Nifty Rebounds Above 24,600 as 7.8% GDP Growth Lifts Sentiment; Autos, Midcaps Lead Rally

📰Daily Market Wrap-Up by Stock Whisperers- September 01, 2025

Author

thestock whisperers
September 01, 2025

September 01, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex rose 0.7% to close at 80,358.71, snapping a three-day slump.

  • The Nifty gained 0.8% to 24,591.95, reflecting renewed optimism.

  • Midcap index rose 2%, and Smallcap index added 1.6%, showing strong broader market buying.

  • Except Pharma (-0.1%), all other sectoral indices ended in the green or flat, with Auto (+2.8%), Metals (+1.6%), and IT (+1.6%) leading.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹1,429.71 crore

  • Domestic Institutional Investors (DII): Bought ₹4,344.93 crore

DII inflows drove the rally, countering FII outflows amid positive domestic data.

📊📑 Important Observations and Market Sentiments: Editor Special

  • India’s Q1 GDP growth of 7.8%, surpassing projections, reinforced investor confidence in economic resilience despite global uncertainties. Expectations of GST rationalization at the upcoming council meeting boosted sentiment, particularly for Auto and Consumer Durables, though concerns over potential revenue shortfalls and higher government borrowing pushed bond yields up.

  • The impact of recent US tariffs (50% effective August 27) is expected to surface more clearly from Q2, with markets awaiting clarity on economic implications. Domestic strength, supported by a good monsoon, underpins optimism, though trade negotiation progress remains critical.

  • Analysts expect Nifty to target 24,800 resistance, with support at 24,400—watch GST outcomes and tariff effects.

❓ DO YOU KNOW?

India’s Q1 FY26 GDP growth of 7.8% marks the highest in two years, driven by manufacturing (8.2%) and construction (7.9%), outpacing the 7.2% estimate by economists.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Mahindra & Mahindra (M&M), Tata Motors, Infosys, Power Grid Corporation

  • Top Losers: Bajaj Auto, Coal India, Eternal (Zomato), Tata Consumer Products

  • Mahindra & Mahindra surged 3% after reporting 76,486 August vehicle sales, up 9.5% YoY.

  • Tata Motors rose 3% on strong August sales and positive auto sentiment.

  • Infosys gained 2%, supported by its IT strength and global tech cues.

  • Ola Electric surged after strong August EV sales, boosting renewable energy sentiment.

  • MCX rose after announcing a stock split and strong Q1 FY26 results.

  • RVNL rose on railway sector order wins.

  • Torrent Power was in focus after its subsidiary launched a ₹7,600 crore semiconductor unit in Gujarat.

  • NCC gained due to new infrastructure project announcements.

  • BHEL gained after securing new power equipment orders.

  • Aurobindo Pharma was in focus after the USFDA approval for a generic drug.

  • BSE dropped up to 4%, falling for the fourth day amid weak capital market sentiment.

  • Angel One fell up to 4%, impacted by capital market weakness.

  • Trent gained on expectations of lower GST rates, boosting garment demand.

  • Relaxo Footwears rose on hopes of lower GST rates supporting footwear demand.

  • HDFC Bank traded flat amid mixed banking sentiment and FII pressure.

  • Eternal (Zomato) traded flat among losers after recent quick commerce updates.

Markets Enter September on Cautious Note: Tariff Heat, FII Outflows Weigh; All Eyes on US Jobs Data

September 01-05, 2025

The week of September 1-5, 2025, follows a bearish close with Sensex at 79,809.65 and Nifty at 24,426.85, pressured by US tariffs and FII outflows. Consolidation is expected in the 24,300-24,900 range (Nifty), with volatility from US jobs data and PMI releases. Tariff truce extensions provide relief, while Q1 earnings wind down amid subpar growth. Opportunities in banking, tech, auto, and energy sectors, with a stock-specific approach advised amid global rate-cut optimism and domestic resilience.

👀Stocks to Focus:

  • Tata Motors: Auto sector momentum to monitor.

  • Ola Electric: EV sales growth to watch.

  • BSE: Capital market weakness to observe.

📝Summary:

Indian markets rose 0.8%, with Nifty at 24,591, led by strong GDP data and Auto gains. DII buying offsets FII outflows, though tariff concerns linger. Focus on the GST council and trade clarity!

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Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.