Stock market news, 3 Feb 2026

121 bulletins, 59 high impact. Most mentioned: POWERGRID, ADANIPORTS, ULTRACEMCO. Busiest sector: Infrastructure.

Tue 3 FebAfter close

16:17 Castrol India reports record revenue and declares ₹5.25 dividendAutomobilesHighCASTROLIND 16:16 Adani Group stocks rise on India-US trade deal newsEnergy · InfrastructureHighADANIGREEN 16:16 FPIs withdraw ₹36,000 cr in January amid global uncertaintiesFMCG · Financial ServicesMedium 16:16 BJP leaders praise India-US trade deal as historic achievementTrade · EconomyHigh 16:16 Hyundai Motor India Q3 profit rises 6.3% to ₹1,234 crAutomobilesMediumHYUNDAIMOTOR 16:16 Montra Electric delivers India's first PM E-DRIVE certified truckAutomobiles · InfrastructureHighULTRACEMCO 16:14 Rupee strengthens as export revival boosts dollar supplyExports · CurrencyMedium 16:14 10-year bond yields rise on record borrowing planDebt marketHigh 16:14 India-US trade deal may stabilize rupee and boost exportsManufacturing · ITMedium 16:14 Rupee strengthens 119 paise to 90.30 on trade dealBanking · ManufacturingHigh 16:14 NHAI invites bids for ₹10,534 cr Tharad–Ahmedabad ExpresswayInfrastructureHigh 16:11 Delhi government seeks ₹57,000 crore World Bank fundingInfrastructureMedium 16:11 India Glycols downgraded to sell amid valuation concernsChemicalsMediumIGL 16:10 Goldman Sachs raises India's 2026 GDP growth forecast to 6.9%Manufacturing · TradeMedium 16:10 India manufacturing PMI rises to 55.4 in JanuaryManufacturingMedium 16:10 India on track for 4.3% fiscal deficit target by FY27Government · Financial ServicesMedium 16:10 Union Budget 2026-27 to impact Indian economy positivelyBanking · Consumer GoodsHigh 16:10 Tata Steel acquires stake in T Steel HoldingsMetalsMediumTATASTEEL 16:10 No tariff relief for metals, indirect demand boost expectedMetalsMedium 16:10 India market rallies on trade deal; Jefferies shifts to metalsMetals · ITHighHINDZINC 16:10 U.S. crude oil futures decline 4.7% to $62.14EnergyHigh 16:08 Economic Survey supports RBI policy on liquidity managementBankingMedium 16:08 RBI expected to keep repo rate steady at 5.25%BankingMedium 16:08 DCM Shriram Industries secures NCLT approval for restructuringManufacturingMediumDCMSHRIRAM 16:08 Vedanta reports record Q3 revenue and profit after demerger approvalMetalsHighVEDL 16:08 Government to introduce Insolvency Code Amendment Bill in MarchBanking · Financial ServicesMedium 16:08 Centre to reform insolvency code with ₹2 lakh crore assistanceBanking · InfrastructureHigh 16:08 L&T secures major contract for Riyadh Metro extensionInfrastructureHighLT 16:07 India allocates ₹7.85 lakh crore for defence in Budget 2026-27DefenceHigh 16:07 Glenmark Pharma targets zero gross debt by March 2026PharmaMediumGLENMARK 16:07 Power sector plans ₹1 lakh crore capex increase by 2027EnergyHighPOWERGRID 