
Nifty 50 closed at 24,722.75 (157.4, 0.6%), BSE Sensex closed at 81,018.72 (418.8, 0.5%) while the broader Nifty 500 closed at 22,860.40 (186.8, 0.8%).Market breadth is in the green. Of the 2,518 stocks traded today, 1,430 showed gains, and 1,038 showed losses.
Indian indices closed higher after extending gains throughout the day. The Indian volatility index, Nifty VIX, fell marginally and closed at 12 points. MCX closed 5% higher after its Q1FY26 revenue rose 60.3% YoY to Rs 405.8 crore, driven by an increase in average daily turnover (ADT) in the futures and options segments.
Nifty Smallcap 100 and Nifty Midcap 100 closed higher. Nifty Capital Markets and BSE Metal were among the top index gainers today. According to Trendlyne’s sector dashboard, Metals & Mining emerged as the best-performing sector of the day, with a rise of 2.4%.
Asian indices closed mixed. European indices are trading in the green, except for Switzerland's SMI, which is trading in the red. US index futures are trading higher as weak jobs data has raised hopes of a rate cut as early as September. Investors are also watching for upcoming earnings from major companies like Williams, Axon and Oneok due later today. Brent crude futures are trading lower after falling 3.9% on Friday.
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Money flow index (MFI) indicates that stocks like Dr Lal Pathlabs, Fortis Healthcare, GE Vernova T&D India, and Schneider Electric are in the overbought zone.
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Marico's revenue grows 23.3% YoY to Rs 3,259 crore in Q1FY26, driven by growth in the Indian and international businesses. Net profit rises 8.6% YoY to Rs 504 crore during the quarter. The company appears in a screener of stocks with annual profits improving from last two years.
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Epigral is falling sharply as its Q1FY26 revenue misses Forecaster estimates by 1.7% after declining 5.9% YoY to Rs 614.8 crore due to reductions in volumes and realisations. However, net profit surges 87.1% YoY to Rs 160.7 crore, driven by lower raw materials expenses and tax returns worth Rs 79.1 crore. It shows up in a screener of stocks where promoters are decreasing their shareholdings.
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Neogen Chemicals is falling as its net profit declines 10.6% YoY to Rs 10.3 crore in Q1FY26 due to higher employee costs and operational disruption from the Dahej plant fire. However, revenue grows 3.8% YoY to Rs 186.7 crore, supported by new launches in its battery chemicals division during the quarter. The company appears in a screener of stocks with PE ratio higher than the Industry average.
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The RBI’s Monetary Policy Committee begins its meeting today, concluding on August 6. Majority of experts in a poll expect a pause in rate cuts, citing lower-than-expected growth and inflation. They also point to possible global trade shifts from US tariffs on Chinese goods, which could influence RBI’s stance. Easing inflation concerns, with June CPI at a 5.5-year low, add to the policy uncertainty.
Growth and inflation this year look set to be lower than RBI forecast. Will RBI-MPC cut rates this week? CNBCTV18’s Citizens MPC comprising Soumyakanti Ghosh @TheOfficialSBI, Sajjid Chinoy (@JPMorgan), Samiran Chakraborty @Citi, Sonal Varma @Nomura & Pronab Sen, former chief… pic.twitter.com/xSLkp8JVCI
— CNBC-TV18 (@CNBCTV18News) August 4, 2025 -
Tata Investment Corp is rising as its board approves a 10-for-1 stock split.
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Larsen & Toubro's renewables business unit receives a significant order worth Rs 1,000–2,500 crore from Bihar State Power Generation Company (BSPGCL). The work involves developing a grid-connected 241 MWh battery energy storage system (BESS) at Kajra in Bihar.
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GR Infraprojects is rising as its Q1FY26 net profit jumps 57% YoY to Rs 244.1 crore, helped by lower construction, employee benefits, and depreciation & amortisation expenses. However, revenue declines 1.2% YoY to Rs 2,027.3 crore due to reductions in the build, operate & transfer (BOT) projects. It appears in a screener of stocks with dividend yield greater than sector dividend yield.
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Sharan Bansal, Director at Skipper, projects revenue growth of over 25% in FY26, with expected order inflows between Rs 6,500–7,000 crore. He highlights that the company’s bidding pipeline as of Q1FY26 stands at over Rs 30,000 crore. Exports currently make up 10% of the order book, which he expects to rise to 15% in FY26. He also notes that the US accounts for just 1% of the current order book.
