The Sensex closed at 80,710.25, down by 0.38% or 308.47 points. Similarly, the Nifty50 fell by 0.30%, closing at 24,649.55.
The drop in market values was triggered by various factors, most notably a new round of global tensions after US President Donald Trump threatened punitive tariffs on India, citing the country’s oil trade with Russia. Additionally, the mixed earnings results from some companies added to the uncertainty in the market.
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Impact on the stock market
The sectoral indices displayed a mixed performance today. While some sectors showed resilience, others were weighed down by the broader market trends:
- Nifty Auto rose by 0.37%, driven by positive movements in automotive stocks.
- Metal and Consumer Durables also showed some promise, gaining 0.09% and 0.12%, respectively.
- However, the Nifty Oil and Gas index took the biggest hit, dropping by 0.96%. This was followed by declines in Pharma (down 0.83%) and FMCG (down 0.72%).
The divergence in sector performance clearly reflected the impact of both domestic factors and global trade concerns, which had a more pronounced effect on the oil and gas sector due to Trump’s tariff threats.
| Sector/Index | Performance |
| IT & BPM sector | -0.48% |
| Healthcare sector | -0.48% |
| Oil & Gas sector | -0.96% |
| Real estate sector | -0.46% |
| PSU Bank in India | -0.15% |
Top gainers today
| Company | Price (in ₹) | Change % |
| IndusInd Bank Share Price | 819.15 | 1.88 |
| Titan Company Share Price | 3,418.20 | 1.84 |
| Maruti Suzuki Share Price | 12,537.00 | 1.39 |
| SBI Life Insura Share Price | 1,857.00 | 1.39 |
| Trent Share Price | 5,317.50 | 1.31 |
Top losers today
| Company | Price (in ₹) | Change % |
| Adani Ports Share Price | 1,356.90 | -2.30 |
| Reliance Share Price | 1,388.50 | -1.63 |
| Adani Enterpris Share Price | 2,326.90 | -1.55 |
| Infosys Share Price | 1,459.00 | -1.45 |
| ICICI Bank Share Price | 1,444.10 | -1.31 |
Market aftermath: Impact on stocks
Trent Q1 Preview: Revenue growth on a shaky ground
Trent, the parent company of Zudio and Westside, is expected to report a 20% year-on-year revenue growth, amounting to ₹4,793 crore for Q1 FY26, up from ₹3,992 crore in the same quarter last year. However, net profit growth is expected to be modest, with an anticipated 7% rise, reaching ₹366 crore. Despite strong demand for Trent’s retail brands, weak consumer demand and intense competition in the market may cause slower-than-expected profit growth.
Also read: Trent stock analysis and expert insights in detail
Tata Investment Corporation sees a rise in stock price: 4.5% surge on positive news
Tata Investment Corporation shares saw a 4.5% increase after the company reported a 12% rise in profit after tax for the June quarter. The profit increase, amounting to ₹146 crore, was driven by higher dividend income. In addition to this, the announcement that Tata Capital had filed for an IPO provided further positive sentiment. The proposed IPO, which will offer up to 47.58 crore equity shares, adds to investor optimism.
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Triveni Turbine: A major underperformer
On the downside, Triveni Turbine shares dropped by as much as 9% after the company reported weak Q1 results. Revenue for the June quarter fell by 20% year-on-year, driven by delays in orders and inspections. Geopolitical uncertainties also played a role, disrupting operations. The domestic and export segments both struggled, with domestic revenue down by 24% and exports slipping by 15%. Despite an increase in other income, the company’s EBITDA fell by 23% and net profit by 20%. The stock has dropped 26% since the beginning of the year, highlighting the company’s ongoing struggles.
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Crude oil: Global tensions add pressure
The global crude oil market also felt the heat today, with US President Donald Trump’s tariff threats adding to the tension. At 9:53 am on 5th August 2025, October Brent oil futures were trading at $68.65, down by 0.16%, while September WTI futures were at $66.17, down by 0.18%. On the MCX, August crude oil futures were trading at ₹5,825, down 0.19%, further indicating a pullback in oil prices.
India responded strongly to Trump’s criticism regarding its oil trade with Russia, stating that the country’s actions were justified. India argued that its imports were necessary to secure energy stability, and criticized the US for hypocrisy, as other nations, too, were trading with Russia.
In addition, the OPEC+ decision to hike production by 547,000 barrels per day in September 2025 is expected to increase global oil supplies, which may help ease some of the upward price pressures.
Conclusion
The 5th August 2025 session marked a turbulent day for the Indian stock market, with global concerns surrounding trade tensions, weak earnings from key sectors, and geopolitical uncertainties clouding the outlook. Despite gains in sectors like auto and consumer durables, the market was heavily impacted by the decline in oil and gas, pharma, and FMCG stocks.
Investors will be watching closely to see how the global situation with tariffs, crude oil production, and domestic earnings evolve in the coming weeks. The volatility we’re seeing today could very well shape the market’s performance in the near future. The question now is: will we see a recovery, or is this the beginning of a longer downturn?
For more stock market insights, check out the StockGro blog.
