📌 Indian Markets Post Market Report Today (04.02.2026)
Indian Markets Post Market Report: Indian equities ended slightly higher in a choppy session, but the headline story was very clear: a sharp IT selloff pulled the indices down early, and the market recovered only because most other sectors stayed firm.
The India–US trade deal optimism remained supportive, yet it was tempered by fresh worries about AI-led disruption in software/IT services after global tech stocks reacted to new automation tools from Anthropic.
✅ Closing Levels (04 Feb 2026)
🏛️ Benchmarks
Nifty 50: 25,776.00 (+48.45 / +0.18%)
Sensex: 83,817.69 (+78.56 |+0.09%)
Bank Nifty: 60,238.15 (+196.85 |+0.32%)
(banks held up, helping recovery)
🌿 Broader Market (outperformed)
Midcaps: +0.6%
Smallcaps: +1.3%
What it means: even with a weak IT pocket, the broader market stayed constructive—showing buyers are still active below the headline indices.
🧠 Reasons for Market Movement Today (Simple & Real)
1) 💻 IT crash = the biggest drag on Nifty
The Nifty IT index fell ~5.9%, its worst single-day fall in nearly six years, after a global software selloff on fears that AI automation will disrupt traditional IT services (billing hours + cost-arbitrage model worries).
2) 🤝 Trade deal optimism still supported non-IT sectors
Sectors with exposure to the US and export themes continued to see optimism after the India–US trade deal headlines, keeping broader sentiment afloat.
3) 🛢️ Crude moved up → energy stocks gained
Oil prices rose amid fresh Middle East tensions, and upstream counters like ONGC benefited—helping the Energy pack support the market.
4) 🧺 Sector rotation: “Sell IT, buy everything else”
Even with IT weak, 13 of 16 sectors ended higher, which is why indices managed to close in green.
🏆 Top 5 Gainers (Nifty 50)
(From the day’s Nifty leaderboard)
1.Eternal (+5.13%)
2.Trent (+4.97%)
3.ONGC (+3.88%)
4.NTPC (+2.43%)
5.Adani Ports & SEZ (+2.43%)
Takeaway: Today’s leadership came from energy + consumption + select defensives, not from IT.
🔻 Top 5 Losers (Nifty 50)
1.Infosys (-7.26%)
2.TCS (-7.02%)
3.HCL Tech (-4.34%)
4.Tech Mahindra (-4.15%)
5.Wipro (-3.85%)
Market message: this wasn’t a “market crash”—it was a sector crash (IT).
🧩 Sector Performance Today
✅ Sectors that performed well
Auto, Energy, Consumer Durables, Realty, Metal, Oil & Gas advanced roughly 1% to 2.6% (strong rotation away from IT).
❌ Sector that dragged the market
Nifty IT: ~-6% (biggest single-day fall since COVID-era levels, as per market coverage)
🎯 Indian Markets Post Market Report- Support & Resistance Levels (Key Levels to Track)
Nifty 50 (25,776)
Immediate Support: 25,600
Immediate Resistance: 25,850
Options-based view (important for traders):
Major Resistance zone: 26,000 Immediate Resistance: 25,800 👉moneycontrol
Crucial Support: 25,500 (max Put OI zone)
✅ Simple read: If Nifty holds 25,600–25,500, bulls stay comfortable.
Break above 25,850/25,800 improves the chance of a push toward 26,000.
Bank Nifty (60,238.15)
Immediate Support: 59,800
Immediate Resistance: 60,450
Sensex (83,817.69)
Support watch zone: 83,200–83,400
Resistance watch zone: 84,000–84,300 (These are practical “market zones” based on today’s range behavior and round-number psychology.)
🌪️ India VIX (Volatility) — Where Fear Stands
India VIX: 12.25 (cooling, indicating reduced panic vs the Budget week spike)
Meaning: Lower VIX supports stability, but IT shock shows headlines can still trigger sharp sector moves.
