The Sensex was down 572.07 points or 0.70 percent at 80,891.02, and the Nifty fell 156.10 points or 0.63 percent to 24,680.90.
The Nifty Midcap 100 and Nifty Smallcap 100 indices faced even steeper declines, falling over 1 percent each. The midcap index has now slipped into the red for the third consecutive session, while the smallcap index has continued its losing streak for eight sessions straight.
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Impact on the Stock Market
Sectoral Indices Performance
The sectoral indices were largely in the red, reflecting a broad-based sell-off across the market.
- Nifty Realty: The real estate sector was the biggest drag on the market, with the Nifty Realty index slumping by over 4 percent.
- Nifty Media: This sector also took a hit, falling by 2.6 percent.
- PSU Banks and Metals: Both these sectors saw a decline of 1.2 percent each, reflecting weakness in traditional heavyweights.
On the positive side, defensive stocks provided some cushion, with the Nifty Pharma index rising by 0.4 percent and Nifty FMCG gaining a modest 0.2 percent. Investors seemed to be flocking towards these safer bets in the wake of broader market uncertainty.
| Sector/Index | Performance |
| IT & BPM sector | -0.71% |
| Healthcare sector | 0.09% |
| Oil & Gas sector | -0.29% |
| Real estate sector | -4.07% |
| PSU Bank in India | -1.20% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Shriram Finance Share price | 633.45 | 2.86 |
| Cipla Share price | 1,572.00 | 2.58 |
| Hero Motocorp Share price | 4,291.10 | 1.43 |
| HUL Share price | 2,441.60 | 1.08 |
| Asian Paints Share price | 2,359.60 | 1.00 |
Top losers today
| Company | Price (in ₹) | Change % |
| Kotak Mahindra Share Price | 1,966.60 | -7.44 |
| Bajaj Finance Share Price | 880.50 | -3.64 |
| Wipro Share Price | 250.05 | -3.53 |
| IndusInd Bank Share Price | 802.05 | -2.63 |
| Bharti Airtel Share Price | 1,890.30 | -2.46 |
Market Aftermath: Impact on Stocks
Adani Green Energy: Strong growth despite market slump
Adani Green Energy posted a strong performance for Q1 FY26, with a 31% year-on-year increase in its net profit, reaching Rs 824 crore. The company also saw a 36% rise in its revenue, which reached Rs 3,800 crore. This positive performance was driven by higher revenues, despite a rise in expenses. The company’s earnings before interest, taxes, depreciation, and amortization (EBITDA) grew by 28% YoY, though its EBITDA margin dropped slightly to 80% from 85% a year ago.
Despite the broader market weakness, Adani Green Energy stood out as a strong performer, which will likely catch the attention of investors looking for growth opportunities in a volatile market.
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Paras Defence: Decline in share price continues
Paras Defence’s weak Q1 FY26 results continued to weigh on investor sentiment. The company reported a 32% sequential decline in its net profit, which had a significant impact on its stock price. In fact, Paras Defence shares hit a 10% lower circuit limit, trading at Rs 704.7 per share. This marks a 23% fall from the highs seen earlier in July.
While the company reported an 11.5% year-on-year increase in revenue, the weak profit growth and the continued fall in share price suggest that investors remain cautious about the defence sector, particularly after a weak performance from Paras Defence.
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Real Estate sector: Macrotech Developers (Lodha) disappoints
Real estate stocks continued their decline for the fifth consecutive session, with Macrotech Developers (Lodha) bearing the brunt of the losses. The company’s net profit for Q1 FY26 declined by 27% on a sequential basis, which led to a 4% drop in its stock price. Although the company reported a 42% rise in net profit year-on-year, the weak sequential performance raised concerns among investors.
The Nifty Realty index, which tracks the performance of real estate stocks, fell by over 3%, making it the biggest sectoral loser of the day. Given the weak earnings from major players like Macrotech Developers and concerns over the broader real estate market, this sector continues to face headwinds.
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Crude oil: Trade deal optimism fuels oil price rise
In global markets, crude oil futures saw a slight increase following the announcement of a trade deal between the U.S. and the European Union. On the back of this agreement, Brent crude oil futures rose by 0.37% to $67.91 per barrel, while West Texas Intermediate (WTI) crude futures also climbed by 0.37% to $65.40 per barrel. The deal, which includes a 15% tariff on European exports to the U.S., raised hopes that the global economic outlook may improve, helping to support oil prices.
Additionally, the EU agreed to purchase $750 billion worth of U.S. energy over the next three years, as part of the trade agreement. This could have long-term implications for global energy markets and may affect energy stocks in India.
Conclusion
The Indian stock market ended the day on a weak note, with both the Sensex and Nifty hitting one-month lows. Weak earnings, FII selling, and concerns about the delayed India-U.S. trade deal dampened investor sentiment. Sectors like real estate, media, and banking were among the worst hit, while defensive sectors like pharma and FMCG provided some support.
Adani Green Energy stood out with strong earnings, but the broader market remains under pressure, especially with the decline in sectors like defence and real estate. Investors will need to remain cautious in the coming days, as the market faces further uncertainty.
With crude oil prices rising due to the U.S.-EU trade deal and global economic concerns, the outlook remains mixed, and volatility could persist. For now, investors will need to monitor earnings reports and sectoral performance closely before making any major moves.
For more stock market insights, check out the StockGro blog.
