Indian Market Summary Indian equities opened the week with a sharp rally, buoyed by Prime Minister Narendra Modi’s announcement of next-generation GST reforms and S&P Global’s first sovereign rating upgrade for India in over 18 years.
- Sensex: 81,619.59 (+1,021.93 / +1.27%)
- Nifty 50: 24,953.50 (+322.20 / +1.31%)
- Sectoral Leaders: Auto (+4.44%), Consumer Durables (+3.18%), Financial Services (+3.14%) Auto majors, FMCG, and financials led the rally, while select IT and pharma counters saw mild profit booking.
3. Top Gainers & Losers % (Nifty 50) Top Gainers:
- Hero MotoCorp (+6.12%)
- Maruti Suzuki (+5.84%)
- Bajaj Finance (+5.02%)
- Bajaj Auto (+4.96%)
- Mahindra & Mahindra (+4.85%)
Top Losers:
- HCL Technologies (-1.92%)
- ITC (-1.45%)
- Larsen & Toubro (-1.28%)
- Sun Pharma (-1.14%)
- Dr. Reddy’s Laboratories (-0.98%)
4. Global Markets Summary4 Asian markets ended mixed as investors digested the inconclusive US–Russia summit. Japan’s Nikkei 225 hit record highs (+0.62%), while South Korea’s Kospi fell (-1.06%). US indices closed last week mostly lower, with the S&P 500 down 0.3% on profit-taking, while European markets were marginally positive ahead of central bank updates.
5. Circuit Breakers (Upper/Lower Circuit with 1M or 6M Return %) Upper Circuit:
- Himadri Speciality – +49.38% (1M)
- Blue Cloud Soft – +43.63% (1M)
- Tilaknagar Industries – +19.38% (1M)
Lower Circuit:
- Easy Trip Planners – +354.41% (6M)
- ARSS Infrastructure – +170.89% (1Y)
6. Top Multibagger Stocks7 Past 1 Year:
- Sumeet Industries (+2,531.32%)
- Blue Coast Hotels (+566.87%)
- NACL Industries (+350.70%)
Past 6 Months:
- Waaree Energies (+104.81%)
- Bondada Engineering (+150.07%)
- Oriana Power (+192.28%)
7. Latest News8
- GST Reform Push: Govt proposes scrapping 12% & 28% slabs, moving most goods to 5% & 18%, with a new 40% slab for luxury/sin goods.
- S&P Upgrade: India’s sovereign rating raised to ‘BBB’ with stable outlook; 10 major financial institutions also upgraded.
- Geopolitics: US–Russia talks in Alaska end without ceasefire; markets eye White House meeting with Ukraine’s President.
- Commodities: Brent crude at $65.74/bbl, down 0.2% on easing Russian supply concerns.
8. Stocks Updates10
- Inox Wind: Q1FY26 net profit ₹97.3 Cr (+134% YoY), highest-ever quarterly PAT.
- KEC International: Secured ₹1,402 Cr in new orders across transmission, civil, and international markets.
- Glenmark Pharma: Q1 net profit down 86% YoY to ₹46.8 Cr; revenue flat at ₹3,264 Cr.
- Corporate Actions: Dividends from Apollo Hospitals, Coal India, HAL; bonus issues from Algoquant Fintech, Bemco Hydraulics.
9. Key Topics12
- Upcoming IPOs: SkyOne Drones (Defence Tech) opens Aug 18; Tata Capital mega IPO (~₹17,200 Cr) expected later this month.
- Sector Performance: Auto, consumer durables, and financials lead; FMCG and IT lag.
- Regulatory Changes: SEBI exploring faster IPO allotment timelines; GST reforms expected by Diwali.
10. India VIX & Nifty Volatility India VIX edged up to 12.35, still in the low-volatility zone, indicating market stability despite global uncertainties. Nifty faces resistance at 25,000; a breakout could target 25,225, while support lies at 24,500.
11. FII & DII Trends
- FIIs: Net sellers of ₹1,926.76 Cr (Aug 14)
- DIIs: Net buyers of ₹3,895.68 Cr (Aug 14)
- Monthly Trend: FIIs have sold ~₹33,973 Cr in the past month, while DIIs have absorbed much of the selling with ~₹61,503 Cr in purchases.
Final Thoughts & Investment Perspective Today’s rally underscores the market’s sensitivity to policy reforms and global ratings. While near-term momentum is strong, investors should monitor resistance levels and global cues. Auto and consumption-linked sectors may continue to benefit if GST changes materialize, but selective profit booking is prudent.
Disclaimer This report is for educational and analytical purposes only. I am not a SEBI-registered Research Analyst. This is not a stock recommendation. Please consult your financial advisor before making any investment decision
FAQs Q1: Why did the market rally today? A: Optimism over GST reforms, S&P rating upgrade, and strong auto sector performance.
Q2: Which sectors gained the most? A: Auto, consumer durables, and financial services.
Q3: Is volatility high? A: No, India VIX remains low at ~12.35, suggesting stable sentiment.
