The key equity indices ended higher for the week, snapping a six-week losing streak. Markets rebounded, driven by positive global cues and supportive domestic inflation data. Gains were sustained through the week, aided by easing CPI and WPI readings, despite some mid-week volatility due to weakness in financial stocks. However, broader market indices underperformed, with both mid- and small-cap indices ending in the red. The Nifty settled above 24,600 level.
In the week ended on Thursday, 14 August 2025, the S&P BSE Sensex rallied 739.87 points or 0.92% to settle at 80,597.66. The Nifty 50 index jumped 268 points or 1.10% to settle at 24,631.30. The BSE Mid-Cap index shed 0.18% to close at 44,979.24. The BSE Small-Cap declined 0.59% to end at 51,788.88.
Weekly Index Movement:
The domestic benchmark indices bounced back sharply on Monday, snapping a six-week losing streak as the Sensex and Nifty surged higher. The S&P BSE Sensex surged 746.29 points or 0.93% to 80,604.08. The Nifty 50 index jumped 221.75 points or 0.91% to 24,585.05.
Domestic equity benchmarks ended a choppy session in the red on Tuesday, with the Nifty slipping below the 24,500 mark as weakness in banking and financial counters weighed on sentiment. The S&P BSE Sensex dropped 368.49 points or 0.46% to 80,235.59. The Nifty 50 index declined 97.65 points or 0.40% to 24,487.40.
The domestic equity benchmarks advanced on Wednesday, tracking positive global cues and buoyed by upbeat domestic inflation data. The S&P BSE Sensex advanced 304.32 points or 0.38% to 80,539.91. The Nifty 50 index jumped 131.95 points or 0.54% to 24,619.35.
The key domestic indices ended with minor gains today, aided by upbeat domestic WPI data which sustained the market momentum. S&P BSE Sensex advanced 57.75 points or 0.07% to 80,597.66. The Nifty 50 index jumped 11.95 points or 0.05% to 24,631.30.
The stock market will remain closed on Friday, 15 August 2025, in observance of Independence Day.
Economy:
India’s retail inflation, measured by the Consumer Price Index (CPI), eased to 1.55% in July, down 55 basis points from 2.10% in June, according to data from the Ministry of Statistics & Programme Implementation. This marks the lowest year-on-year inflation rate since June 2017.
The annual rate of inflation based on All India Wholesale Price Index (WPI) number is -0.58% (provisional) for the month of July, 2025 (over July, 2024). Negative rate of inflation in July, 2025 is primarily due to decrease in prices of food articles, mineral oils, crude petroleum & natural gas, manufacture of basic metals etc. WPI has marked its second consecutive month in negative territory and wholesale price inflation is at a two-year low.
India's merchandise trade deficit significantly widened sharply to $27.35 billion in July, compared with $18.78 billion in June, as exports declined to $37.24 billion while imports rose to $64.59 billion.
Stocks in Spotlight:
Tata Motors rallied 4.86%. The company reported a 62.7% decline in consolidated net profit to Rs 3,924 crore in Q1 FY26 compared with Rs 10,514 crore in Q1 FY25. Revenue from operations fell 2.5% YoY to Rs 1,03,792 crore in Q1 FY26, with performance impacted by volume decline in all businesses and a drop in profitability primarily at JLR.
Oil & Natural Gas Corporation (ONGC) advanced 1.63%. The company reported a 24.44% increase in standalone net profit to Rs 8,024.23 crore in Q1 FY26 as against Rs 6,448.28 crore reported in Q4 FY25.
Yatra Online soared 47.86%. The company reported a consolidated net profit of Rs 16 crore in Q1 FY26, which is significantly higher as compared with PAT of Rs 4.04 crore recorded in Q1 FY25. Revenue from operations surged 108.1% YoY to Rs 209.81 crore in Q1 June 2025.
PG Electroplast tumbled 16.87%. The company’s consolidated net profit fell 19.97% to Rs 66.98 crore in Q1 FY26 as against Rs 83.70 crore posted in Q1 FY25. Despite the fall in profit, revenue from operations rose 13.86% year-on-year (YoY) to Rs 1,503.85 crore for the quarter ended 30 June 2025.
Mahindra Logistics rose 0.18%. The company launched Alyte, a B2C mobility service targeting urban commuters. The service, launched in Delhi NCR, offers airport-to-city, in-city, and outstation rides, with expansion planned for Noida International Airport, Mumbai, Bangalore, Hyderabad, and other metropolitan cities.
Voltas fell 2.48%. The company’s consolidated net profit tanked 57.97% to Rs 140.46 crore in Q1 FY26, compared with Rs 334.23 crore in Q1 FY25. Total income slipped 19.60% year on year to Rs 4,020.65 in the first quarter of FY26.
