India: Daily Stock Market Performance Insight

Market Cap	Daily Gainers	Daily Losers	Average Return	Total Stocks
Large Cap	85	221	-0.54%	307
Mid Cap	131	283	-0.62%	415
Small Cap	687	1,179	-0.32%	1,896

Indian Market Mixed Amid GST Reforms; Positive Outlook

Market Sentiment: mixed

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Importance Score: 7/10

Reasoning

The news presents both gains (sector rallies, GDP boost) and losses (FII selling, Delta Corp decline), resulting in a mixed sentiment. The GST reforms are significant enough to be market-moving, impacting multiple sectors.

Key Takeaway

The GST overhaul is the dominant market driver, creating sector-specific opportunities in FMCG, real estate, and cement, but also introducing volatility as investors adjust their portfolios.

View Full Market Analysis

Today, September 4, 2025, the Indian stock market saw a mixed day. Initially, both the Sensex and Nifty experienced strong gains – the Sensex jumped 889 points and the Nifty rose 266 points – but some of those gains were trimmed later in the day due to profit booking and selling by Foreign Institutional Investors (FIIs).
The biggest story today is the impact of the GST Council’s reforms. The government expects these changes to boost India’s GDP by 0.2-0.3% in FY2025-26. We saw clear winners and losers. Snack makers like Prataap Snacks (up over 3%), Bikaji Foods (up around 2%), and Gopal Snacks (up close to 2%) benefited from a GST rate cut on namkeens from 12% to 5%. However, Delta Corp shares fell nearly 7% due to a tax hike on casinos.
Beyond snacks, the apparel and real estate sectors also rallied. The Nifty Realty Index climbed close to 1%, reaching 898.05, with Trent Ltd surging over 3% and Godrej Properties advancing close to 2%. FMCG and consumer durable stocks also saw significant gains; Britannia Industries jumped 7.18%, while Blue Star surged 4.57%. Even cement companies like UltraTech Cement advanced 2.92% after the GST rate was reduced from 28% to 18%.
Looking at individual stocks, Granules India, which is down 29% from its highs, is showing potential for a bullish reversal, with experts targeting Rs 600 within 1-2 months. HCL Tech also received a ‘Buy’ recommendation with a new target price of Rs 1685.0, a potential upside of around 16.63% from its last traded price of 1443.3.
Tomorrow: Expect continued volatility as investors digest the GST changes. While the overall outlook is positive – with potential GDP growth of 0.2-0.3% – profit booking could continue. Keep an eye on the FMCG, real estate, and cement sectors, as they are likely to benefit most from the new GST rates. Also, watch Granules India and HCL Tech for potential opportunities.

Daily Streak Leaders for September 4, 2025

All (12) Large Cap (4) Mid Cap (4) Small Cap (4)

