Mid Day Bell: Nifty Gains 129 Points as Cables and Aviation Lead Rally
- Nifty gained 129 points to hit 22,684.85, with Sensex adding over 440 points to reach 72,822.96, reflecting a solidly bullish midday session
- Cables and Aviation led the charge with gains exceeding 4%, significantly outperforming the broader market indices
- Media and Jewellery sectors lagged behind, dragging down sentiment with declines of nearly 0.9% and 0.5% respectively
- HDFC Bank and Infosys saw massive block trades worth ₹52 crore and ₹81 crore respectively, signaling heavy institutional turnover

*this image is generated using AI for illustrative purposes only.
Nifty 50 climbed 129.10 points to 22,684.85, while Sensex rose 440.49 points to 72,822.96 by midday. Market sentiment remained moderately bullish, driven by strong sectoral rotations.
Market Overview
The benchmark indices extended their upward momentum into the midday session. Nifty 50 traded at 22,684.85, marking a 0.57% gain from the previous close of 22,555.75. The BSE Sensex mirrored this strength, settling at 72,822.96 after a 0.61% rise from its previous close of 72,382.47. The broad-based buying suggests sustained institutional interest despite mixed sectoral performances.
Sectoral Performance
Sector rotation was evident as capital flowed heavily into infrastructure-linked and travel-related stocks, while consumer discretionary sectors faced selling pressure. Cables and Aviation emerged as the top performers, whereas Media and Jewellery struggled.
| Sector | Avg Change (%) |
|---|---|
| Cables | +4.64% |
| Aviation | +4.35% |
| Transport Services | -0.33% |
| Consumer Services | -0.25% |
| Diamond, Gems and Jewellery | -0.46% |
| Media Entertainment & Publication | -0.88% |
Buzzing Stocks
Several corporate developments and block trades caught the market's attention during the morning session.
HDFC Bank saw significant institutional activity with a block trade of approximately 7,36,016 shares executed on the NSE at ₹708.05 per share, totaling ₹52.11 crore. This large-scale transaction indicates potential strategic positioning by major players.
Infosys also featured in large-trade signals, with approximately 803,514 shares changing hands on the BSE at ₹1,015.55, amounting to a combined value of ₹81.60 crore.
In the renewable energy space, Acme Solar Holdings announced that a subsidiary commissioned an additional 66.68 MW of solar power in Bikaner. This brings the total operational capacity to 133.36 MW out of a planned 300 MW hybrid project.
Anupam Rasayan India Ltd faced news regarding share pledging, where Catalyst Trusteeship released a pledge on 66,05,000 shares. The remaining encumbered shares stand at 1,69,66,785, representing 14.90% of the company's share capital.
Indo National Limited expanded its portfolio by acquiring an additional 0.79% equity stake in Medcuore Medical Solutions Private Ltd for ₹49.9 lakh, raising its total holding to 63.07%.
Finally, Aarey Drugs & Pharmaceuticals Ltd disclosed voting results for its 36th AGM held on September 30, 2026, confirming that all three ordinary resolutions passed with overwhelming majority support.
How might the strong performance in aviation and infrastructure sectors influence upcoming capital expenditure announcements from major Indian conglomerates?
What are the potential implications of the significant institutional block trades in HDFC Bank and Infosys for foreign portfolio investor sentiment in the banking and IT sectors?
Will the continued selling pressure on consumer discretionary and jewellery stocks persist as global commodity prices fluctuate, or is this a temporary rotation?

























