Stock Market Close: D-St ends flat as IT selloff drags; Sensex up 78 pts, Nifty ends at 25,737

Sensex Today | Stock Market Highlights, Feb 4: In the broader markets, the Nifty MidCap index gained 0.63 per cent, and the Nifty SmallCap index rose 1.27 per cent

3:50 PM

Stock Market LIVE Updates: Technical view

Stock Market LIVE Updates: After the recent sharp swings, some consolidation would be healthy as long as the Nifty holds the 25,400–25,500 zone. On the upside, the index may attempt a move towards the 26,000 level, followed by a gradual push towards record highs. Among key sectors, banking, energy, metal and auto continue to show resilience, while pharma, FMCG and IT remain relatively subdued. Participants should align positions accordingly, with an emphasis on stock selection and disciplined trade management.

View by: Ajit Mishra , senior vice president, research, Religare Broking

3:49 PM

Stock Markets LIVE Updates: Market expert's view

Stock Markets LIVE Updates: Domestic equities witnessed a volatile session, swinging between gains and losses as rising US–Iran tensions kept investors on edge. Mid‑cap and small‑cap stocks outperformed large caps as value buying emerged following a recent correction. Sectoral buying was visible in consumer durables, oil and gas, metals, and auto sectors. However, overall upside remained limited due to weakness in IT stocks amid concerns over reduced demand for traditional outsourcing following Anthropic’s introduction of new AI‑driven automation tools. Going forward, market sentiment will largely be guided by the upcoming RBI policy decision and greater clarity on the newly announced US–India trade agreement. 

View by: Vinod Nair, head, research, Geojit Investments

 

3:47 PM

Stock Market LIVE Updates: Broader markets at close

Stock Market LIVE Updates: The Nifty Midcap 100 and the Nifty Smallcap 100 ended 1.27 per cent and 0.63 per cent higher, respectively. 

 

3:44 PM

Stock Market LIVE Updates: Sectoral performance at close

Stock Markets LIVE Updates: The Nifty IT emerged as the worst performer with over 5 per cent loss. 

 

3:42 PM

Stock Market LIVE Updates: Sensex contributors and detractors at close

Stock Market LIVE Updates: Trent, Eternal, and Power Grid Corporation contributed the most to the Sensex. 

 

3:39 PM

Stock Market LIVE Updates: Nifty ends above 25,700

Stock Market LIVE Updates: The Nifty 50 ended 0.19 per cent or 48.45 points higher at 25,776.

 

3:34 PM

Stock Market LIVE Updates: Sensex closes slightly higher

Stock Market LIVE Updates: The Sensex closed 0.09 per cent or 78.56 points higher at 83,817.69. 

 

3:22 PM

Stock Market LIVE Updates: Lloyds Metals & Energy rises over 16% in two sessions

Stock Market LIVE Updates: Lloyds Metals and Energy share price extended its winning run into a second straight session, gaining over 16 per cent during the period, following the announcement of the company's third-quarter (Q3FY26) results and multiple developments. READ MORE

3:13 PM

Stock Market LIVE Updates: Devyani International shares gain 11% post December quarter results

Stock Market LIVE Updates: Share price of Devyani International, one of the leading global quick service restaurant (QSR) operators, moved higher by 11 per cent to ₹128.70 on the BSE in Wednesday's intraday trade after the company announced its quarterly results for the three months ended on December 31, 2025. READ MORE

3:02 PM

Stock Market LIVE Updates: 3 PM market update

Stock Market LIVE Updates: As of 3:00 PM, the Nifty was up by 84.85 points or 0.27 per cent at 25,794.70, while the Sensex was higher by 154.01 points or 0.18 per cent at 83,893.14. 

2:54 PM

Stock Market LIVE Updates: Gold climbs back near $5,100 as US-Iran tensions lift safe-haven demand

Stock Market LIVE Updates: Spot gold was up 2.9 per cent at $5,082.94 per ounce, as of 0813 GMT, after surging nearly 6 per cent on Tuesday, its biggest daily gain since November 2008. Bullion scaled a record high of $5,594.82 last Thursday.

