Stock market news, 4 Feb 2026

91 bulletins, 40 high impact. Most mentioned: BAJFINANCE, NAYARA, HCLTECH. Busiest sector: Manufacturing.

Wed 4 FebAfter close

16:14 ITC shares rise ahead of dividend record dateFMCGMediumITC 16:13 Supreme Court orders fraud probe into ADAG groupBanking · InfrastructureHighADAG 16:12 US tariff reduction boosts Indian seafood exportsAquacultureMedium 16:12 IT stocks decline sharply amid AI-driven market concernsITHighINFY 16:12 India housing prices rise 9.6% year-on-yearReal EstateHigh 16:12 Karnataka BJP calls India-US trade deal a historic breakthroughManufacturing · FMCGHigh 16:11 Supreme Court criticizes ED and CBI in ADAG fraud caseBankingMedium 16:11 PGCIL named L1 bidder for 765kV Pune-East projectEnergyMediumPGCIL 16:10 Sensex and Nifty post best one-day gains in nine monthsManufacturing · FMCGHigh 16:10 Markets rally on India–US trade deal; Sensex surges 2,073Manufacturing · FMCGHigh 16:10 Rupee records largest single-day gain in seven yearsBanking · Financial ServicesHigh 16:10 India-US trade deal boosts market sentiment and stocksAgriculture · DairyHigh 16:10 Tariff cuts to boost exports and rupee, says Nirmala SitharamanManufacturing · ExportsHigh 16:09 India-US trade deal may boost GDP growth to 7%Manufacturing · ExportsHigh 16:07 India to limit Russian oil imports under US trade dealEnergyMediumNAYARA 16:07 India-US trade deal keeps tariffs on steel and aluminiumMetalsMedium 16:07 API reports 11.1 million barrel drop in US crude oil stocksEnergyHigh 16:06 NBCC secures ₹271 crore work order, shares riseInfrastructureHighNBCC 16:06 HCLTech wins contract to enhance aviation maintenance systemsIT · AerospaceMediumHCLTECH 16:06 HCLTech secures aviation contract; shares drop 6%IT · AerospaceMediumHCLTECH 16:06 BHEL secures ₹1,200–1,500 cr LOI for Odisha projectEnergy · ManufacturingHighBHEL 16:06 Castrol India reports record revenue and strong marginsAutomobiles · ManufacturingHighCASTROLIND 16:06 Tube Investments Q3 profit rises 18% with margin expansionManufacturingMediumTIIND 16:06 Crude oil prices near six-month highs amid geopolitical tensionsEnergyMedium 16:06 TeamLease Services Q3 net profit rises 50% to ₹420 millionFMCGHighTEAMLEASE 16:06 Bajaj Finserv Q3 earnings report shows mixed resultsBanking · FMCGMediumBAJFINANCE 16:06 Devyani International Q3 results show revenue growth despite lossesFMCG · RestaurantsMediumDEVYANI 16:06 Tata Power Q3 profit expected to decline 13.2% YoYEnergyMediumTATAPOWER 16:06 Bajaj Finance profit declines 6%, Mankind Pharma revenue up 12%Banking · PharmaMediumBAJFINANCE 16:05 Power Grid announces ₹32,000 cr capex, shares rise 7%Energy · InfrastructureHighPOWERGRID 16:05 India Budget 2026 focuses on capex and fiscal deficitManufacturing · FMCGMedium 16:05 India Budget 2025 boosts capex for tier-2 city growthInfrastructure · Real EstateMedium 16:05 JK Lakshmi Cement approves ₹3,000 crore expansion projectCementMediumJKLAKSHMI 16:05 Industry welcomes Budget's focus on manufacturing and MSMEsManufacturing · MsmesMedium 16:05 Indian Railways announces new high speed and freight corridorsInfrastructure · ConstructionHigh 16:05 Union Budget 2026–27 boosts infrastructure capex to ₹12.2 lakh crInfrastructure · ConstructionHigh 16:04 Reliance acquires majority stake in Sikhya EntertainmentMedia · EntertainmentMediumRELIANCE 16:04 JSW Infrastructure completes acquisition of three rail logistics firmsInfrastructureMediumJSWINFRA 16:04 Maharashtra aims for one lakh acres land acquisitionInfrastructure · ManufacturingMedium 16:04 Devyani International completes acquisition of Sky Gate HospitalityFMCG · FoodservicesHighDEVYANI 16:03 RIL target price raised amid retail recovery and Jio IPOFMCG · RetailMediumRELIANCE 16:03 Government plans LIC stake sale via FPO next fiscal yearInsuranceMediumLIC 16:03 Aarti Drugs reports strong Q3 profit and announces buybackPharmaHighAARTIDRUGS 16:02 Bajaj Finance shares flat after missing Q3 profit estimatesBankingMediumBAJFINANCE 16:02 Cholamandalam Finance upgraded to Buy with new target priceFinancial ServicesMediumCHOLAFIN 16:01 IT stock rises 16% after promoter stake purchaseITHighRAMCOSYS

