Stock market news, 1 Feb 2026

80 bulletins, 26 high impact. Most mentioned: GAIL, BDL, ITC. Busiest sector: Manufacturing.

Sun 1 FebAfter close

16:13 GAIL reports strong financials and declares interim dividendEnergyHighGAIL 16:13 Corporate actions this week: dividends and share splitFMCGMediumITC 16:13 Adani agrees to receive SEC legal notice in fraud caseInfrastructureMedium 16:13 ED arrests former Reliance Communications director in fraud caseTelecomHighRCOM 16:12 Finance Minister outlines three duties to boost economyEconomy · Public policyMedium 16:11 India launches Semiconductor Mission 2.0 with ₹40,000 crore outlayElectronics · ManufacturingHigh 16:10 Defence shares rise on budget capex expectationsDefenceMediumIDEAFORGE 16:10 Market rises as government signals capex-led growthInfrastructure · Capital GoodsHighLT 16:10 Nifty and Sensex rise on India's budget capex boostInfrastructureMediumPNCINFRA 16:10 Capex raised 9% to ₹12.2 lakh crore amid execution challengesInfrastructureMedium 16:09 India aims for third largest economy with new budgetInfrastructure · AgricultureHigh 16:09 Nitin Castings proposes voluntary delisting from BSEManufacturingMedium 16:08 Trump announces India will buy Venezuelan oil instead of IranianEnergyMedium 16:08 NTPC Q3 results miss expectations, shares may reactEnergyMediumNTPC 16:08 Union Budget 2026 boosts animation and gaming sectorsIT · EducationMedium 16:08 Union Budget 2026-27 boosts electronics manufacturing outlookElectronics · ManufacturingMedium 16:08 Government exempts customs duty on 17 cancer drugsPharmaMedium 16:08 Sun Pharma shares rise after strong Q3 earnings reportPharmaHighSUNPHARMA 16:08 Overseas investors allowed higher equity investment limitsBanking · Financial ServicesMedium 16:08 FM unveils five initiatives for textile sector self-relianceTextilesMedium 16:08 IDFC First Bank shares fall 2.5% post Q3 resultsBankingMediumIDFCFIRSTB 16:08 Indian markets show signs of earnings revival, says Rakesh VyasEquityMedium 16:08 Union Budget 2026 impacts consumer costs and spendingHealthcare · EducationMedium 16:08 Defence earnings diverge as BDL slumps and Zen Tech soarsDefence · ManufacturingMediumBDL 16:08 Heritage Foods misses EPS forecast by 22%FMCGMediumHERITGFOOD 16:08 Apollo Pipes reports Q3 loss, analysts adjust forecastsManufacturingMediumAPOLLOPIPE 16:08 Budget 2026 boosts outlook for advertising and media industryAdvertising · MediaMedium 16:08 One97 Communications reports Q3 earnings with mixed analyst outlookIT · TelecomMediumPAYTM 16:08 Bajaj Auto shares rise after Q3 earnings reportAutomobilesMediumBAJAJ-AUTO 16:08 GAIL Q3 earnings show revenue decline and widening lossesEnergyMediumGAIL 16:08 Glenmark Pharma faces GST search amid Q3 resultsPharmaMediumGLENMARK 16:08 GAIL and BDL Q3 results release with dividend focusEnergy · DefenceMediumGAIL 16:07 Gold and silver prices plunge after Budget 2026 announcementMetalsHigh 16:04 Jindal Group plans ₹70,000 crore investment in JharkhandManufacturing · EnergyHigh 16:04 Union Budget 2026 offers tax relief to Apple for manufacturingIT · ManufacturingMediumTATAMOTORS 16:03 Brokerage stocks drop up to 15% after STT hikeBanking · FMCGHighANGELONE 16:03 Union Budget 2026 emphasizes fiscal discipline and infrastructureInfrastructureMedium 16:03 Budget 2026 may simplify defence acquisition rulesDefenceMedium 16:03 Budget 2026 boosts real estate with REITs and infrastructure supportReal Estate · ConstructionHigh 16:03 ACC maintains buy rating, lowers price target amid mergerCementMediumACC 16:03 Belrise Industries reports 8% revenue growth, approves merger dealManufacturingHighBELRISE 16:03 MOIL receives approval for joint venture with MPSMCLMetalsMediumMOIL 16:03 Union Bank and Bank of India merger under considerationBankingHighUBI 16:03 Delhivery returns to profit, completes Ecom Express acquisitionLogisticsHighDELHIVERY 16:03 Moody's views India's budget as tactical, no credit profile changeFinancial ServicesMedium 16:03 HDFC Bank gains ahead of Budget 2026 on positive outlookBankingMediumHDFCBANK 16:01 India unveils ₹10,000 crore MSME growth fund in budgetManufacturing · ITHigh 16:00 Silver price crash impacts Hindustan Zinc sharplyMetalsHighHINDZINC

