Sensex Rose Over 500 Points Amid Rising Tension Between Iran and Israel

Indian equity markets kicked off the week on a strong note, with the 30-shares BSE Sensex soaring over 500 points within the first two hours of trading, reflecting robust investor sentiment. At 12:05 PM, Sensex rose 0.64%, 515.50 points to 81,634.10.

This upward momentum was supported by a boost in India’s foreign exchange reserves, which helped offset early pressure on the rupee. However, geopolitical tensions in the Middle East — particularly escalating conflict between Israel and Iran — continued to drive global crude prices higher.

As a result, the rupee weakened slightly, slipping 6 paise to trade at 86.17 against the US dollar due to increased demand for the greenback.

Top Gainers and Losers on Sensex

Among the top gainers on the Sensex were Power Grid, Larsen & Toubro, HCL Technologies, TCS, Airtel, Ultratech Cement, Infosys, and Tech Mahindra. On the downside, Tata Steel, Adani Ports, SBI, Sun Pharma, and Tata Motors lagged behind.

Also Read: Gift Nifty Trades Higher Amid Mixed Global Sentiments: What is Ahead for Indian Stock Market?

Key Market News

DLF Shares Swing Amid ₹5,500 Crore Gurugram Investment Buzz

Shares of real estate major DLF experienced volatility despite reports of a significant ₹5,500 crore investment push in the National Capital Region, particularly Gurugram. The move signals the company’s aggressive expansion strategy in the region, though investor response remained mixed during early trade.

Lupin to Supply COPD Drug in China via Deal with Sino Universal

Pharma giant Lupin has entered into a licensing and supply agreement with Sino Universal Pharmaceuticals for the commercialisation of its Tiotropium Dry Powder Inhaler (18 mcg/capsule) in the Chinese market. Under the agreement, Lupin will manufacture the COPD medication, while SUP will oversee regulatory clearances and sales operations.

SpiceJet Strikes Deal to Restructure Over $121 Million in Lease Obligations

In a significant financial restructuring move, SpiceJet has signed a term sheet with Carlyle Aviation Management to reorganise aircraft lease liabilities totalling approximately USD 121.2 million. The deal is aimed at improving the airline's balance sheet and operational flexibility.

SpiceJet has reported its highest-ever quarterly net profit of ₹319 crore for Q4 FY25, marking a dramatic turnaround from ₹26 crore in the previous quarter — a nearly 12-fold jump. This performance also marks the airline’s second consecutive profitable quarter and, more notably, its first full-year net profit since FY2018. For the full fiscal year, the airline posted a net profit of ₹48 crore, reversing a ₹404 crore loss from FY24.

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