528. It began on a strong note, staging a sharp recovery from lower levels on Monday, which extended into the next two sessions with continued buying momentum. However, the latter half of the week saw sharp selling pressure, with broad-based declines across sectors. Despite this pullback, the index managed to close in the green on a weekly basis and notably outperformed the Nifty throughout the week, reflecting relative strength. For the coming week, key resistance is placed at 57,300, while immediate support is seen around 55,500. The view remains positive with limited risk, especially if the index shows signs of recovery near support levels.

Best Performing Sector of the week

The Nifty HEALTHCARE was best performing sector of this week

Major gainers include:-

Max Healthcare: up by 5.33%

Cipla: up by 3.39%

Torrent Pharma: up by 2.34%

Apollo Hospital: up by 2.26%

Worst Performing Sector of the week

The Nifty REALTY was worst performing sector of this week

Major losers include:-

Lodha: down by 11.45%

Oberoi Realty: down by 7.46%

Prestige Estate: down by 6.35%

Godrej Properties: down by 5.56%

Important News:-

• The National Securities Depository Limited (NSDL) is all set to launch its much-anticipated Initial Public Offering (IPO), scheduled to open on July 30, 2025. As one of India’s leading financial institutions, NSDL has played a crucial role in the country’s securities market infrastructure. 

• Kotak Mahindra Bank reported a 7% YoY decrease in standalone net profit for Q1FY26, reaching Rs 3,282 crore, down from Rs 3,520 crore in the previous year. The bank’s net interest income (NII) saw a 6% increase, climbing to Rs 7,259 crore.

• CDSL’s Q1 FY26 results reveal a 23.7% YoY decline in consolidated net profit, reaching Rs 102.40 crore, while revenue from operations saw a marginal increase of 0.55% to Rs 258.81 crore. Depository activity revenue increased, but data entry and storage revenue decreased. Total expenses surged by 27.35% YoY to Rs 143.60 crore.

• Indian benchmark indices ended the week lackluster, with Nifty finishing the week 0.5% lower. A host of important domestic and global events lined up during the week are likely to impact stock markets when they resume trading on Monday.

• IDFC First Bank’s first quarter of fiscal year 2026 reveals a mixed financial performance. While the profit after tax declined by 32% year-over-year to ₹463 crore, the net interest income experienced a growth of 5.1%, reaching ₹4,933 crore. However, on a quarter-on-quarter basis, the PAT grew significantly by 52.1%.