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Indian Stock Markets End Seventh Straight Week Lower as Oil Prices and Global Risks Weigh

September 26, 2026

India’s benchmark stock indices ended the week on September 25 in negative territory, with the NIFTY50 and SENSEX declining for the seventh consecutive week. The NIFTY50 fell 0.9%, or 205.90 points, to close at 23,140.50, while the SENSEX declined 0.5%, or 399.22 points, to 73,895.74.

Market sentiment remained cautious as investors tracked elevated crude oil prices, higher US Treasury yields and continued foreign investor selling. The Nifty India VIX, a measure of near-term market volatility, also increased 6.9% during the week.

Friday Trading Provides Some Relief

Despite the weak weekly performance, Indian equities recovered modestly during Friday’s session. The NIFTY50 gained 0.34%, while the SENSEX rose 0.43%, supported by buying in private-sector banks and automobile stocks. HDFC Bank, Axis Bank, Mahindra & Mahindra, Reliance Industries, Larsen & Toubro and Bajaj Finance were among the stocks contributing to the day's gains.

The recovery followed a sharp decline in the previous session, with investors also responding to short-covering activity and value buying, according to the source report.

Oil Prices and US Treasury Yields Remain Key Factors

Crude oil prices moved back above $107 per barrel during the week, while the report noted that US Treasury yields reached a multi-year high of 5.23%. These developments contributed to increased caution among equity investors.

The report also highlighted continued uncertainty surrounding developments in West Asia and their potential impact on global energy markets. For India, changes in crude prices are particularly relevant because of the country's dependence on imported energy.

IT, Financial Services and Banking Stocks Under Pressure

Several major sectoral indices ended lower during the week. Nifty IT declined 2.4%, Nifty Financial Services fell 1.6%, Nifty Bank dropped 1.4%, Nifty Capital Markets declined 1.3%, while Nifty Energy lost nearly 1%.

Among individual NIFTY50 stocks, Bharti Airtel, Trent, Infosys, Bajaj Finserv and Tata Motors Passenger Vehicles were listed among the week's biggest laggards. Coal India, ITC, Eternal, Titan Company and Dr. Reddy’s Laboratories were among the gainers.

Foreign Investors Remain Net Sellers

Foreign institutional investors sold approximately ₹3,693.93 crore worth of capital-market assets on Friday, according to the NSE data cited in the report. Domestic institutional investors, meanwhile, purchased around ₹2,838.17 crore on the same day.

The report said foreign selling during the week reflected concerns around emerging-market risk, higher crude prices and elevated US Treasury yields.

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Market Volatility Remains Elevated

The week's performance reflects the influence of both domestic and international factors on Indian equities. Investors continued to monitor energy prices, global geopolitical developments, foreign capital flows and movements in US bond yields.

While Friday's recovery provided some positive movement, the NIFTY50 and SENSEX still ended the week lower, extending their respective losing streaks to seven weeks.

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