Latest Indian Stock Market News – September 4, 2025
Markets Rally on Tax & GST Reform
Indian stock markets started the day on a strong note after the GST Council announced a major tax overhaul.
- Sensex jumped more than 700 points.
- Nifty 50 moved past 24,900.
Key drivers behind the rally:
- Reduction in GST slabs and lower taxes on essential goods (effective September 22).
- Strong performance in auto and consumer sectors, with autos gaining around 3.5% and FMCG stocks rising about 2.7%.
- Global cues remained positive with a softer US dollar and firm overseas markets.
Market Close on September 3
- Sensex ended at 80,567.71, up by 410 points.
- Nifty 50 closed at 24,715.05, up 135 points.
- Mid-cap and small-cap stocks also showed strength, keeping market sentiment upbeat.
Stock Highlights
- NTPC Ltd. fell slightly, underperforming compared to peers such as Tata Power.
- State Bank of India (SBI) gained about 1%, performing better than the broader market though still below its yearly high.
Regulatory Action – Jane Street vs SEBI
US-based trading firm Jane Street is challenging an interim ban from SEBI. The regulator has accused the firm of manipulating trades in Bank Nifty over a two-year period.
- The alleged gains are estimated at over ₹48,000 crore.
- Jane Street has placed the disputed amount in escrow but maintains that its trades were legitimate arbitrage activity.
Upcoming IPO Buzz
Reliance Jio Platforms is preparing for a public listing by the first half of 2026. The company is expanding its digital services and subscriber base to support its valuation ahead of the IPO.
Key Takeaways
- Market momentum: Tax cuts and GST reform lifted sentiment.
- Sector leaders: Autos and FMCG outperformed strongly.
- Stock moves: SBI gained, NTPC lagged.
- Regulation: SEBI vs Jane Street dispute adds risk signals.
- Future IPO: Reliance Jio IPO expected by 2026.
