Stock Market Update Today, Mar 25: Markets Set for Weak Start Despite Broad Sectoral Gains

Market Commentary

Overnight global action:

On 24th March 2026, US market delivered a negative performance with S&P500 down by -26.46 pts (-0.4%), Dow Jones down by -84.04 pts (- 0.18%) and Nasdaq down by -216.94 pts (-0.9%). Gift Nifty declined by - 155 pts (-0.68%) indicating Indian markets will open negatively. Advance-Decline ratio on NSE was 331:3007 and on BSE was 581:3858 which showed weakness in the overall markets.

Index Options Data Analysis:

Index Options Data Analysis: Sensex max call OI is at 73000 max put OI is at 72000 with PCR of 0.77 Nifty max call OI is at 23000 max put OI is at 22000 with PCR of 0.78 Bank Nifty max call OI is at 52000 max put OI is at 51000 with PCR of 0.74

Securities in Ban for F&O Trade:

SAMMAANCAP, SAIL

Sector Performance:

NIFTY AUTO index grew by 2.54% driven by Samvardhana Motherson International Ltd. (+4.3%) and UNO Minda Ltd. (+4.07%)

NIFTY FMCG index grew by 1.51% driven by United Spirits Ltd. (+4.1%) and Tata Consumer Products Ltd. (+2.88%)

NIFTY REALTY index grew by 1.72% driven by Godrej Properties Ltd. (+2.9%) and Oberoi Realty Ltd. (+2.29%)

NIFTY OIL & GAS index grew by 1.44% driven by Hindustan Petroleum Corporation Ltd. (+5.5%) and Bharat Petroleum Corporation Ltd.

NIFTY METAL index grew by 1.95% driven by APL Apollo Tubes Ltd. (+4.3%) and Lloyds Metals & Energy Ltd. (+4.07%)

NIFTY PSU BANK index grew by 1.88% driven by Indian Bank (+4%) and Union Bank Of India (+3.11%)

NIFTY CHEMICALS Index grew by 0.69% driven by Linde India Ltd. (+9.3%) and Coromandel International Ltd. (+5.07%)

Stocks in the News

SAMVARDHANA MOTHERSON LTD. (CMP: 111, MARKET CAP: 117102 Cr., SECTOR: AUTO ANCILLARY)

The automotive components giant's board has officially approved a scheme for the reduction of share capital for its subsidiary, Motherson Technology Services. This move is designed to streamline the group's corporate structure and optimize the capital base of its technology arm. Management expects the restructuring to improve capital efficiency and return ratios as the company continues its global expansion through strategic vertical integration.

ACME SOLAR LTD. (CMP: 249, MARKET CAP: 15110 Cr., SECTOR: POWER GENERATION/DISTRIBUTION)

The renewable energy player has successfully commissioned the first phase (60 MW) of its Battery Energy Storage System (BESS) project. This operational milestone marks a significant step in the company’s transition toward providing round-the-clock (RTC) green power and managing grid stability. The project's commissioning is expected to provide stable revenue streams under long-term power purchase agreements, strengthening the firm's utility-scale storage.

GOCL CORPORATION LTD. (CMP: 264, MARKET CAP: 1311 Cr., SECTOR: CHEMICALS)

The company has approved the early monetization of its 38-acre land parcel in Bengaluru under a joint development agreement with Hinduja Realty Ventures. The total transaction value is pegged at ₹2,261 crore, including consideration for both land and buildings. This massive cash inflow is intended to de-leverage the balance sheet and fund the company’s diversification into highgrowth specialized chemical segments.

SEPC LTD. (CMP: 5, MARKET CAP: 991 Cr., SECTOR: ENGINEERING – CONSTRUCTION

The engineering firm's board has approved the acquisition of a 90% stake in Avenir International Engineers and Consultants LLC, Abu Dhabi. The deal, valued at approximately ₹15.30 billion, will be executed via a share swap on a slump sale basis. This strategic acquisition is aimed at expanding the company's footprint in the Middle Eastern oil and gas consulting market and is expected to be EPS accretive by FY27.

G R INFRAPROJECTS LTD. (CMP: 822, MARKET CAP: 7954 Cr., SECTOR: CONSTRUCTION)

The infrastructure developer has received a Letter of Award (LoA) from the National Highways Authority of India (NHAI) for a significant project valued at ₹2,440 crore. This order significantly bolsters the company’s unexecuted order book, providing revenue visibility for the next 24-30 months. Technically, the stock is seeing a rebound from oversold zones as the market cheers the company's competitive bidding success in a tight infrastructure Capex environment.