🔄 Nifty Ends Flat Above 24,850 on F&O Expiry; Stock-Specific Action Dominates Trade

📰Daily Market Wrap-Up by Stock Whisperers-July 30, 2025

Author

thestock whisperers
July 30, 2025

July 30, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 143.91 points (+0.18%) to close at 81,481.86, ending a volatile session positively.

  • The Nifty gained 33.95 points (+0.14%) to 24,855.05, holding steady around 24,850.

  • Midcap and Smallcap indices ended with marginal gains, reflecting cautious optimism.

  • Media, Auto, PSU Bank, and Realty fell 0.5% each, while IT, FMCG, Consumer Durables, and Capital Goods saw buying interest.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹942.43 crore

  • Domestic Institutional Investors (DII): Bought ₹1,805.10 crore

DII inflows supported the market, offsetting FII outflows amid F&O expiry volatility.

📊📑 Important Observations and Market Sentiments: Editor Special

  • The market closed marginally higher after a range-bound session, driven by stock- and sector-specific moves amid mixed Q1 results. Robust earnings from L&T boosted industrial momentum, though the auto sector lagged due to tariff-related pressures from delayed India-US trade talks.

  • Investors focused on the upcoming US Fed policy meeting, where rate and inflation stances could shape global sentiment. Domestic resilience was supported by a potential RBI rate cut, better monsoon forecasts, and strong Q1 GDP data (exact figure pending), though uncertainty persists.

  • Analysts expect Nifty to consolidate around 24,800–25,000, with support at 24,700—monitor Fed cues and Q1 earnings trends.

❓ DO YOU KNOW?

L&T’s Q1 FY26 order book exceeding ₹6 trillion marks its highest-ever quarterly inflow, up 15% from last year, signaling a robust infrastructure pipeline.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: L&T, Tata Consumer, NTPC, Sun Pharma, and Maruti Suzuki

  • Top Losers: Tata Motors, Hero MotoCorp, Power Grid Corp, Bajaj Auto, and Eternal

  • Larsen & Toubro (L&T) surged 3% after reporting a Q1 FY26 order book over ₹6 trillion, driven by infrastructure demand.

  • Tata Motors fell 3% amid reports of a potential stake acquisition in IVECO, impacting auto sentiment.

  • New India Assurance jumped 17.73% to ₹204.55 after Q1 FY26 profit surged 80% YoY to ₹391 crore, with AUM crossing ₹1 lakh crore.

  • Bank of India rose 1.92% to ₹114.30 after a 32.2% YoY Q1 FY26 profit increase.

  • Nucleus Software gained after partnering with Sri Lanka’s Hatton National Bank for FinnAxia transaction banking, boosting IT sentiment.

  • KEC International rose after securing multiple orders, supporting infrastructure gains.

  • Apar Industries surged 13% to ₹9,810 after a 30% YoY Q1 FY26 profit jump to ₹263 crore.

  • Happiest Minds gained after Q1 FY26 profit rose 12% YoY to ₹57 crore, with 18% revenue growth.

  • Go Digit surged 8% after a 37% YoY Q1 FY26 profit increase, lifting insurance sentiment.

  • Adani Power rose 2.23% to ₹583.30 as its board scheduled an August 1 meeting to consider a stock split.

  • Torrent Pharma hit a 52-week high after strong Q1 FY26 results and progress on its ₹19,500 crore JB Chemicals acquisition.

  • Dilip Buildcon gained after a 93.6% YoY Q1 FY26 profit rise to ₹271 crore, aided by a ₹169.3 crore exceptional gain.

  • NTPC fell after Q1 FY26 standalone profit of ₹4,774 crore missed expectations, up from ₹4,511 crore YoY.

  • Piramal Enterprises rose after a 52.4% YoY Q1 FY26 profit jump to ₹276 crore.

  • Star Health declined after Q1 FY26 net profit fell 17.7% YoY to ₹262.50 crore, despite an underwriting profit of ₹71.70 crore.

Your Weekly Stock Markets Rundown: Earnings and Global Cues to Drive a Volatile Week Ahead

July 28 – August 1, 2025

  • Bearish Trend Continues: The BSE Sensex fell 0.4% to 81,463, and the Nifty 50 dropped 0.5% to 24,837 for the week ended July 25, with broader markets (Nifty Midcap 100 down 1.85%, Smallcap 100 down 3.5%) under pressure due to weak Q1 FY26 earnings, cautious global sentiment, and FII outflows of Rs 13,553 crore.

  • Market Outlook: Consolidation is expected, with focus on Q1 earnings, the FOMC meeting, US trade deal updates by August 1, auto sales, and key US economic data, amid potential volatility from the monthly F&O expiry.

  • Expert Views: Consolidation amid India-US trade uncertainties and mixed earnings, while premium valuations are under strain from subpar earnings.

👀Stocks to Focus:

  • L&T: Infrastructure strength to monitor.

  • New India Assurance: Insurance gains to watch.

  • Tata Motors: Auto sector pressures to observe.

📝Summary:

Indian markets rose 0.14%, with Nifty at 24,855, amid F&O expiry volatility, led by industrial and pharma gains from strong Q1 results. DII buying offset FII outflows, but tariff concerns and auto weakness capped upside. Focus on US Fed policy and domestic earnings!

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