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 1st August to 7th August |
| | The week began with an unusual twist. The newly introduced Closing Auction Session (CAS) triggered a sharp rise in the Nifty 50 during the final minutes Monday’s trading session. The Sensex though recorded a comparatively smaller gain. As the NSE and BSE conducted separate closing auctions with independent order flows, the two benchmarks showed a wider-than-usual divergence. Some of these auction-driven movements corrected in the following sessions as the market adjusted to the new auction mechanism at market close. By Thursday, both indices moved above their previous closing levels, supported by buying in heavyweight stocks and softer crude oil prices. However, the mood changed again on Friday. Rising crude prices and renewed concerns over the Strait of Hormuz brought geopolitical risks back into focus. Weakness in banking and financial stocks added further pressure, pulling both benchmarks lower. The week therefore moved from CAS-led volatility to a more cautious close. | |
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| | Benchmark Index Moves | | Index | | Nifty 50 | Sensex | Bank Nifty |
| | | | Closing Level | | 24,570.65 | 78,499.17 | 57,746.45 |
| | | | % Weekly Change | | ▲ 0.08% | ▼ -0.21% | ▲ 0.28% |
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Market Breadth: The momentum in the markets was negative with total gainers at 3,432 and total losers at 2,031. | |
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| |  | | Top Weekly Gainers & Losers (Nifty 100) |
 Gainers
Stock Name | % weekly change | Delivery volumes in past week Vs prev month | Siemens Energy | ▲ 16.89% | 1.1X | Samvardhana Motherson | ▲ 14.84% | 1.5X | Hindustan Zinc | ▲ 12.52% | 1.7X | Hindalco Industries | ▲ 9.19% | 1.2X | Tata Motors CV | ▲ 9.19% | 1.7X |
Siemens Energy India’s share price surged after it delivered an across-the-board Q3CY26 earnings with sharp margin and profit expansion. | |
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| |  Losers
Stock Name | % weekly change | Rise in delivery volumes in past week Vs previous month | Lodha Developers | ▼-5.32% | 0.6X | Power Grid Corp | ▼ -4.94% | 1.0X | Max Healthcare | ▼ -4.87% | 1.0X | Muthoot Finance | ▼ -3.95% | 2.1X | HDFC Bank | ▼ -3.04% | 1.2X |
Power Grid shares fell after Q1FY27 consolidated net profit declined slightly year-on-year to ₹3,598 crore. | |
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| |  | | Stocks & Sectors in the News |
 | Banking & Financial Services | What happened Banking stocks saw selective buying, with State Bank of India gaining after reporting better-than-expected quarterly profit. However, NBFC stocks such as Bajaj Finance and Bajaj Finserv declined sharply.
Why it happened Strong bank earnings supported sentiment, while the RBI’s proposal to restrict revolving credit facilities offered by NBFCs raised concerns for non-bank lenders. | Which stocks moved ▲ | State Bank of India | ▼ | Bajaj Finance | ▲ | IndusInd Bank |
| ▼ | ICICI Bank | ▼ | Bajaj Finserv | ▼ | M&M Fincl Svcs |
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|  | Pharmaceuticals and Healthcare | What happened Pharmaceutical stocks witnessed company-specific buying, led by Aurobindo Pharma, and Dr Reddy’s Laboratories. Meanwhile, select healthcare and pharmaceutical stocks like Lupin, and Alkem Laboratories remained under pressure.
Why it happened Better-than-expected earnings supported selected drugmakers, while weaker company-specific cues led to selling in other counters. | Which stocks moved ▲ | Aurobindo Pharma | ▼ | Alkem Laboratories | ▼ | Apollo Hospitals |
| ▲ | Dr Reddy’s Laboratories | ▼ | Lupin | ▼ | Zydus Lifesciences |
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|  | Automotive | What happened Auto stocks delivered a mixed performance. Hero MotoCorp and Samvardhana Motherson gained after encouraging quarterly results, while Ashok Leyland remained relatively resilient. Passenger-vehicle stocks faced selling pressure.
Why it happened Strong earnings supported two-wheeler and auto-component companies, while profit-booking weighed on passenger-vehicle manufacturers. | Which stocks moved ▲ | Hero MotoCorp | ▲ | Ashok Leyland | ▲ | Maruti Suzuki |
| ▲ | Samvardhana Motherson | ▲ | Mahindra & Mahindra | ▲ | Eicher Motors |
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|  | FMCG & Consumer | What happened FMCG stocks found support from Britannia Industries, which gained after strong quarterly results. ITC was in focus as investors focused on its operating performance and recent acquisition.
