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Business market decline

Indian Markets Decline on IT Selloff

Analysis based on 6 articles · First reported Feb 24, 2026 · Last updated Feb 25, 2026

Sentiment
-60
Attention
4
Articles
6
Market Impact
General
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Indian equity benchmark indices S&P BSE Sensex and NIFTY 50 slumped significantly due to a sharp selloff in IT stocks, driven by fears of AI-led disruption and margin pressures. Additionally, renewed global trade concerns stemming from Donald Trump's tariff remarks and escalating US-Iran tensions, which pushed Brent Crude prices higher, further weighed on investor sentiment, leading to broad market declines.

Information Technology Financial Services Energy

On February 24, 2026, Indian equity benchmark indices S&P BSE Sensex and NIFTY 50 experienced a significant decline, plummeting over 1%. This market downturn was primarily driven by a sharp selloff in Information Technology stocks, fueled by rising fears of AI-led disruption and margin pressures for traditional service providers. Adding to the negative sentiment were renewed concerns over global trade, following remarks by US President Donald Trump regarding tariffs and trade deals, including the European Union freezing a deal with the United States. Furthermore, escalating geopolitical tensions between the United States and Iran, marked by embassy staff evacuations and warnings of wider regional escalation, contributed to increased risk aversion and pushed Brent Crude oil prices higher. While most IT stocks like HCLTech, Infosys, Mahindra & Mahindra, and Tata Consultancy Services saw significant declines, some entities like State Bank of India, Axis Bank, and Tata Steel managed to post gains.

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Mahindra & Mahindra was the biggest laggard, declining by 6.6%, due to concerns over AI-driven disruption and margin pressures.
Importance 60.0 Sentiment -80.0
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HCLTech was among the top laggards in the IT sector, declining significantly due to fears of AI-led disruption.
Importance 50.0 Sentiment -70.0
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Titan Company was among the declining stocks in the broader market downturn.
Importance 30.0 Sentiment -50.0
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Trent Limited was among the declining stocks in the broader market downturn.
Importance 30.0 Sentiment -50.0
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Larsen & Toubro was among the declining stocks in the broader market downturn.
Importance 30.0 Sentiment -50.0
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Bharat Electronics was among the declining stocks in the broader market downturn.
Importance 30.0 Sentiment -50.0
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Asian Paints was among the gainers, showing resilience during the market decline.
Importance 20.0 Sentiment 20.0
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Power Grid Corporation of India was among the gainers, showing resilience during the market decline.
Importance 20.0 Sentiment 20.0
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