The Sensex rose by 539.83 points, or 0.66%, finishing at 82,726.64. Meanwhile, the Nifty ended the day 159 points higher, or 0.63%, at 25,219.90. The market breadth was relatively neutral with 1,737 shares advancing, 1,821 shares declining, and 116 shares remaining unchanged.
The broader market followed the same trend, moving into the green after recovering from earlier losses. The India VIX, which measures market volatility, continued its downward trajectory, falling by 2% to 10.53.
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Impact on the Stock Market
Sectoral Indices Performance
The market’s upbeat performance was primarily driven by the optimism over the U.S.-Japan trade deal and the India-UK free trade agreement.
The Nifty Auto sector had a stellar day, as the agreement between the US and Japan to reduce tariffs on Japanese vehicles directly benefited the sector. Indian automakers such as Tata Motors, Maruti Suzuki, and Mahindra & Mahindra benefited from the global sentiment, marking gains of up to 3%.
Banking stocks also played a major role in propelling the indices upwards. With the broader market showing strength, HDFC Bank and ICICI Bank remained steady performers in today’s rally.
IT stocks showed resilience, reflecting investor confidence in the country’s growing tech industry.
Realty Stocks: On the flip side, the real estate sector took a hit, with the index crashing 2.5%. Stocks like Lodha Developers and Oberoi Realty faced heavy selling pressure, especially after reports surfaced that global investor Invesco sold a large stake worth Rs. 3,400 crore.
Auto, Banking, and IT Stocks: These sectors saw significant gains, with the Nifty Auto index rallying thanks to the optimism sparked by the US-Japan trade deal, which is expected to reduce tariffs on Japanese vehicles entering the US market. This positive sentiment was mirrored in the Indian market, with stocks like Bajaj Auto, Tata Motors, Maruti Suzuki, and Mahindra & Mahindra rising by up to 3%.
| Sector/Index | Performance |
| IT & BPM sector | 0.25% |
| Healthcare sector | 0.84% |
| Oil & Gas sector | 0.66% |
| Real estate sector | -2.60% |
| PSU Bank in India | 0.44% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Tata Motors Share Price | 690.10 | 2.48 |
| Shriram Finance Share Price | 654.05 | 2.17 |
| Bharti Airtel Share Price | 1,943.80 | 1.94 |
| Apollo Hospital Share Price | 7,373.50 | 1.75 |
| Bajaj Finance Share Price | 968.30 | 1.65 |
Top losers today
| Company | Price (in ₹) | Change % |
| TATA Cons. Prod Share Price | 1,062.60 | -2.05 |
| HUL Share Price | 2,450.40 | -1.18 |
| Bharat Elec Share Price | 400.20 | -0.72 |
| UltraTechCement Share Price | 12,372.00 | -0.64 |
| Grasim Share Price | 2,709.10 | -0.50 |
Market Aftermath: Impact on stocks
FMCG Stocks Face Pressure: Colgate Palmolive Leads the Decline
FMCG stocks saw a decline today, with the Nifty FMCG index falling over 0.7%. This sector was particularly impacted by Colgate Palmolive, which reported weak Q1 earnings. The company’s net profit dropped by 11.8% YoY, and net sales fell by over 4%. The stock dropped by more than 4%, closing at Rs. 2,274 per share.
Tata Consumer Products also added to the sector’s woes, shedding nearly 3% in anticipation of its upcoming earnings report. The stock closed at Rs. 1,059. Other FMCG stocks, like Patanjali Foods and United Breweries, faced minor declines, further adding to the pressure on the sector.
Also read: List of FMCG Stocks in India 2025
Zee Entertainment Faces Setback Amid Declining Advertising Revenue
Zee Entertainment continued to slide, with its shares falling by 4% today. This decline follows its recent struggles with advertising revenue, which dropped 16.7% YoY. Despite posting a 22% growth in net profit, the company’s total income shrank by over 13%, reflecting a tough quarter for the media company. The advertising revenue drop was attributed to the extended sports calendar and weak spending by major FMCG companies, which has negatively impacted ad revenues for several media firms.
The stock is now down 10% in the past two trading sessions, causing concerns about the company’s ability to maintain growth amid a tough advertising environment.
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Bombay Dyeing Soars on Jeh Wadia’s Return
On the flip side, Bombay Dyeing saw a significant 14% jump in its stock price following news of Jeh Wadia’s re-entry into the business. The younger Wadia son rejoined the family business after a four-year hiatus to steer its transformation from a textile company into a real estate venture.
Jeh Wadia plans to unlock land assets and pursue new business collaborations to drive future growth. The stock surge reflects optimism about the company’s future and its new direction under Wadia’s leadership.
Crude oil
In the global markets, crude oil prices gained momentum after the US-Japan trade deal was announced. This deal, which includes the reduction of tariffs on Japanese vehicles entering the US, positively impacted commodity prices.
As of 9:58 AM today, Brent crude futures rose by 0.39%, trading at $68.86 per barrel, while WTI crude futures were up by 0.40%, trading at $65.57 per barrel.
On the domestic front, MCX crude oil futures for August were trading at ₹5,672, up 0.46%, reflecting the global trend.
Conclusion
It was a day filled with contrasting outcomes in the Indian stock market. The late surge was propelled by the positive sentiment around international trade deals, particularly between the US and Japan, and India and the UK. Auto, banking, and IT stocks saw significant gains, while the realty sector was weighed down by heavy selling. FMCG stocks, particularly Colgate Palmolive and Tata Consumer Products, faced pressure due to weak earnings.
On the global front, crude oil prices rose as the US-Japan trade deal strengthened market sentiment, particularly for commodities. Despite the mixed performances across sectors, the overall mood remains cautiously optimistic, with Nifty eyeing the 25,250 level and Sensex showing strength.
For more stock market insights, check out the StockGro blog.