Wed 4 FebPre-market

07:16 Castrol India Q4 net profit declines 10% to ₹245 croreAutomobilesMediumCASTROLIND 07:15 India's housing prices rise 9.6% year-on-yearReal EstateMedium 07:15 US tariff cut boosts Andhra aquaculture sectorFMCG · AgricultureMedium 07:15 Adani Group stocks rise on India-US trade deal newsEnergy · ManufacturingHighADANIGREEN 07:15 BJP leaders praise India-US trade deal under ModiTrade · EconomyMedium 07:14 CBI expands probe into SAIL amid steel supply irregularitiesMetalsHighSAIL 07:12 NHAI invites bids for ₹10,534 cr Tharad–Ahmedabad ExpresswayInfrastructureHigh 07:11 Tariff cuts expected to boost Indian exports and rupeeManufacturing · ExportsHigh 07:11 10-year bond yields rise on record borrowing planBanking · Financial ServicesHigh 07:11 Budget 2026 insights on market impact and taxationFinancial Services · GovernmentMedium 07:11 Bank of India upgraded to strong buy on valuation metricsBankingMediumBANKINDIA 07:11 India sets higher revenue target for FY27 amid cautious consumptionBanking · ManufacturingMedium 07:08 India to limit Russian oil imports under US trade dealEnergy · ManufacturingMediumNAYARA 07:08 API reports 11.1 million barrel drop in US crude oil stocksEnergyHigh 07:08 India-US trade deal maintains tariffs on metalsMetals · ManufacturingMediumTATASTEEL 07:08 Tata Steel acquires stake in T Steel HoldingsMetalsMediumTATASTEEL 07:08 NMDC Q3 profit declines 8% to ₹1,747 croreMetalsMediumNMDC 07:08 No tariff relief for metals but indirect demand boost expectedMetalsMedium 07:08 India market rally driven by trade deal; Jefferies shifts to metalsMetals · ITHighHINDZINC 07:08 IT reports strong Q4 and 2025 results, boosts 2026 outlookITHigh 07:08 Varroc Engineering secures EV charger contract amid profit slumpAutomobilesMediumVARROC 07:08 Tamil Nadu Transmission cancels BGR Energy contractInfrastructureMediumBGR 07:08 NLC India Renewables secures 600 MW solar project awardEnergyHighNLCINDIA 07:06 DCM Shriram Industries secures NCLT approval for restructuringManufacturingMediumDCMSHRIRAM 07:06 Vedanta reports record Q3 revenue and profit after demerger approvalMetals · ManufacturingHighVEDL 07:06 Tata Power shares rise 2% on wind project commissioningEnergy · RenewablesHighTATAPOWER 07:06 Industry welcomes Budget's focus on manufacturing and MSMEsManufacturing · MsmesMedium 07:06 JK Lakshmi Cement approves ₹3,000 crore capacity expansionManufacturingMediumJKLAKSHMI 07:06 Indian Railways announces new high-speed and freight corridorsInfrastructureHigh 07:06 Union Budget 2026–27 boosts infrastructure with ₹12.2 lakh cr capexInfrastructure · ConstructionHigh 07:06 Budget raises capex to ₹12.2 lakh crore for infrastructureInfrastructureHigh 07:06 India Budget 2026–27 targets deficit reduction and capexInfrastructure · GovernmentMedium 07:06 Goldman Sachs flags valuation risk after STT hikeFinancial Services · InfrastructureMedium 07:06 Glenmark Pharma aims for zero debt by March 2026PharmaMediumGLENMARK 07:06 India Budget 2026 outlines capex increase and STT hikeInfrastructure · MsmeMedium 07:06 BPCL increases capex by 35% amid peers' budget cutsEnergy · ManufacturingMediumBPCL 07:03 Steel Authority of India misses EPS estimates but beats revenueMetalsMediumSAIL 07:03 Bajaj Finance Q3 net profit slips 6% despite 21% NII growthBanking · Financial ServicesMediumBAJFINANCE 07:03 Adani Enterprises Q3 net profit surges to ₹5,627 croreInfrastructureHighADANIGREEN 07:03 Cholamandalam Finance upgraded to Buy rating with new target priceBanking · Financial ServicesMediumCHOLAFIN 07:03 NSE board to discuss IPO plan this week, targets DRHP filingFinancial ServicesHigh 07:03 PB Fintech plans QIP to fund global expansionIT · Financial ServicesMediumPBFINT 07:02 Aarti Drugs reports strong Q3 profit and announces buybackPharmaHighAARTIDRUGS 07:02 Vedanta pledges promoter stake for $350M debt facilityMetalsHighVEDL 07:02 US praises India trade deal with $500 billion investmentEnergy · InfrastructureHigh