Sun 1 FebPre-market

07:12 GAIL reports strong earnings and declares interim dividendEnergyHighGAIL 07:12 Corporate actions this week: dividends and share splitFMCG · UtilitiesMediumITC 07:11 Reliance Infra faces auditor resignation amid fraud investigationsInfrastructureHighRELIANCE 07:08 DGFT imposes import restrictions on key pharmaceutical productsPharmaMedium 07:07 Nitin Castings proposes voluntary delisting from BSEManufacturingMediumNITINCAST 07:07 CME raises margins on gold and silver futuresCommoditiesHigh 07:07 Rupee hits record low as January performance faltersBanking · Financial ServicesHigh 07:07 Markets end three-day rally as metal and IT shares declineIT · MetalsMediumSENSEX 07:07 Rupee outlook volatile after record low against dollarCurrencyHigh 07:07 Economic Survey raises India's growth potential to 7%EconomyMedium 07:05 Budget 2026 may boost railway sector spending significantlyInfrastructure · RailwaysMedium 07:05 PSUs expect 10-12% capex budget rise in 2026Energy · InfrastructureMediumONGC 07:05 India Inc urges reform continuity ahead of Budget 2026Manufacturing · InfrastructureMedium 07:05 Budget 2026 prioritizes defence, infrastructure, and fiscal disciplineInfrastructure · DefenceMedium 07:05 UltraTech plans ₹2,000 cr capex for India CementsCementMediumULTRACEMCO 07:05 Budget 2026 to prioritize capex and customs duty reformsInfrastructure · ManufacturingMedium 07:05 Economic Survey supports RBI policy on liquidity managementBankingMedium 07:04 Glenmark Pharma faces GST search amid Q3 resultsPharmaMediumGLENMARK 07:04 Bajaj Auto reports record revenue in Q3 earningsAutomobilesMediumBAJAJ-AUTO 07:04 GAIL Q3 results show revenue decline and widening lossesEnergyMediumGAIL 07:04 Sun Pharma Q3 results show strong US sales performancePharmaHighSUNPHARMA 07:04 GAIL and BDL Q3 results and dividend announcements todayEnergy · DefenceMediumGAIL 07:04 Bharat Dynamics Q3 profits halve, margins below 5%ManufacturingHighBDL 07:04 CDSL reports strong Q3 profits with stable outlookFinancial ServicesMediumCDSL 07:03 GG Tronics secures ₹433 crore Kavach order from CLWInfrastructure · ManufacturingHighCGPOWER 07:03 S&P Global raises Biocon Biologics’ credit rating to BB+PharmaMediumBIOCON 07:03 CARE Ratings upgrades Vodafone Idea's outlook to positiveTelecomMediumVODAFONEIDEA 07:03 Belrise Industries reports 8% revenue growth, approves mergerManufacturingHighBELRISE 07:03 Delhivery returns to profit, completes Ecom Express acquisitionLogisticsHighDELHIVERY 07:03 Sansera Engineering forms joint venture with Nichidai CorporationManufacturing · AutomobilesMediumSANESSA 07:03 Union Bank and Bank of India merger could finalize by year-endBankingMediumUNIONBANK 07:02 Sebi grants approval for NSE's long-awaited IPOBanking · Financial ServicesHighNSE