Stock Market 1st September: Markets Cheer on GDP Growth, Tariff Relief & Sectoral Rally

Table of Contents

Introduction

The Stock Market 1st September 2025 opened the week on a jubilant note, fueled by a mix of strong domestic growth numbers, global relief cues, and sectoral momentum. Indian equities surged, defying the recent bouts of volatility, as investors welcomed positive macroeconomic data and easing trade concerns. The rally was broad-based with frontline indices, mid-caps, and small-caps all participating in the uptrend.

Sentiment turned distinctly bullish after India’s GDP growth surpassed expectations at 7.8% for Q1 FY26, while a U.S. court ruling provided relief on tariff disputes. Additionally, strength in IT, auto, and consumer-related stocks added further fuel to the market optimism. Let’s break down how the day unfolded across indices, the top gainers and losers, and why the Stock Market 1st September ended on such a high.

Index Performance on Stock Market 1st September

The day’s market rally was broad and decisive, lifting all major indices into the green.

Index	Closing Level	Change	% Change
NIFTY 50	24,626.05	+199.20	+0.82%
SENSEX	80,377.07	+567.42	+0.71%
Nifty Bank	53,993.40	+337.75	+0.63%
Nifty IT	35,751.35	+570.10	+1.62%
S&P BSE SmallCap	52,261.28	+812.05	+1.58%

The Stock Market 1st September witnessed IT stocks leading the rally, followed by auto, financials, and consumer-related counters. The strong performance in small-cap and mid-cap indices reflected broad investor participation, signaling renewed confidence in market breadth.

Top Gainers on Stock Market 1st September

The list of top gainers in Stock Market 1st September was dominated by IT, consumer, and technology-driven companies.

Ola Electric (+15.6%, ₹62.48)
Ola Electric surged on high volumes after reports suggested stronger-than-expected demand outlook for EVs and anticipation of policy tailwinds. Investor optimism in new-age tech-driven firms boosted the stock sharply.
Kaynes Technology (+7.79%, ₹6600)
Riding on semiconductor and electronics growth, Kaynes Technology witnessed robust buying. With India focusing on electronics manufacturing, the stock gained momentum with fresh institutional participation.
Aditya Birla Fashion (+7.76%, ₹83.35)
Consumer spending optimism and festive season buildup helped the retail and apparel space. Aditya Birla Fashion clocked strong gains on hopes of better margins and revenue growth.
Gujarat Mineral (+6.82%, ₹431.40)
Commodity-linked stocks like Gujarat Mineral rallied as global prices stabilized. Investors bet on resource-driven growth and stronger export demand.
eClerx Services (+6.53%, ₹4496.80)
A standout in the IT sector, eClerx Services rose on margin expansion hopes and outsourcing demand from global clients. The stock was tagged as a “ROCE outperformer,” further fueling confidence.

Top Losers on Stock Market 1st September

Even in a bullish session, a few names lagged behind due to sector-specific pressures.

Waaree Energies (-5.92%, ₹3200.50)
Solar sector stocks faced selling pressure on margin concerns, leading Waaree Energies to decline sharply despite long-term growth prospects.
Godfrey Phillips (-3.93%, ₹10,571.00)
The tobacco major corrected on profit booking after a strong recent run, with investors cautious around regulatory headwinds.
Piramal Enterprises (-3.01%, ₹1086.50)
Piramal saw a dip amid concerns on debt exposure and slowing growth in some verticals, dragging the stock lower.
United Breweries (-2.93%, ₹1795.80)
The brewer hit a 52-week low, as demand headwinds and rising input costs weighed on investor sentiment.
Karur Vysya Bank (-2.31%, ₹209.10)
A laggard among financials, Karur Vysya Bank faced mild profit booking after a recent rally in mid-tier banking names.

Summary Table – Top Gainers vs Top Losers

For quick clarity, here’s a snapshot of the Stock Market 1st September top gainers and losers side by side:

Top Gainers	% Change	LTP	Top Losers	% Change	LTP
Ola Electric	+15.6%	₹62.48	Waaree Energies	-5.92%	₹3200.50
Kaynes Technology	+7.79%	₹6600	Godfrey Phillips	-3.93%	₹10,571
Aditya Birla Fashion	+7.76%	₹83.35	Piramal Enterprises	-3.01%	₹1086.50
Gujarat Mineral	+6.82%	₹431.40	United Breweries	-2.93%	₹1795.80
eClerx Services	+6.53%	₹4496.80	Karur Vysya Bank	-2.31%	₹209.10

Why Did the Market Rally Today?

The Stock Market 1st September rise was powered by multiple positive triggers:

Robust GDP Growth
According to Reuters and The Economic Times, India’s GDP growth came in at 7.8% for Q1 FY26, surpassing expectations. This reinforced confidence in domestic resilience and consumer-driven growth.
Tariff Relief from U.S. Court Ruling
A U.S. court deemed most tariffs targeting India as illegal (reported by Reuters). Though they remain in effect until mid-October, this judgment improved trade sentiment and boosted Indian equities.
IT and Auto Rally
As per India Today, IT and auto stocks surged. IT gained on expectations of a U.S. rate cut, while auto stocks rallied on upbeat industry demand trends.
Broad Sectoral Strength
With 15 of 16 sectors closing higher and small/mid-caps jumping ~1.1%, Reuters highlighted the widespread participation in the rally. This breadth confirmed strong investor conviction.
Global & Political Developments – SCO Summit 2025
Market confidence also drew strength from the ongoing SCO Summit 2025, where India is expected to push economic and trade partnerships. Investors cheered the positive global backdrop, adding another layer of optimism.

Conclusion

The Stock Market 1st September 2025 delivered a strong rally with frontline indices climbing, IT and auto leading the charge, and robust GDP data acting as the catalyst. While a few stocks like Waaree Energies and Piramal Enterprises lagged, the broader participation across small and mid-caps signaled healthy market sentiment.

With tariff relief signals, global events like the SCO Summit 2025, and strong macro fundamentals, the outlook remains encouraging. However, investors should stay watchful of global uncertainties and policy cues that could shape near-term moves.