CLOSING BELL ——REVIEW & PREVIEW @4PM —— Friday, July 25th 2025

Nifty attracts bears for the 2nd straight day; ends on a negative note for 4th straight week.

NIFTY (-225, 24837)
Sensex (-741 81463)
Bank Nifty (-537, 56529)

# THEME OF THE DAY:

1) As widely expected, Nifty receives massive drubbing as bears aim to sieze Dalal Street

2) The 5-key negative catalysts behind today’s sharp fall:

a) Overbought technical conditions.
b) Massive profit booking/ long unwinding witnessed in Thursday’s session.
c) FII selling: This July, the FIIs have net sold to the tune of Rs. 28307 crores.
d) Uninspiring Q1FY26 by Indian corporates.
e) Anxiety ahead of the outcome of agreements between the US-India trade developments

3) The negative takeaway was that Nifty ended way below its biggest psychological support at 25000 mark.

4) India VIX still sluggish at 11.29 levels.

# Long Story Short: Nifty’s Technical landscape continues to flash warning signs for Dalal Street.

Nifty’s bullish constructive stance now only above 25050 mark. Until then caution should be the buzzword.

# SECTOR GAINERS:
NIFTY HEALTHCARE (+0.69%)
NIFTY PHARMA (+0.54%)

# SECTORS LOSERS
NIFTY MEDIA (-2.61%)
NIFTY PSUBANKS (-1.70%)
NIFTY METAL (-1.64%)

# Adv-Dec 07—43
# INDIA VIX 11.27 (+5.13%)
# NIFTY PCR (31st July) 0.58
# USD/INR Futures (July) (+0.12%, 86.53)

# TODAY’S MARKET RE-CAP:

1) Nifty (-1.56%) plunges and ends the day on a negative footing as bulls surrender and unable to move above the higher trading range.

2) Bank Nifty (-0.94%) too drops, joins the conga-line of sluggish theme at the broader markets. Bank Nifty’s new all-time-high continues to be at 57628.40 mark

3) The market breadth (7:43) was in favour of bears.

5) The Nifty Mid-cap (-1.41%) and Nifty Small-cap (-2.16%) indices ended on a jittery note.

6) Among sectoral indices, maximum sluggishness was witnessed in Nifty Oil & Gas (-1.87%) followed by Nifty PSU BANKS (-1.8%) and then NIFTY CPSE (-1.71%) but that said, buying was witnessed in Nifty PHARMA (+0.56%).

# Bottom-line: Caution shall prevail and will be the buzzword as long as Nifty is trading below its biggest hurdles at 25300 mark.

# TECHNICAL OVERVIEW:

# A bearish engulfing pattern seen on the daily charts of Nifty and Bank Nifty and that’s on backdrop of overbought technical conditions on the daily and the weekly charts.

# Technically, confirmation of strength now only above Nifty 25300 levels while the biggest interweek support for Nifty will be at 24473 (low as on June 13th ).

Until 25300 is a hurdles selling on excessive strength should bbe the preferred strategy.

# BULLS OF THE DAY:
CIPLA (+3.17%)
SBILIFE (+2.07%)
APOLLOHOSP (+1.50%
DRREDDY (+0.91%)
SUNPHARMA (+0.59%)

# BEARS OF THE DAY:
BAJFINANCE (-4.81%)
SHRIRAMFIN (-3.64%)
INDUSINDBNK (-2.64%)
BAJAJ AUTO (-2.58%)
TECHM (-2.53%)

STOCK ALERTS:

1) Bajaj Twins (Bajaj Finance and Bajaj Finserv) crashed over 5% in morning session despite posting a healthy set of Q1FY26 numbers.

Investors reacted sharply to signs of rising credit stress and increased provisioning, despite double-digit growth in profit and loan volumes.

2) Anant Raj jumped 4% after the company’s consolidated net profit climbed 38.3% to Rs 125.88 crore on 25.6% jump in net sales to Rs 59241 crore in Q1 FY26 over Q1 FY25.

3) JSW Energy fell 3.67%. The company said that its wholly owned subsidiary JSW Neo Energy has signed a power purchase agreement (PPA) with the Solar Energy Corporation of India (SECI) under the SECI– FDRE Tranche IV scheme.

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