Stock	Streak	Streak Return
Bajaj Finance \| BAJFINANCE Financial Services \| Large Cap	6 days ↑	7.42%
Bajaj Finance maintains strong momentum with a 6-day winning streak (870.20 → 934.75), delivering 7.4% gains. With 118.4B revenue generating only 47.7B profit (40.2% margin) in Qtr ending Jun 2025, the market prices in future margin expansion potential.
Coal India \| COALINDIA Energy \| Large Cap	6 days ↑	5.09%
Coal India builds on success with a 6-day winning streak (372.50 → 391.45), delivering 5.1% gains. The financials tell a compelling story: 318.8B revenue generating 87.3B net profit (27.4% margin) demonstrates exceptional profit margins as of Qtr ending Jun 2025.
Godrej Industries \| GODREJIND Industrials \| Large Cap	8 days ↓	-7.08%
Godrej Industries experiences extended pressure with a 8-day decline (1,287.60 → 1,196.50), down 7.1%. Weak margins on 44.6B revenue with only 7.3B profit (16.3% margin) in Qtr ending Jun 2025 validate market skepticism. Structural improvements needed before sentiment shifts.
Ipca Laboratories \| IPCALAB Healthcare \| Large Cap	6 days ↓	-6.68%
Ipca Laboratories sees continued selling pressure through a 6-day decline (1,435.00 → 1,339.20), down 6.7%. Weak margins on 23.1B revenue with only 2.3B profit (10.1% margin) in Qtr ending Jun 2025 validate market skepticism. Structural improvements needed before sentiment shifts.
B BHARAT GLOBAL \| BGDL Technology \| Mid Cap	15 days ↑	97.47%
BHARAT GLOBAL continues its remarkable run with a 15-day winning streak (79.05 → 156.10), delivering 97.5% gains. With 199.4M revenue generating only 14.3M profit (7.2% margin) in Qtr ending Jun 2025, the market prices in future margin expansion potential.
R RRP Semiconductor \| RRP Financial Services \| Mid Cap	15 days ↑	31.94%
Insolation Energy \| INA Technology \| Mid Cap	9 days ↓	-14.96%
Choice International \| CHOICEIN Financial Services \| Mid Cap	7 days ↓	-2.95%
Choice International encounters challenges with a 7-day decline (804.50 → 780.75), down 3.0%. However, fundamentals remain robust: 2.3B revenue generating 479.6M profit (20.5% margin) as of Qtr ending Jun 2025 suggests this could be a temporary setback. Value hunters take note.
S SWAN DEFENCE N HEVY \| SWANDEF Industrials \| Small Cap	15 days ↑	97.88%
SWAN DEFENCE N HEVY dominates the market with an impressive a 15-day winning streak (239.99 → 474.90), delivering 97.9% gains. Despite 49.1M in revenue and - 228.9M loss (-466.2% margin) as of Qtr ending Mar 2025, the market sees potential beyond current profitability. This momentum suggests confidence in future execution.
Cian Agro Industries \| CIANAGRO Consumer Defensive \| Small Cap	15 days ↑	97.62%
Omnitex Industries \| OMNITEX Consumer Cyclical \| Small Cap	15 days ↓	-20.07%
Omnitex Industries faces persistent headwinds with a 15-day decline (490.30 → 391.90), down 20.1%. Weak margins on 2.7M revenue with only 17.2M profit (646.3% margin) in Qtr ending Jun 2025 validate market skepticism. Structural improvements needed before sentiment shifts.
R Rajeshwari Cans \| RCAN Consumer Cyclical \| Small Cap	13 days ↓	-33.63%
Rajeshwari Cans experiences extended pressure with a 13-day decline (213.65 → 141.80), down 33.6%. Weak margins on 69.7M revenue with only 898,894 profit (1.3% margin) in Qtr ending Mar 2021 validate market skepticism. Structural improvements needed before sentiment shifts.

India Market Daily Gainers & Losers: September 4, 2025

All (30) Large Cap (10) Mid Cap (10) Small Cap (10)

Top India Stock Gainers (September 4, 2025)

Stock	Day Open	Day Close	Daily Change	Volume	Daily Volume
Mahindra & Mahindra \| M&M Consumer Cyclical \| Large Cap	₹3,527.00	₹3,481.50	5.95%	7.60M	7.60M
Metro Brands \| METROBRAND Consumer Cyclical \| Large Cap	₹1,210.00	₹1,226.70	4.77%	366.70K	366.70K
Bajaj Finance \| BAJFINANCE Financial Services \| Large Cap	₹915.00	₹934.75	4.29%	21.74M	21.74M
Emami \| EMAMILTD Consumer Defensive \| Large Cap	₹606.00	₹615.50	4.16%	2.58M	2.58M
Gillette India \| GILLETTE Consumer Defensive \| Large Cap	₹10,380.00	₹10,548.00	4.15%	106.23K	106.23K
Aditya Vision \| AVL Consumer Cyclical \| Mid Cap	₹468.90	₹517.10	12.56%	16.29M	16.29M
Doms Industries \| DOMS Industrials \| Mid Cap	₹2,725.00	₹2,692.20	7.55%	2.67M	2.67M
Mrs Bectors Food \| BECTORFOOD Consumer Defensive \| Mid Cap	₹1,450.00	₹1,472.00	7.27%	462.53K	462.53K
Bata India \| BATAINDIA Consumer Cyclical \| Mid Cap	₹1,193.90	₹1,245.50	7.15%	3.06M	3.06M
Syrma SGS Technology \| SYRMA Technology \| Mid Cap	₹804.90	₹836.15	5.64%	5.35M	5.35M
Cropster Agro \| CROPSTER Consumer Defensive \| Small Cap	₹26.05	₹29.19	19.88%	1.48M	1.48M
GCM Securities \| GCSL Financial Services \| Small Cap	₹272.50	₹319.15	17.77%	129.08K	129.08K
Atul Auto \| ATULAUTO Consumer Cyclical \| Small Cap	₹460.50	₹509.10	17.09%	10.69M	10.69M
Moschip Technologies \| MOSCHIP Technology \| Small Cap	₹195.10	₹221.98	15.20%	45.82M	45.82M
Concord Control \| CNCRD Industrials \| Small Cap	₹2,006.10	₹2,273.00	13.30%	27.13K	27.13K

Biggest India Stock Losers (September 4, 2025)