2:46 PM

Stock Market LIVE Updates: 'Trade deals remove uncertainties, boost capital formation'

Stock Market LIVE Updates: Sebi Chairman Tuhin Kanta Pandey on Wednesday said that end of trade frictions through trade deals like the one with the US removes uncertainties, which will help accelerate capital formation. Replying to a question on whether the trade deal with the US will push foreign investors to get more money into the country, Pandey said such moves can "spur" investment decisions. READ MORE

2:39 PM

Stock Market LIVE Updates: Varroc Engineering share price jumps 9% to near 1-month high

Stock Market LIVE Updates:  Varroc Engineering share price jumped nearly 8 per cent to the highest level in nearly a month on Wednesday. The scrip jumped 8.8 per cent to ₹630, the highest level since January 5, on the National Stock Exchange (NSE). READ MORE

2:31 PM

Stock Market LIVE Updates: Should you sell IT stocks after Wednesday's slide? expert clarifies

Stock Market LIVE Updates:  The recent fears around AI impacting Indian IT companies are largely unwarranted, according to G Chokkalingam, founder of Equinomics Research, who believes several positive factors are being ignored by investors.

 

Concerns about one company eating into the market share of Indian IT services firms are being overstated, Chokkalingam said. "The recent depreciation of the rupee is marginally positive for exporters, but markets are overlooking this benefit."

 

Also, BFSI companies cannot simply replace core IT products with AI due to security concerns and regulatory risks, he said, adding that there is no logical reason for these companies to see such steep declines. Markets are ignoring the fact that Indian IT services companies are themselves integrating AI into their offerings, he said. Another overlooked factor is the easing of concerns around trade tensions with the US, according to Chokkalingam. 

 

Given these factors, Chokkalingam suggests that while the sector may not be a major wealth creator due to modest dollar revenue growth of around two to four per cent, it can still offer opportunities from a defensive or short-term trading perspective. Investors may consider selectively looking at quality, cheaply valued small- and mid-cap IT stocks, he said. 

2:22 PM

Stock Market LIVE Updates: Banks ask RBI for leeway on liquidity rules: report

Stock Market LIVE Updates: Indian lenders asked the Reserve Bank of India (RBI) to relax a number of liquidity rules to allow them unlock more funds for growth, Bloomberg reported, quoting people familiar with the matter. Lenders are seeking permission to free up some of the cash they have to park with the RBI for short-term financial stress requirements, it added. 

2:14 PM

Stock Market LIVE Updates: Bajaj Finserv Q3 profit flat at ₹2,229 cr

Stock Market LIVE Updates: Bajaj Finserv on Wednesday reported a cosolidated net profit of ₹2,229 crore in the third quarter of the financial year 2025-26 (Q3FY26), slightly below profit of ₹2,231 crore during the same period last year. The stock was up nearly 1 per cent after its results.

2:08 PM

Stock Market LIVE Updates: Sensex, Nifty off day's lows

Stock Market LIVE Updates: Benchmark indices are attempting a rebound in trade with the BSE Sensex index trading at 83,766 levels at 2:00 PM, up 27 points or 0.03 per cent. The index hit an intraday low of 83,120.

Likewise, the Nifty50 was at 25,763, up 36 points or 0.14 per cent. It has recouped losses from a low of 25,563.95.

 

 

1:58 PM

Stock Market LIVE Updates: ONGC, BPCL among 3 oil stocks with 10% upside potential:

Stock Market LIVE Updates: Analysts at ICICI Securities are bullish on ONGC, and have a 'Buy' rating on the stock with a target price at ₹320 per share. Meanwhile, technical research analyst - Aakash Shah of Choice Equity Broking has an optimistic view on ONGC, Oil India and BPCL, and expects these shares to rally another 10 per cent from here. READ MORE

1:49 PM

Stock Market LIVE Updates: IT stocks slump on fresh AI-led concerns; what should investors do?

Stock Market LIVE Updates: The sharp correction in IT stocks like TCS, Infosys, Wipro, etc validates a structural shift: generic service models relying on headcount are facing an existential test as agentic AI automates volume-based tasks.

However, we view this as a bifurcation opportunity and are actively allocating capital to specialised IT firms -- those that serve niche verticals like healthcare giants and global OEMs.

By deploying agentic AI to decouple revenue from manpower costs, niche smaller IT firms are poised for significant margin expansion and a massive valuation re-rating.

We strongly advise investors to look beyond the suffering giants and focus on these specialized 'AI beneficiaries' to capture the next upcycle.


