The NASI fell 1.14% to 244.72 and the NSE 20-Share Index dropped 0.59% to 4,341.24, with 26 counters declining against 22 advancing. Turnover of KES 394.1 million was 51.7% below the 20-session average. Banking and Telecommunication sectors held up best, up 0.62% and 0.73% respectively, while Energy and Petroleum led decliners at -1.15%. KCB (KCB) rose 2.05% to 87.25 and was the most traded counter by value at KES 93.3 million, ahead of Safaricom (SCOM) and Equity (EQTY). Foreign investors were net sellers at KES -200.0 million, 27.4% of turnover, offloading SCOM (-73.97 million) and EQTY (-71.54 million) while buying KPLC.

Kenya Pipeline Company reported a 13% rise in profit after tax to Sh11.58 billion for the year to June 2026 and is pursuing a Sh35 billion oil trading hub in Mombasa, a development relevant to listed energy counters and infrastructure financing. Quickmart's planned NSE listing drew scrutiny after Sterling Capital valued the retailer below its Sh7.50 offer price, a reference point for investors evaluating the November 12 listing. Separately, Epra's withdrawal of fuel subsidies points to further pressure on pump prices, a cost factor for manufacturing and transport-linked counters.