The Indian stock market slipped slightly on Monday, 2nd June 2025, as investors treaded cautiously ahead of the Reserve Bank of India's upcoming policy decision later this week. Despite positive cues from recent GDP data, broader concerns over global trade tensions and sector-specific pressures capped gains across the indices.
Table of Contents
- Key Indices Performance
- FII/DII Institutional Activity
- IPO Market Highlights
- Top Gainers
- Top Losers
- Global and Economic Cues
- Outlook for 3–7 June 2025
- Final Takeaway
Benchmark indices traded in a narrow range and ended marginally in the red as investors awaited fresh triggers.
- Sensex settled at 81,360, down by 91 points (0.11
- Nifty 50 closed at 24,728, lower by 22 points (0.09
Wrap-up: Indices struggled to build on momentum despite upbeat GDP data, as market participants turned cautious ahead of the RBI monetary policy and global uncertainties.
Institutional flows remained steady, though not strong enough to offset weak global sentiment.
- FIIs (31 May 2025): Net buyers of ₹644.38
- DIIs (31 May 2025): Net buyers of ₹3,910.25
- Total institutional net inflow: ₹4,554.63
Wrap-up: Domestic buying persisted, but the broader market lacked strong direction, indicating that near-term sentiment is still driven by macroeconomic uncertainty.
The primary market continued to show resilience and interest from retail and institutional investors alike.
- Leela Hotels listed around ₹437 – a marginal premium to its issue price of ₹435
- Aegis Vopak Terminals debuted slightly below its IPO price of ₹235, in line with muted grey market sentiment
- Upcoming:Prostarm Info Systems IPO set to list on 3 June, with an expected premium of 15–20% based on grey market activity
Wrap-up: Despite secondary market sluggishness, IPO activity remained robust, reflecting underlying investor appetite for new listings with strong fundamentals.
A few select large-cap and mid-cap names managed to outperform in an otherwise range-bound session.
- Adani Ports & SEZ: +3.9% to ₹1,180 – Continued rally on logistics and infra expansion optimism
- Mahindra & Mahindra: +3.2% to ₹2,015 – Gained on strong Q4 delivery guidance and upbeat auto sales data
- Power Grid Corp: +2.8% to ₹320 – Rose on government capex in transmission infra and sectoral tailwinds
- Coal India: +2.5% to ₹465 – Extended gains as global coal prices edged higher
- Bank of Baroda: +2.2% to ₹285 – Benefited from PSU bank rally amid stable NPA outlook
Wrap-up: Power, logistics, and PSU financial stocks led the session, supported by order flows and sectoral strength.
Profit-booking and weak global cues dragged several frontline stocks lower.
- Tech Mahindra: -4.1% to ₹1,240 – Declined amid global tech weakness and muted earnings guidance
- Tata Steel: -3.6% to ₹160 – Dropped due to global trade concerns impacting metals
- HDFC Life: -3.3% to ₹690 – Fell on pressure in the insurance segment and reduced premium growth forecasts
- Infosys: -2.7% to ₹1,370 – IT pack saw selling as U.S. macro data raised demand-side worries
- Asian Paints: -2.1% to ₹2,905 – Continued to underperform on subdued Q1 demand outlook
Wrap-up: IT, metals, and insurance stocks faced pressure amid global trade friction, weak demand trends, and valuation concerns.
A mixed bag of global and domestic factors shaped investor sentiment today.
- India Q4 GDP: Released last week at 7.4%, beating expectations and reinforcing India’s strong macro position
- RBI Policy Ahead: Scheduled for 6 June; markets expect status quo but will scrutinise commentary on inflation and liquidity
- US Tariffs Return: Ex-President Trump’s protectionist remarks on trade spooked global equity markets, especially IT exporters
- Crude Oil Prices: Softened to $64/barrel, supporting inflation outlook but dragging down energy exporters
- Rupee Movement: Ended marginally weaker at ₹85.50/USD, reflecting cautious global positioning
Wrap-up: A wait-and-watch approach dominated, with positive local macro data offset by external pressures and policy caution.
Investors will closely track key macro data and central bank commentary that may guide near-term direction.
- RBI Policy Decision – Friday, 6 June: Key focus on inflation trajectory and liquidity stance
- HSBC PMI Data: Manufacturing and Services data due this week; will indicate Q1 FY26 momentum
- IPO Listings:Prostarm Info Systems to debut on 3 June; market buzz suggests healthy listing premium
- Corporate Results: Final set of Q4 FY25 earnings from mid-cap and financial sector names
- Technical Watch:
Nifty Support: 24,650
Nifty Resistance: 24,900
Sensex Watch: 81,000–81,800 range
- Global Triggers: US job data, Chinese factory activity, and developments in commodity prices
Wrap-up: It’s a high-stakes week with critical economic releases and policy signals likely to dictate investor strategy and sentiment.
On 2nd June 2025, Indian equities ended marginally lower as investors remained cautious ahead of the RBI’s policy decision and amid mixed global signals. PSU banks, infra, and power stocks led gains, while tech, metals, and insurance weighed on the indices. Despite a positive GDP print, broader sentiment was tempered by global trade friction and upcoming policy risks.