🔵 Key Driver: Markets opened gap-down (Sensex @ 77,300; Nifty @ 24,150) but recovered sharply as FIIs turned net buyers with ₹1,181.66 Cr inflow [citation:5]. Pharma and PSU banks outperformed, while metal stocks came under pressure.
✅ Selective strength: Adani Enterprises (+3.72%), Max Healthcare (+2.57%), and Apollo Hospitals (+2.15%) were among the top gainers on Nifty [citation:1].
On the other hand, Nifty Metal and Nifty Private Bank witnessed selling pressure. Hindustan Copper fell 7.24% after the government announced a 3% OFS at a 10% discount [citation:1][citation:3].
⚠️ Outlook: "The rangebound market construct will continue so long as crude prices remain elevated. Nifty has support at 24,100-24,150 and resistance at 24,300-24,350," analysts said [citation:2][citation:3].
The partially convertible rupee opened at 95.72 and touched an intraday high of 95.40. Elevated crude oil prices near $92 and cautious sentiment over US-Iran tensions had weighed on the currency earlier in the session.
Foreign institutional investors (FIIs) net bought equities worth ₹1,181.66 crore on Monday, while domestic institutional investors (DIIs) net bought shares to the extent of ₹2,493.41 crore — their 10th straight session of buying [citation:5][citation:6].
HIGH 🇺🇸 US Fed Chair Warsh Jackson Hole speech
HIGH 🛢️ US-Iran sanctions aftermath – oil price reaction
HIGH 📊 US inflation data – rate cut expectations
MEDIUM 🌧️ Monsoon progress – rural sentiment
📌 BOTTOM LINE · TUESDAY, 25 AUGUST 2026 — "REBOUND FROM EARLY LOSSES; PHARMA & PSU BANKS LEAD"
Indian equity benchmarks staged a smart recovery from early losses, with the Nifty ending at 24,334 and the Sensex at 77,656, as pharma and PSU banking stocks led the rally on monthly F&O expiry day [citation:4].
✅ Positives: Nifty Pharma surged ~1%, followed by PSU Bank and Consumer Durables. Adani Enterprises gained 3.72% and Max Healthcare rose 2.57%. FIIs turned net buyers with ₹1,181.66 Cr inflow [citation:5]. Rupee strengthened 33 paise to 95.41. India VIX declined 3.30%.
⚠️ Negatives: Hindustan Copper fell 7.24% on OFS announcement. Metal and Private Bank stocks remained under pressure. Market breadth was weak with 1,798 advances vs 1,580 declines.
🎯 What's next: The Nifty closed Tuesday at 24,334.55. Immediate support stands at 24,200, with resistance at 24,350-24,400 [citation:2][citation:3]. All eyes are on Nvidia earnings and US Fed Chair Warsh's Jackson Hole speech. Investors should focus on sectors showing resilience like Pharma and IT.
This publication is solely for informational and educational use. It does NOT constitute investment advice, a research report, or a solicitation to buy/sell securities. The author/publisher is NOT a SEBI-registered Research Analyst. All data sourced from publicly available exchange filings, NSE/BSE official websites, and brokerage updates as of 25 August 2026 (provisional).
Investments in securities are subject to market risks. Past performance is not indicative of future results. Readers are strongly advised to consult a SEBI-registered investment adviser before making any financial decisions.
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