Daily Finance Pulse India – 06 September 2025
Indian markets ended flat on September 5, 2025, with Sensex at 80,710.76 (-0.01%) and Nifty at 24,741 (+0.03%) amid mixed sectoral performance. Auto stocks rallied 1.25% on GST rate cuts while IT fell 1.44% on US tariff concerns. Rupee weakened to 88.19 against dollar. Markets are closed on Saturday, September 6, 2025. Overall sentiment remains cautiously bullish on policy reforms.
1/10
**Market Consolidation: Sensex Ends Flat at 80,710 Despite Auto Rally and IT Weakness**
Indian equity benchmarks ended nearly flat on September 5, 2025, with Sensex declining 0.01% to 80,710.76 and Nifty gaining 0.03% to 24,741. Auto sector surged 1.25% on GST rate cuts while IT fell 1.44% on US tariff concerns. Published September 5, 2025.
Impact: Mixed sectoral performance reflects selective buying amid policy reforms and global uncertainties.
2/10
**Auto Sector Surge: Mahindra & Mahindra Jumps 5.95% as GST Cuts Boost Vehicle Demand**
Mahindra & Mahindra surged 5.95% to become the top Nifty gainer as GST Council's rate cuts on vehicles boosted sector sentiment. Nifty Auto index gained 1.25% to become the best sectoral performer on September 5, 2025. Published September 5, 2025.
Impact: GST rate cuts expected to significantly boost automotive demand and sector margins going forward.
3/10
**Rupee Volatility: INR Opens Higher at 88.10 But Remains Near Record Lows**
The Indian rupee opened 5 paise higher at 88.10 against the US dollar on September 5, 2025, as dollar index eased on rising Fed rate cut bets. However, the currency remains vulnerable near record lows of 88.33 hit earlier. Published September 5, 2025.
Impact: Persistent rupee weakness near record lows increases import costs and inflationary pressures.
4/10
**IT Sector Decline: Nifty IT Falls 1.44% on US Tariff Fears and Global Uncertainty**
The Nifty IT index declined 1.44% on September 5, 2025, becoming the worst sectoral performer as fears of US tariffs on Indian IT services triggered selling. TCS, HCL Technologies, and Cipla were among major losers. Published September 5, 2025.
Impact: US tariff concerns pose significant headwinds for India's IT services export industry.
5/10
**RBI CRR Cut: Central Bank to Inject ₹2.5 Lakh Crore Liquidity Starting September**
RBI announced a 100 basis points cut in Cash Reserve Ratio from 4% to 3% in four tranches of 25 bps each starting September 2025. The move will inject ₹2.5 lakh crore into the banking system to boost liquidity. Published June 5, 2025.
Impact: Liquidity injection supports Indian banking sector credit growth and overall economic expansion.
6/10
**Corporate Earnings: SpiceJet Reports Rs 234 Crore Q1 Loss Amid Aviation Challenges**
SpiceJet swung to a net loss of Rs 234 crore in Q1 FY26, reflecting operational challenges in the aviation sector. Other companies including Classic Electrodes India and Toyam Sports also reported quarterly results. Published September 5, 2025.
Impact: Mixed corporate earnings highlight sector-specific challenges and selective investment opportunities.
7/10
**FMCG Weakness: Consumer Goods Stocks Fall 1.42% on Profit-Taking After Rally**
Nifty FMCG index declined 1.42% on September 5, 2025, becoming the second-worst sectoral performer as investors booked profits. ITC fell 2% amid reports of potential new tobacco levy after GST phase-out. Published September 5, 2025.
Impact: FMCG sector faces headwinds from profit-taking and potential regulatory changes affecting margins.
8/10
**Crude Oil Impact: Brent Falls 2.10% to $65.58 Benefiting India's Import Bill**
Brent crude declined 2.10% to $65.58 per barrel on September 5, 2025, pressured by potential OPEC+ production increases. The fall benefits India as a major oil importer, reducing import costs and current account deficit pressures. Published September 5, 2025.
Impact: Lower crude oil prices provide relief for India's import bill and help contain inflation.
9/10
**Bitcoin India: BTC Price Reaches Rs 99.74 Lakh with Strong Weekly Performance**
Bitcoin price in Indian rupees reached Rs 99,74,265 on September 5, 2025, gaining 2.16% from the previous day's Rs 97,63,491. The cryptocurrency showed resilience despite global market volatility. Published September 5, 2025.
Impact: Bitcoin's strong performance provides alternative investment avenue amid traditional market uncertainties.
10/10
**Broader Markets: Midcap and Smallcap Indices Post Modest Gains of 0.2%**
Nifty Midcap 100 index closed 0.20% higher while Nifty Smallcap 100 index settled 0.19% higher on September 5, 2025, outperforming benchmark indices. Market breadth remained mixed with selective buying. Published September 5, 2025.
Impact: Outperformance of broader markets indicates healthy underlying market participation and sentiment.