Pre-Market, 25 February 2026: D-Street Eyes Stability After Tuesday’s Fall

Indian equities head into Wednesday’s session after a bruised sentiment. On Tuesday, both the Nifty 50 and the Sensex tumbled more than 1%, dragged lower by a steep selloff in IT stocks. At the closing bell:

• The Nifty 50 ended at 25,424.65, down 288.35 points or 1.12%
  
• The Sensex settled at 82,225.92, losing 1,068.74 points or 1.28%
  

Nearly ₹3 lakh crores in investor wealth was wiped out in a single session. Total market capitalisation of BSE-listed firms slipped to around ₹466 lakh crores from ₹469 lakh crores in the previous session.

Global Uncertainties Set The Tone

Industry watchers attributed Tuesday’s falls to global worries. Fresh trade tensions resurfaced after the US President Donald Trump flagged a 15% global import levy following a Supreme Court ruling against his earlier tariff framework.

He also warned countries against stepping back from trade agreements signed last year. That revived fears of another round of tariff battles. Also, protests in Iran and talk of possible US military action kept investors cautious.

Factors Likely To Play Key Role Today

The factors likely to play a vital role in today’s trade are:

• Global Cues: The US market trends overnight, and movement in Asian peers is likely to be watched closely. Any stability abroad could help calm nerves locally.

• F&O Positioning: After Tuesday’s sharp fall, traders may adjust short-term positions. Volatility could stay elevated in early trade.

• Rupee And Bond Yields: Currency movement and bond yields are likely to offer signals on foreign investor mood.

Sectors Likely To Be In Action

Three sectors can see major action today. These include:

• Information Technology: After a steep correction, traders may look for a technical bounce. However, sentiment is likely to be fragile. Any global tech weakness could trigger fresh selling.

• Banking And Financials: Bank Nifty is likely to be closely tracked. It has held up better than IT. However, it may see pressure if risk aversion deepens. PSU banks could be relatively steady.

• Metals And Energy: These have shown resilience in the last session. Firm commodity prices may keep interest alive, especially in select large-cap names.

What To Expect Today?

One can expect a cautious start. Early trade is likely to mirror global signals. If overseas markets remain steady, Indian indices may look for a mild recovery. That said, if global weakness persists, sellers could stay active, especially in IT. The day is likely to be volatile. Traders can focus on sector rotation rather than broad-based buying.

Sources

The Hindu Business Line
Business Standard
Livemint

Kotak Neo News Desk

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