Indian stock market today delivered robust gains as both the BSE Sensex and NSE Nifty 50 ended higher following positive global cues and earnings-driven momentum. The Sensex closed at 82726.64 up 540 points or 0.66 percent while the Nifty 50 finished at 25219.9 up 159 points or 0.63 percent. The session was marked by strength in large caps with Tata Motors Bharti Airtel and Bajaj Finance among the top performers and considerable activity in the Auto Financials and Metal sectors. Broader markets saw the Nifty MidCap 100 up 0.34 percent while the Nifty SmallCap 100 ended flat indicating selective participation. Market optimism was underpinned by strong US market performance and early results from the Indian earnings season.

Sector Performance Highlights
Banking: The banking sector witnessed a mixed session despite the buoyancy in large caps. The Nifty Bank index slipped 454 points to 57210 as profit booking set in after recent gains. However Nifty Financial Services rose 0.76 percent driven by strength in select private banks and NBFCs. HDFC Bank ranked among the day’s top gainers as investors responded positively to its quarterly update.

IT: The IT sector snapped a two-day losing streak with Infosys in focus ahead of its earnings. Nevertheless Infosys faced late selling pressure while broader IT sentiment looked cautious. Market participants await more corporate results from IT majors.

Auto: Auto stocks came out as clear winners. The Nifty Auto index jumped 0.85 to 1 percent amid positive cues on US tariff talks and healthy June quarter results for several auto giants. Tata Motors and Maruti Suzuki were among the day’s top performers with added strength from Apollo Tyres.

Pharma: The pharma sector snapped a three-day losing streak and closed marginally higher. Gland Pharma and Sun Pharma saw renewed buying interest as their business updates beat expectations. Market sentiment toward defensive sectors remains moderately positive.

Top 5 Gainers
Tata Motors +4.7%
Shriram Finance +3.6%
Bharti Airtel +3.2%
Bajaj Finance +2.9%
Maruti Suzuki +2.5%

Top 5 Losers
Hindustan Unilever -2.3%
Infosys -2.0%
UltraTech Cement -1.8%
Tata Consumer Products -2.0%
BEL -1.6%

FII DII Net Flows
Foreign Institutional Investors (FII) net inflows continued for the third straight session with provisional FII net buying of 586 crore, showing confidence in Indian equities. Domestic Institutional Investors (DII) posted net buying of 220 crore. The positive institutional flows underscore sustained domestic and foreign interest in equity assets as the mid-cap and blue-chip rally expands.

Key Macro-Economic & Global Drivers
Global market sentiment turned positive on news of a fresh US-Japan trade deal and expectations of steady interest rates by the US Federal Reserve. After global cues lifted the Indian indices, Asian markets also ended largely in the green. Investors closely monitored the rupee-dollar movement, crude oil prices and commentary from the Reserve Bank of India which signaled continued focus on taming inflation. The quarterly earnings season added to the momentum as several large caps reported better-than-expected results. As per RBI policy and SEBI updates, upcoming regulatory changes and liquidity conditions also remain key for near-term sentiment.

What to Watch Next
The market focus will pivot to key corporate earnings especially from large banks, IT and auto companies in the coming days. Investors will monitor signals from the US Federal Reserve’s upcoming meeting for cues on global liquidity. Movement in global crude prices and further FII DII activity will determine if the current rally sustains. Regulatory updates including SEBI guidelines and RBI commentary on inflation will remain critical. For insights into upcoming IPOs and listing activity visit nextipoindia.com. Regular monitoring of sector rotation and the upcoming macro data releases will determine the trajectory of the Indian stock market today and in the near term.