Market Pulse — 09 October 2026

Benchmarks

Closing levels, 09 Oct 2026 · Source: NSE / BSE

Sectoral scorecard

NSE sectoral indices, ranked best to worst

Movers

Nifty 50 constituents · NSE, 09 Oct 2026 16:00

Only four Nifty 50 constituents closed lower, so the losers table lists all of them. Midcap and smallcap mover lists are omitted: NSE's constituent endpoint (api/equity-stockIndices) has been unreachable for seven consecutive editions and no closing wrap carried a dated broader-market mover list for this session.

Institutional flows

FII/FPI and DII activity in the cash segment

Cash-market figures for 09 Oct 2026, from NSE. Provisional exchange data.

Corporate & macro desk

What moved the tape and what the IR desks were announcing

• A rebound, not a reversal — the week's driver was the RBI — The Monetary Policy Committee raised the repo rate 25 basis points to 5.50% on 7 October, unanimously on the rate and 4-2 on shifting the stance to calibrated tightening. Benchmarks fell through 6-8 October, the Nifty 50 ending 8 October at 22,231.80 after a 371-point drop, before Friday's recovery. The RBI projects FY27 GDP at 7.1% and CPI at 5.2%, with inflation peaking near 6.0% in the October-December quarter.
• IT carried the session as Q2 reporting began — Nifty IT rose 3.02%, the best of the sectoral indices, with TCS closing 3.85% higher at Rs 2,156.00, HCL Technologies 3.38% at Rs 1,216.70 and Infosys 2.65% at Rs 1,023.40. Business Standard attributed the move to a strong start to the Q2 earnings season and to expectations around AI-led revenue.
• Crude eased and that did much of the work — Brent's December contract was quoted around $103.01 a barrel during the Indian session, after topping $104 on 8 October. Reports cited indications that US military action against Iran is unlikely before the November midterms. India VIX fell 6.02% to 14.36.
• Breadth was about as wide as it gets — Forty-six of the fifty Nifty constituents advanced, four declined and none were unchanged. Nifty Midcap 100 added 1.56% and Nifty Smallcap 100 0.54%; only Nifty Oil & Gas, down 0.09%, closed lower among the sectoral indices.
• Foreign selling has not stopped — FIIs were net sellers of Rs 3,568.90 crore in the cash segment on Friday, against DII buying of Rs 4,743.26 crore. Kotak Securities cited NSDL fortnightly data showing a net foreign outflow of about Rs 35,861 crore for the month to date.
• Single-stock news on the desk — Hexaware Technologies was reported higher on a tie-up with Anthropic and Thermax on talk of a stake sale in its renewable energy arm, while NSDL touched a new low. Anand Rathi Share and Stock Brokers and Poonawalla Fincorp were among the companies scheduled to report on the day.

Corporate actions ahead

Dividends, rights, splits and bonuses going ex between 12 October and 10 November, as filed with NSE · these four are the full list for that window

Board meetings & results calendar

Scheduled board meetings — the IR calendar for the days ahead

Economic calendar

Data releases and policy events in the days ahead

Commodities, currency & global

Bullion are IBJA 999 and 916 national benchmarks as at 4:33 PM IST on 9 October, excluding GST and making charges; retail rates vary by city. Brent is the December contract quoted at about 3:37 PM IST, inside the Indian session. The rupee close is the PTI wire figure of 96.71, up 17 paise from 96.88; one tracker carried 96.72. The three US index cards are Wall Street's close on Friday 9 October — the same calendar session, which closed after the Indian market.