Eicher Soars, TCS Plunges: Indian Largecaps' Mixed 2025 Performance

• Eicher Motors recorded its best year since 2014, surging over 50% in 2025, boosted by GST cuts and strong overseas shipments.
• TCS experienced its worst year since 2008, dropping 20% due to weak US client spending and foreign outflows from IT stocks.
• Nifty and Sensex underperformed global indices, gaining 9-10.5%, while sectors like Media, Realty, and IT saw significant declines.
• PSU Banks, Metal, and Auto sectors emerged as top performers, rising 23-30%, with Nifty Auto ending 2025 at a record high.
• LTIMindtree was the sole IT gainer, Indusind Bank the only Nifty Bank laggard, and Tata Motors faced its worst year in three due to JLR woes.

Why It Matters: 2025 saw stark contrasts in Indian largecap performance, emphasizing strategic stock picking.