Stock Markets March 12, 2026

Indian equities slide as Nifty posts near 6-month low; Sensex falls over 1%

Auto, real estate and banking groups lead declines while coal and power stocks buck the trend

By Caleb Monroe COAL INBK
Indian equities slide as Nifty posts near 6-month low; Sensex falls over 1%
COAL INBK

Indian stock benchmarks closed lower on Thursday, with the Nifty 50 dropping 0.95% to a fresh six-month low and the BSE Sensex off 1.08%. Declines were concentrated in the auto, real estate and banking sectors, even as select energy and utilities names recorded gains. Market volatility and commodity prices moved higher alongside currency shifts.

Key Points

  • Nifty 50 fell 0.95% to a new six-month low, while the BSE Sensex declined 1.08% - impacting overall market sentiment.
  • Auto, real estate and banking stocks led declines, while coal and power sector names such as Coal India and NTPC recorded gains and 52-week highs.
  • Market breadth was negative on both exchanges and implied volatility (India VIX) rose to 21.43; commodity prices, including crude oil and gold, also increased.

Indian equities ended the session lower on Thursday as losses in several cyclical sectors outweighed gains among select energy and utility firms.


Market close - At the National Stock Exchange close, the Nifty 50 declined 0.95% to register a new six-month low. The BSE Sensex fell 1.08% over the same period.


Top movers on the Nifty - Coal India Ltd (NSE:COAL) led gains on the Nifty 50, climbing 5.07% or 22.65 points to finish at 469.40. NTPC Ltd (NSE:NTPC) added 2.91% or 11.05 points to close at 390.95, and Power Grid Corporation of India Ltd (NSE:PGRD) rose 1.44% or 4.30 points to end the day at 303.10.

Largest decliners on the Nifty - IndusInd Bank Ltd. (NSE:INBK) was the session's weakest Nifty constituent, slipping 5.26% or 46.15 points to finish at 831.00. Mahindra & Mahindra Ltd. (NSE:MAHM) fell 4.39% or 139.10 points to close at 3,029.10, while Eicher Motors Ltd. (NSE:EICH) dropped 3.92% or 284.00 points to trade at 6,969.50 at the close.


BSE Sensex movers - On the Sensex 30, NTPC Ltd (BO:NTPC) rose 2.75% to 390.45. Tech Mahindra Ltd (BO:TEML) advanced 1.61% to settle at 1,355.45, and Power Grid Corporation of India Ltd (BO:PGRD) gained 1.54% to close at 303.40.

Sensex laggards - IndusInd Bank Ltd. (BO:INBK) declined 5.43% to 829.30 in late trade. Mahindra & Mahindra Ltd. (BO:MAHM) lost 4.32% to finish at 3,030.00, and Maruti Suzuki India Ltd. (BO:MRTI) was down 3.76% to end at 12,995.00.


Market breadth - On the National Stock Exchange, decliners outnumbered advancers 1,566 to 948, with 47 shares unchanged. On the Bombay Stock Exchange, 2,341 stocks fell, 1,644 advanced and 163 finished unchanged.


Notable milestones - Shares of Coal India Ltd (NSE:COAL) rose to 52-week highs, increasing 5.07% or 22.65 to 469.40. NTPC Ltd (NSE:NTPC and BO:NTPC) similarly reached 52-week highs, with the NSE-listed stock up 2.91% or 11.05 to 390.95 and the BSE-listed line rising 2.75% or 10.45 to 390.45.


Volatility and commodities - The India VIX, which measures implied volatility of Nifty 50 options, climbed 1.74% to 21.43. In commodities trading, Gold Futures for April delivery were up 0.16% or 8.31 to $5,187.41 a troy ounce. Crude oil for April delivery rose 4.62% or 4.03 to $91.28 a barrel, while the May Brent oil contract advanced 4.92% or 4.53 to trade at $96.51 a barrel.


Currency and U.S. dollar - The USD/INR exchange rate moved up 0.16% to 92.35, while EUR/INR fell 0.13% to 106.53. The US Dollar Index Futures increased 0.16% to 99.39.


What happened - Market activity on Thursday reflected sectoral divergence: energy and utilities names, including Coal India and NTPC, posted gains and in some cases hit 52-week highs, while financials, autos and certain consumer cyclicals posted notable losses. Broader market breadth skewed negative on both major exchanges and measures of volatility and commodity prices moved higher alongside modest currency changes.

Risks

  • Rising market volatility as indicated by a 1.74% increase in the India VIX to 21.43 - this may affect risk-sensitive sectors such as banking and real estate.
  • Higher crude oil prices, with April crude up 4.62% to $91.28 and May Brent at $96.51, which can pressure energy-importing sectors and broader inflation dynamics.
  • Currency movements, including a 0.16% rise in USD/INR to 92.35 and a 0.13% fall in EUR/INR to 106.53, which can influence exporters, import costs and corporate margins.

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