Analysts expect Sensex and Nifty to reach new highs in Samvat 2083 on the back of comfort in valuations and earnings-led growth.
During Samvat 2082 (October 21, 2025, to November 4, 2026), the mainboard IPO market saw 129 issues, which together raised ₹2.12 trillion.
Tech analysts caution that the recent pullback in Nifty should not be considered as a trend reversal, and reckon that only a move beyond 24,780 could signal an improvement in the overall market trend.
Certain themes and sectors such as power, defence, banking & financials, discretionary and manufacturing, among others are expected to hog the limelight in the new Samvat year, said analysts.
The upcoming Samvat will remain as challenging for the markets as Samvat 2082 unless crude prices cool off and bond yields ease, analysts caution.
Samvat 2082 is here, but what does it mean for Indian equities? From cautious optimism to sector-wise opportunities, we break down what investors can realistically expect this year.
Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082
But log fresh 1-year highs in muhurat session
With inflation easing and rate cuts on the horizon, bond yields may soften while the rupee steadies as trade negotiations with the US shape market sentiment
Pickup in earnings growth and sustained foreign flows hold key
At 1:48 PM, Unimech Aerospace share price was trading 3.13 per cent higher at 970.15 per share. By comparison, BSE Sensex was trading 0.29 per cent higher at 84,607.02 levels.
Muhurat Trading: The special one-hour Muhurat session, considered a symbolic start to the Hindu calendar year (Samvat 2082), will be held between 1:45 PM and 2:45 PM today on both the NSE and BSE.
Benchmarks rise for fourth straight session led by Reliance; analysts expect indices to scale new peaks early in Samvat 2082 on strong earnings momentum
Global tariff disputes and foreign outflows pressured the rupee, while RBI's 100-basis-point rate cuts and liquidity measures helped bond yields soften during the year
As the markets light up this Diwali, leading brokerages have revealed their top stock recommendations for Samvat 2082, the Hindu New Year on Dalal Street.
Indian equities enter Samvat 2082 amid risks from US tariffs, high valuations, FII outflows, fiscal pressures, and geopolitical tensions, even as earnings recovery offers long-term optimism
BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years
Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said
Key triggers for the upcoming Samvat include a broad-based consumption from GST 2.0, urban demand recovery, festive tailwinds, and an earnings acceleration
Leading the list is GNG Electronics (Target: ₹482 | Upside: 52%), named by Nirmal Bang, which expects robust growth as the company benefits from the govt's 'Make in India' thrust on electronics mfg.