Mumbai, June 21, 2025 — The Indian stock market witnessed a robust rally today as the BSE Sensex Today surged by 412 points, closing at 75,860, amid strong pre-budget sentiment and aggressive buying in infrastructure and PSU stocks. The broader Nifty 50 also rose by 115 points, settling at 23,132.
Investors appear to be positioning themselves ahead of the Union Budget 2025, with expectations of a significant push in capital expenditure, infrastructure development, and PSU disinvestment programs.
Table of Contents
📊 Sensex Today – Market Overview
| Index | Closing Value | Change |
|---|---|---|
| Sensex | 75,860 | +412 |
| Nifty 50 | 23,132 | +115 |
| Bank Nifty | 51,498 | +265 |
The rally was led by L&T, BHEL, NTPC, IRFC, and Ashok Leyland, which gained significantly on reports suggesting increased allocations toward transport, housing, and power sectors in the upcoming budget.
🚀 Key Gainers in Today’s Market
| Stock | Sector | % Gain |
|---|---|---|
| L&T | Infrastructure | +4.1% |
| NTPC | Power PSU | +3.8% |
| BHEL | Heavy Engineering | +5.4% |
| IRFC | Railways Financing | +6.0% |
| Ashok Leyland | Commercial Vehicles | +3.2% |
Analysts say these stocks are rallying in anticipation of increased capital outlay, similar to the record ₹10 lakh crore infra allocation in Budget 2024.
💬 What Experts Are Saying on sensex today
“Pre-budget positioning is in full swing. Infra, railways, PSU banks and capital goods are being front-loaded by funds expecting fiscal expansion,” said Anuj Mehta, senior analyst at Axis Securities.
“The rally in PSU and infra counters signals faith in continued government-led infrastructure expansion,” added Devika Kaur, Head of Equity Research, Motilal Oswal.
📅 Union Budget 2025: What’s Fueling Market Optimism?
With Finance Minister Nirmala Sitharaman scheduled to present Union Budget 2025 in early July, here’s what investors are hoping for:
- ✅ Higher capital expenditure on roads, housing, and defense
- ✅ New urban infrastructure mission (Smart Cities 2.0)
- ✅ PSU disinvestment roadmap (including BPCL, CONCOR)
- ✅ Tax sops for manufacturing and EV sectors
- ✅ Credit support for MSMEs and startups
The pre-budget rally is typical in India, but this year, there’s more optimism due to stable government continuity post-election.
🧠 Sector-Wise Performance – June 21, 2025
| Sector | Performance |
|---|---|
| Infrastructure | 📈 +3.8% |
| Power & Utilities | 📈 +2.9% |
| PSU Banks | 📈 +2.2% |
| Auto (CV) | 📈 +1.7% |
| FMCG | 📉 -0.6% |
| IT Services | 📉 -1.2% |
Tech stocks like Infosys and TCS remained under pressure due to weak global cues and USD volatility, while defensive sectors underperformed.
🏦Sensex Today FII & DII Activity
Foreign institutional investors (FIIs) were net buyers of ₹1,476 crore, while domestic institutional investors (DIIs) added ₹912 crore to their portfolios.
The buying spree is largely attributed to:
- Stabilized bond yields
- Hopes of fiscal growth without breaching deficit
- Earnings optimism in cyclical sectors
📱 Social Media Buzz
Trending Finance Hashtags:
- # Sensex Today
- #Budget2025
- #InfraStocks
- #PSUStocks
- #L&T #NTPC #BHEL
“Pre-budget pump starting early! PSU + infra is the place to be 🚀” – @IndiaEquityBuzz
“Can L&T cross ₹4000 if budget infra capex hits ₹12L crore?” – @MarketMaverickIN
🎯 Investment Strategy Ahead
According to experts, investors should focus on:
- ✅ Cyclical sectors like capital goods, infra, railways
- ✅ PSU stocks with strong FY25 guidance
- ✅ Avoid chasing high-P/E IT or FMCG near-term
- ✅ Track Budget announcements on tax rebates, infra allocation
“Budget rallies tend to be volatile — invest selectively and avoid FOMO,” advised Ashutosh Singh, fund manager at GrowCap PMS.
✅ Final Word
The Sensex today jump of 412 points , led by solid infra and PSU buying, signals that Budget 2025 expectations are already driving market sentiment. If the government delivers on infra promises and fiscal balance, this momentum could carry over into July and Q2.
Invest wisely, watch key sectors — and keep your eyes on July’s Budget speech.
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