Post Session: Quick Review

Indian equity benchmarks ended flat with negative bias on monthly and weekly expiry of Nifty F&O contracts. Markets made a cautious start and traded in narrow range throughout the session as investors awaited the release of June's Industrial Production data. Market participants also remained cautious ahead of the US Federal Reserve's upcoming policy decision. 

Some of the important factors in trade:

Continued FIIs outflow: Sentiment remained subdued as Foreign Institutional Investors (FIIs) continued to be net sellers on July 27, 2026, recording a net outflow of Rs 1,688.23 crore from Indian equities.

US, India expanding cooperation in defence, civil nuclear sector: Traders overlooked US Assistant Secretary of State S Paul Kapur’s statement that the United States and India are broadening cooperation in defence and civil nuclear energy, with a focus on trusted artificial intelligence (AI) and other emerging technologies that are driving economic growth.

No proposal for one-time waiver of loans of small, marginal farmers: Traders took note of Minister of State for Finance Pankaj Chaudhary said the government has no proposal for a one-time waiver of loans of small and marginal farmers.

On the global front: European markets were trading in green, amid hopes for diplomatic progress between the United States and Iran to end the conflict in the Middle East. Asian markets closed mostly in red ahead of US Federal Reserve’s comments on future interest rate and inflation outlook. 

The BSE Sensex ended at 76765.92, down by 69.86 points or 0.09% after trading in a range of 76672.77 and 76988.48. There were 17 stocks advancing against 13 stocks declining on the index. (Provisional)

The top gaining sectoral indices on the BSE were IT up by 3.05%, Realty up by 2.19%, TECK up by 1.86%, Consumer Durables up by 1.32% and Auto up by 0.71%, while Capital Goods down by 2.40%, Power down by 2.36%, Utilities down by 1.75%, FMCG down by 1.27% and Industrials down by 1.22% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Eternal up by 4.48%, TCS up by 4.47%, Tech Mahindra up by 3.78%, Titan Company up by 2.44% and Infosys up by 2.40%. On the flip side, Hindustan Unilever down by 7.05%, Bharat Electronics down by 4.47%, NTPC down by 2.08%, ICICI Bank down by 1.54% and Power Grid Corporation of India down by 1.30% were the top losers. (Provisional)

Meanwhile, the Minister of State for Power Shripad Naik has said that India needs to add 86,440 megawatt (MW) of thermal power generation capacity by FY36, of which 63,545 MW is already at various stages of implementation. 

Citing the National Generation Adequacy Plan (2026-27 to 2035-36) prepared by the Central Electricity Authority (CEA) in March 2026, the minister said the country will require around 3,15,000 MW of coal- and lignite-based thermal capacity by 2035-36 to meet the projected electricity demand. Against this requirement, the installed coal and lignite-based capacity stood at 2,28,560 MW as of March 31, 2026. To bridge the gap, he said the minimum additional thermal capacity required is estimated at around 86,440 MW. During FY27 (up to June 2026), 2,260 MW of thermal capacity has already been commissioned. Besides this, 47,545 MW is under construction, while another 16,000 MW has been awarded and is due for construction.  

The minister further said the country has been able to meet electricity demand with adequate power availability, with only a marginal gap in both energy supply and peak demand. During FY27 (up to June 2026), India recorded a highest peak demand of 2,70,832 MW, against which 2,70,820 MW of power was supplied.

The CNX Nifty ended at 23985.35, down by 10.60 points or 0.04% after trading in a range of 23954.60 and 24041.15. There were 30 stocks advancing against 20 stocks declining on the index.  (Provisional)

The top gainers on Nifty were TCS up by 4.46%, Eternal up by 3.94%, Tech Mahindra up by 3.49%, Nestle India up by 3.19% and Cipla up by 2.50%. On the flip side, Hindustan Unilever down by 7.11%, Bharat Electronics down by 4.48%, Coal India down by 4.00%, NTPC down by 2.01% and ICICI Bank down by 1.92% were the top losers. (Provisional)

European markets were trading higher; Germany’s DAX gained 163.87 points or 0.65% to 25,524.90, France’s CAC rose 54.04 points or 0.64% to 8,460.10 and UK’s FTSE 100 increased 62.94 points or 0.58% to 10,844.69.

Asian markets ended mostly lower on Tuesday as investors turned cautious ahead of big tech earnings and a Federal Reserve decision on Wednesday. Tech-heavy Japan and South Korea led the losses amid growing doubts over returns from billions of dollars in artificial-intelligence spending. Chinese shares fell amid concerns over rising domestic chip production and massive investments in artificial intelligence infrastructure. A report showed that China has produced a key chipmaking tool, entering a market that has long been dominated by ASML. Investors shifted their focus on Politburo meeting later this week, where policymakers are expected to provide fresh cues on China's economic strategy for the second half of the year. However, some falls were limited by decline in Crude oil prices after Trump said the US was having good talks with Iran, raising optimism over the prospects for a negotiated peace deal.