The Nifty50 ended 109.75 points or 0.46% lower at 23,946.25, while the Sensex fell 372.10 points or 0.48% to 76,728.37.
Nifty MidCap down 0.37%
Nifty SmallCap down 0.62%
Impact On The Stock Market
Sectoral trends showed mixed performance:
Top performers: Nifty Pharma, Nifty Metal, Nifty Healthcare
Underperformers: Nifty Auto, Nifty Chemical, Nifty Oil & Gas
| Sector/Index | Performance |
| IT & BPM sector | -1.07% |
| Healthcare sector | 0.94% |
| Oil & Gas sector | -1.18% |
| Real estate sector | -0.90% |
| PSU Bank in India | -0.95% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| Max Healthcare | 1,149.90 | 2.36 |
| Coal India | 444.85 | 2.17 |
| Dr Reddys Labs | 1,375.70 | 1.87 |
| Eternal | 259.40 | 1.67 |
| Trent | 3,258.30 | 1.31 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| Kotak Mahindra | 395.50 | -3.30 |
| M&M | 3,093.00 | -2.80 |
| Adani Enterprise | 2,962.50 | -2.49 |
| Interglobe Aviation | 5,315.20 | -2.47 |
| Maruti Suzuki | 13,412.00 | -2.42 |
Market aftermath: Impact on stocks
MSTC rises on Delhi EV Policy 2026
MSTC shares jumped 6.55% after the Delhi government approved the Delhi EV Policy 2026, offering scrappage incentives and purchase subsidies to accelerate adoption of electric vehicles.
- BS-IV or older four-wheelers replacing EVs receive Rs 1 lakh incentives
- Road tax and registration fees exemptions up to Rs 30 lakh ex-showroom price
- Policy includes installation of 32,000 public EV charging points and phased mandates for institutional fleets
MSTC’s stock has gained over 56% in the last month, reflecting optimism around government incentives and clean energy adoption .
Netweb Technologies falls 11% ahead of fund-raising
Netweb Technologies India Ltd declined 11%, marking its largest single-day fall since January 2025.
- Board to consider capital raising proposals via equity, preference shares, convertible debentures, warrants, or QIP/FPO options
- Stock closed 9.3% lower at Rs 4,482
- Investors reacted cautiously to potential dilution and uncertainty around fundraising timing
Astral Limited declines 9% on demerger announcement
Astral shares dropped 9% to a five-month low, following approval to demerge its chemical business into Astral Chemie, while merging Al-Aziz Plastics with the parent company.
- Demerger expected to improve strategic clarity and operational efficiency
- Projected revenue of Rs 2,300–2,400 crore by FY27, medium-term target Rs 4,500 crore
- Brokerages largely positive on the structural benefits, highlighting separate governance and capital allocation
Crude oil and commodity trends
Crude oil prices rose amid US-Iran hostilities, though both sides agreed to pause attacks.
- September Brent: $73.27 (+0.92%)
- August WTI: $70.05 (+1.18%)
- MCX July crude: ₹6,639 (+0.94%)
- MCX August crude: ₹6,637 (+0.88%)
US commercial crude inventories decreased by 6.1 million barrels, about 7% below the five-year average, while improved tanker traffic through the Strait of Hormuz supported oil stability.
Other commodities:
- July nickel MCX: ₹1,606 (-0.97%)
- August dhaniya NCDEX: ₹14,850 (+1.19%)
- July jeera NCDEX: ₹20,045 (-0.77%)
Conclusion
Monday’s session reflected a mixed market scenario:
- Benchmarks retreated due to weakness in auto, IT, and PSU banks
- Defensive sectors such as Pharma, Healthcare, and Metals outperformed
- Stock-specific catalysts included MSTC, Netweb Technologies, and Astral Limited
- Crude oil trends influenced market sentiment amid geopolitical risks
Overall, selective buying in defensive and policy-driven sectors provided stability, while profit booking and sector-specific headwinds led to broad index underperformance. Investors are advised to track sector rotation, policy developments, and geopolitical updates to navigate a cautious yet opportunity-rich market.
