The Indian equity markets successfully concluded a four-day trading week by snapping a six-week losing streak, the longest since the 2020 COVID-19-induced market crash. The recovery, however, was characterised as a "fragile rebound" rather than a robust shift, driven by a relief rally, strong domestic institutional investor (DII) support, and a strategic investor pivot toward domestically focused sectors.
Table of Contents
- Key Index Performance
- Top News and Sectoral Shifts
- Institutional Flows: A Battle of Strength
- Broader Economic and Global Factors
- IPOs, Listings and Market Buzz – Latest Stock Market Trends
- Top Gainers and Losers – Best and Worst Performing Stocks
- Outlook for the Week Ahead
- Monday, August 11: The week began with a powerful relief rally. TheBSE Sensex surged 746 points (0.93%) to close at 80,604.08, and the Nifty 50 advanced 221.75 points (0.91%) to finish at 24,585.05.
- Tuesday, August 12: The positive momentum was tempered by volatility. The Sensex fell 368.49 points to 80,235.59, and the Nifty 50 dropped 97.65 points to 24,487.40, with banking stocks acting as major detractors.
- Wednesday, August 13: The market resumed its upward trajectory. The Sensex advanced 304.32 points (0.38%) to 80,539.91, and the Nifty 50 gained 131.95 points (0.54%) to close at 24,619.35.
- Thursday, August 14: The week ended on a largely flat note, with the Nifty 50 gaining just 11.95 points to 24,631.30 and the Sensex nudging up 57.75 points to 80,597.66, which was symbolically significant as it confirmed the end of the losing streak.
Key Corporate Highlights:
- Jubilant FoodWorks: Its stock jumped nearly 5% after reporting a better-than-expected first-quarter profit.
- Apollo Hospitals: Surged 10.4% for the week, its strongest performance in nearly four years, following robust earnings.
- Voltas: Stock declined after its Q1 net profit fell by 58%.
- L&T: Won a significant ₹15,000 crore contract from Adani Power.
Sectoral Performance:
- Winners: IT and pharmaceuticals were the top-performing sectors, rising 3.5% and 1.3% respectively, seen as safe havens due to a softer U.S. inflation data and limited exposure to trade tariffs. Public sector banks also saw a significant jump on Monday.
- Losers: Metals and energy indices were weighed down by falling commodity prices and oversupply concerns.
The market's resilience was primarily due to the powerful buying of Domestic Institutional Investors (DIIs), which absorbed persistent selling from Foreign Institutional Investors (FIIs).
- FIIs: Remained net sellers, offloading equities worth ₹3,644 crore on Tuesday and ₹1,926.76 crore on Wednesday. FIIs have withdrawn over ₹15,950 crore in August alone.
- DIIs: Were consistent net buyers throughout the week, injecting a powerful counter-punch with flows of ₹5,972 crore on Monday, ₹3,507 crore on Tuesday, and ₹5,624 crore on Wednesday.
This divergence in institutional flows highlights the Indian market's growing maturity and self-sufficiency, becoming less dependent on the volatility of international capital.
- Geopolitical Overhang: U.S. trade tensions and the imposition of a 50% tariff on certain Indian exports created uncertainty. However, news of an upcoming U.S.-Russia presidential summit in Alaska provided some relief. The rally in safe-haven assets like gold and silver (up 53% and 61% respectively) highlighted the prevailing global risk aversion.
- Domestic Backdrop: India's economy remains a strong diversification play for global investors. The S&P recently upgraded India's credit rating, citing robust policy continuity and infrastructure growth. The economy is projected to grow at a healthy 6.4% to 6.7%.
This week, the primary market is expected to be bustling with several new IPOs opening for subscription. This activity comes after a few notable listings and a mixed bag of subscription results from the previous week.
Recent IPOs and Listings of the Week:
Regaal Resources IPO
- The IPO of Regaal Resources closed on August 14. Its allotment is expected on August 20, with a tentative listing date of August 20.
BlueStone Jewellery and Lifestyle IPO
- This IPO closed on August 13. The allotment is expected on August 20, with a listing date on August 20.
All Time Plastics IPO
- Allotment finalised on August 11, and it had a strong listing on the exchanges on the same day.
JSW Cement IPO
- Allotment finalised on August 11, with the listing on the same day.
