The Nifty50 rose 34.35 points or 0.14% to 24,056, while the Sensex added 109.25 points or 0.14% to 77,100.47.
Nifty MidCap down 0.55%
Nifty SmallCap down 0.47%
Impact On The Stock Market
Sectoral performance showed a mixed trend:
Top losers: Nifty Metal, Nifty IT, Nifty Oil & Gas
Outperformers: Nifty Auto, Nifty FMCG
| Sector/Index | Performance |
| IT & BPM sector | -0.86% |
| Healthcare sector | 0.22% |
| Oil & Gas sector | 0.63% |
| Real estate sector | 2.17% |
| PSU Bank in India | 0.09% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Interglobe Aviation | 5,207.20 | 4.95 |
| Adani Enterprise | 3,069.70 | 3.60 |
| Trent | 3,247.00 | 3.31 |
| Tech Mahindra | 1,461.60 | 3.25 |
| Bajaj Finance | 990.95 | 2.97 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| Bajaj Auto | 9,750.00 | -2.74 |
| NTPC | 357.05 | -2.07 |
| ONGC | 240.00 | -1.78 |
| Tata Steel | 190.16 | -1.76 |
| Bharat Electronics | 413.55 | -1.54 |
Market aftermath: Impact on stocks
Vijaya Diagnostic gains over 3%
Vijaya Diagnostic Centre rose more than 3% after Emkay reiterated its buy rating, setting a target price of Rs 1,400.
- Strong double-digit growth in Hyderabad, the core market
- Expansion plans into Karnataka and West Bengal to replicate success
- EBITDA margins expected to expand by ~135 basis points between FY26 and FY28
- Revenue and EBITDA forecast to grow at 19% and 21% CAGR respectively
Dixon Technologies rises after target upgrade
Dixon Technologies shares rose over 1% following JM Financial upgrade to ‘buy’ and a 27% target price increase to Rs 14,200.
- JV with Vivo expected to contribute to profits by the end of September quarter
- Opportunity to manufacture ~24 million smartphones, reflecting growth potential
- Export growth and PLI scheme benefits support long-term revenue expansion
- Earnings per share estimates increased 1–10% for FY27-FY29
Ola Electric Mobility gains 3% on BIS certification
Ola Electric Mobility climbed nearly 3% after its subsidiary Ola Cell Technologies received BIS certification for the LFP 46100 battery cell.
- Certification confirms compliance with electrical, mechanical, and transport safety standards
- Energy density exceeds 170 Wh/kg, designed for over 4,000 cycles
- Strengthens in-house battery capabilities for EV and stationary storage solutions
Crude oil and commodity trends
Crude oil futures fell as tanker traffic through the Strait of Hormuz improved:
- September Brent: $72.89 (-1.33%)
- August WTI: $69.36 (-1.39%)
- MCX July crude: ₹6,568 (-1.51%)
- MCX August crude: ₹6,556 (-1.61%)
US crude inventories decreased by 6.1 million barrels, 7% below the five-year average, while increased tanker traffic indicates recovery toward pre-war flow levels. Positive signals from US-Iran talks contributed to easing crude prices, benefitting Indian oil-dependent sectors.
Other commodities:
- June copper futures: ₹1,233 (+0.79%)
- July jeera: ₹20,300 (-0.71%)
- July guarseed: ₹5,941 (-0.62%)
Conclusion
Thursday’s session reflected selective market rotation:
- Benchmarks: Nifty and Sensex rose modestly
- Lagging sectors: IT, metals, oil & gas
- Strong sectors: Auto, FMCG, healthcare
- Stock catalysts: Vijaya Diagnostic, Dixon Technologies, Ola Electric, Oberoi Realty
- Macro support: Crude oil easing and improved Hormuz traffic
Investors should focus on sector-specific opportunities and company news, as domestic consumption, regulatory approvals, and technology adoption continue to influence market direction. This session highlights that benchmarks may not reflect underlying stock-level strength, underscoring the importance of selective investing in volatile markets.
