Morning Brief: Nifty Climbs 0.27% to 24,383; Midcaps Lead Gains, FIIs Net Buyers | 03 Aug 2026, 08:15 AM IST

By ThePip DeskMorning Brief: Nifty Climbs 0.27% to 24,383; Midcaps Lead Gains, FIIs Net Buyers | 03 Aug 2026, 08:15 AM IST

Indian equity markets saw Nifty close at 24,383.6 with a 0.27% gain, while Nifty Midcap surged 0.44%. FIIs continued their buying trend, supporting the positive sentiment.

Indian equities opened the week on a positive note, with the Nifty 50 advancing to 24,383.6, marking a +0.27% gain. The broader market saw strong performance from midcap stocks, as the Nifty Midcap 100 index rose +0.44%, signaling robust participation beyond the frontline indices. Banking stocks also contributed to the upside, with the Nifty Bank index closing higher.

Market Snapshot

IndexLast
Nifty 5024,383.6 (+0.27%)
Nifty Bank57,264.85 (+0.21%)
Nifty Midcap 10062,915.3 (+0.44%)

Institutional Flows

Foreign Institutional Investors (FIIs) were net buyers, injecting capital into the Indian markets, while Domestic Institutional Investors (DIIs) also showed strong buying interest. This dual support from institutional players underpinned the market’s positive momentum.

DateFII Net (₹ Cr)DII Net (₹ Cr)
2026-07-31+277.48+2,260.37
2026-07-30+3,623.51-1,864.03
2026-07-29+2,981.87+998.02
2026-07-28+755.33+1,664.16
2026-07-27-1,688.23+2,329.14

A closer look at SEBI FII/FPI flow data reveals FIIs were significant net buyers in equities on July 31, with a net investment of ₹4,787.78 crore. However, they were net sellers in the debt market, offloading ₹5,427.04 crore.

Sector Performance

The automotive and financial services sectors led the gains, while IT and FMCG indices saw declines.

SectorLast
Nifty Auto28,744.15 (+1.64%)
Nifty Financial Services26,594.05 (+1.31%)
Nifty Pharma26,534.8 (+0.72%)
Nifty PSU Bank8,367.2 (+0.47%)
Nifty Realty901.45 (+0.22%)
Nifty FMCG49,121.2 (-1.05%)
Nifty IT30,708.95 (-1.56%)

Top Movers

Bajaj Finance and Bajaj Finserv were among the top gainers, while IT majors TCS and Infosys featured on the losers’ list.

Gainers

SymbolCompanyLast
BAJFINANCEBajaj Finance Ltd.1,141.2 (+8.32%)
BAJAJFINSVBajaj Finserv Ltd.2,029.1 (+6.27%)
JIOFINJIO Financial Services Ltd.256.46 (+3.85%)
M&MMahindra & Mahindra Ltd.3,398.5 (+3.50%)
ADANIPORTSAdani Ports and Special Economic Zone Ltd.1,696.5 (+1.95%)

Losers

SymbolCompanyLast
TCSTata Consultancy Services Ltd.2,365.6 (-2.72%)
ETERNALEternal Ltd.302.45 (-2.64%)
MAXHEALTHMax Healthcare Institute Ltd.1,098.5 (-2.34%)
INFYInfosys Ltd.1,130.1 (-2.16%)
WIPROWipro Ltd.183.65 (-1.44%)

Global Cues

Moody’s projects a moderation in Asia-Pacific growth to 4.1% in 2026 from 4.3% in 2025, citing high commodity prices and tighter policy settings. Despite these headwinds, India is expected to remain one of the fastest-growing major economies in the region.

Economy & Macro

  • The India-European Union (EU) Free Trade Agreement (FTA) includes a comprehensive work plan to address concerns regarding the EU’s Carbon Border Adjustment Mechanism (CBAM).
  • Optimism surrounds the early enforcement of the India-US bilateral trade agreement (BTA), with the first tranche expected to operate once India gains a comparative advantage.
  • Union Minister Pankaj Chaudhary highlighted India’s strong macroeconomic fundamentals, with real GDP expanding over 7% annually for the past three years.
  • Petrol blended with 20% ethanol (E20) may reduce fuel economy by 2%-6%, though engine durability tests showed no failures.
  • India and Bhutan reviewed progress on India-supported projects and inked a ₹4,000 crore line of credit to support Bhutan’s development initiatives.

Bond Market

Bond yields traded lower on Friday, with yields on the new 10-year Government Stock decreasing by 1 basis point to 6.80%.

IPO Watch

Several Initial Public Offerings (IPOs) are currently open for subscription:

  • Anawil Wire And Engineering Ltd.: Opens August 3, closes August 5, with a price band of ₹257-270 per share.
  • GV Electricals Ltd.: Open until August 4, priced at ₹123-130 per share.
  • Fusion Klassroom Edutech Ltd.: Open until August 4, with a price band of ₹151-159 per share.
  • Oneindig Technologies Ltd.: Open until August 3, priced at ₹91-96 per share.
  • Juniper Green Energy Ltd.: Open until August 3, with a price band of ₹214-225 per share.
  • MV Electrosystems Ltd.: Open until August 3, priced at ₹400-425 per share.
  • Dhaval Packaging Ltd.: Open until August 3, with a price band of ₹92-97 per share.

Corporate & Earnings

  • Sun Pharma reported a 27% rise in Q1 consolidated net profit, with consolidated total income increasing by 11.93% to ₹16,023.50 crore.
  • Hero MotoCorp’s VIDA introduced the VIDA EVOOTER VX2 Go FB, offering an IDC-certified range of 128 km.
  • RailTel Corporation secured a purchase order worth ₹33.79 crore for infrastructure as a service.
  • Britannia Industries announced a change in management.
  • Other companies that announced quarterly results include Bajaj Finance, Oriental Aromatics, and Chambal Fertilizers & Chemicals.