16:07 India Budget 2026 highlights capex rise and STT hikeInfrastructure · MsmeHigh 16:07 BPCL increases capex by 35% amid peers' budget cutsEnergy · PetrochemicalsMediumBPCL 16:07 India targets ₹12.2 trillion capex in fiscal 2027InfrastructureHigh 16:07 Excise duty exemption to enhance nuclear, renewable project viabilityEnergy · InfrastructureMedium 16:07 Budget 2026–27 allocates ₹2.93 lakh crore for Indian RailwaysInfrastructureHigh 16:07 India Budget 2026 boosts capex for growth and resilienceInfrastructure · TransportHigh 16:07 Union Budget 2026-27 allocates ₹12.2 lakh crore for infrastructureInfrastructure · ManufacturingHigh 16:07 India markets rally on Power Grid capex and auto salesInfrastructure · AutomobilesHighPOWERGRID 16:07 Craftsman Automation plans ₹1,000 cr capex for growthManufacturing · AutomobilesMediumCRAFTSMAN 16:07 Power Grid commissions 4.5GW Khavda transmission projectEnergyHighPOWERGRID 16:07 Union Budget 2026 emphasizes capex for infrastructure and realtyInfrastructure · Real EstateHigh 16:07 Government prioritizes infrastructure despite fiscal constraintsInfrastructureMedium 16:07 MSME sector gains focus in new capex-oriented budgetManufacturing · InfrastructureMedium 16:05 Budget 2026 insights on market, taxes, and FII flowsBanking · Financial ServicesMedium 16:05 HFCL Q3 FY26 results show 41% PAT growthTelecomHighHFCL 16:05 Bajaj Finance Q3 results preview shows strong growth expectationsBanking · Financial ServicesMediumBAJFINANCE 16:05 Varun Beverages reports 36% profit growth in Q4FMCGMediumVBL 16:05 NMDC Q3 profit declines 8% amid rising costsMetalsMediumNMDC 16:05 Adani Ports Q3 net profit rises 21% to ₹3,054 croreInfrastructureHighADANIPORTS 16:03 Emirates NBD proposes ₹280/share open offer for RBL Bank stakeBankingHighRBL 16:03 Zydus Wellness reports 113% sales growth in Q3 FY26FMCGHighZYDUSWELL 16:03 Reliance shares rise 7% on acquisition news and trade dealMedia · TelecomHighRELIANCE 16:03 Adani Enterprises reports strong Q3, stake sale boosts profitsManufacturingHighADANIENT 16:03 Adani Ports reports strong revenue growth and successful acquisitionInfrastructureHighADANIPORTS 16:03 Zensar Technologies to acquire 18-20% stake in Mastek for $200 millionITHighZENSAR 16:03 Government considers merger of PFC and RECEnergy · BankingMediumPFC 16:03 PB Fintech reports 165% profit surge, plans QIP for growthFinancial Services · InsuranceHighPBFINT 16:03 Government plans LIC FPO to meet shareholding normsInsuranceMediumLIC 16:02 Go Fashion announces ₹65 cr share buyback at ₹460FMCGMediumGOFASHION 16:02 New tax on share buybacks impacts shareholders and promotersFinancial Services · Corporate governanceMedium 16:02 Infosys launches ₹18,000 crore share buyback programmeITHighINFY 16:01 US-India trade deal cuts tariffs and boosts exportsManufacturing · TradeHigh

