Stock Market Highlights: Nifty's bullish engulfing pattern signals reversal. How to trade on Monday (original) (raw)

01 Feb 2025 | 07:56:35 PM IST

Sensex and Nifty erase all gains, trade in red.

Synopsis

Stock Market Budget 2025 Highlights| Sensex Today: After showing a sustainable up move in the last four sessions, the Nifty witnessed high volatility on the day of the presentation of Union Budget 2025 in the Parliament on a special trading session on Saturday and the Nifty closed the day lower by 26 points amidst high volatility.

A small negative candle was formed on the daily chart with upper and lower shadows. Technically, this pattern indicates a high wave type candle pattern which indicates high volatility in the market. The 200-day EMA has acted as a strong hurdle for the market at 23620 levels and that resulted in selling pressure from the highs.

On the weekly chart, a long bull candle, that has engulfed the previous two weeks' candle formation, was formed. This bullish engulfing pattern on the weekly chart signals a possible formation of a near-term bottom reversal in the Nifty at the low of 22786 levels. The underlying trend of Nifty remains positive and the market is facing stiff resistance around 23,500-23,600 levels. A decisive move above this hurdle could open further upside towards 24,000 levels in the near term. Immediate support is placed at 23,300 levels, said Nagaraj Shetti of HDFC Securities.

In the open interest (OI) data, the highest OI on the call side was observed at 23,500 and 23,600 strike prices, while on the put side, the highest OI was at 23,300 strike price followed by 23,500.

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Budget strengthens India's position as global innovation powerhouse, say startups

The Union Budget 2025-26 marks a significant milestone for India's startup ecosystem and reinforces the nation's position as a global innovation powerhouse, say startup players. On Saturday, Finance Minister Nirmala Sitharaman announced a new Fund of Funds Scheme (FFS) with a corpus of Rs 10,000 crore to promote the growth of budding entrepreneurs in the country.

"This budget is a big win for India's startup ecosystem. The Rs 10,000 crore Fund of Funds, along with extended tax benefits and regulatory reforms, will provide the much-needed capital and ease of doing business for emerging ventures," said Shashvat Nakrani, Founder, BharatPe.

Startup Policy Forum (SPF) President and CEO Shweta Rajpal Kohli said the creation of a new Fund of Funds will provide crucial financial support to emerging startups.

Amazon sells Quess Corp shares for Rs 46 crore; promoter Fairfax Capital hikes stake

Global e-commerce giant Amazon on Saturday sold shares of business services provider Quess Corp for Rs 46 crore through an open market transaction, while promoter billionaire Prem Watsa promoted Fairfax Capital increased its holding in the company. US-based Amazon, through its investment arm Amazon.com NV Investment Holdings, offloaded 7.54 lakh shares or 0.50 per cent stake in Bengaluru-based Quess Corp, as per the bulk deal data available on the BSE.

The shares were disposed of at an average price of Rs 610.20 apiece, taking the transaction value to Rs 46.03 crore.

Meanwhile, Fairfax Financial Holdings' affiliate Fairbridge Capital (Mauritius) and Ajit Isaac (Chairman of Quess Corp), the two promoters of Quess Corp, increased their holdings, by picking up an additional 3.77 lakh shares of the company each.

Govt announces host of measures for startups; new Fund of Funds scheme with Rs 10k cr corpus

The government on Saturday announced a host of measures such as setting up of a new Fund of Funds Scheme (FFS) with Rs 10,000 crore corpus; and extension of period of incorporation by five years with a view to promote growth of budding entrepreneurs. In 2016 also, the government had launched a similar scheme, with a corpus of Rs 10,000 crore, with contribution spread over the 14th and 15th Finance Commission cycles.

The scheme was set up to catalyze venture capital investments and is operationalised by Small Industries Development Bank of India (SIDBI), which provides capital to Securities and Exchange Board of India (SEBI)-registered AIFs, which in turn invest in startups.

Finance Minister Nirmala Sitharaman said that the Alternate Investment Funds (AIFs) for startups have received commitments of more than Rs 91,000 crore.

Budget FY26 will help make India a top global tourism destination: Industry

Industry experts on Saturday said the Budget announcements for the tourism sector will help make India a top global tourism destination and will create new opportunities for growth, jobs, and innovation. The Union Budget 2025-26 proposes that the top 50 tourist destinations in the country will be developed in partnership with states in a "challenge mode", as tourism is a driver of employment-led growth and unveiled a series of initiatives aimed at boosting infrastructure, skill development and ease of travel.

"The plan to develop the top 50 tourism destinations in partnership with state governments is a major initiative. This collaboration will not only improve infrastructure but also help spread tourism across the country, attracting more visitors and benefiting local communities," Pradeep Shetty, spokesperson, Hotel and Restaurant Association of Western India - and Vice President, Federation of Hotel and Restaurant Associations of India, said.

The focus on medical and wellness tourism through the 'Heal-in-India' initiative is a forward-thinking move that will strengthen India's position as a global leader in healthcare, he said.

