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 25th July to 31st July |
| | Indian equities closed July on a firm note. The Nifty 50 reclaimed 24,400 and the Sensex hovered around 78,000 as investors rotated into financials and autos, cheered strong Q1 earnings. This was not only on the back of strong numbers, but also because two big macro levers finally turned supportive. First was a sharp fall in crude oil prices after a spike in the previous week., Then there was Foreign Portfolio Investors reversing their four month selling streak with nearly ₹17,000 crore worth of Indian shares bought in July. Together, these shifts in oil and FPI flows had a broader impact on markets than individual earnings beats alone, helping the Nifty and Sensex recover even on days when results were mixed. | |
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| | Benchmark Index Moves | | Index | | Nifty 50 | Sensex | Bank Nifty |
| | | | Closing Level | | 24,383.60 | 78,094.64 | 57,264.85 |
| | | | % Weekly Change | | ▲ 1.85% | ▲ 1.88% | ▲ 0.02% |
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Market Breadth: The momentum in the markets was negative with total gainers at 2,885 and total losers at 2,549. | |
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| |  | | Top Weekly Gainers & Losers (Nifty 100) |
 Gainers
Stock Name | % weekly change | Delivery volumes in past week Vs prev month | Hyundai Motor | ▲ 11.58% | 0.9X | Divi's Laboratories | ▲ 10.28% | 1.3X | TVS Motor | ▲ 10.03% | 1.8X | LTM | ▲ 10.01% | 1.2X | Jio Financial | ▲ 9.99% | 1.0X |
Hyundai Motor India’s share price jumped after strong management guidance about future volume growth and margins in Q1 FY27 earnings conference call.[ | |
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| |  Losers
Stock Name | % weekly change | Rise in delivery volumes in past week Vs previous month | Adani Ports | ▼ -4.61% | 1.6X | Bharat Electronics | ▼ -4.32% | 1.9X | ONGC | ▼ -3.90% | 0.9X | Varun Beverages | ▼ -3.65% | 1.7X | ABB | ▼ -3.23% | 1.0X |
Bharat Electronics’ share price fell because its Q1FY27 operating EBITDA margins came in below market expectations. | |
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| |  | | Stocks & Sectors in the News |
 | Banking & Financial Services | What happened Banks and NBFCs had a mixed week, with State Bank of India and Bajaj Finance receiving buying support. Private-sector lenders faced intermittent selling.
Why it happened Investors reacted differently to quarterly earnings, margins, loan growth, credit costs and asset-quality trends across lenders. | Which stocks moved ▲ | State Bank of India | ▲ | HDFC Bank
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| ▲ | Bajaj Finance | ▲ | Kotak Mahindra Bank | |
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|  | Information Technology | What happened IT stocks began the week strongly, led by Infosys, while TCS, HCL Tech and Wipro also saw buying interest. However, the sector faced selling pressure by the end of the week.
Why it happened Initial optimism around valuations and earnings gave way to concerns over whether traditional IT companies could benefit quickly from rising AI investments. | Which stocks moved | ▲ | HCL Technologies | ▼ | Persistent Systems |
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|  | Automotive & Auto Components | What happened Automotive stocks saw selective buying, two-wheeler and auto component stocks moved according to company-specific results. Performance remained uneven across passenger vehicles, commercial vehicles and auto ancillaries.
Why it happened Quarterly earnings, expectations of a demand recovery and differences in margins and input costs drove stock-specific moves. | Which stocks moved ▲ | Hyundai Motor India | ▲ | Eicher Motors | ▲ | Ashok Leyland
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| ▲ | Maruti Suzuki | ▲ | Hero MotoCorp | ▲ | Balkrishna Industries |
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|  | FMCG & Consumer | What happened Sector attracted attention after few companies reported strong quarterly results. Selling was visible in selected consumer stocks where earnings or demand trends fell short of market expectations.