Stock	Day Open	Day Close	Daily Change	Volume	Daily Volume
Ola Electric \| OLAELEC Consumer Cyclical \| Large Cap	₹69.49	₹64.50	-6.51%	746.99M	746.99M
Indian Overseas Bank \| IOB Financial Services \| Large Cap	₹39.82	₹37.96	-3.83%	9.88M	9.88M
GE T&D India Limited \| GET&D Industrials \| Large Cap	₹2,835.00	₹2,712.20	-3.73%	268.57K	268.57K
One \| PAYTM Technology \| Large Cap	₹1,296.00	₹1,241.10	-3.66%	4.76M	4.76M
Cochin Shipyard \| COCHINSHIP Industrials \| Large Cap	₹1,740.50	₹1,676.20	-3.57%	752.27K	752.27K
Force Motors \| FORCEMOT Consumer Cyclical \| Mid Cap	₹20,240.00	₹18,086.00	-8.59%	229.79K	229.79K
Sarda Energy \| SARDAEN Basic Materials \| Mid Cap	₹589.05	₹559.75	-4.56%	939.09K	939.09K
Shipping \| SCI Industrials \| Mid Cap	₹219.70	₹212.22	-4.41%	2.55M	2.55M
Surya Roshni \| SURYAROSNI Basic Materials \| Mid Cap	₹309.00	₹295.40	-4.29%	471.25K	471.25K
Tboteck \| TBOTEK Consumer Cyclical \| Mid Cap	₹1,615.00	₹1,524.60	-4.17%	601.08K	601.08K
L La Tim Metal \| LATIMMETAL Basic Materials \| Small Cap	₹12.60	₹10.65	-9.97%	566.51K	566.51K
Storage Technologies \| STAL Industrials \| Small Cap	₹98.40	₹89.37	-8.70%	71.20K	71.20K
V Vaarad Ventures \| VAARAD Financial Services \| Small Cap	₹12.00	₹11.33	-8.56%	78.49K	78.49K
Delta \| DELTACORP Consumer Cyclical \| Small Cap	₹94.35	₹87.28	-8.34%	9.81M	9.81M
IP Rings \| IPRINGLTD Consumer Cyclical \| Small Cap	₹165.30	₹153.80	-8.21%	38.66K	38.66K

Most Active India Stocks on September 4, 2025

All (15) Large Cap (5) Mid Cap (5) Small Cap (5)

Stock	Day Open	Day Close	Daily Change	Volume	Daily Volume
Vodafone Idea \| IDEA Communication Services \| Large Cap	₹6.69	₹6.61	0.61%	795.31M	795.31M
Ola Electric \| OLAELEC Consumer Cyclical \| Large Cap	₹69.49	₹64.50	-6.51%	746.99M	746.99M
Yes Bank \| YESBANK Financial Services \| Large Cap	₹20.49	₹20.29	-0.29%	99.76M	99.76M
V Vishal Mega Mart \| VMM Consumer Cyclical \| Large Cap	₹149.40	₹151.38	3.30%	48.22M	48.22M
Suzlon Energy \| SUZLON Industrials \| Large Cap	₹58.74	₹57.42	-0.98%	45.51M	45.51M
Aptus Value Housing \| APTUS Financial Services \| Mid Cap	₹340.45	₹328.70	-1.04%	45.19M	45.19M
Jaiprakash Power \| JPPOWER Utilities \| Mid Cap	₹18.50	₹18.17	-1.03%	34.31M	34.31M
PC Jeweller \| PCJEWELLER Consumer Cyclical \| Mid Cap	₹13.71	₹13.15	-3.02%	28.86M	28.86M
Niva Bupa Health \| NIVABUPA Financial Services \| Mid Cap	₹90.00	₹81.26	-3.07%	26.95M	26.95M
Aditya Vision \| AVL Consumer Cyclical \| Mid Cap	₹468.90	₹517.10	12.56%	16.29M	16.29M
S Sunshine Capital \| SCL Financial Services \| Small Cap	₹0.24	₹0.24	9.09%	508.82M	508.82M
Davangere Sugar \| DAVANGERE Consumer Defensive \| Small Cap	₹4.12	₹3.98	-1.00%	89.23M	89.23M
F Filatex Fashions \| FILATFASH Consumer Cyclical \| Small Cap	₹0.54	₹0.56	5.66%	74.54M	74.54M
Electronics Mart \| EMIL Consumer Cyclical \| Small Cap	₹136.00	₹145.69	11.38%	61.69M	61.69M
GTL Infrastructure \| GTLINFRA Technology \| Small Cap	₹1.52	₹1.49	-0.67%	47.82M	47.82M