Indian markets witnessed a volatile week amid rising global uncertainty and cautious investor sentiment. Benchmark indices ended lower, with the Nifty 50 slipping below 24,200 and the Sensex declining over 500 points on Friday to close near 77,328. Weakness was largely driven by foreign institutional investor (FII) outflows and escalating geopolitical tensions in the Middle East. On the corporate front, earnings from several large-cap companies across automobiles, infrastructure, and industrials came in below market expectations, further weighing on sentiment. Sectorally, banking and IT stocks remained under pressure, while defensive pockets such as FMCG and Pharma witnessed relatively stable performance. Midcap stocks also saw heightened activity, with selective recovery emerging after recent corrections. Globally, investor focus remained firmly on renewed geopolitical tensions involving the US and Iran, particularly around the Strait of Hormuz, where reports of attacks on oil tankers heightened concerns over potential supply disruptions. At the same time, markets continued to monitor US inflation trends and signals from the Federal Reserve regarding the trajectory of interest rates, with expectations of prolonged higher rates adding to market caution. Commodity markets reacted sharply to the developments, with Brent crude approaching $103 per barrel and WTI nearing $99, reflecting fears of a tighter oil supply. Safe-haven demand also supported precious metals, as gold and silver extended their rally during the week. MCX Gold remained above ?1,52,000 per 10 grams, while MCX Silver futures surged beyond ?2,60,000 per kg, highlighting increased risk aversion across global financial markets.
Lupin Q4 FY26 Reflects Robust Execution Across Key Markets

Avalon Q4 FY26 Reflects Strong Growth Momentum and Healthy Order Visibility

M&M Q4 FY26 Highlights Strong Demand-Led Growth and Resilient Profitability

Coforge Q4 FY26: Solid Execution with Margin Expansion Driven by AI and Cigniti Integration

DMART Q4 FY26: Expansion-Led Growth Continues Amid Softer Margins and Store Productivity

Polycab Q4 FY26: Robust Wires & Cables Growth Counters Margin Headwinds

Kei Inds Q4 FY26: Healthy Growth and Margin Expansion Supported by Product Mix Improvement

JSL Q4 FY26 Reflects Steady Growth Momentum with Stable Margins

Acutaas Chemicals Q4 FY26 Highlights Strong Profit Growth and Margin Expansion

GNG Electronics FY26: Strong Execution Backed by Rising Demand for Refurbished PCs

Dr Lal: Strong Diagnostics Demand Drives Q4, Investments Weigh on Margins.

Margin Expansion Powers Nitta Gelatin’s Q4 Beat.

Paint Stocks Rally as Kansai Nerolac Signals Demand Resilience.

SRF Recovers Margins amid Capex Expansion for Q4.

BSE showed spectacular performance in Q4FY26

CAMS surged 9% after showing impressive performance in Q4FY26.

Here’s how Dalmia Bharat Sugar performed in Q4FY26

Here’s the list of sectors that witnessed the highest & lowest FPI selling in the previous fortnight.

Here’s the sectoral % of outflow compared to the previous fortnight.

The chart below shows the change in sectoral weightage of FPI holdings.

The Big Bounce Is Here - Berger Paints Comes Roaring Back- Berger Paints is sitting inside a multi-year bullish flag pattern. The sharp 2016–2020 rally and the sideways move between ?400 and ?650 over the last five years are in the range. This week

Source: Visual Capitalist (Website)
