
BSE Sensex: 83,450.96, up 173.81 points (+0.21%)
NSE Nifty 50: 25,725.40, up 42.65 points (+0.17%)
Nifty MidCap: +0.27%
Nifty SmallCap: +0.56%
Impact on the stock market
Sector-wise performance
Sector winners
- Nifty PSU Bank index: ▲ jumped over 2%
- Nifty IT index: gained on renewed buying interest
Sector losers
- Nifty Metal index: ▼ fell around 1%
| Sector/Index | Performance |
| IT & BPM sector | 1.03% |
| Healthcare sector | 0.23% |
| Oil & Gas sector | -0.11% |
| Real estate sector | -0.30% |
| PSU Bank in India | 2.11% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Adani Enterprises | 2,242.90 | 2.67 |
| ITC | 325.45 | 2.36 |
| Bharat Electronics | 446.85 | 2.02 |
| Infosys | 1,391.20 | 1.87 |
| Larsen & Toubro | 4,279.80 | 1.86 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| Engineers India | 215.27 | –5.01 |
| Hind Copper | 549.45 | -4.34 |
| Brainbees Solutions | 229.90 | -4.09 |
| Guj Mineral | 541.95 | -3.88 |
| SRF | 2,742.90 | -3.68 |
Market aftermath: Impact on stocks
Fractal Analytics Jumps After Brokerage Upgrade
Fractal Analytics rose over 7% after a fresh “buy” rating and a ₹1,260 target price, implying 49% upside. The brokerage highlighted 27% long-term revenue growth, 98% client retention, and strong artificial intelligence-led enterprise demand.
The quick rebound after a weak listing shows investors are willing to give high-growth AI companies the benefit of doubt when long-term numbers look strong.
Adani Enterprises Rallies On $100 Billion AI Plan
Adani Enterprises gained about 2.6% after announcing a $100 billion investment in artificial intelligence-ready data centres by 2035. The group expects this to create a $250 billion AI infrastructure ecosystem in India over the next decade.
The announcement reinforces the growing narrative that India wants to become a global AI infrastructure hub rather than just a consumer of technology.
Ola Electric Hits Fresh All-Time Low
Ola Electric fell 5% to ₹27.36, now down 64% from IPO price and 83% from peak levels. Weak quarterly numbers, falling deliveries, and multiple brokerage downgrades weighed heavily on sentiment.
The sharp correction shows how quickly markets can shift from growth expectations to demanding profitability and execution.
Crude Oil: Markets Watching US–Iran Talks
Crude oil traded slightly lower as markets awaited the outcome of US–Iran talks in Geneva.
Morning prices:
- Brent crude: $68.33, down 0.47%
- WTI crude: $63.33, down 0.36%
- MCX crude: ₹5,764, down 0.47%
Oil markets are also watching the upcoming March 1 OPEC+ meeting, where production decisions could impact supply expectations.
Other commodity moves:
- Natural gas: ₹282.60, up 1.11%
- Turmeric: ₹14,926, up 0.70%
- Jeera: ₹22,040, down 0.97%
Conclusion
Tuesday’s session looked calm, but key trends are becoming clearer. The Sensex closed at 83,450.96 and the Nifty at 25,725.40, led by PSU banks and IT stocks. AI investment is emerging as a major long-term theme, while EV stocks are facing tougher reality checks. With oil prices still tied to global geopolitics, the market’s message is simple: strong growth stories are being rewarded, and uncertainty is being punished.
For more stock market insights, check out the StockGro blog.