Why it happened Company-specific earnings drove the sector, with stronger results attracting buyers even as broader consumer demand and margin concerns persisted. | Which stocks moved ▲ | Britannia Industries | ▼ | Dabur India | | |
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| |  | | Top Delivery-volume Movers (Nifty 500) |
Rising Delivery Volume (Last week vs Prev month) Stock Name | Avg delivery volume % | Avg month delivery volume % | Avg 6-month delivery volume | Life Insurance Corp | 59.53 | 58.10 | 51.00 | Sapphire Foods | 64.98 | 51.77 | 41.62 | Narayana Hrudayalaya | 70.30 | 63.82 | 54.99 | Manappuram Finance | 51.87 | 43.20 | 42.76 | Bata | 44.46 | 41.68 | 31.94 |
LIC’s delivery volumes rose after the government’s discounted 6.5% OFS initially drove heavy trading, and then a sharp sell-off & subsequent accumulation was supported by strong Q1FY27 results. Falling delivery volume (Last week vs Prev month) Stock Name | Avg delivery volume % | Avg month delivery volume % | Avg 6-month delivery volume | Signature Global | 12.20 | 21.42 | 20.57 | JSW Cement | 55.48 | 72.86 | 36.96 | JK Cement | 49.41 | 69.34 | 62.29 | Five-Star Business Fin | 47.54 | 49.87 | 43.21 | United Breweries | 56.30 | 70.71 | 64.11 |
JK Cement’s delivery volumes fell this week as its Q1FY27 results were already absorbed by the market three weeks earlier, and due to absence of any fresh event there seemed to be low participation by investors. | |
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| |  | | Year high and year low in the past week (Nifty 200) |
Stocks that hit their 52-week high: Bosch, Bajaj Auto, Apollo Hospitals, Divi's Laboratories, Torrent Pharma, Titan Company, Radico Khaitan, TVS Motor Company, Siemens, Grasim Industries, Bharat Forge, Sun Pharmaceutical, Cholamandalam, Laurus Labs, Pidilite Industries, Aurobindo Pharma, Nestle, United Spirits, One97 Communications, JSW Steel, Bajaj Finance, Shriram Finance, AU Small Finance Bank, Exide Industries, Aditya Birla Capital, Tata Capital, Federal Bank, FSN E-Commerce, and Samvardhana Motherson Stocks that hit their 52-week low: HDFC Life Insurance Three mainboard IPOs opened for subscription during the week, but investor response varied significantly. Ardee Industries received the strongest demand, closing with an overall subscription of 138.08 times the available shares on offer. The QIB portion was subscribed 202.26 times, the NII category 266.31 times, and the retail portion 46.44 times, indicating broad-based interest led by non-institutional investors.
In comparison, LEAP India received a measured response on the first day, with an overall subscription of 0.26 times. The QIB portion was subscribed 0.64 times, NII portion 0.08 times, and retail portion 0.12 times the available shares on offer.
Technocraft Ventures had a stronger opening, attracting an overall subscription of around 2.09 times on Day 1, supported by institutional and non-institutional participation, while retail demand remained below full subscription.
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 Note: The stocks given in the table above are only for informational purposes and are not recommendations. | |
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| |  | | Research Calls (Long-Term) |
Research Partner | Date of call | Stock | View | Target Price (₹) | Markets Mojo | 4thAug | Ajanta Pharma | BUY | 3,522.35 | William O’ Neil India | 3rd Aug | Nestle India | BUY | 1498.00 |
Here is how some of the expert research calls are performing Research Partner | Date of call | Stock/Scrip | Entry Price (₹) | Price movement since call (%) | Markets Mojo | 3rd Aug | Butterfly Gandhimathi Appliances | 657.85 | 4.23% |
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| |  | | Commodity Moves |
| |  | | Brent Crude | | | |  | | Gold Futures | | | |  | | Silver Futures | | | |  | | Natural Gas Futures (NYMEX) | | | |  | | Copper Futures | |
| | | | $83.17 | | | | $4,360.40 | | | | $64.65 | | | | $2.66 | | | | $6.72 | |
| | | | -7.71% | | | | 6.17% | | | | 11.88% | | | | -1.63% | | | | 3.95% | |
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| |  | | Forex Moves |
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| |  | | FIIs vs DIIs |
Last week | | (In ₹ crore) | Cash (provisional) | Index Futures | Stock Futures | Index Options | Stock Options | | | | FIIs | 2,685.00 | 6,698.80 | 761.10 | 9,693.40 | -126.20 | | | | DIIs | 9,792.30 | -691.40 | -294.20 | 73.80 | -1,050.70 | |
Year-to-date | | (In ₹ crore) | Cash | Index Futures | Stock Futures | Index Options | Stock Options | | | | FIIs | -3,49,115.40 | -63,845.20 | -19,595.40 | -5,97,670.50 | -33,200.80 | | | | DIIs | 5,12,768.20 | 7,253.40 | 25,231.70 | 8,121.20 | -146,207.5 | |
Note: FII data is as of 6th August 2026 and DII F&O data up to 31st July 2026 only. | |
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| |  | | Global Signals | |
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Aisan Markets
Asian markets ended the week on a mixed note. Chinese shares moved higher after strong export data improved confidence in the economy, while Hong Kong also recorded gains. In contrast, Japan, South Korea and Taiwan came under pressure as investors booked profits in technology and chip stocks. Rising crude-oil prices and geopolitical uncertainty also kept the broader mood cautious.
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European Markets
European markets moved higher as encouraging corporate earnings supported investor confidence. Software, healthcare and energy stocks were among the key contributors, helping the STOXX Europe 600 move closer to record levels. However, gains remained measured as investors tracked elevated energy prices and the interest-rate outlook. The Bank of England kept its policy rate unchanged as inflation concerns persisted.
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US Markets
US markets began the week on a strong note, with the Dow Jones reaching a record closing level as lower oil prices improved sentiment. However, caution returned as crude prices and bond yields moved higher amid geopolitical uncertainty. Strong corporate earnings supported technology stocks, but investors avoided major moves ahead of the US jobs report, which could influence the Federal Reserve’s interest-rate decisions.
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Next week, inflation data, corporate earnings, foreign investor flows and crude-oil prices could guide market sentiment. Developments around the Strait of Hormuz will also remain important, as higher oil prices could affect inflation and the rupee. With headline indices offering mixed signals, sector trends and company-specific developments may continue to shape the market’s direction.
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| |  | | Upcoming events (20th June to 26th June 2026) |
Macroeconomic events & Earnings 12
August
Apollo Hospitals Q1FY27 Results
| | 12
August
Grasim Industries Q1FY27 Results
| | 12
August
Tata Motors PV Q1FY27 Results | | 12
August
CPI Inflation (India) |
You can explore our Events calendar feature on the home page & set alerts on your calendar! | |
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August 7, 2026 | 22 mins read
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