Indian Stock Market Today: Aug 4, 2025 – Sensex and Nifty Surge on Broad-Based Recovery
The Indian stock market today saw a robust climb, with the Sensex rising 418.81 points or 0.52% to close at 81,018.72, and the Nifty 50 surging 157.40 points or 0.64% to settle at 24,722.75. The uptrend was fueled by positive Q1 earnings and anticipation of the RBI Monetary Policy Committee meeting concluding on August 6. Broader markets outperformed benchmarks with the Nifty Midcap 100 and Smallcap indices gaining 1.4% and 1.27% respectively.
Sector Performance Highlights
Banking sector underperformed with major banks like HDFC Bank and ICICI Bank among top losers, and muted gains in Bank Nifty as investors awaited RBI policy cues.
IT sector posted strong gains, up 1.6%, driven by robust Q1 earnings and global technology demand, led by Tata Consultancy Services (TCS) and other large IT firms.
Auto sector advanced 1.6%, supported by strong domestic demand and improving supply chains, with Hero MotoCorp gaining nearly 2% following favorable quarterly results.
Pharma stocks closed higher, benefiting from defensive sector rotation though gains were less pronounced than metals, IT, or autos.
Top 5 Gainers – Aug 4, 2025
Tata Steel (+4.2%)
Hero MotoCorp (+2.0%)
Adani Ports (+1.9%)
BEL (+1.5%)
JSW Steel (+1.3%)
Top 5 Losers – Aug 4, 2025
Power Grid (-1.1%)
HDFC Bank (-0.9%)
ICICI Bank (-0.8%)
ONGC (-0.7%)
Apollo Hospital (-0.6%)
FII/DII Net Flows
On August 4, 2025, Foreign Institutional Investors (FII) were net buyers supported by positive earnings momentum and easing global uncertainties. Domestic Institutional Investors (DII) also contributed to net inflows, supporting market gains. For detailed net flow data, refer to SEBI’s latest report at https://www.sebi.gov.in/reports.
Key Macro-Economic & Global Drivers
The market was influenced by heightened US-India trade tensions following the US-imposed 25% tariffs announced on August 2, 2025. Despite this, resilient domestic demand and robust sector earnings helped the market absorb the impact. The rupee’s depreciation against major currencies boosted export-oriented sectors. Investors also tracked the RBI MPC meeting for indications on future interest rate actions and monetary policy support.
What to Watch Next
Investors should watch the outcome of the RBI MPC meeting on August 6 for potential rate adjustments and monetary policy direction. Attention will also be on further US tariff developments, levels of FII/DII activity, and global market performances. Key sectors to monitor include Metals, IT, and Auto amid ongoing strong earnings and export momentum. Upcoming Q1 results and global cues will guide market direction for the week.