INDIA MARKET LENS
▼ NegativeMonetary Policy

Sensex rises 315 points, Nifty closes above 23,100 as market recovers some losses a day after crash. What lies ahead?

BSE moved higher in a monetary policy development.

25 Sept 2026 · ET Stocks

On Friday, the Indian stock market made a comeback, with Sensex rising by 315 points to close at 73,896 and Nifty gaining 77 points to reach 23,140.50. Axis Bank took the lead with a notable increase of about 3%, while Trent and Infosys saw declines.

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BSE reported movement of 3%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.

Against that, the stock is -0.8% on the day at ₹1,238.30, and has returned -7.0% over three months. It sits 12% below its 52-week high. The banks sector has moved -4.0% over the same period, so Axis Bank is running 3.0 points behind its peers.

For Axis Bank, the question is how much of this is already reflected in the price and how much re-rates the banks peer set alongside it.

  • Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.
  • With BSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
  • The company directly in focus is AXISBANK.
  • Sector exposure: Banks, IT.
  • The immediate tone of coverage reads negative.