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EQUITY
Post Session: Quick Review
Aug-07-2025

Indian equity benchmarks staged a strong recovery on Thursday, driven by value buying in IT and Pharma stocks. After making a cautious start, soon markets slipped into red as traders were cautious after US President Donald Trump slapped an additional 25 per cent duty -- doubling it to 50 per cent -- on Indian goods over New Delhi's continued imports of Russian oil. However, in last hour of trade, markets came off from day’s low points and ended in positive territory.

Some of the important factors in today’s trade:

Services firms maintain positive outlook on demand conditions in Q2: Traders took support of quarterly Services and Infrastructure Outlook Survey of Reserve Bank of India noting that services firms maintained their positive outlook on demand conditions in Q2:2025-26, though their level of optimism recorded some moderation vis-a-vis the previous quarter.  

Trump tariffs may impact India's 55% exports to US: Traders overlooked Federation of Indian Export Organisations (FIEO) DG Ajay Sahai’s statement that the US' decision to impose an additional 25% tariff on Indian goods is extremely shocking and will impact 55% of India's exports to US.  

Foreign fund outflows: Traders paid no head towards exchange data showed Foreign Institutional Investors (FIIs) remained net sellers, offloading equities worth Rs 4,999.10 crore on Wednesday.   

Global front: European markets were trading mostly in green, ahead of the Bank of England's interest-rate decision. Asian markets ended mostly in green amid hopes for Sino-U.S. trade deal and better-than-expected China's July exports data.

The BSE Sensex ended at 80623.26, up by 79.27 points or 0.10% after trading in a range of 79811.29 and 80737.55. There were 18 stocks advancing against 12 stocks declining on the index. (Provisional)

The broader indices ended mixed; the BSE Mid cap index was up by 0.30%, while Small cap index down by 0.18%. (Provisional)

The top gaining sectoral indices on the BSE were IT up by 0.73%, Healthcare up by 0.53%, TECK up by 0.41%, Auto up by 0.25% and Consumer Durables up by 0.18% while, Telecom down by 0.59%, Capital Goods down by 0.41%, Basic Materials down by 0.37%, Power down by 0.36% and PSU down by 0.28% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Tech Mahindra up by 2.11%, Eternal up by 1.44%, HCL Technologies up by 1.17%, Axis Bank up by 0.85% and HDFC Bank up by 0.81%. On the flip side, Adani Ports and Special Economic Zone down by 1.55%, Trent down by 0.85%, Hindustan Unilever down by 0.74%, Mahindra & Mahindra down by 0.70% and Kotak Mahindra Bank down by 0.54% were the top losers. (Provisional)

Meanwhile, Federation of Automobile Dealers Associations (FADA) has said that domestic automobile retail sales declined 4 per cent year-on-year in July amid drop in demand for passenger vehicles and two-wheelers. Overall registrations dropped to 19,64,213 units in July, as compared to 20,52,759 units in July 2024. The pullback largely stems from a high-base effect in July 2024.

FADA has stated that passenger vehicle sales declined marginally year-on-year to 3,28,613 units in July, as against 3,31,280 units in the same month last year. It noted that while auspicious delivery days, plus targeted schemes and rural marketing, drove hinterland volumes; urban demand stayed muted due to restrained customer sentiment. With inventory levels steady at around 55 days, calibrated discounting, streamlined finance facilitation and intensified urban outreach will be crucial for sustaining festive-season growth. Two-wheeler registrations saw a decline of 6 per cent year-on-year to 13,55,504 units in July as crop-sowing activities and prolonged heavy rains dampened rural footfalls more sharply than urban demand.

It further said dealers are nevertheless confident of a post-monsoon uptick, with several purchase decisions deferred to August ahead of the festive season -- making strategic stock alignment and focused rural -- urban engagement imperative for reviving momentum. Commercial vehicle retail sales grew marginally to 76,439 units in July, as compared to 76,261 units in the year-ago period. The growth in the segment was led by the urban momentum. Tractor registrations saw a robust sales growth of 11 per cent year-on-year to 88,722 units in July.

The CNX Nifty ended at 24596.15, up by 21.95 points or 0.09% after trading in a range of 24344.15 and 24634.20. There were 30 stocks advancing against 18 stocks declining on the index, while two stocks remained unchanged. (Provisional)

The top gainers on Nifty were Hero MotoCorp up by 4.15%, Tech Mahindra up by 1.58%, JSW Steel up by 1.16%, Wipro up by 0.98% and Eternal up by 0.97%. On the flip side, Adani Enterprises down by 2.20%, Adani Ports and Special Economic Zone down by 1.59%, Trent down by 0.99%, Tata Motors down by 0.97% and Grasim Industries down by 0.80% were the top losers. (Provisional)

European markets were trading mostly in green; France’s CAC rose 91.07 points or 1.19 to 7,726.10 and Germany’s DAX gained 402.84 points or 1.68 to 24,327.20, while UK’s FTSE 100 decreased 34.96 points or 0.38 to 9,129.35.

Asian markets settled mostly higher on Thursday tracking Wall Street’s gains overnight, and as US President Donald Trump's sweeping new tariffs take effect against dozens of countries. Moreover, Federal Reserve’s interest rate cut bets, hopes for a Sino-US trade deal and better-than-expected China's July exports data have also supported market sentiments. Data showed that China’s exports climbed 7.2% in July in US dollar terms from a year earlier and beat forecasts of a 5.4% increase, while imports grew 4.1% on an annual basis despite market estimates of a 1% fall in the month. Japanese shares advanced after worries about the impact of US tariffs eased, and increased investor optimism about strong performance of domestic firms. Seoul shares gained, led by gains in technology and auto shares after Trade Minister Yeo Han-koo said Korea will be treated as a most favored nation by the United States in terms of semiconductor exports under the bilateral tariff deal. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,639.67

5.68

0.16

Hang Seng

24,999.00

88.37

0.35

Jakarta Composite

7,490.18

-13.57

-0.18

KLSE Composite

1,549.11

7.63

0.49

Nikkei 225

41,023.00

228.14

0.56

Straits Times

4,258.15

30.45

0.72

KOSPI Composite

3,227.68

29.54

0.92

Taiwan Weighted

24,003.77

556.41

2.32
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