The Sensex gained 270.01 points, or 0.32%, to close at 83,712.5, while the Nifty50 rose by 61.2 points, or 0.24%, to settle at 25,522.50. The markets initially lacked momentum but gained ground towards the close, buoyed by buying in select sectors.
In the broader markets, however, the Nifty MidCap 100 and Nifty SmallCap 100 indices saw a decline of 0.17% and 0.29%, respectively. This indicates a mixed sentiment across the market, with larger stocks showing more resilience compared to mid and small-cap stocks.
The India VIX, a key measure of market volatility, closed lower by 2.9% at 12.19 points, indicating less stress in the market.
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Impact on the stock market
Sectoral indices performance
The Nifty Realty index emerged as the top sectoral gainer, advancing by 0.99%. This rally was led by stocks like Brigade Enterprises, DLF, Prestige Estates, and Phoenix Mills. Other sectors, including Nifty Bank, Financial Services, IT, and Energy, also saw positive movement, showing that some parts of the market were still in the green despite global concerns.
On the flip side, Nifty Consumer Durables, Pharma, Auto, and Metal stocks ended the day in the red, reflecting some profit-booking across these sectors. The Auto sector was particularly hard-hit, as market players remained cautious due to tariff uncertainty.
| Sector/Index | Performance |
| IT & BPM sector | 0.30% |
| Healthcare sector | -0.89% |
| Oil & Gas sector | 0.10% |
| Real estate sector | 0.99% |
| PSU Bank in India | -0.25% |
Top gainers today
| Company | Price (in ₹) | Change % |
| Kotak Mahindra Share Price | 2,224.50 | 3.47 |
| Eternal Share Price | 263.50 | 1.91 |
| Asian Paints Share Price | 2,484.60 | 1.71 |
| NTPC Share Price | 343.20 | 1.70 |
| Grasim Share Price | 2,820.80 | 1.50 |
Top losers today
| Company | Price (in ₹) | Change % |
| Titan Company Share Price | 3,441.30 | -6.13 |
| Dr Reddys Labs Share Price | 1,283.80 | -2.04 |
| Cipla Share Price | 1,488.30 | -1.47 |
| Bajaj Auto Share Price | 8,339.50 | -1.47 |
| Trent Share Price | 5,440.00 | -1.07 |
Market aftermath: Impact on stocks
Hindustan Aeronautics (HAL) shows strong growth
Hindustan Aeronautics’ (HAL) stock surged 20% in 2025, and JPMorgan analysts predict it could climb another 22%. The global brokerage firm has set a target price of Rs 6,105 per share, which suggests an upside potential of nearly 22% from its current price of Rs 5,012.60. HAL’s strong order book, progress in fighter aircraft upgrades, and potential from the AMCA tender are keeping investors bullish on the stock, making it one to watch in the defence sector.
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Siemens Energy India continues to impress
Siemens Energy India has been showing strong growth, with its stock rising by 2% to Rs 3,049 on July 8. The company’s Q2 and H1 FY25 performance exceeded expectations, with a 24% sequential jump in revenue. The company’s power transmission business was a key driver of growth, although power generation margins remained subdued. Jefferies has initiated coverage on the stock with a “Buy” rating, setting a target price of Rs 3,500 per share, implying a 17% upside. With strong earnings and consistent margin improvements, Siemens Energy remains a solid pick for investors looking for long-term growth in the energy sector.
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Auto stocks see profit-booking
The Nifty Auto index was one of the worst-performing sectoral indices, slipping nearly 1%. All 15 constituents of the index, including Bajaj Auto, TVS Motor, and Hero MotoCorp, faced declines due to profit-booking. This came amidst ongoing caution over the US tariffs, with investors wary about the potential impact on the auto sector. While Trump’s announcements about a trade deal with India may eventually ease concerns, the auto sector continues to face turbulence in the short term.
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Crude oil: A volatile market
Crude oil prices experienced a dip as traders monitored the ongoing developments in US tariffs and shifts in OPEC+ policies. Brent crude dropped towards $69 per barrel, while West Texas Intermediate was below $68. US President Donald Trump’s tariff announcements sent ripples through the market, as the duties are expected to impact global trade, including the oil market.
Meanwhile, OPEC+ decided to restore more of its idled capacity, and summer demand expectations have driven some optimism. However, the volatile geopolitical situation in the Middle East, particularly the ongoing tensions between Israel and Iran, remains a key concern for traders. While the supply disruptions from these tensions are marginal at the moment, the market continues to be on edge as the situation unfolds.
Key points for oil market watchers:
- The oil market has been volatile, influenced by US tariffs and OPEC+ decisions.
- Traders are monitoring geopolitical tensions, especially in the Middle East, which are pushing up supply-chain costs and insurance premiums for oil shipments.
- Despite these challenges, oil demand is expected to remain relatively steady in the short term, but uncertainties persist.
Conclusion
Today’s market performance was reflective of broader caution in the face of global uncertainties. While major indices like Sensex and Nifty finished on a positive note, sectoral indices showed mixed results, with some seeing profit-taking, particularly in auto stocks. On the other hand, stocks like Hindustan Aeronautics and Siemens Energy India continued to shine, reflecting investor confidence in these stocks. Oil prices also came under pressure, as the global trade landscape and geopolitical issues continued to affect the commodity market.
As the India-US trade deal progresses, all eyes will be on how it impacts tariff decisions, particularly in the automotive sector. For now, market participants will need to stay alert to the ongoing global developments, as they continue to shape the outlook for Indian stocks in the coming days.
For more stock market insights, check out the StockGro blog.
