Makampuni 10 ya Juu Nchini India Yapata ₹2.15 Lakh Cr: Airtel Inaongoza Mvuto
Masoko ya hisa ya India yalishuhudia ongezeko kubwa wiki iliyopita, huku tisa kati ya makampuni 10 yenye thamani kubwa zaidi nchini yakiongeza jumla ya ₹2.15 lakh crore kwenye mtaji wao wa soko. Uundaji huu mkubwa wa utajiri ulichochewa na kuboreka kwa hali ya hatari duniani, kushuka kwa bei za mafuta ghafi, na kupungua kwa mivutano ya kijiopolitiki.
Bharti Airtel na LIC Zinasukuma Ongezeko la Soko
Jitu la mawasiliano Bharti Airtel lilitokeza kama kampuni iliyofanya vizuri zaidi wiki hiyo. Thamani yake ya soko ilipanda kwa ₹52,432.67 crore, na kuifanya jumla ya mtaji wake wa soko kuwa ₹11,62,963.30 crore. Ikifuata kwa karibu ilikuwa Life Insurance Corporation of India (LIC), ambayo iliongeza ₹51,675.23 crore kwenye thamani yake, ikifikia jumla ya ₹5,56,726.30 crore.
Mafanikio haya yanaonyesha kupona kwa kasi katika sekta za mawasiliano na bima, ambazo zilifanya kazi kama vichocheo vikuu vya mabadiliko ya soko kwa ujumla. Mwelekeo huo wa kupanda ulisaidiwa zaidi na BSE Sensex, ambayo ilipanda kwa pointi 1,274.95, ikionyesha ongezeko la asilimia 1.68.
Makampuni Makubwa ya Kifedha na Viwanda Yanapata Nafasi
Mvuto huo ulisambaa hadi kwenye sekta za benki, NBFC, na viwanda. Bajaj Finance iliona ongezeko kubwa la ₹26,553.71 crore, ikifikisha thamani yake kuwa ₹5,98,501.25 crore. Reliance Industries, ambayo inabaki kuwa kampuni kubwa zaidi ya ndani nchini India, pia iliona ukuaji mkubwa, ikiongeza ₹22,464.02 crore kwenye mtaji wake wa soko wa ₹17,71,882.96 crore.
Wengine muhimu walioimarika ni pamoja na:
- Larsen & Toubro (L&T): Ilipata ₹21,929.12 crore, ikifikia ₹5,79,126.95 crore.
- State Bank of India (SBI): Ilipanda kwa ₹16,753.57 crore hadi ₹9,55,415.07 crore.
- HDFC Bank: Iliongezeka kidogo kwa ₹11,948.72 crore hadi ₹12,01,263.14 crore.
- Hindustan Unilever (HUL): Ilipanda kwa ₹6,661.1 crore hadi ₹5,15,946.75 crore.
- ICICI Bank: Ilipanda kwa ₹4,724.22 crore hadi ₹9,66,021.99 crore.
Kampuni Pekee Iliyotofautiana: TCS Inakabiliwa na Kushuka
Licha ya matumaini makubwa katika orodha ya makampuni 10 ya juu, sekta ya IT ilikabiliwa na changamoto mahususi. Tata Consultancy Services (TCS) ndiyo ilikuwa kampuni pekee kati ya 10 za juu kuona thamani yake ikipungua. Mtaji wa soko wa kampuni hiyo ulipungua kwa ₹12,699.49 crore, na kuifanya thamani yake ya jumla kuwa ₹7,69,350.13 crore.
According to Ponmudi R, CEO of Enrich Money, the market's recovery is largely attributed to a reduction in geopolitical uncertainty. While negotiations in global conflicts are ongoing, the perceived easing of risks has significantly bolstered investor confidence in Indian equities.
Key Takeaways
- Airtel and LIC Lead Growth: Bharti Airtel and LIC were the top contributors to the ₹2.15 lakh crore gain, each adding over ₹51,000 crore to their respective market caps.
- Broad-Based Recovery: Major players across diverse sectors—including Reliance (Energy), Bajaj Finance (NBFC), and SBI (Banking)—all reported significant valuation jumps.
- IT Sector Divergence: While nine of the top ten firms gained value, TCS was the notable exception, recording a decline of over ₹12,600 crore.