Market Recap: Sensex and Nifty End Week Higher Amid GST 2.0 Reforms and Corporate Updates

India’s BSE Sensex closed at 80,710.76, down 7.25 points or 0.01%, while the NSE Nifty 50 ended at 24,741.00, up 6.70 points or 0.03% on September 5, 2025. On a weekly basis, Sensex gained 1.12% and Nifty rose 1.2%, reflecting steady investor optimism.

The market sentiment was buoyed by policy reforms, including GST 2.0, which are expected to reduce costs for businesses and drive consumption growth, while corporate earnings and IPO announcements kept investors engaged.

Roundup of Major Business News This Week

• GST 2.0 Boosts Insurance Affordability: The 56th GST Council meeting announced that effective September 22, 2025, all individual life and health insurance policies, as well as related reinsurance, will be exempt from GST, removing the earlier 18% tax and improving affordability.
• Tata Motors Sales:The company sold 73,178 units in August 2025 across domestic and international markets, slightly higher than 71,693 units in August 2024.
• Reliance Jio Platforms IPO:JPL is gearing up for one of India’s biggest IPOs in H1 2026, with an estimated valuation of ₹10–12 lakh crore, potentially benefiting global investors like Meta, Google, KKR, and Saudi Arabia’s Public Investment Fund (PIF).
• Railway Festive Operations: The Railway Board will operate 150 Puja special trains, totaling 2,024 trips from September 21 to November 30, 2025. South Central Railway leads with 48 trains covering 684 trips, East Central Railway operates 14 trains covering 588 trips, and Eastern Railway runs 24 trains covering 198 trips.

Sectoral and Investment Insights

• PLI Certification Impact: Ola Electric’s share price rallied after securing Production Linked Incentive (PLI) certification for its Gen 3 scooter range, highlighting profitability potential and growth prospects.

India’s Economic Outlook

India’s economy continues to attract global attention. RBI Governor Sanjay Malhotra reaffirmed the country’s steady progress toward becoming the third-largest global economy. He also emphasised how the Pradhan Mantri Jan Dhan Yojana (PMJDY) is reshaping India’s financial landscape by promoting financial inclusion.

Conclusion

The week ended positively for Indian equities as GST reforms, corporate developments, and sector-specific updates supported investor sentiment. Moving forward, market direction is likely to be influenced by domestic policy initiatives, corporate earnings, and broader economic indicators.

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