Skipper says
— Nigel D'Souza (@Nigel__DSouza) August 4, 2025
???? FY26 growth will be +25%
???? Exports 10% of order book, will go up to 15%. USA is only 1% of book
????Expect order inflow of Rs.6500-7000 Cr in FY26
???? Finance as a % of sales will reduce to 4% vs 4.5% (yoy)@sharan_bansal@SkipperLimitedhttps://t.co/fEpWlFKC4t -
Narayana Hrudayalaya is falling as its net profit declines 2.4% YoY to Rs 196.7 crore in Q1FY26 due to higher employee costs and spending on new hospitals and services. However, revenue grows 12.4% YoY to Rs 1,507.3 crore, driven by increased patient volumes and expansion in both India and overseas markets, particularly the Cayman Islands. The company appears in a screener of stocks underperforming their industry price change in the quarter.
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Honeywell Automation is falling as its net profit drops 8.7% YoY to Rs 125 crore in Q1FY26 due to higher raw material costs and employee benefit expenses. Revenue rises 21.9% YoY to Rs 1,225 crore, driven by ramp-up in project execution. The firm appears in a screener of stocks where foreign institutional investors (FIIs) are increasing their shareholding.
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UPL rises sharply as its net loss narrows to Rs 88 crore in Q1FY26 from Rs 384 crore a year ago, helped by a deferred tax credit of Rs 219 crore. Revenue grows 1.6% YoY to Rs 9,216 crore, driven by improvements in the seeds and non-agro segments. The company shows up in a screener of stocks with zero promoter pledge.
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Oil prices decline after OPEC+ approves a significant output hike, raising concerns over global oversupply amid slowing economic growth from the US-led trade war. Brent slipped toward $69 a barrel and WTI neared $67, as the group backed a 5,47,000 bpd increase from September. Uncertainty remains over further easing of supply curbs.
Oil drops after #OPEC+ supply hike amplifies concerns over glut
— NDTV Profit (@NDTVProfitIndia) August 4, 2025
Read more ????https://t.co/RXUW04YOUz -
Delhivery surges to its 52-week high of Rs 452.6 as its Q1FY26 net profit jumps 67.5% YoY to Rs 91.1 crore. Revenue grows 6.2% YoY to Rs 2,423.9 crore owing to improvements in the express parcel and part truck load segments. It features in a screener of stocks with high trailing twelve-month (TTM) EPS growth.
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Titagarh Rail is rising as it secures an order worth Rs 1,599 crore from NCC. The work involves designing, manufacturing, and commissioning 108 metro coaches for the Mumbai Metro Rail Project.
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Axiscades Tech is rising as it secures a Rs 223.9 crore order from the Ministry of Defence to supply 212 trailers, each with a capacity of 50 tons, for tank transport.
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Godrej Properties is reportedly planning to enter the corporate bond market later this month with its largest issuance to date. The company is expected to raise approximately Rs 2,000 crore (around $230 million) through the sale of short-term bonds, with maturities ranging between three and five years.
India's Godrej Properties plans its largest-ever bond issue, sources say https://t.co/XeGbOvWNFr
— Reuters Asia (@ReutersAsia) August 4, 2025
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JSW Steel plans to invest Rs 5,845 crore to expand its grain-oriented electrical steel (GOES) manufacturing capacity to 350,000 tons per annum. The expansion will take place at its Karnataka and Maharashtra facilities through its Japanese joint venture partner, JFE Steel Corporation.
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ABB India is falling as its net profit drops 20.6% YoY to Rs 351.7 crore in Q1FY26 due to forex volatility and higher expenses. Revenue rises 12.2% YoY to Rs 3,275.1 crore, driven by strong order execution in the electrification segment and higher exports. The firm appears in a screener of stocks with zero promoter pledge.
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Dilip Buildcon is rising as its joint venture (JV) with RBL bags a Rs 1,503.6 crore order from Gurugram Metro Rail (GMRL) to construct a viaduct and 14 elevated stations.
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Adani Group clarifies that the Bloomberg report suggesting possible tie-ups with Chinese companies is inaccurate and misleading. The company states that it is not exploring any form of collaboration with BYD for battery manufacturing in India and is not engaged in any discussions with Beijing Welion New Energy for any kind of partnership.