Views by: Prasenjit Paul, equity research analyst at Paul Asset & Fund Manager at 129 Wealth Fund

1:38 PM

Stock Market LIVE Updates: IDBI Bank stock rallies in subdued market

Stock Market LIVE Updates: At 12:40 PM; IDBI Bank was trading 8 per cent higher at ₹110.06, as compared to 0.04 per cent decline in the BSE Sensex. The average trading volumes at the counter jumped over four-fold. As many as a combined 41.5 million shares representing 7.3 per cent of total public shareholding of the IDBI Bank changed hands on the NSE and BSE. READ MORE

1:29 PM

Stock Market LIVE Updates: SmallCap index outperforms markets

Stock Market LIVE Updates: The Nifty SmallCap index has held its gains all through the day, outperforming its peers in the market. At present, the index is up 0.7 per cent as against a flat trade in the benchmarks and the MidCap index. 

BLS International, Devyani International, Wockhardt Pharma, JBM Auto, and Kaynes Tech are some of the leading smallcap stocks at this hour. 

1:20 PM

Stock Market LIVE Updates: Bajaj Finserv reports Q3 results

Stock Market LIVE Updates: Bajaj Finserv has released its Q3FY26 results.

Bajaj Finserv has reported a net profit of ₹2,229.15 crore vs ₹2,231 crore Y-o-Y

Bajaj Finserv's total revenue from operations came at ₹39,708.06 crore vs ₹32,041.81 crore

1:10 PM

Stock Market LIVE Updates: BHEL wins order from Hindalco

Stock Market LIVE Updates: Govt-owned BHEL (Bharat Heavy Electricals Ltd) has won an order from Hindalco Industries Ltd.

The order is for Design, Engineering, Supply of equipment, Installation, Commissioning and Performance Acceptance Test (PAT) for 2 x 150 MW BTG Package for Aditya Expansion Project Phase II at Aditya Aluminium, Hindalco Industries Limited.

The project is at Hindalco's Lapanga plant in Odisha/

The order win is worth ₹1,200-1,500 crore, excluding GST

1:00 PM

Stock Market LIVE Updates: 1 PM Market Update

Stock Market LIVE Updates: As of 1:00 PM, the Nifty 50 was trading 0.11 per cent or 28.96 points higher at 25,756.50, and the Sensex was trading 0.20 points or 168.12 points down at 83,571.01.

12:57 PM

Stock Market LIVE Updates: Tamilnad Mercantile Bank reports Q3 net profit at ₹341.50 crore

Stock Market LIVE Updates: Tamilnad Mercantile Bank reported that the net profit was at ₹341.50 crore in the third quarter of the current financial year (Q3FY26) versus ₹300.24 crore in the same quarter a year ago (Q3FY25). 

12:48 PM

Stock Market LIVE Updates: Ventive Hospitality gets new 'Buy' from Motilal Oswal; 30% upside seen

Stock Market LIVE Updates: Motilal Oswal has initiated coverage on Ventive Hospitality Ltd. citing its inorganic expansion and expectations that adjusted profit after tax will more than double in the coming years. Read more. 

12:37 PM

Stock Market LIVE Updates: Nifty Consumer Durable outperforming

Stock Market LIVE Updates: The Nifty Consumer Durables outperformed other sectoral indices with over 2 per cent gains. Dixon Technologies and Crompton Greaves and Consumer Electricals were top gainers in the index. 

12:26 PM

Stock Market LIVE Updates: Oil & Gas index jumps 2%, nears 52-week high; Oil India, ONGC soar up to 7%

Stock Market LIVE Updates: Shares of oil & gas companies including upstream and downstream were in focus, with the BSE Oil & Gas index rallying over 2 per cent in Wednesday’s intra-day trade after a sharp rally in Oil India and Oil and Natural Gas Corporation’s (ONGC) stocks. Read more. 

12:20 PM

Stock Market LIVE Updates: Devyani International to acquire 11.4% stake in Sky Gate Hospitality

Stock Market LIVE Updates: Devyani International's board approved to acquire 11.4 per cent stake in Sky Gate Hospitality for ₹57.3 crore. 

12:15 PM

Stock Market LIVE Updates: Devyani International reports net loss at ₹10.9 crore

Stock Market LIVE Updates: Devyani International reported net loss of ₹10.9 crore in the third quarter of the current financial year (Q3FY26). The revenue was at ₹1,440 crore.