Budget unveils major reforms for MSMEs to realise growth potential, create jobs

Finance Minister Nirmala Sitharaman's eighth Budget provided a shot in the arm to micro, small and medium enterprises, as she proposed a slew of measures including enhancement of investment and turnover limits for their classification, increase in credit guarantee cover for micro and small enterprises and customised credit cards for micro entities registered on the Udyam portal.

As per the Budget announcement, any firm with an investment of up to Rs 2.5 crore and turnover under Rs 10 crore are classified as "micro". A company with investment of up to Rs 25 crore and turnover of up to Rs 100 crore are classified as "small" and those with investment of up to Rs 125 crore and turnover under Rs 500 crore will be classified as "medium".

The Finance Minister described MSMEs as the second power engine for development, as they constitute 45 per cent of the country's exports.

Budget 2025: Govt to set up Export Promotion Mission; outlay Rs 2,250 cr

The government on Saturday announced setting up of an Export Promotion Mission with an outlay of Rs 2,250 crore to promote the country's outbound shipments. The mission will be driven jointly by the ministries of commerce, MSME, and finance.
It will facilitate easy access to export credit, cross-border factoring support, and support to MSMEs to tackle non-tariff measures in overseas markets, Finance Minister Nirmala Sitharaman said.

"We will set up an Export Promotion Mission, with sectoral and ministerial targets, driven jointly by the Ministries of Commerce, MSME, and Finance," she said.

She also said a digital public infrastructure, 'BharatTradeNet' (BTN) for international trade will be set up as a unified platform for trade documentation and financing solutions.

"This will complement the Unified Logistics Interface Platform. The BTN will be aligned with international practices," she said.

Defence budget heavily weighted to manpower costs

India on Saturday proposed defence spending of 6.81 trillion rupees ($78.70 billion) for the 2025-26 fiscal year, up 9.5% from the previous year's initial estimates, with most eaten up by wages and pensions rather than acquiring new weapons.

The 4.7 trillion rupees the budget allocated for manpower costs dwarfed its proposed capital outlay of 1.80 trillion rupees, focused on modernisation and defence procurement.

The capital outlay figure was 4.6% more than the previous year, but analysts said it needed to be higher still to meet India's efforts to modernise its military to counter rival China.

Main allocations in terms of outlay were 486 billion rupees for aircraft and aero engines, and 243.9 billion rupees for the naval fleet - two key areas where India is seeking to enhance its capabilities.

Tech view: Nifty charts indicate high volatility. How to trade on Monday

After showing a sustainable up move in the last four sessions, the Nifty witnessed high volatility on the day of the presentation of Union Budget 2025 in the Parliament on a special trading session on Saturday and the Nifty closed the day lower by 26 points amidst high volatility.

A small negative candle was formed on the daily chart with upper and lower shadows. Technically, this pattern indicates a high wave type candle pattern which indicates high volatility in the market. The 200-day EMA has acted as a strong hurdle for the market at 23620 levels and that resulted in selling pressure from the highs.

On the weekly chart, a long bull candle, that has engulfed the previous two weeks' candle formation, was formed. This bullish engulfing pattern on the weekly chart signals a possible formation of a near-term bottom reversal in the Nifty at the low of 22786 levels. The underlying trend of Nifty remains positive and the market is facing stiff resistance around 23,500-23,600 levels. A decisive move above this hurdle could open further upside towards 24,000 levels in the near term. Immediate support is placed at 23,300 levels, said Nagaraj Shetti of HDFC Securities.

In the open interest (OI) data, the highest OI on the call side was observed at 23,500 and 23,600 strike prices, while on the put side, the highest OI was at 23,300 strike price followed by 23,500.

FM proposes to raise threshold for TDS on remittance to Rs 10 lakh from Rs 7 lakh

Finance Minister Nirmala Sitharaman on Saturday proposed to increase the threshold of tax collected at source (TCS) on remittances under the RBI's Liberalized Remittance Scheme to Rs 10 lakh from the existing Rs 7 lakh to give relief to non-resident Indians. Presenting her eighth straight Budget in the Lok Sabha on Saturday, Sitharaman said, "I also propose to remove TCS on remittances for education purposes, where such remittance is out of a loan taken from a specified financial institution."

She stated that the threshold to collect TCS on remittances under LRS is proposed to be increased from Rs 7 lakh to Rs 10 lakh.

Economy will trudge along on old path, deliver no more than usual 6% or 6.5% growth in 2025-26, says P Chidambaram

Budget announcements 'bold'; to boost consumption: Assocham

inance Minister Nirmala Sitharaman has presented a "bold" budget which will boost consumption, particularly by the middle class. ''The finance minister has placed her confidence in the middle class for leading the consumption-led growth. At the same time, there is a clear focus on unleashing the potential of the MSMEs, Startups and exports," Assocham President Sanjay Nayar said on the the Union Budget for 2025-26.

It is a 'bold' budget to boost consumption particularly from the vibrant middle-class families, Nayar said.

