Market Snapshot | Sensex drops 1,122 points, Nifty falls 1.55% as crude surge rattles markets (4 March 2026) - Moolaah Skip to main content

Indian equity markets extended their decline on wednesday as benchmark indices closed sharply lower amid escalating tensions between the United States and Iran. Rising crude oil prices pushed global risk aversion higher, with investors concerned that sustained energy price increases could intensify inflation pressures and affect India’s fiscal stability.

Index performance

Sensex declined 1,122.66 points (1.40%) to close at 79,116.19.

Nifty 50 dropped 385.20 points (1.55%) to end at 24,480.50.

Nifty Bank fell 1,084.40 points (1.81%), settling at 58,755.25.

Nifty IT edged higher by 32.30 points (0.11%) to close at 30,305.25.

The weakness followed a volatile session, with benchmark indices falling sharply intraday before closing near their lower levels.

Market trends and volatility

The sell-off deepened the recent decline in equities. Market volatility surged during the session. The India VIX climbed above the 21 mark, reaching its highest level in about ten months, reflecting heightened uncertainty among investors.

Key drivers behind the decline

Geopolitical tensions

Escalating conflict between the United States and Iran pushed Brent crude prices toward the $84 per barrel level. The surge in oil prices raised concerns about inflation and its potential impact on India’s macroeconomic stability.

Pressure on cyclical sectors

Metal, realty and PSU banking stocks faced the sharpest selling pressure, with several sectoral indices falling between 4% and 5%. Stocks such as Tata Steel and Larsen & Toubro were among the notable laggards as investors reduced exposure to cyclical sectors amid worries about global supply chain disruptions.

Sector highlights

Most sectoral indices ended in the red during the session.

Nifty IT was among the few segments that showed resilience. Stocks such as Infosys and Tech Mahindra were among the top gainers within the sector.

Commodities and currency

Gold (MCX April 2 contract) rose to ₹1,63,525, gaining ₹2,417 (1.5%) as investors moved toward safe-haven assets.

Silver (MCX March 5 contract) advanced to ₹2,68,000, rising ₹9,525 (3.69%).

The Indian Rupee weakened sharply and touched a record low against the US dollar, pressured by the surge in crude oil prices.

Market takeaway

The sharp decline reflects rising global risk aversion driven by geopolitical tensions and higher crude oil prices. 

Elevated volatility, along with pressure on cyclical sectors, suggests investors are adopting a cautious stance while monitoring developments in global energy markets and geopolitical conditions.

Source: Livemint, NDTV, Google Finance

Disclaimer: This content is shared for general informational purposes only. It does not constitute investment advice, a recommendation, or an offer to buy or sell any securities or financial products. Market data and views are based on publicly available information and are subject to change. Investments in the securities market involve risk. Readers should consult a qualified financial advisor before making any investment decisions.

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