Daily Market Update - 27th August 2026 by Ventura Securities Ltd
Market Outlook: Indian equities witnessed a weak session, with the Sensex declining 0.24% to 77,473 and the Nifty 50 falling 0.52% to 24,208 as afternoon selling erased early gains. However, Bank Nifty gained 0.5% to 57,784 and India VIX declined 4.4%, indicating that volatility remained contained despite the benchmark weakness. Nifty options data shows major OI concentration at 24,500 Calls and 24,200 Puts, with a PCR of 0.86, suggesting a narrow range with resistance near 24,500 and immediate support around 24,200.
FII & DII Activity: Institutional flows remained positive on 26th August, with FIIs/FPIs recording net purchases of Rs 503 crore after buying Rs 17,520.5 crore worth of equities against sales of Rs 17,017.9 crore. DIIs provided significantly stronger support, recording net buying of Rs 6,425 crore. Continued domestic institutional buying remains an important cushion for the market amid concerns over foreign capital allocation towards relatively cheaper Asian markets.
Sector Activity: Sectoral performance was sharply divergent, with Metals emerging as the strongest performer, gaining 1.3%, followed by Private Banks (+1.0%), PSU Banks (+0.8%) and Financial Services (+0.5%). On the downside, IT declined 1.5%, while FMCG and Consumer indices fell 1.0% each, reflecting continued selling in technology and consumption-oriented stocks. Energy and Oil & Gas also declined 0.6%, while Pharma remained marginally positive at 0.2%.
F&O Activity: Long build-up was seen in BANKNIFTY, FINNIFTY, SAIL, LIC Housing Finance and Vedanta, indicating fresh buying interest. Short build-up was observed in NIFTY, Premier Energies, NIFTYFPI, Varun Beverages and ICICI General Insurance. Long unwinding emerged in Adani Energy Solutions, Godrej Consumer, Vodafone Idea, Coforge and AU Small Finance Bank, while short covering was visible in Paytm, Motilal Oswal Financial Services, L&T Finance, Nykaa and Adani Enterprises.
Top 5 News:
1. Ceigall India: Ceigall emerged as the L1 bidder for an interstate transmission project with annual transmission charges of Rs 608.67 crore for 35 years. The project includes a 765/400 kV substation and ~300 km of transmission lines. Final award is awaited.
2. KPI Green Energy: KPI Green energized over 630 MW DC across its IPP and EPC/CPP businesses during June–August 2026, its highest-ever quarterly addition. This exceeds the 533 MW cumulative capacity energized until December 2024.
3. Adani Energy Solutions: AESL won a Rs 4,700 crore transmission project that will add 562 circuit km and 9,000 MVA capacity. The win increases its transmission order book to around Rs 85,000 crore.
4. NITCO: NITCO signed an MoU with House of Abhinandan Lodha for a 40-acre mixed-use project in Alibaug, with Rs 4,500 crore estimated revenue potential. NITCO's expected share is around Rs 1,500 crore, subject to approvals.
5. MTAR Technologies: MTAR received Rs 126.74 crore of orders from NPCIL for nuclear reactor refurbishment projects. Its nuclear order book has now exceeded Rs 775 crore, strengthening long-term revenue visibility.
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