Stock market news, 2 Feb 2026

91 bulletins, 31 high impact. Most mentioned: RVNL, BDL, UPL. Busiest sector: Infrastructure.

Mon 2 FebAfter close

16:17 Budget 2026 proposes tax change for dividend incomeFinancial Services · InvestmentsMedium 16:16 Government panel to enhance India's services sectorServices · EducationMedium 16:16 Union Budget 2026 highlights winners and challengesFinancial Services · InvestmentMedium 16:16 STT hike aims to protect small investors from speculationFinancial ServicesMedium 16:16 Union Budget aims to boost India's economy, says Kishan ReddyAgriculture · EducationMedium 16:14 NHAI invites ₹3,740 crore tender for Tharad–Ahmedabad expresswayInfrastructureHigh 16:14 Concerns rise over REC and PFC restructuring in Budget 2026EnergyMedium 16:14 India Glycols downgraded to sell amid financial concernsChemicalsMediumINDIAGLYCO 16:14 India increases regional air travel funding by 27%AviationMedium 16:14 India raises infrastructure spending to record highInfrastructureHigh 16:14 India raises defence budget to ₹7.85 lakh crore for 2026-27DefenceHigh 16:12 Major tax changes boost IT sector's safe harbour thresholdITMedium 16:11 Union Budget 2026 boosts healthcare with 10% increaseHealthcareHigh 16:11 Manufacturing PMI rises to 55.4 in JanuaryManufacturingMedium 16:10 Rupee and commodity prices under scrutiny by RBIManufacturingMedium 16:10 Delhivery projects 20% volume growth and margin expansionLogisticsMediumDELHIVERY 16:10 Defence stocks face volatility after budget capex boostDefenceMediumBEL 16:10 Budget 2026 boosts tyre industry with infrastructure focusManufacturingHigh 16:10 16th Finance Commission recommends 6.5% fiscal deficitInfrastructureHigh 16:10 Union Budget 2026-27 emphasizes capex, lacks immediate catalystsInfrastructure · ManufacturingMedium 16:10 Union Budget boosts real estate with increased capexReal Estate · InfrastructureHigh 16:10 Budget 2026 allocates ₹12.2 lakh crore for capital expenditureInfrastructure · DefenceHigh 16:10 India Budget 2026 boosts capex, tightens derivatives taxInfrastructure · ManufacturingMedium 16:10 Railway budget boosts RVNL with ₹2.93 lakh crore capexInfrastructure · TransportationHighRVNL 16:10 Government focuses on capex to manage fiscal deficitInfrastructureMedium 16:09 Gold and silver prices decline sharply amid profit bookingMetalsMedium 16:09 Oil prices drop 4% on US-Iran de-escalationEnergyMedium 16:09 OPEC extends crude oil production pause amid geopolitical tensionEnergyHigh 16:09 Excise duty exemption on biogas CNG benefits gas retailersEnergyMediumGAIL 16:08 RBI to pause repo rate cut in upcoming monetary policy meetingBankingMedium 16:08 Union Budget emphasizes sustainability in growth strategyEnergyHigh 16:06 Aurionpro Solutions secures data center contract with IDBI BankIT · BankingMediumAURIONPRO 16:06 Agarwal Industrial Corporation wins ₹218.59 crore contract from BPCLInfrastructureHighAGARIND 16:06 SBI shares decline as budget raises borrowing targetsBankingMediumSBIN 16:06 Hyundai Motor Q3 net profit rises 6% YoYAutomobilesMediumHYUNDAIMOTOR 16:06 Gokaldas Exports shares drop 7% after weak Q3 resultsTextilesMediumGOKALDAS 16:06 Bharat Dynamics shares drop 6% after Q3 resultsDefenceMediumBDL 16:06 WELCORP reports record EBITDA and strong order bookManufacturingHighWELCORP 16:06 Insecticides India shares drop after revenue guidance cutFMCGMediumIIL 16:06 Power Grid shares rise 5% on increased FY26 capex guidanceEnergyHighPGC 16:06 Mahindra Lifespace reports strong Q3 results with 6% share gainReal EstateHighMLD 16:06 UPL Q3 results show strong growth, stock rises 6%FMCGMediumUPL 16:04 Union Bank and Bank of India merger under considerationBankingHighUBI 16:04 Budget 2026 proposes tax exemption on land acquisition compensationInfrastructure · Real EstateMedium 16:04 SYSTRA-DB JV awarded consultancy for bullet train projectInfrastructureHigh 16:04 Government explores merger of Power Finance and Rural ElectrificationEnergy · InfrastructureMedium 16:04 Bharat Forge secures ₹300 crore investment from Premji InvestAutomobilesMediumBHARATFORGE 16:04 Budget proposes overhaul of buyback tax rulesFinancial Services · Corporate governanceMedium 16:04 Tax changes boost appeal of share buybacks for investorsFinancial ServicesMedium 16:04 NSE CEO says markets will absorb STT hikeBanking · Financial ServicesMediumNSE 16:04 UPL confirms rights issue proceeds align with objectivesChemicals · Agro inputsMediumUPL 16:04 Temasek and LIC to sell shares in NSE IPOBankingHighNSE 16:02 Union Budget 2026 outlines growth initiatives and fiscal goalsInfrastructure · BankingHigh

