Sensex, Nifty recover from day’s low after RBI policy outcome; ITC leads gainers
At 12:01 pm, the BSE Sensex was up 140.35 points, or 0.17%, to 83,454.28. The NSE Nifty gained 6.05 points, or 0.02%, to 25,648.85.
- Feb 6, 2026,
- Updated Feb 6, 2026 12:33 PM IST
Domestic equity benchmarks Sensex and Nifty began Friday’s session in the red but trimmed early losses after the Reserve Bank of India’s Monetary Policy Committee (MPC) decided to keep the repo rate unchanged at 5.25%.
At 12:01 pm, the BSE Sensex was up 140.35 points, or 0.17%, to 83,454.28, after falling to a day’s low of 82,925.35. The NSE Nifty gained 6.05 points, or 0.02%, to 25,648.85, up from day’s low of 25,491.90. For investors, the policy outcome is largely positive. A pause following aggressive easing reduces uncertainty about the rate trajectory and promotes valuation stability, especially in rate-sensitive sectors like banking, NBFCs, real estate, and automobiles, said Ajit Mishra – SVP, Research, Religare Broking Ltd.
Among Sensex constituents, ITC rose 5.11% to Rs 326.10. Kotak Mahindra Bank gained 3.65%, while Bajaj Finance, Bharti Airtel and Hindustan Unilever climbed 1.90%, 1.74% and 1.25%, respectively. Among sectoral indices, the BSE FMCG index rose 1.34% to 18,871.15. “The RBI’s decision to keep the repo rate unchanged at 5.25% reflects a balanced policy stance amid moderating inflation and steady economic growth. With FY26 CPI inflation projected at a benign 2.1%, the central bank appears comfortable on the inflation front while maintaining a neutral stance in light of prevailing global uncertainties,” said Suyash Patodia, Joint Managing Director, Choice International. Mishra believes the neutral stance implies that future moves will be data-dependent, which could keep bond yields range-bound and favour carry strategies in fixed income. “Equity markets may shift focus back to earnings growth and sectoral fundamentals rather than liquidity tailwinds alone,” he added.
Domestic equity benchmarks Sensex and Nifty began Friday’s session in the red but trimmed early losses after the Reserve Bank of India’s Monetary Policy Committee (MPC) decided to keep the repo rate unchanged at 5.25%.
At 12:01 pm, the BSE Sensex was up 140.35 points, or 0.17%, to 83,454.28, after falling to a day’s low of 82,925.35. The NSE Nifty gained 6.05 points, or 0.02%, to 25,648.85, up from day’s low of 25,491.90. For investors, the policy outcome is largely positive. A pause following aggressive easing reduces uncertainty about the rate trajectory and promotes valuation stability, especially in rate-sensitive sectors like banking, NBFCs, real estate, and automobiles, said Ajit Mishra – SVP, Research, Religare Broking Ltd.
Among Sensex constituents, ITC rose 5.11% to Rs 326.10. Kotak Mahindra Bank gained 3.65%, while Bajaj Finance, Bharti Airtel and Hindustan Unilever climbed 1.90%, 1.74% and 1.25%, respectively. Among sectoral indices, the BSE FMCG index rose 1.34% to 18,871.15. “The RBI’s decision to keep the repo rate unchanged at 5.25% reflects a balanced policy stance amid moderating inflation and steady economic growth. With FY26 CPI inflation projected at a benign 2.1%, the central bank appears comfortable on the inflation front while maintaining a neutral stance in light of prevailing global uncertainties,” said Suyash Patodia, Joint Managing Director, Choice International. Mishra believes the neutral stance implies that future moves will be data-dependent, which could keep bond yields range-bound and favour carry strategies in fixed income. “Equity markets may shift focus back to earnings growth and sectoral fundamentals rather than liquidity tailwinds alone,” he added.