#JustIN | #AdaniGroup is not exploring any form of collab with #BYD for battery manufacturing in India, not engaged in any discussions with Beijing Welion New Energy Tech for a partnership of any kind
Bloomberg report on exploring collab with BYD is baseless, inaccurate &… https://t.co/AcyI833PQ5 pic.twitter.com/7NxS1drJF4— CNBC-TV18 (@CNBCTV18Live) August 4, 2025
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Sarda Energy & Minerals rises sharply as its net profit surges 1.2X YoY to Rs 434.4 crore in Q1FY26. Revenue increases 76.3% YoY to Rs 1,633.1 crore, driven by improvements in the ferro alloys and power segments during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.
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Multi Commodity Exchange of India is rising sharply as its Q1FY26 net profit surges 83.2% YoY to Rs 203.1 crore. Revenue jumps 60.3% YoY to Rs 405.8 crore, driven by improvements in average daily turnover (ADT) in the futures and options segments. It appears in a screener of stocks with negative to positive growth in sales & profit, and strong price momentum.
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Federal Bank is falling as its net profit drops 14.6% YoY to Rs 861.8 crore in Q1FY26 due to rise in provisions and contingencies. However, revenue increases 5.6% YoY to Rs 6,686.6 crore, driven by improvements in the treasury, retail and wholesale banking segments during the quarter. The bank's asset quality improves as its gross and net NPAs declines by 20 bps and 12 bps YoY, respectively.
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Tata Power's Q1FY26 net profit grows 9.2% YoY to Rs 1,059.9 crore owing to lower power and fuel expenses. Revenue increases 4.9% YoY to Rs 18,396.8 crore, led by improvements in the renewables and transmission & distribution segments. It features in a screener of stocks with rising returns on capital employed (RoCE) over the past two years.
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Nifty 50 was trading at 24,633.40 (68.1, 0.3%), BSE Sensex was trading at 80,765.83 (165.9, 0.2%) while the broader Nifty 500 was trading at 22,722.25 (48.6, 0.2%).
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Market breadth is in the green. Of the 2,047 stocks traded today, 1,064 were on the uptrend, and 906 went down.
Riding High:
Largecap and midcap gainers today include Aditya Birla Capital Ltd. (278.45, 10.7%), UPL Ltd. (711.70, 7%) and Hero MotoCorp Ltd. (4,535.90, 5.2%).
Downers:
Largecap and midcap losers today include Thermax Ltd. (3,539, -6.3%), ABB India Ltd. (5,092.50, -5.5%) and GlaxoSmithKline Pharmaceuticals Ltd. (2,869, -2.3%).
Volume Shockers
24 stocks in BSE 500 are trading on high volumes today.
Top high volume gainers on BSE included Sarda Energy & Minerals Ltd. (524.25, 19.3%), Aditya Birla Capital Ltd. (278.45, 10.7%) and Capri Global Capital Ltd. (190.12, 8.4%).
Top high volume losers on BSE were Narayana Hrudayalaya Ltd. (1,829.70, -6.0%), ABB India Ltd. (5,092.50, -5.5%) and AIA Engineering Ltd. (3,070, -0.8%).
Endurance Technologies Ltd. (2,606, 5.2%) was trading at 13.7 times of weekly average. Gujarat Mineral Development Corporation Ltd. (408.55, 7.0%) and Star Cement Ltd. (262.86, 7.8%) were trading with volumes 10.4 and 7.2 times weekly average respectively on BSE at the time of posting this article.
BSE 500: highs, lows and moving averages
10 stocks overperformed with 52 week highs, while 4 stocks hit their 52 week lows.
Stocks touching their year highs included - Bosch Ltd. (41,115, 1.8%), CCL Products India Ltd. (930, 4.0%) and eClerx Services Ltd. (4,087.30, 7.6%).
Stocks making new 52 weeks lows included - AIA Engineering Ltd. (3,070, -0.8%) and Tata Consultancy Services Ltd. (3,074.40, 2.4%).
14 stocks climbed above their 200 day SMA including Sarda Energy & Minerals Ltd. (524.25, 19.3%) and Capri Global Capital Ltd. (190.12, 8.4%). 28 stocks slipped below their 200 SMA including Thermax Ltd. (3,539, -6.3%) and PNB Housing Finance Ltd. (778.50, -3.7%).