Upcoming IPOs in the Next Week:
A number of new IPOs are scheduled to hit the market in the coming week, offering fresh investment opportunities for investors. The following IPOs will open for subscription between August 18 and August 21, 2025:
Patel Retail Limited IPO
- This IPO is scheduled to open for subscription on August 19, 2025, and close on August 21, 2025. It will be listed on the BSE and NSE, with an issue size of ₹242.76 crore. The price band for the shares is set between ₹237 and ₹255.
Vikram Solar Limited IPO
- The Vikram Solar IPO will be open for bidding from August 19, 2025, to August 21, 2025. The company will raise ₹2,079.37 crore through this issue, and the shares will be listed on the BSE and NSE. The price band has been fixed at ₹315 to ₹332 per share.
Gem Aromatics Limited IPO
- This IPO will be available for subscription from August 19, 2025, to August 21, 2025. With a total issue size of ₹451.25 crore, the company plans to list its shares on the BSE and NSE. The price band for the IPO is ₹309 to ₹325 per share.
Shreeji Shipping Global Limited IPO
- The IPO for Shreeji Shipping Global will open on August 19, 2025, and close on August 21, 2025. The company is set to raise ₹410.71 crore, and its shares will be listed on the BSE and NSE. The price band for the issue is ₹240 to ₹252 per share.
Studio LSD Limited SME IPO
- This SME IPO will be open for subscription from August 18, 2025, to August 20, 2025. With an issue size of ₹74.25 crore, the company plans to list on the NSE SME platform. The price band for this IPO is ₹51 to ₹54 per share.
Top Gainers (Week of August 11-14, 2025)
Here is a look at the top-performing stocks for the four-day trading week.
- Apollo Hospitals: Surging 10.4% for the week to close at ₹7,821.5, Apollo Hospitals was a standout performer. Its strong rally was fueled by robust quarterly earnings that surpassed analyst expectations, leading to an impressive 10.6% gain over the last year.
- Eternal Ltd.: The stock posted a solid 5.8% weekly gain, continuing its strong momentum. It has gained 19.5% in the last month and an impressive 31.3% over the last year, demonstrating sustained investor confidence.
- Cipla: Cipla saw a healthy 5.3% increase for the week, closing at ₹1,564.0. The stock’s positive movement contributed to the broader strength in the pharmaceutical sector.
- Tata Motors: Despite some recent volatility, Tata Motors' shares advanced 4.9% for the week, closing at ₹664.6. This gain was a key contributor to the positive performance of the auto sector.
- Adani Enterprises: Adani Enterprises closed the week with a 4.8% gain at ₹2,281.6. The stock's rebound helped support the broader market and reflects a shift in investor sentiment toward key domestic players.
Top Losers (Week of August 11-14, 2025)
Here is a look at the top-losing stocks for the four-day trading week.
- Adani Ports & Special Economic Zone:The stock closed at ₹1,300.30, down 1.9% for the week. The decline was part of a broader consolidation and was impacted by a general market correction, as the stock has also lost 10.0% over the last month.
- Bajaj Finance: The stock closed at ₹861.5, showing a 1.8% weekly decline. This drop follows a negative trend in the financial sector, and the stock is also down 7.2% over the last month, reflecting ongoing pressure.
- Tata Steel: The stock fell 1.7% for the week, closing at ₹155.3. The decline was consistent with a downturn in the metals and mining sector due to global demand concerns.
- IndusInd Bank: The stock closed the week at ₹769.80, down 1.6%. The banking sector faced headwinds, and IndusInd Bank's stock has also seen a significant 12.6% drop over the last month, indicating persistent selling pressure.
- ITC:The stock declined by 0.7% for the week, closing at ₹411.5. This drop came despite the company reporting positive quarterly results, suggesting the negative sentiment was driven by broader market factors rather than company-specific news.
The Indian stock market successfully snapped its six-week losing streak, but the recovery remains fragile and is best described as a consolidation phase rather than a full-fledged bull run. This resilience was driven by a powerful counter-punch from Domestic Institutional Investors (DIIs) who absorbed consistent selling by Foreign Institutional Investors (FIIs), highlighting the market's growing maturity and self-sufficiency. While geopolitical tensions from U.S. tariffs and an upcoming U.S.-Russia summit continue to be sources of volatility, India's strong domestic economic backdrop and a buoyant IPO market provide a solid foundation. Investors should maintain a cautiously optimistic stance, focusing on high-quality, domestically-oriented stocks while staying vigilant on upcoming inflation data and global developments.