The Nifty50 fell 4.30 points (0.02%) to 23,654.70, and the Sensex declined 135.03 points (0.18%) to settle at 75,183.36.
Broader markets showed mixed trends with Nifty MidCap down 0.04% and Nifty SmallCap up 0.63%.
Impact On The Stock Market
Sector rotation reflected investor caution. Defensive and export-oriented sectors outperformed, while commodity-linked and rate-sensitive sectors under pressure.
Top Gainers
- Nifty Realty and Nifty Cement benefitted from selective buying.
- IT gains were marginal across mid-cap stocks that benefit from foreign revenue.
Top Losers
- Nifty FMCG, Nifty IT, and Nifty Financial Services declined.
- Pressure in these sectors reflected concerns over currency weakness and geopolitical tensions in West Asia.
| Sector/Index | Performance |
| IT & BPM sector | -0.56% |
| Healthcare sector | 0.40% |
| Oil & Gas sector | 0.16% |
| Real estate sector | 1.05% |
| PSU Bank in India | 0.22% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Grasim | 3,154.50 | 6.17 |
| Interglobe Aviation | 4,403.00 | 3.25 |
| Apollo Hospital | 8,308.50 | 2.85 |
| Bajaj Auto | 10,667.00 | 1.95 |
| Trent | 4,170.40 | 1.72 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| Bajaj Finance | 907.65 | -1.67 |
| HUL | 2,179.00 | -1.37 |
| Tech Mahindra | 1,420.00 | -1.32 |
| TATA Cons. Products | 1,194.90 | -1.14 |
| Bajaj Finserv | 1,752.20 | -1.12 |
Market aftermath: Impact on stocks
WeWork India Surges on Q4 Earnings
WeWork India saw a sharp 19% rise in its share price following a robust Q4 performance, with net profit jumping 80% year-on-year to ₹65.5 crore. This growth was driven by strong enterprise demand and higher occupancy, while revenue climbed 29% to ₹696 crore and EBITDA margins expanded to 23.2%.
Strong adoption from existing members, combined with operational leverage, contributed to the performance, and the company highlighted its focus on pricing discipline and cash generation, reinforcing investor confidence.
ITC Q4 Profit Rises 5%
ITC posted a 5% increase in Q4 net profit to ₹5,113 crore, supported by price hikes in its core cigarette business. Cigarette revenue grew to ₹11,066 crore, and the ‘Other FMCG business’ saw a 15% rise, while recent acquisitions contributed 60% growth, generating ₹1,350 crore in annual recurring revenue.
The company also announced a final dividend of ₹8 per share for FY26.
Apollo Hospitals Hits 52-Week High
Apollo Hospitals rose over 3% after reporting a 33% increase in Q4 net profit to ₹551.3 crore, with revenue growing 18.1% to ₹6,605.5 crore. Strong growth in healthcare services and consumer wellness segments supported the performance.
The company approved the merger of Apollo Hospitals North with its parent entity and sold its fertility and maternity businesses to Cloudnine Hospitals for ₹1,550 crore while retaining a minority stake. Strong operational execution and strategic initiatives underpinned investor optimism.
Crude oil
Crude oil futures edged higher due to uncertainty over the US-Iran peace process. Brent traded at $105.89 (+0.39%) and WTI at $99.19 (+0.19%). June MCX crude was ₹9,551, up 0.93%, while July futures stood at ₹9,214 (+0.94%). US President Donald Trump stated the US could attack Iran if a deal isn’t reached, although he postponed immediate action following requests from Gulf allies.
Supply disruptions remain a key driver, with the Strait of Hormuz still limiting flows and US waivers on Russian oil extended temporarily. Oil market sensitivity to geopolitical developments continues to affect global and Indian equities.
Conclusion
Today’s session reflected mixed investor sentiment, with IT, FMCG, and financials under pressure, while select sectors and earnings-driven stocks saw gains. Companies like WeWork India, ITC and Apollo Hospitals delivered strong quarterly performances, attracting sector-specific buying.
However, crude oil volatility and ongoing geopolitical tensions continue to influence broader market movement. Investors remain cautious, selectively backing defensive or earnings-resilient stocks while monitoring global developments and macroeconomic risks.
