Nifty50 gained 231 points, or 0.98%, to close at 23,853.90, while the Sensex advanced 736.38 points, or 0.97%, to settle at 76,264.33.
The Nifty MidCap index rose 1.29%, while the Nifty SmallCap index gained 1.11%, indicating healthy risk-taking by market participants.
Impact On The Stock Market
Sectoral highlights:
Nifty Realty surged over 4%
Nifty Consumer Durables and Nifty Auto also outperformed
Nifty Pharma underperformed amid regulatory concerns
| Sector/Index | Performance |
| IT & BPM sector | 0.98% |
| Healthcare sector | -0.41% |
| Oil & Gas sector | 1.53% |
| Real estate sector | 3.96% |
| PSU Bank in India | 0.62% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Trent | 2,901.10 | 5.29 |
| Shriram Finance | 1,000.65 | 4.79 |
| HDFC Life | 581.20 | 4.65 |
| Eicher Motors | 7,624.50 | 4.27 |
| Interglobe Aviation | 4,880.40 | 3.62 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| NTPC | 348.10 | -1.64 |
| Bajaj Auto | 9,943.00 | -1.19 |
| ONGC | 243.65 | -1.04 |
| ICICI Bank | 1,327.60 | -0.98 |
| Hindalco | 1,013.90 | -0.75 |
Market aftermath: Impact on stocks
Aurobindo Pharma slides on USFDA OAI classification
Aurobindo Pharma declined 5.42% after the USFDA classified its Eugia Pharma Unit III facility as “Official Action Indicated” (OAI). The facility can continue producing approved products but cannot obtain new drug approvals until the observations are resolved. This weighed on the broader Nifty Pharma index, which slipped 0.61%.
Precious metal ETFs rise on peace deal
Gold and silver ETFs surged up to 4% following the US-Iran peace announcement. Tata Silver ETF and Kotak Silver ETF rose 4%, Nippon India Silver ETF 3.7%, while Tata Gold ETF gained 2%. Futures prices for gold jumped Rs 2,242 to Rs 1.52 lakh per 10 grams. The easing of Middle East conflict reduced safe-haven demand for oil, supporting metal prices as investors repositioned their portfolios.
Bharat Forge gains on MArG artillery gun showcase
Bharat Forge rose 3.44% after its subsidiary Kalyani Strategic Systems unveiled the MArG series of truck-mounted 155mm artillery guns at Eurosatory 2026. The guns offer rapid mobility, precision, and versatility across terrains, bolstering investor confidence in Bharat Forge’s defence segment.
Crude oil trends
Crude oil futures declined sharply after Trump announced the Iran peace deal:
- August Brent: $83.27 (-4.65%)
- July WTI: $80.55 (-5.10%)
- June MCX crude: ₹7,632 (-5.46%)
- July MCX crude: ₹7,546 (-5.30%)
The deal authorized the reopening of the Strait of Hormuz and lifted the US naval blockade, easing fears of prolonged supply disruption. Oil-sensitive sectors like airlines, paints, and tyres may see input cost relief.
Conclusion
Indian markets ended strongly on Monday as a US-Iran peace deal improved risk sentiment and reduced geopolitical uncertainty. Financials, realty, and consumer durable stocks led gains, while pharma and IT lagged. Aurobindo Pharma faced regulatory challenges, whereas Bharat Forge and precious metal ETFs performed well. Crude oil prices declined sharply, benefiting cost-sensitive sectors and supporting overall market optimism.
