4 Nifty Stocks Hit Record Highs: Bharti Airtel, HDFC Bank, Grasim Among Top Movers

4 Nifty Stocks Hit Record Highs: The Indian stock market hit new heights on June 26, 2025, when four major Nifty 50 stocks—Bharti Airtel, HDFC Bank, HDFC Life, and Grasim Industries—reached all-time highs. The Sensex jumped 1,000 points to 83,756, while the Nifty 50 index climbed 304 points to settle at 25,549, its best level in almost nine months. 

Bharti Airtel and HDFC Bank both crossed the ₹2,000-per-share mark for the first time, reflecting strong investor confidence. 

Grasim Industries hit ₹2,888, and HDFC Life also joined the record-breaking rally. This surge, driven by positive global cues and strong performances in banking, telecom, and consumer sectors, signals a robust market momentum.

Bharti Airtel, HDFC Bank, Grasim Stocks Are Shining

The rally in these stocks comes on the back of solid fundamentals and favorable market conditions. Bharti Airtel, a telecom giant, touched ₹2,003.80, up 8% in just seven trading sessions. Its strong position in India’s telecom and digital markets, coupled with growing demand for 5G services, has fueled its 25% year-to-date gain. 

Analysts at Jefferies and Macquarie are bullish, setting target prices as high as ₹2,370, citing Airtel’s revenue growth and AI-powered fraud detection systems. The company also reported a 27.33% revenue increase to ₹47,876.20 crore and a 432.04% profit jump to ₹11,021.80 crore for the March 2025 quarter.

HDFC Bank, a leading private lender, hit ₹2,006.35, surpassing its previous high of ₹1,996.30 from June 6, 2025. The bank’s 13% gain in 2025 outpaced the BSE Sensex’s 6% rise. Its subsidiary, HDB Financial Services, launched a ₹12,500 crore IPO on June 25, 2025, boosting investor interest.

The Reserve Bank of India’s (RBI) new project financing norms, easing capital strain for banks, further supported the banking sector’s rally, with the Nifty Bank index closing at a record 57,207.

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Grasim Industries, part of the Aditya Birla Group, rose 2% to ₹2,888, breaking its earlier high of ₹2,875.75 from July 26, 2025. Its growth is driven by its pivot to consumer-facing ventures like Birla Opus, now India’s third-largest decorative paints brand within six months of its pan-India launch.

Analysts at Choice Broking raised their EBITDA forecast by 12-13% for FY26-FY28, citing strong performance in paints and B2B e-commerce. HDFC Life also hit a record high, riding the wave of positive market sentiment and strong financial sector performance.

Market Trends and Broader Impact

The broader market also showed strength, with nearly 40 Nifty stocks closing in the green. The Nifty Midcap index gained 346 points to 59,227, while cement and metal stocks like Dalmia Bharat and Hindustan Copper rose on demand expectations. 

Oil marketing companies such as IOC, BPCL, and HPCL each added 3%, reflecting healthy buying interest. This rally followed global optimism after ceasefire announcements by Israel and Iran, boosting risk-on sentiment across markets. The BSE 100 index saw six stocks, including AU Small Finance Bank and Max Healthcare, hit new highs alongside the Nifty quartet.

What’s Driving the Surge?

Several factors are powering this market upswing. For Bharti Airtel, its dominance in 5G technology and digital services, combined with a 14% CAGR in mobile revenues, has made it a top pick for brokerages like ICICI Securities. The company’s recent scholarship program and AI-driven initiatives further enhance its appeal. 

HDFC Bank benefits from a strong balance sheet and rising credit demand, with ICICI Securities noting its readiness for an economic re-leveraging cycle. The RBI’s relaxed project financing rules, effective in 2025, have also eased lending pressures, benefiting banks like HDFC. Grasim’s success stems from its strategic shift to high-growth sectors like paints and e-commerce, positioning it for sustained growth.

Recent Financial Highlights

Financial data underscores the strength of these companies. Bharti Airtel’s stock has risen 263% over five years, with a 37% gain in the last year. Its low volatility (beta of 0.63) makes it a stable investment. HDFC Bank announced a ₹22 per share dividend for FY25, reinforcing its financial health. 

Grasim’s focus on paints and B2B platforms has driven higher volumes and margins, with analysts projecting robust earnings growth. HDFC Life’s record high reflects its strong position in the insurance sector, supported by the broader financial market rally.

Market Outlook for 2025

ICICI Securities has set a Nifty 50 target of 26,300 by the end of 2025, driven by capital expenditure revival and strong consumption trends. Bharti Airtel and HDFC Bank are among its top 26 stock picks, highlighting their potential to lead market growth. 

Analysts recommend buying Airtel for a target of ₹2,210 in the next 3-4 weeks, citing technical indicators like RSI and MACD. The banking sector, buoyed by RBI’s supportive policies, is expected to maintain momentum, with HDFC Bank at the forefront. Grasim’s transformation into consumer-focused businesses ensures its place in high-growth sectors.