Indian Equities Market Brief: February 25, 2026 Indian equity benchmarks, the **Sensex** and **Nifty 50**, demonstrated a significant intraday recovery during today’s session. The market rebounded from a sharp sell-off witnessed in the previous day, primarily supported by a surge in technology and metal stocks. Positive sentiment from global markets, particularly a tech-led rally on Wall Street, provided the necessary tailwinds for domestic indices to trade firmly in the green. By mid-session, the **S&P BSE Sensex** surged approximately **518 points**, reaching **82,744.85**. This follows a volatile start where the index had previously struggled to maintain its morning highs. The **Nifty 50** mirrored this upward trajectory, gaining **181.30 points** to trade above the **25,600** level. Market breadth remained decisively positive, with over **2,230 shares** advancing on the BSE against **1,567 declines**. The **IT sector** emerged as a primary driver of the recovery. After facing a nearly **21%** decline earlier this month due to structural concerns over technological disruption, the **Nifty IT index** climbed **2.5%** today. Major gainers included **Infosys**, **Tech Mahindra**, and **TCS**. This rebound was largely fueled by easing global fears regarding automation-led displacement in the outsourcing model. In contrast, **solar panel stocks** faced intense selling pressure, with some shares plunging by up to **14%**. This sharp decline follows the announcement of a **126% preliminary duty** imposed by the US on solar imports from India. **Waaree Energies** and **Premier Energies** both hit lower circuits of **10%** during the session. Broader market participation was healthy, with the **BSE MidCap** and **SmallCap** indices advancing **0.66%** and **0.54%** respectively. Institutional activity showed a clear divide: while **Foreign Portfolio Investors (FPIs)** remained cautious with minor net sales of **102.53 crore**, **Domestic Institutional Investors (DIIs)** provided strong support with net purchases exceeding **3,161 crore**. The **Indian Rupee** is currently trading near the **90.00** mark against the US dollar. Investors are now looking ahead to February 27, when the government is scheduled to release **Q3 FY26 GDP** figures. Early projections from the State Bank of India suggest a growth rate of approximately **8.1%**, supported by resilient domestic demand and urban consumption. On the corporate front, **Omnitech Engineering** saw strong interest in its IPO, while **Hindalco Industries** announced a **200 million dollar** investment into its subsidiary, **Novelis Inc**. These events, coupled with the ongoing **Nifty index rebalancing**, continue to drive stock-specific action across the capital goods and automotive sectors.