Bharat Petroleum Corporation (BPCL) shed 0.50%. The company reported a 103.1% jump in standalone net profit to Rs 6,123.93 crore in Q1 FY26 as against Rs 3,014.77 crore posted in Q1 FY25. Net sales (excluding excise duty) declined 0.5% year-on-year (YoY) to Rs 1,12,514.65 crore in the June 2025 quarter.
Indian Railway Catering & Tourism Corporation (IRCTC) rose 0.89%. The company reported a 7.47% jump in consolidated net profit to Rs 330.70 crore, while revenue from operations rose 3.76% to Rs 1,159.68 crore in Q1 FY26 over Q1 FY25.
Hindalco Industries added 3.30%. The company reported a strong performance in Q1 FY26, with revenue from operations rising 13% year-on-year to Rs 64,232 crore. EBITDA grew 9% to Rs 8,673 crore. Net profit surged 30% to Rs 4,004 crore in Q1 FY26.
The company's US-based subsidiary Novelis Inc posted a 13% year-on-year rise in net sales to $4.7 billion for the first quarter of fiscal 2026, boosted by higher average aluminium prices and a 1% increase in total rolled product shipments to 963 kilotonnes. Net income attributable to the common shareholder dropped 36% to $96 million, hurt by restructuring charges and lower operating performance, partially cushioned by favourable metal price lag.
Goldiam International rose 0.41%. The jewellery manufacturer reported a sharp 53% year-on-year jump in net profit for the June quarter, supported by strong revenue growth and improved operating performance. For Q1 FY26, the company posted a profit after tax of Rs 33.6 crore, up from Rs 22 crore in the same period last year. Total income surged 39% YoY to Rs 235.7 crore in Q1 FY26 on the back of its deeper client penetration; overwhelming customers preference for lab grown diamond jewellery, and strong customers demand despite the headwinds of increased tariffs.
Ashoka Buildcon tanked 7.67%. The company’s standalone net profit declined 25% to Rs 30.62 crore on a 30.2% fall in revenue from operations to Rs 1,310.64 crore in Q1 FY26 over Q1 FY25.
FSN E-Commerce Ventures (Nykaa) jumped 6.45%. The company reported 79% rise in consolidated net profit to Rs 24 crore on a 23% increase in revenue from operations to Rs 2,155 crore in Q1 FY26 as compared with Q1 FY25.
Honasa Consumer rallied 7.84%. The company's consolidated net profit rose 2.6% year-on-year to Rs 41 crore in Q1 FY26, supported by steady margins and higher sales. Sequentially, net profit jumped 65.4% from Rs 25 crore in Q4 FY25. Revenue from operations increased 7.4% year-on-year to Rs 595 crore from Rs 554 crore in Q1 FY25. On a sequential basis, revenue grew 11.7% from Rs 534 crore in Q4 FY25.
Global Markets:
Europe:
The U.K. labor market showed signs of strength, with employment rising by a better-than-expected 238,000 in the three months to June. However, job vacancies dropped by 44,000 during the May–July period, marking the 37th consecutive quarter of decline.
Separately, the U.K. economy expanded by 0.3% in the second quarter of 2025, according to preliminary estimates from the Office for National Statistics—surpassing market expectations.
Asia-Pacific:
Singapore's Ministry of Trade and Industry has revised its 2025 GDP growth forecast upwards to 1.5%–2.5%, from the earlier range of 0%–2%.
In Japan, manufacturer sentiment improved following a trade agreement with the United States. A monthly poll tracking the Bank of Japan's quarterly Tankan survey showed the sentiment index rising to +9 in August from +7 in July, marking a second consecutive month of improvement.
Japan’s annual wholesale inflation eased for the fourth straight month in July. The Corporate Goods Price Index (CGPI), which tracks the prices companies charge each other for goods and services, rose 2.6% year-on-year—down from June’s 2.9% increase and slightly above the median forecast of 2.5%. The data supports the Bank of Japan’s view that inflationary pressure from raw material costs is subsiding.
Australia’s unemployment rate declined to 4.2% in July (seasonally adjusted), down from 4.3% in June, according to data released by the Australian Bureau of Statistics.
United States:
The U.S. consumer price index (CPI) rose 0.2% in July on a seasonally adjusted basis and 2.7% year-on-year, according to the Bureau of Labor Statistics.
Excluding food and energy, the core CPI increased by 0.3% for the month and 3.1% annually. This marks the highest monthly core inflation reading since January and the strongest annual rate since February.