Nifty Slides to 24,700 as Tariff Deadline and Weak Rupee Weigh on Sentiment

📰Daily Market Wrap-Up by Stock Whisperers- August 26, 2025

Author

thestock whisperers
August 26, 2025

August 26, 2025

📈 Market Overview:

Market Overview

Summary of the Day's Market Performance

  • The Sensex fell 849.37 points (-1.04%) to close at 80,786.54, reflecting caution.

  • The Nifty dropped 255.70 points (-1.02%) to 24,712.05, settling around 24,700.

  • Midcap index shed 1.6%, and Smallcap index fell 1.8%, showing broader market weakness.

  • Except FMCG, all sectoral indices ended in the red, with PSU Bank, Metal, Pharma, Oil & Gas, Consumer Durables, Realty, and Telecom down 1-2%.

💸 Market Transactions:

  • Foreign Institutional Investors (FII): Sold ₹6,516.49 crore

  • Domestic Institutional Investors (DII): Bought ₹7,060.37 crore

DII inflows provided some cushion, but heavy FII selling pressured the market ahead of the tariff deadline.

📊📑 Important Observations and Market Sentiments: Editor Special

  • Domestic market sentiment turned cautious as the US penalty tariff deadline (50% on Indian goods) expires tomorrow, exacerbating INR depreciation concerns and impacting FII inflows. Investors are monitoring the GoI’s efforts, including proposed GST revisions and sector-specific relief, to support growth amid tariff pressures.

  • Broad-based selling hit most sectors, except FMCG, which gained on consumption expectations. Strong domestic indicators—record-high PMI and a projected 6.5% GDP growth (August 8 context)—offer resilience, though global trade tensions loom large.

  • Analysts expect Nifty to consolidate around 24,500–24,800, with support at 24,400—watch the tariff outcome and Fed policy cues.

❓ DO YOU KNOW?

The INR hit a new low of 84.10 against the US dollar today, a 3% depreciation since July, driven by tariff fears and capital outflows ahead of the August 27 deadline.

📰Stock News:

Key Stock Movements and News

  • Top Gainers: Eicher Motors, HUL, Maruti Suzuki, Nestle India, and ITC

  • Top Losers: Shriram Finance, Sun Pharma, Tata Steel, Bajaj Finance, and Trent

  • HDFC Bank declined, trading ex-bonus (1:1), contributing to Sensex losses amid profit-taking and tariff concerns.

  • Protean eGov Technologies zoomed 11% after securing a ₹1,160 crore UIDAI order for Aadhaar Kendra operations.

  • Sai Life Sciences fell 4% as TPG Asia sold a 14.72% stake worth ₹2,640 crore at a 5.2% discount.

  • RBL Bank traded flat, with a board meeting set for August 29 to consider QIP and debt fund-raising.

  • Sona BLW Precision traded flat after receiving PLI certificates for three EV products.

  • Poonawalla Fincorp traded flat, clarifying incorrect reports of Arvind Kapil’s MD & CEO appointment.

  • Northern Arc Capital traded flat after approving ₹5,000 crore NCD issuance.

  • Mazagon Dock traded flat, denying ₹70,000 crore submarine deal talks with Germany’s Thyssenkrupp.

  • Aditya Birla Capital traded flat after appointing Vishakha Mulye as MD & CEO for five years.

  • Paytm traded flat after announcing ₹300 crore in Paytm Money and ₹155 crore in Paytm Services via rights issue.

  • Signpost India traded flat after securing a ₹700 crore Bengaluru metro ad contract.

  • Shree Refrigerators traded flat after a ₹106.6 crore defense order from Hindustan Shipyard.

  • Tata Motors traded flat as NCLT sanctioned a composite scheme among its subsidiaries.

  • NHPC traded flat with the 214.28 MW Karnisar Solar Project likely to be commissioned by September 30.

  • Nazara Technologies traded flat after granting ₹15 crore to its UK arm and approving a ₹100 crore loan.

  • Navin Fluorine traded flat after CEO Rajendra Sahu’s resignation from its CDMO business.

  • Tasty Bite Eatables traded flat after launching a new “CHEFFIN” product range.

  • Authum Investment traded flat, with a board meeting set for August 29 to consider QIP.

  • TVS Supply Chain Solutions traded flat after a ₹10 crore tax demand from Jamshedpur.

  • IRB Infra traded flat as VM7 Expressway received a provisional completion certificate.

  • ONGC traded flat after commencing natural gas sales from a Rajasthan field.

  • Jammu and Kashmir Bank traded flat after appointing Sankarasubramanian Krishnan as part-time chairman until March 2028.

  • Vikran Engineering’s IPO opened with a ₹92–97 price band, raising ₹772 crore, including ₹231.6 crore from anchors.

  • Star Cement traded flat after promoter Sarika Jalan sold 35,000 shares on August 19.

  • Seamec traded flat after promoter Hal Offshore bought 30,712 shares on August 22.

  • Asahi India Glass traded flat after promoter Krishna Chamanlal Tiku sold 3,689 shares.

Markets Enter August 25-29 on Firm Footing: Nifty Eyes 25,000 Amid Rate Cut Hopes and Global Cues

August 25-29, 2025

The week of August 25-29, 2025, begins with Sensex at 81,635.91 and Nifty at 24,967.75 after weekly gains, driven by rate cut optimism and trade truce extensions. Key events include FOMC minutes, global PMIs, and US PCE data, alongside earnings like Nvidia's, which could sway tech sentiment. India's WPI and forex reserves will gauge domestic strength, with the monsoon aiding recovery. Nifty's range (24,500-25,000) suggests consolidation, with opportunities in tech, banking, and consumer stocks amid easing global tensions.

👀Stocks to Focus:

  • Protean eGov: UIDAI order impact to monitor.

  • HDFC Bank: Ex-bonus effect to watch.

  • Tata Steel: Tariff pressure to observe.

📝Summary:

Indian markets fell 1.02%, with Nifty at 24,712, as tariff deadline fears and INR depreciation hit sentiment. FMCG gained, while Metals and Banks lagged. DII buying offsets FII outflows—focus on the tariff outcome tomorrow!

😊Thank you for subscribing to our Market Wrap-Up. Stay tuned for tomorrow's update.

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.