🧾 Major Companies: Q3 Results & Market Impact
Today’s biggest “result-style” impact was not a single earnings print—it was business model fear.
💻 IT majors were hit hard
Top software exporters Infosys, TCS, HCLTech, Tech Mahindra fell sharply as the market priced a potential AI-driven disruption (automation plug-ins reducing billable hours and traditional services advantage).
📌 What to watch next in earnings season
In this kind of tape:
Stocks with strong Q3 commentary + pricing power will outperform. Stocks with weak guidance can get punished even if the index is stable.
👉More results keep reading Q3 FY26 Results Update: TCS, Infosys, HCLTech
🧾 IPO Updates (Mainboard + SME)
⭐ Mainboard highlight: Fractal Analytics IPO (AI-focused)
Price band: ₹857–₹900 Anchor bidding: Feb 6, 2026
Retail subscription: Feb 9–11, 2026 Expected listing: around Feb 16, 2026 (reported timeline)
Market chatter also noted GMP strength in grey market trackers (informational only, not official).
🧾 SME IPOs
SME pipeline stays active across early February (track exchange calendars daily for opens/allotments/listings).
💰 FII & DII Data (Latest Available)
Latest clearly reported cash numbers around this week:
04 Feb 2026: FII net buy ₹29.79 Cr |
DII net buy ₹249.54 Cr
✅ How to read it: big FII buying came after trade-deal optimism, but daily flows can swing—so focus on trend over a week, not one day.
🪙 Commodities & Currency Update
💵 Rupee (USD/INR)
Rupee closed at 90.42 per USD (slightly weaker on the day after a strong rally earlier this week).
🛢️ Crude Oil
Brent ~ $67.73/bbl,
WTI ~ $63.47/bbl (rising on US–Iran tensions headlines). 👉Reuters
🥇 Gold (MCX / India)
MCX Gold (Apr 2 contract): ~₹1,57,600 per 10g (reported live update range).
🥈 Silver (India / reported)
Silver surged to ~₹2,86,000 per kg (high volatility move reported).
⭐ Stock of the Day (04 Feb 2026)
✅ Trent
Why: Strong price action (+~5%) on a day where the market was fighting an IT drag—this is the kind of relative strength traders like during volatile weeks.
🛡️ SEBI Updates / Investor Corner
🔔 Reminder: SEBI special window (physical securities → demat process)
SEBI has communicated a special window to ease certain transfer-cum-dematerialisation cases for physical securities (conditions apply as per SEBI circular/press note).
🧭 Investment View (Short Term vs Long Term) 💡
⏱️ Short-term (1–3 weeks)
Expect range-bound moves with sudden sector shocks (like today’s IT move).
Strategy: Avoid chasing gap-ups. Prefer relative-strength sectors (Energy, Auto, select defensives) while IT volatility cools. Watch 25,600–25,500 as key Nifty support zone.
🧱 Long-term (6–24 months)
Stick to SIP / staggered buying in high-quality leaders. Use volatile dips to accumulate gradually. Don’t let one sector’s fear (IT today) change your long-term plan unless fundamentals truly change.
👉Further reading
Indian Markets Pre Market Report— Feb 4, 2026
Indian Markets Weekly View (Feb 1–Feb 6, 2026)
India’s New Labor Codes: Why Companies Are Taking “Thousand-Crore”
How Much Should You Invest Every Month? A Simple Guide for Salaried People
SIP vs Lump Sum: Which Is Better for Mutual Fund Investors?
Stock Market 101–Lesson 14 IPOs for Beginners: Process & Allotment Basics
Stock Market 101 – Lesson 12 Building a Starter Portfolio: 3 Simple Recipes for Beginners
Corporate Actions Made Simple for Beginners Stock Market 101-Lesson 15
⚠️ Disclaimer:
This report is for educational and informational purposes only. It is not investment advice or a recommendation to buy/sell any security. Markets involve risk and volatility. Please consult a SEBI-registered investment advisor before taking any investment decision.