Mon 2 FebPre-market

07:14 Sun Pharma Q3 results show 16% profit growth and 1,100% dividendPharmaHighSUNPHARMA 07:13 Union Budget aims to boost India's economy, says Kishan ReddyAgriculture · TextilesMedium 07:13 Finance Minister outlines three duties to boost economyEconomyMedium 07:11 India raises overseas investment limits in equitiesBanking · Financial ServicesMedium 07:11 Union Budget 2026 categorizes IT services for growthITMedium 07:11 Union Budget 2026 aims to boost manufacturing and fiscal targetsManufacturing · DefenceMedium 07:11 Finance Commission updates state funding based on GDP contributionInfrastructure · ManufacturingMedium 07:11 Wipro CFO praises Union Budget for fiscal discipline amid global volatilityITMediumWIPRO 07:10 Union Budget 2026 boosts healthcare with 10% increaseHealthcareMedium 07:10 Union Budget 2026 raises costs on various goodsManufacturing · FMCGMedium 07:10 Union Budget 2026 allocates ₹1.39 lakh crore for educationEducationMedium 07:09 India budget 2026 boosts capex, impacts derivatives marketInfrastructure · ManufacturingHigh 07:09 Railway budget boosts RVNL with ₹2.93 lakh crore capexInfrastructureHighRVNL 07:09 Government focuses on capex to manage fiscal deficitInfrastructureMedium 07:09 Budget announces seven new high-speed rail corridorsInfrastructure · TransportationHigh 07:09 Government raises FY27 capex target to ₹12.12 lakh croreConstruction · InfrastructureMedium 07:09 Market rises as government signals capex-led growthInfrastructure · Capital GoodsHighLT 07:09 Budget highlights focus on capex and healthcare reformsInfrastructure · HealthcareMedium 07:07 Excise relief on biogas CNG to benefit gas retailersEnergyMedium 07:07 OPEC extends crude oil production pause amid geopolitical tensionEnergyHigh 07:05 India allows foreign firms to fund Apple manufacturersIT · ManufacturingMediumTATAMOTORS 07:05 Jindal Group plans ₹70,000 crore investment in JharkhandManufacturing · EnergyHigh 07:05 Union Budget 2026-27 introduces major tax reformsFinancial Services · ManufacturingMedium 07:05 Market reactions to Budget 2026: key insights from analystsFinancial Services · MarketHigh 07:05 Budget proposes overhaul of buyback tax rulesFinancial Services · Corporate governanceMedium 07:05 Tax changes boost appeal of share buybacks for investorsFMCG · Financial ServicesMedium 07:05 Union Budget 2026 emphasizes fiscal discipline and infrastructureInfrastructureMedium 07:05 Budget 2026 boosts aviation industry growth outlookAviationMediumAIRINDIA 07:05 Rupee and commodity prices under scrutiny by RBIManufacturing · CommoditiesMedium 07:05 Crude oil prices test two-year resistance levelsEnergyMedium 07:05 Defence stocks show mixed reactions after Q3 resultsDefenceMediumBDL 07:05 IDFC First Bank shares fall 2.5% post Q3 resultsBankingMediumIDFCFIRSTB 07:03 FM allocates ₹1.39 lakh cr for defence equipment procurementDefence · ManufacturingHighBHARATFORGE 07:03 ACC maintains buy rating, lowers price target amid mergerCementMediumACC 07:03 Budget 2026 boosts real estate with REITs and infrastructure plansReal Estate · ConstructionHigh 07:03 Union Bank and Bank of India merger under reviewBankingHighUBI 07:03 HDFC Bank gains ahead of Budget 2026 on rebound hopesBankingMediumHDFCBANK 07:02 India unveils ₹10,000 crore MSME growth fund in budgetManufacturing · TechnologyHigh