Why it happened Investors focused on whether companies were selling more products, seeing stronger demand from cities and villages, and managing rising costs without hurting profits. | Which stocks moved ▲ | Asian Paints | ▼ | TTK Prestige | ▲ | Nestle India
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| ▲ | Hindustan Unilever | ▼ | ITC | ▼ | Tata Consumer Products |
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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 | Supreme Petrochem | 32.39 | 31.61 | 33.77 | Exide Industries | 44.89 | 37.73 | 37.38 | Five-Star Business | 52.15 | 46.31 | 43.11 | The Ramco Cements | 89.81 | 75.14 | 61.25 | Sun TV Network | 61.52 | 57.60 | 45.86 |
Delivery volumes of Supreme Petrochem jumped as investors piled in after a sharp profit and margin surge in Q1FY27 and announcement of polystyrene capacity expansion. Falling delivery volume (Last week vs Prev month) Stock Name | Avg delivery volume % | Avg month delivery volume % | Avg 6-month delivery volume | PB Fintech | 54.60 | 62.72 | 59.07 | Vijaya Diagnostic Centre | 50.10 | 54.01 | 50.61 | Timken | 47.52 | 75.46 | 63.88 | JSW Dulux | 48.97 | 56.52 | 61.83 | JK Cement | 50.84 | 70.44 | 62.27 |
After the sharp price crash triggered by the ₹1,741-crore Temasek block deal during start of July, there was no fresh spike in delivery volumes for the company, which resulted into the delivery volumes. | |
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| |  | | Year high and year low in the past week (Nifty 200) |
Stocks that hit their 52-week high: Bajaj Auto, Apollo Hospitals, Divi's Laboratories, Torrent Pharma, Titan Company, Radico Khaitan, TVS Motor Company, Sun Pharmaceutical, Laurus Labs, Pidilite Industries, United Spirits, Nestle, Lodha Developers, Bajaj Finance, Marico, Kalyan Jewellers, Lenskart Solutions, Exide Industries, Aditya Birla Capital, Federal Bank, FSN E-Commerce, and IDFC First Bank Stocks that hit their 52-week low: Tata Elxsi, Hindustan Unilever, Reliance Industries, Indian Railway Catering, Jubilant Foodworks, Rail Vikas Nigam, and IRFC Indo MIM’s IPO saw extremely strong demand, closing at about 72X subscription overall (driven by over 200X bids by QIB and 50X by non instutional investors). The stock listed at a 45% premium around ₹703[VA2.1].
Lohia Corp’s IPO ended with 7.25X bids against the available shares on offer (QIB 9.11x, NII 6.82x, retail 2.77x). Its shares listed at ₹461 versus an issue price of ₹425, implying a listing gain of about 8.5%.
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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 | 27th July | Shriram Finance | BUY | 1,044.60 | William O’ Neil
India | 28th July | TVS Motor | BUY | 3980.00 |
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 | 27th July | Laurus Labs | 1,714.25 | 5.95% |
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| |  | | Commodity Moves |
| |  | | Brent Crude | | | |  | | Gold Futures | | | |  | | Silver Futures | | | |  | | Natural Gas Futures (NYMEX) | | | |  | | Copper Futures | |
| | | | $85.92 | | | | $4,054.60 | | | | $58.32 | | | | $2.76 | | | | $6.51 | |
| | | | -6.28% | | | | -0.40% | | | | -0.99% | | | | -4.36% | | | | 2.46% | |
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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 | 1,779.70 | -166.40 | 13,232.50 | -28,940.70 | -2,515.20 | | | | DIIs | 8,580.90 | -328.70 | -5,302.20 | 911.00 | -4.20 | |
Year-to-date | | (In ₹ crore) | Cash | Index Futures | Stock Futures | Index Options | Stock Options | | | | FIIs | -3,51,800.30 | -70,544.00 | -20,356.60 | -6,07,363.80 | -33,074.70 | | | | DIIs | 5,02,976.00 | 7,253.40 | 25,231.70 | 8,121.20 | -146,207.5 | |
Note: FII data is as of 18th June 2026 and DII F&O data up to 17th June 2026 only. | |
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| |  | | Global Signals | |
| Asian Markets
Asian markets ended the week on a positive note as investors welcomed strong corporate earnings and easing concerns over global trade. Japan gained after technology stocks recovered, while China markets was supported by hopes of further economic stimulus. Even though investors kept an eye on the US Federal Reserve and the European Central Bank's policy decisions, improving risk appetite and stable crude oil prices helped lift sentiment across Asia.
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European Markets
European traded cautiously for most of the week before ending with modest gains. Investors closely followed the European Central Bank’s policy moves, which kept interest rates unchanged. it’s the commentary suggested policymakers were waiting for more evidence that inflation was under control before considering further rate cuts. Strong corporate earnings supported select stocks, but investors remained watchful of trade developments and the economic outlook across the region.
| | US Markets
US Markets were volatile but finished the week higher as strong earnings from major technology companies boosted investor confidence. The biggest event of the week was the US Federal Reserve keeping its policy rate unchanged as expected. This indicates it would continue to monitor inflation and economic data before making any any moves. The combination of encouraging corporate results and a cautious but stable Fed helped Wall Street recover despite continued uncertainty around trade tariffs and global growth.
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The week began with markets trying to recover from the previous week’s pressure, and by Friday, that recovery had turned into a three-session winning streak. The story now moves into another important earnings-heavy week. Results from big companies from telecom, energy, consumption and banking names could hold sway over markets. At the same time crude oil prices and foreign investor flows will remain important broader triggers.
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| |  | | Upcoming events (1st August to 7th August 2026) |
Macroeconomic events & Earnings 04
August
Bharti Airtel Q1FY27 Results
| | 04
August
ONGC Q1FY27 Results
| | 06
August
Trent Q1FY27 Results | | 07
August
SBI Q1FY27 Results |
You can explore our Events calendar feature on the home page & set alerts on your calendar! | |
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July 31, 2026 | 21 mins read
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