Kenyan equities absorbed a difficult double signal in a single session: the NSE 25 fell 3.14% to 5,645.63 points, while TotalEnergies Marketing Kenya released its audited 2025 results, giving investors a fresh read on one of the Nairobi market’s most macro-sensitive sectors. The contrast matters. Brent crude slipped 1.1% on the day to $93.26 a barrel, but that relief was only partial because the USD/KES rose 0.81% to 129.59, keeping imported energy costs elevated in local currency terms.
Key figures
- NSE 25: 5,645.63 (-3.14%)
- Brent crude: $93.26/bbl (-1.1% day, -9.9% week)
- USD/KES: 129.59 (+0.81%)
- Market breadth: 20 gainers, 31 losers, 5 unchanged
- Safaricom traded value: KES 237.2 million
Market context: a broad sell-off on the Nairobi stock exchange today
The picture from the Nairobi stock exchange today was weaker than the headline index alone suggests. Of the 56 listed counters captured in the session data, 31 declined, 20 advanced and 5 were unchanged, pointing to broad-based pressure rather than a one-stock distortion. Among the sharpest losers, East African Portland Cement dropped 11.4% to KES 72.0, while the Absa NewGold ETF fell 6.4% to KES 5,330.0, even as spot gold rose . That divergence suggests local positioning and valuation adjustments mattered as much as the underlying bullion move.