The BSE Sensex closed at 81,337.95, up by 446.93 points or 0.55% from its previous close, while the NSE Nifty50 settled at 24,821.10, gaining 140.20 points or 0.57%. The market was buoyed by broad-based buying across several sectors, which propelled stocks higher, reflecting a positive investor sentiment.
The Nifty Midcap100 and Nifty Smallcap100 indices also gained ground, closing up by 0.81% and 1.03%, respectively, further highlighting the market’s positive performance.
India VIX, which measures market volatility, decreased by 4.45% to close at 11.53 points, indicating a calmer and less volatile market environment.
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Impact on the Stock Market
Sectoral Indices Performance
Notable sectoral gains were observed in:
- Metal sector: Benefitting from global commodity price movements and strong earnings growth.
- Pharma sector: Stocks gained on the back of strong demand for healthcare products.
- Realty sector: Benefited from positive investor sentiment, driven by strong economic recovery indicators.
- Oil & Gas sector: Boosted by favorable global oil price movements, despite volatility in crude oil markets.
- Healthcare sector: Led by key players in the pharma and biotechnology space showing strong quarterly performances.
| Sector/Index | Performance |
| IT & BPM sector | 0.01% |
| Healthcare sector | 1.26% |
| Oil & Gas sector | 1.08% |
| Real estate sector | 1.60% |
| PSU Bank in India | 0.49% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Jio Financial Share Price | 321.10 | 4.47 |
| Larsen Share Price | 3,495.60 | 2.14 |
| Reliance Share Price | 1,417.10 | 2.13 |
| Asian Paints Share Price | 2,401.50 | 1.78 |
| Eicher Motors Share Price | 5,470.50 | 1.57 |
Top losers today
| Company | Price (in ₹) | Change % |
| SBI Life Insura Share Price | 1,833.40 | -0.92 |
| Axis Bank Share Price | 1,064.20 | -0.88 |
| TCS Share Price | 3,056.00 | -0.76 |
| HDFC Life Share Price | 756.35 | -0.64 |
| Titan Company Share Price | 3,379.20 | -0.41 |
Market Aftermath: Impact on Stocks
Eicher Motors Q1 Preview: Strong Volumes, Margins Under Pressure
Eicher Motors, the maker of Royal Enfield, is set to release its Q1 FY26 earnings on July 31, 2025. Analysts are expecting a 17.2% increase in revenue, driven by strong volumes and price hikes. Revenue is anticipated to touch ₹4,959 crore, while net profit is projected to rise by 3%, reaching ₹1,120 crore.
However, margins are expected to see a sharp decline due to higher advertising expenses. Investors will closely track commentary on the company’s outlook for international markets, especially as shares of Eicher Motors have gained 13% since the beginning of the year. The stock could see significant movements depending on the results and any surprises, positive or negative.
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M&M Q1 Preview: Solid Growth in Auto and Farm Segments
Mahindra and Mahindra (M&M) is also set to release its Q1 FY26 earnings report on July 31, 2025. The company is expected to report a 24% year-on-year increase in revenue, which could reach ₹33,471 crore. Net profit is projected to jump 19% to ₹3,112 crore.
The company’s performance is largely driven by strong growth in both its automotive and farm sectors, particularly with the successful ramp-up of its electric vehicle (EV) models like BE.06 and XUV.e9. Analysts are also keen on insights regarding rural demand trends and the volume ramp-up plans for M&M’s EV line-up.
While the outlook remains generally positive, margin pressures could limit growth. M&M shares are up by 7% this year, and the stock could react sharply based on whether the company exceeds or falls short of these expectations.
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Mazagon Dock: Profit Decline Dampens Investor Sentiment
Shares of Mazagon Dock Shipbuilders plunged more than 5% on July 29, 2025, following a disappointing Q1 FY26 result. The company reported a 35% year-on-year decline in net profit, which stood at ₹452 crore, compared to ₹696 crore in the same quarter last year. The poor earnings report has dampened investor sentiment, leading to the stock’s drop to ₹2,646 per share.
Despite this setback, some stocks in the sector have performed better. Paradeep Phosphates and Waaree Energies saw notable gains. Paradeep Phosphates’ shares surged by 14%, hitting a fresh 52-week high of ₹227, while Waaree Energies climbed by 5%, trading at ₹3,274 per share.
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Crude Oil
Oil futures saw marginal declines despite political developments around the Russia-Ukraine conflict. On July 29, 2025, Brent crude oil futures were trading at $69.27, down by 0.07%, while WTI crude futures for September settled at $66.63, down 0.12%. This comes after U.S. President Donald Trump shortened the deadline for a peace deal between Russia and Ukraine, with the new deadline now set for 10-12 days.
Despite the political uncertainty, crude oil prices have shown resilience due to shifting trade dynamics. Russia, a key oil exporter, has seen increasing oil purchases from countries like India and China, despite the geopolitical tension. However, the imposition of higher tariffs could disrupt these trade flows and impact global oil prices.
The potential for stricter sanctions or tariffs has led to some fluctuations in the oil market, but as of now, the prices have remained relatively stable. This could change in the coming weeks as the geopolitical situation continues to evolve.
Conclusion
Overall, it was a positive day for the Indian stock market, with broad sectoral gains and strong momentum across various indices. While the performance of individual stocks like Eicher Motors and M&M is generating significant interest, especially with their upcoming earnings reports, some stocks such as Mazagon Dock have faced headwinds, leading to a decline in investor confidence.
Crude oil remains a point of concern, with potential geopolitical developments influencing price movements. However, the market’s stability and investor sentiment appear solid for the time being, aided by favorable global and domestic conditions.
In a nutshell, the Indian market displayed resilience, but investors should stay alert for upcoming earnings reports, as surprises in these results could lead to sharp reactions in the stock prices.
For more stock market insights, check out the StockGro blog.
