The Sensex closed at 79,809.65, down 270.92 points (0.34%), slipping below the symbolic 80,000 mark. The Nifty, meanwhile, settled at 24,426.85, down 74.05 points (0.30%).
Despite a negative start, the indices briefly touched positive territory during the day but gave up gains toward the end. Overall, the BSE Midcap index shed 0.4% and the smallcap index fell 0.3%.
For the week, both Sensex and Nifty lost 1.8%, while for the month of August, the indices dropped 1.5% each. So, it was a week and month to tread carefully for investors.
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Impact on the stock market
Sector-wise performance
On the sectoral front, there was a clear divide. While sectors like FMCG, Capital Goods, and Consumer Durables saw gains, other sectors like Metal, IT, Realty, and Auto took a hit, shedding between 0.5% to 1%. It was a day when defensive sectors such as FMCG stood out, while cyclicals like Realty and Auto struggled.
Top Performers
- FMCG stocks performed well, driven by expectations surrounding upcoming GST rate changes. The Nifty FMCG Index climbed 1.7%, with several stocks like ITC, Hindustan Unilever, and Colgate-Palmolive seeing gains of up to 3%.
Struggling Sectors
- Metal, IT, Realty, and Auto sectors took a hit, reflecting broader market weakness. These declines reflect investor caution, possibly in anticipation of more challenging macroeconomic conditions ahead.
| Sector/Index | Performance |
| IT & BPM sector | -0.87% |
| Healthcare sector | -0.18% |
| Oil & Gas sector | -1.01% |
| Real estate sector | -1.33% |
| PSU Bank in India | -0.34% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| ITCÂ | 409.75 | 2.21 |
| Bharat Elec | 369.40 | 1.53 |
| Shriram Finance | 580.25 | 1.50 |
| Trent | 5,298.00 | 1.19 |
| Asian Paints | 2,518.60 | 1.19 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| M&MÂ | 3,199.50 | -2.91 |
| Reliance | 1,357.20 | -2.07 |
| Infosys | 1,469.60 | -2.03 |
| Apollo Hospital | 7,610.00 | -1.53 |
| Adani Enterprise | 2,244.70 | -1.34 |
Market aftermath: Impact on stocks
CG Power rises over 5%: India’s semiconductor milestone
Shares of CG Power and Industrial Solutions Ltd jumped 5.38% to an intraday high of Rs 699.75. The boost came after its subsidiary, CG Semi Pvt Ltd, launched its first Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, with an investment of Rs 7,600 crore.
The new G1 facility can handle about 0.5 million units per day, and the upcoming G2 unit, expected by the end of 2026, will ramp up capacity to 14.5 million units per day. This project is projected to create over 5,000 direct and indirect jobs and represents a national milestone in India’s push for technological sovereignty.
Also read: CG Power stock analysis & expert insights in detail
FMCG Stocks: Boost from GST Speculation
Shares of FMCG companies rose ahead of the GST council meeting on 3-4 September, where a potential rate cut on items like toothpaste, butter, ghee, and other consumer essentials may be announced.
- Colgate-Palmolive surged 4% to Rs 2,357.90.
- Britannia, ITC, Dabur, Patanjali Foods, Emami, and Marico gained between 2-3%.
- Hindustan Unilever (HUL) also traded higher, contributing to a 1.7% rise in the Nifty FMCG index.
Axis Securities notes that the rural market continues to perform well, while urban demand is picking up. The combination of structural growth, tax incentives, and rate cuts is likely to fuel long-term consumption, making FMCG stocks attractive right now.
You may also read: FMCG sector report and expert insights in detail
Yes Bank: SmBC Infusion Spurs Growth
Yes Bank shares jumped nearly 4% to around Rs 19.41, after reports that Sumitomo Mitsui Banking Corporation (SMBC) is set to infuse Rs 16,000 crore into the bank via a combination of equity (Rs 7,500 crore) and debt (Rs 8,500 crore).
This move comes after RBI approval for SMBC to acquire up to 24.99% stake, signaling confidence in the bank’s future. Investors saw this as a positive development, strengthening the bank’s balance sheet while providing a precursor to SMBC potentially taking a major ownership position.
You may also read: Yes Bank ₹16,000 Cr fundraising plan
Crude Oil: India’s Increased Purchases
While the stock market was dealing with volatility, India’s refiners were boosting their oil purchases. Indian Oil Corporation (IOC), Bharat Petroleum (BPCL), and Reliance Industries have collectively purchased millions of barrels of US West Texas Intermediate (WTI) crude for delivery in the coming months.
IOC, in particular, bought 5 million barrels of crude for October-November delivery, reflecting India’s strategic approach to securing cheaper oil supplies. The purchase surge follows the recent opening of the arbitrage window for US crude to Asia, and amid rising tensions between India and the US. BPCL also made its first purchase of Nigerian Utapate oil, signaling a diversification of its crude oil supplies.
Conclusion
Overall, August 29, 2025, marked a day of mixed results for Indian stocks. The market ended lower, but there were standout performances from certain stocks, particularly in the FMCG, semiconductor, and banking sectors. Investors are cautiously awaiting more news, with some key upcoming events like the GST Council Meeting and the continued uncertainty surrounding global oil prices.
While the broader market remained under pressure, individual stocks like CG Power, Yes Bank, and Authum Investment showcased resilience, offering potential opportunities for investors looking to take a more stock-specific approach.
For more stock market insights, check out the StockGro blog.
