Former US President Donald Trump’s decision to soften tariff policies has triggered a massive rally in the Indian stock market, significantly boosting the wealth of India’s biggest corporate groups. The move led to strong buying across sectors, pushing the Sensex up by more than 4,200 points in a single trading session.

Shares of major companies such as Reliance Industries, HDFC Bank, Infosys, TCS, SBI, and ICICI Bank witnessed sharp gains. As a result, the combined market capitalisation of the country’s top companies surged by over ₹5.40 lakh crore, reflecting renewed investor confidence.

Biggest Gainers Among India’s Top Companies

• Reliance Industries shares jumped over 7%, adding ₹1,33,768.49 crore to its market value. The company’s total market capitalisation rose to ₹20,14,985.17 crore.

• HDFC Bank gained nearly 7%, increasing its valuation by ₹96,488.38 crore to ₹15,23,500.64 crore.

• Infosys shares climbed around 6%, pushing its market cap up by ₹41,068.96 crore to ₹7,17,865.49 crore.

• Tata Consultancy Services (TCS) rose 5.28%, adding ₹60,563.02 crore to reach a valuation of ₹12,07,172.33 crore.

• ICICI Bank advanced 4.72%, increasing its market capitalisation by ₹45,637.64 crore to ₹10,12,898.08 crore.

PSU and Financial Stocks Shine

• State Bank of India (SBI) shares surged nearly 6%, lifting its market value by ₹56,803.76 crore to ₹10,05,948.20 crore.

• LIC recorded a 4.87% rise, with its valuation increasing by ₹24,762.37 crore to ₹5,33,134.05 crore.

• Bajaj Finance emerged as a strong gainer, jumping 7.76% and adding ₹43,681.84 crore, taking its market cap to ₹6,06,412.23 crore.

FMCG and Infrastructure Also Gain

• Hindustan Unilever rose nearly 2%, adding ₹10,291.21 crore to reach a market value of ₹5,63,807.91 crore.

• Larsen & Toubro (L&T) gained about 5%, boosting its valuation by ₹27,229.62 crore to ₹5,66,732.44 crore.

Market Sentiment Turns Strongly Positive

Trump’s tariff relaxation move has improved global trade sentiment, encouraging heavy buying in Indian equities. Analysts believe that easing trade tensions could further support export-driven sectors and large-cap stocks in the near term.