Tue 3 FebPre-market

07:18 Union Budget 2026-27 receives mixed reactions from tradersMsmes · TradeMedium 07:18 Montra Electric delivers India’s first PM E-DRIVE certified truckAutomobiles · CementMediumULTRACEMCO 07:18 Union Budget 2026 highlights winners and challengesFinancial Services · InvestmentMedium 07:15 Agarwal Industrial secures ₹218.59 cr order from BPCLManufacturing · EnergyHighAICL 07:15 NHAI tenders ₹3,740 crore for Tharad–Ahmedabad expresswayInfrastructureHigh 07:13 India budget increases TCS on coal and lignite transactionsEnergy · ManufacturingMedium 07:13 Nestle India reports strong Q3 growth amid valuation concernsFMCGMediumNESTLEINDIA 07:13 Delhi government seeks ₹57,000 crore World Bank fundingInfrastructureHigh 07:13 India eases foreign funding rules for Apple manufacturingElectronicsHighAAPL 07:13 India increases defense budget to $86 billion for 2026Defence · ManufacturingHigh 07:13 Union Budget raises TCS on scrap sales to 2%Metals · ManufacturingMedium 07:13 India Glycols downgraded to sell amid financial concernsChemicalsMediumINDIAGLYCO 07:12 Rupee gains on RBI intervention amid bond market sell-offBanking · BondsMedium 07:12 FPIs withdraw ₹36,000 crore in January amid market concernsBanking · FMCGHigh 07:12 Budget 2026 enhances India's data centre potentialIT · InfrastructureHigh 07:12 Bond yields rise to one-year high on government borrowingBankingHigh 07:12 India proposes tax hike on equity derivatives tradingBanking · Financial ServicesMedium 07:11 India manufacturing PMI rises to 55.4 in JanuaryManufacturingMedium 07:11 Understanding the Union Budget's impact on India's economyEconomyHigh 07:10 India markets rally on Power Grid capex and auto salesEnergy · AutomobilesHighPOWERGRID 07:10 Craftsman Automation plans ₹1,000 cr capex for growthManufacturing · AutomobilesMediumCRAFTSMAN 07:10 Power Grid commissions 4.5GW Khavda transmission projectEnergyHighPOWERGRID 07:10 Union Budget 2026 boosts infrastructure and manufacturing sectorsInfrastructure · Real EstateHigh 07:10 MSME sector gains focus in new capex-oriented budgetManufacturing · InfrastructureMedium 07:10 Government prioritizes infrastructure despite fiscal constraintsInfrastructureMedium 07:10 India Budget 2026 raises capex, STT hike impacts marketsInfrastructure · ManufacturingMedium 07:10 Nirmala Sitharaman raises capex target to ₹12.2 lakh croreInfrastructure · ConstructionHigh 07:10 Union Budget 2026-27 allocates ₹12.2 lakh crore for capexInfrastructureHigh 07:10 Indian Railways plans record ₹2.93 lakh crore capital expenditureInfrastructure · TransportHigh 07:10 Budget 2026 boosts tyre industry with increased public capexManufacturingHigh 07:10 Global banks endorse Budget 2026-27, caution on borrowingsManufacturing · InfrastructureMedium 07:10 Power Grid Corp raises FY26 capex forecast to ₹32,000 crEnergyMediumPOWERGRID 07:10 Defence stocks face volatility after budget capex boostDefenceMediumBEL 07:10 Finance Commission calls for 6.5% fiscal deficit for capexInfrastructureMedium 07:10 Union Budget 2026-27 emphasizes capex, lacks immediate catalystsManufacturing · DefenceMedium 07:10 Budget 2026 focuses on capex, manufacturing, raises transaction taxManufacturing · InfrastructureHigh 07:10 Bharat Dynamics shares decline after Q3 resultsDefenceMediumBDL 07:10 U.S. crude oil futures decline 4.7% to $62.14EnergyHigh 07:10 Oil prices drop 4% on US-Iran de-escalationEnergyMedium 07:09 Government to introduce Insolvency Code Amendment Bill in MarchBanking · Corporate affairsMedium 07:09 Centre to reform insolvency code with ₹2 lakh crore assistanceBanking · InfrastructureHigh 07:08 Tata Chemicals Q3 loss widens to ₹93 crore amid margin pressureChemicalsHighTATACHEM 07:08 Aurionpro Solutions secures data center contract with IDBI BankIT · BankingMediumAURIONPRO 07:08 SYSTRA-DB JV awarded consultancy for bullet train projectInfrastructureHigh 07:08 Agarwal Industrial secures ₹218.59 crore contract from BPCLManufacturingHighAGARIND 07:07 RBI shifts focus from rate cuts to liquidity challengesBankingMedium 07:07 RBI expected to pause repo rate cut in February meetingBankingMedium 07:04 US-India trade deal boosts stocks and rupee outlookBanking · ManufacturingHigh 07:04 NTPC reports Q2 earnings, analysts adjust forecastsEnergyMediumNTPC 07:04 Bajaj Housing Finance profit rises 21% in Q3 resultsFinancial Services · AutomobilesMediumBAJFINANCE 07:04 Government plans LIC FPO to meet shareholding normsInsuranceMediumLIC 07:04 PB Fintech plans QIP after strong Q3 earningsInsurance · Financial ServicesMediumPBF 07:03 Go Fashion announces ₹65 cr share buyback at ₹460FMCGMediumGOFASHION 07:03 New tax on share buybacks impacts shareholders and promotersFinancial Services · InvestmentsMedium 07:03 Budget 2026 proposes STT hike and share buyback tax changesFinancial ServicesMedium 07:03 Infosys launches ₹18,000 crore share buyback programITHighINFY 07:03 Government considers merger of PFC and RECEnergyMediumPFC 07:03 US-India trade deal cuts tariffs and boosts exportsManufacturing · ExportsHigh