On the BSE Sensex pack, 24 out of 30 stocks ended in negative terrain, led by Kotak Mahindra Bank, Bajaj Finance, Bharti Airtel, Titan, and TCS.

The six gainers on the Sensex were HUL, Asian Paints, ICICI Bank, Power Grid, ITC, and HDFC Bank.

Continuing its losing streak for the third straight session, Indian benchmark indices ended lower on Monday as investors turned jittery ahead of the looming U.S. tariff deadline.

The BSE Sensex closed 572 points, or 0.7%, to end near day's low of 80,891, and the NSE Nifty50 plunged 156 points to 24,680.90 level.

Shares of CarTrade Tech surged nearly 13% on Monday, defying the broader market weakness, after the multi-channel automotive platform posted strong earnings for the quarter ended June 30, 2025. The midcap stock touched a fresh all-time high of ₹2,140.50 during intraday trade, marking an impressive 160% rebound from its 52-week low of ₹817.75, recorded on August 14, 2024.

Shares of Diamond Power rose nearly 1% after the company secured an order worth Rs1,349 crore from Adani Energy for supply of conductors. As per the deal, the company will supply 24,080 kilometers of AL-59 high performance conductors. The supply will be executed across marquee transmission projects such as Jamnagar, Khavda-IV D, HVDC, Navinal-II, and Mahan-II.

Extending opening losses, Indian benchmark indices fell up to 0.7% in the final hour of trade. The BSE Sensex tumbled 570 points to 80,893, and the NSE Nifty fell 160 points to 24,677 level.

India VIX, or volatility index, surged nearly 8% to 12.15, indicating high volatility in the market.

The share price of Whirlpool India was down by over 1% on Monday over weak Q1 revenue numbers.

The shares of Steel Authority of India (SAIL) came under selling pressure on Monday, with the scrip down almost 3% over its muted Q1 results.

Gold prices dropped to its two-week low today over rising risk sentiment stemming from an uncertain economic climate. Spot gold was down 0.1% to $3,332.18 an ounce.

Indian benchmark indices remained under stress by mid-session, with the Sensex and Nifty falling up to 0.25% during the trade so far. The BSE Sensex was down 212 points at 81,250, and the Nifty50 slide 52 points to 24,784 level.

Tata Motors saw a 2% increase in its share price during today's trading session due to the new US-EU deal. In this deal, a baseline levy of 15% will apply to EU exports, which includes automobiles, thereby replacing the existing 25% tariff.

The markets saw a minimal rise from today's open, with BSE Sensex rising up to 81,335 from 81,300 and Nifty 50 was up to 24,817 from 24,782.

Kotak Bank, Bharat Electronics, Bharati Airtel and Wipro are the key draggers, with the bank trading 6.14% lower than its previous close, at Rs 1,994.10.

Lodha Developers saw a sharp drop in it's share price by 6.5% during today's intraday, bringing it down to ₹1196. As of now, it is trading 3.42% lower than its previous closing at ₹1235.70.

Lodha Developers posted a reported a 42% year-on-year (YoY) increase in profit after tax (PAT) for the first quarter of FY26. PAT rose to ₹680 crore from ₹480 crore in Q1FY25, attributing to strong operational performance and margin expansion.

While Nifty IT continues it's three-day losing streak, other sectors like Media, Metal, and Realty are tracking negative performances, dipping by 0.19%, 0.35% and 1.86% respectively.

"Negative news and triggers have dragged the Nifty to a one-month low, and overall market sentiment remains weak. While trade agreements with Japan and the EU—initially considered challenging—have materialised, the much-anticipated India-US trade deal still remains uncertain, further dampening investor confidence," said VK Vijayakumar, Chief Investment Strategist, Geojit Financial Services.

The sharp correction in the IT index continues to weigh on the broader market, with no relief in sight following TCS's announcement of a 2% reduction in its global workforce. However, mid-cap IT stocks appear promising due to their strong growth potential, he said.

On the BSE Sensex pack, 14 out of 30 stocks were trading in red zone, led by Kotak Bank, TCS, Infosys, Bharti Airtel, Infosys, Bharti Airtel, L&T, Bajaj Finance. On the other hand, Tata Motors, Bajaj Finserv, Ultratech Cement, Maruti Suzuki, and Power Grid were the top gainers. 

Shares of Kotak Mahindra Bank tumbled nearly 7% as investors reacted negatively to its June quarter earnings report.

