The NASI fell 1.14% to 244.72 on turnover of KES 1.79bn, up 235.7% against the 20-session average, with 10,419 trades across 55 counters. Breadth was negative at 20 up, 29 down. Banking led losses among sectors, down 0.76% with 9 of 11 counters lower, while Construction and Allied (+1.65%) and Investment Services (+1.64%) were the only gainers among the twelve sectors. Kenya Pipeline (KPC) was the standout gainer, up 7.95% to 9.78, while NBV, SGL and NMG led decliners. Foreign investors were net sellers of KES 846.6m, 43% of turnover, with Safaricom (SCOM) and Equity Group (EQTY) the heaviest foreign sales even as both also topped value traded.

Dangote Industries has agreed to buy a 25% stake in Kenya Pipeline (KPC) for Sh42.5bn, a deal disclosed in London that helped drive the counter's gain and elevated volumes in the session. Safaricom (SCOM) extended its Fuliza overdraft product to Pochi La Biashara merchants, widening credit access for over a million micro-businesses and deepening its fintech push. Kakuzi (KUKZ) issued a revised profit warning, now expecting 2026 earnings significantly below the prior Sh387.6m, worse than its earlier 25% decline guidance, citing weak macadamia prices and lower harvest volumes.