The morning of August 1, 2025, wasn't particularly favorable for the domestic stock market. The market began the last trading day of the week, Friday, with a downturn. The BSE Sensex saw a drop of approximately 146 points, while the Nifty 50 also fell by 47 points. The impact of the US announcement of imposing a 25 percent tariff on Indian exports was clearly visible right from the opening.
Market Dips at Opening Bell
At the start of trading, the Sensex fell below 81,000, reaching 81,039.39, while the Nifty opened at 24,721.15. The market experienced slight volatility at the beginning of trading. Approximately 142 stocks saw gains, while 140 stocks declined, and 22 stocks remained largely unchanged.
Who Weighed Down the Market, Who Profited
In early trading, Sun Pharma, Mahindra & Mahindra, and Infosys were among the top losers, experiencing pressure. On the other hand, stocks like HUL, Tata Consumer, Hero MotoCorp, Asian Paints, and Maruti Suzuki tried to support the market.
The Indian stock market suffered a significant blow after the sudden announcement by US President Donald Trump on Thursday to impose a 25 percent tariff on Indian products. This had a direct impact on Friday's trading.
Market Closed Lower on Thursday
On Thursday, July 31, the Indian market experienced a volatile day and ultimately closed in the red. The Sensex closed 296.28 points lower at 81,185.58, while the Nifty fell by 86.70 points to 24,768.35.
Tata Steel, Sun Pharma, NTPC, Adani Ports, and Reliance Industries recorded declines ranging from 1.3 to 2.7 percent in the Sensex. Meanwhile, Hindustan Unilever, Eternal, ITC, Kotak Mahindra Bank, and Power Grid provided some support to the market with gains of up to 3.6 percent.
Impact Seen on Small Stocks Too
Indices like Nifty Smallcap 100 and Midcap 100 also witnessed declines. The Smallcap saw a decrease of 1.05 percent, and the Midcap fell by 0.93 percent.
Out of a total of 4,153 companies on the BSE, 2,418 closed in the red, while 1,598 stocks saw gains. The prices of approximately 137 stocks remained unchanged.
Mixed Trend in Sectoral Performance
At the sectoral level, the Nifty FMCG index showed some strength, but the Pharma, Metal, Oil & Gas, and Healthcare sectors saw declines of more than 1 percent. India VIX, which reflects market volatility, closed with a gain of 3.01 percent.
Stocks to Watch
On August 1, the stocks to watch include ITC, Tata Power, UPL, LIC Housing Finance, Delhivery, Coal India, Maruti Suzuki, Vedanta, Adani Enterprises, Ambuja Cements, Eicher Motors, Sun Pharma, Swiggy, PB Fintech, and MobiKwik.
Fresh news and corporate actions related to these companies could keep these stocks active.
Many Major Companies' Quarterly Results are Coming Today
The first quarter results for the fiscal year 2025-26 of several major companies are scheduled to be announced on August 1. These include:
- ITC
- Adani Power
- Tata Power
- UPL
- LIC Housing Finance
- Delhivery
- GlaxoSmithKline Pharmaceuticals
- Godrej Properties
- Graphite India
- GR Infraprojects
- JK Lakshmi Cement
- Jupiter Life Line Hospitals
- Multi Commodity Exchange of India
- Narayana Hrudayalaya
- Symphony
- Tube Investments of India
The results of these companies could impact investor strategy and market direction.