The private lender reported a standalone net profit of ₹3,282 crore for the first quarter ended June 30, 2025 (Q1 FY26), down 7% year-on-year (YoY) from ₹3,520 crore in the same period last year. This figure excludes a one-time gain from the sale of its stake in general insurance arm, Kotak Mahindra General Insurance Company, to Zurich Insurance Company. Including the divestment gain, unadjusted net profit stood at ₹6,250 crore.

The dip in profit was largely due to higher provisioning for potential credit losses, though operational metrics remained resilient. Net interest income (NII) rose 6% YoY to ₹7,259 crore, up from ₹6,842 crore in Q1FY25, while net interest margin (NIM) stood at 4.65%.

Tracking weak cues from Asian peers, Indian benchmark indices BSE Sensex and NSE Nifty opened lower on Monday. The BSE Sensex fell over 200 points in the opening trade, while the Nifty50 fell over 0.2%.

The 30-share Sensex was trading 202 points lower at 81,254, and the Nifty50 was down 60 points at 24,774 level.

A flurry of initial public offerings (IPOs) is set to hit Dalal Street this week, with five mainboard issues worth over ₹7,000 crore lined up for launch. 

Leading the pack is National Securities Depository Limited (NSDL), which has already created buzz among investors. Other mainboard IPOs include Aditya Infotech, Sri Lotus Developers & Realty, M&B Engineering, and Laxmi India Finance.

According to market experts, equity market are awaiting greater clarity on the recent U.S.-EU trade developments.

President Trump announced on Sunday that a trade agreement had been reached with the European Union. Under the deal, the U.S. will impose a baseline tariff of 15% on European imports. In return, the EU has agreed to purchase $750 billion worth of American energy products and commit an additional $600 billion in investments within the United States.

The start of the new month will bring attention to key economic data, including Industrial Production (IIP) and HSBC Manufacturing PMI on August 1. Additionally, monthly auto sales figures will be closely monitored. The scheduled expiry of the July derivatives contracts may add further volatility to the markets, said Mishra of Religare Broking.

Market participants are also awaiting greater clarity on the recent U.S.-EU trade developments.

Globally, traders will focus on the U.S. Fed's interest rate decision and GDP growth numbers, along with updates on trade negotiations ahead of Trump’s August 1 tariff deadline, which could impact FII flows.

As the earnings season progresses, results from heavyweights such as Adani Green Energy, Adani Total Gas, BEL, IndusInd Bank, and others will be tracked for insights on sectoral resilience and corporate performance.

Among others, Gail (India), Nippon Life India Asset Management, Mazagon Dock Shipbuilders, NTPC Green Energy, RailTel Corporation of India, Torrent Pharmaceuticals, Bajaj Healthcare, CarTrade Tech, JK Paper, KEC International, Motherson Sumi Wiring India, Piramal Pharma, Quess Corp, and Waaree Energies will also release their June quarter earnings today.

Foreign institutional investors (FIIs) pulled out ₹13,552 crore from Indian equities last week amid concerns over potential trade tensions and global economic uncertainty.

In comparison, domestic institutional investors (DIIs) offered strong counterbalance, pumping in ₹17,932 crore and helping cushion the fall in equities.

FIIs remained net sellers throughout the week, with the largest single-day outflow of ₹4,209 crore on July 23, followed by ₹3,549 crore on July 22. Meanwhile, DIIs ramped up their purchases steadily, peaking at a net inflow of ₹5,240 crore on July 22.

The Indian benchmark indices extended their losing streak to a fourth consecutive week, the longest in 2025 so far and the first such stretch since October 2024, as investor sentiment remained subdued ahead of the looming U.S. tariff deadline. The equity benchmarks, Sensex and Nifty, declined by around 0.5% during the week ended July 25, 2025, with the sell-off intensifying in the last two sessions as concerns over potential trade tensions and global economic uncertainty took centre stage.

Indian benchmark indices, BSE Sensex and NSE Nifty, are poised for a flat start today, tracking mixed cues from Asian peers, as investors adopt a cautious stance ahead of an impending tariff deadline from U.S. President Donald Trump. Market participants are also awaiting greater clarity on the recent U.S.-EU trade developments.

At 8:10 AM, GIFT Nifty futures were trading 3.5 points lower at 24,838.5, indicating a subdued opening for the Indian share market.