Adani Group Stocks Surge Up to 12% as India-US Trade Deal Lifts Market Mood

Shares of Adani Group companies rallied sharply on Tuesday, extending gains alongside a broader market surge triggered by the India-US trade deal. As of 11:40 AM, several key Adani stocks were trading firmly higher, supported by strong buying interest and improved global sentiment.

Adani Enterprises, the flagship company of the group, was up nearly 12%, emerging as one of the top gainers. Adani Power gained around 10%, while Adani Green Energy was up 11%. Adani Energy Solutions also advanced close to 9% during late morning trade. The rally reflected renewed confidence in large-cap infrastructure and energy names amid positive policy developments.

Tariff Relief Drives Market Optimism

The surge in Adani stocks came after the announcement of the India-US trade deal, which reduced US tariffs on Indian goods to 18% from earlier levels. The agreement also removed the additional levy linked to India’s purchases of Russian crude oil. These changes are expected to make Indian exports more competitive and ease pressure on the rupee.

The broader equity market reacted positively, with investors favouring companies linked to infrastructure, energy, ports, and power, where the Adani Group has a strong presence. Improved trade conditions and expectations of stronger capital flows lifted sentiment across heavyweight stocks.

Broader Market Rally Supports Momentum

The rally in Adani shares was part of a wider market upmove, with benchmark indices opening sharply higher and sustaining gains through the session. Improved global cues, easing concerns around trade barriers, and expectations of foreign investor inflows supported the buying trend.

Energy, power, and infrastructure stocks saw strong participation as investors positioned themselves for a potential recovery in investment activity and export-led growth. Cement companies within the Adani Group also traded higher, benefiting from expectations of steady domestic demand.

Focus Shifts to Earnings and Capital Flows

With valuations having corrected in recent months, investors appeared willing to return to large-cap stocks that had seen meaningful price declines. The India-US trade deal added to hopes of a recovery in the rupee and renewed foreign portfolio investment interest, further strengthening market momentum.

Market participants are now likely to track corporate earnings, currency movement, and follow-up developments on trade and policy measures. While near-term volatility cannot be ruled out, sentiment has clearly improved.

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Conclusion

Adani Group stocks posted strong gains on Tuesday, supported by the India-US trade deal and a sharp improvement in overall market sentiment. With key stocks rising between 9% and 12% by late morning trade, the rally highlighted renewed investor confidence in large-cap infrastructure and energy names amid easing trade-related concerns.

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