Sensex Falls 800 Points in 2 Days: Why Indian Markets Are Under Pressure

Indian stock markets fell for the second straight session on Tuesday. The Sensex dropped over 480 points to around 84,958, while the Nifty fell below 26,150. Over the last 2 trading sessions, the Sensex has lost nearly 800 points and the Nifty about 188 points.

Weak Market Breadth

Selling pressure was broad-based. On the BSE, more stocks declined than advanced, showing that the weakness was not limited to just a few stocks but spread across the market.

Heavyweight Stocks Drag Indices

Profit booking in large stocks pulled the indices lower. Reliance Industries (RIL), HDFC Bank and Trent were the biggest losers in the Nifty50.

RIL shares fell more than 5%, marking their sharpest drop in over 8 months, after reports said CLSA removed the stock from its India model portfolio. Trent shares dropped over 8% after its Q3 FY26 results disappointed investors.

Sectoral Performance Mixed

While the broader market was weak, sectoral performance was mixed. Nifty Oil & Gas was the top loser, followed by Chemicals and Media. On the positive side, PSU Bank and Healthcare stocks traded higher.

Geopolitical Uncertainty Weighs on Sentiment

Investor sentiment remained cautious after fresh geopolitical developments. Reports of a major US military operation in Venezuela have added to global uncertainty. 

Read More: Silver ETFs 2025 Recap: Multiple Funds Deliver Over 100% Returns; UTI Silver ETF, SBI Silver ETF FoF and More!

Tariff Worries Add Pressure

Markets were also impacted by renewed tariff concerns. US President Donald Trump warned of higher tariffs on Indian exports if India continues to buy Russian oil, adding fresh uncertainty for investors.

Conclusion

The recent market fall is driven by profit booking in heavyweights, global geopolitical risks and tariff-related concerns. Until clarity emerges, markets may remain volatile, and investors are likely to stay cautious.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.  

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.