He said pick up in consumption demand would, in turn, encourage investment as well in the medium term while several employment-oriented sectors such as tourism, textile, handicrafts, footwear and toys have been given an immediate impetus for take-off.

Markets went wild, midcaps did a dive: Radhika Gupta’s poem after Budget day

With the markets being volatile and midcaps ending in red on the Budget day, a tax cut saved the day, Radhika Gupta, CEO of Edelweiss Mutual Fund said. “Markets went wild, midcaps did a dive, Deepseek and AI wars have come alive, Trump's antics only added to the grey, Till a Budget tax cut saved the day, The week is over. We survive. And now, happy weekend,” the CEO posted on social media.

No relief for crypto investors in Budget 2025, FM introduces new compliance requirement

The Union Budget 2025 left VDA tax rules unchanged, despite industry calls for reforms. FM Sitharaman made no changes to the 1% TDS on crypto transactions or loss offset restrictions, which experts say remain hurdles for investors.

Raamdeo Agrawal on 'Maha Kumbh' of investing and key Budget takeaways

Raamdeo Agrawal described the budget as “brilliant,” particularly in terms of its positive impact on capital markets. He highlighted that economic growth is projected at 7% or more, with a goal of 8% compounded growth through Atmanirbhar Bharat. This long-term focus is aligned with India’s vision to become a developed nation by 2047. The budget is seen as a strategic step to support sustainable growth and capital market development.

Budget 2025: TCS rationalisation to benefit investors willing to invest in global markets

Finance Minister Nirmala Sitharaman raised the TCS threshold on remittances under RBI’s Liberalized Remittance Scheme (LRS) from Rs 7 lakh to Rs 10 lakh. She also proposed removing TCS on remittances for education if funded by a loan from a specified financial institution, easing the financial burden on students and families managing overseas education expenses.

Have not reduced in public spending on capex: FM

The Budget focuses on areas requiring immediate attention.

Budget 2025: Consumption gains focus, capex disappoints market expectations

The Union Budget 2025 has shifted focus from capex to consumption, sparking market reactions. Sunil Singhania, Founder, Abakkus Asset Manager analyzes this shift, emphasizing fiscal prudence, tax benefits, and the balance between consumption and capital expenditure. While consumption stocks gained, long-term growth requires capex investments. Market trends will also depend on RBI policies, global factors, and investor sentiment.

FM addresses media: Tax cuts will benefit every tax payer

• Energy security got special attention in the Budget.
• Fiscal prudence aligned with the glide path announced

I-T simplification work is completed, will be tabled next year, says Sitharaman

• Energy security has got special attention in this Budget.
• Govt has made sure agri gets support across the board.

FY26 fiscal deficit pegged at 4.4% of GDP: FM

FM addresses media: Budget lays out the direction for 'Viksit Bharat'

Tax proposals will help flows into markets, consumption: NSE MD

NSE CEO Ashish Chauhan welcomed the Budget’s tax proposals, saying they will boost market inflows. He noted that the nil tax on incomes up to Rs 12.75 lakh annually for salaried professionals will also support consumption.

Raamdeo Agrawal on 'Maha Kumbh' of investing and key Budget takeaways

Raamdeo Agrawal called the Budget “brilliant,” citing its positive impact on capital markets. He noted economic growth projections of over 7% and a target of 8% compounded growth through Atmanirbhar Bharat. Aligned with India's 2047 vision, the Budget is seen as a strategic move for sustainable growth and market development.

Budget Day Stock Market Highlights | Nifty FMCG and tourism are top gaining indices on consumption boost in Budget; key performers

Price as on 03.45.22 PM, Click on company names for their live prices.

Sector View: PSU Bank stocks bleeds, Realty shines

Market Stats: Advance-decline ratio in favour of buyers

Top Nifty gainers and losers in today's session

Price as on 03.36.01 PM, Click on company names for their live prices.

Sensex Heatmap: 16 of 30 Sensex stocks end in the green

Nifty below 23,500; Trent surges 7%, ITC Hotels 5%

Sensex ends flat after choppy Budget Day trade

Budget 2025 Stock Market Live Updates | TVS Motor Company’s sales grow by 17% in January 2025; stock jumps over 3%

Price as on 03.27.38 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Indian Hotels, ITC Hotels, other tourism stocks rally up to 10% as FM unveils ambitious plans in Budget

Hotel and tourism stocks surged up to 10% on Saturday as FM Sitharaman announced measures to boost the sector in Budget 2025.

Price as on 03.23.21 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Budget impact: OMC stocks sink

FM omits compensation for OMCs' cooking gas losses, says report.

Price as on 03.20.12 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Nifty Bank slips in red; top gainers and losers

Budget 2025 Stock Market Live Updates | Nifty Realty top sectoral gainer, key performers

Price as on 03.05.11 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Nifty auto, FMCG, realty, consumer durables among top sectoral gainers

Budget 2025 Stock Market Live Updates | Broader indices mirror benchmarks, trade flat

Budget 2025 Stock Market Live Updates | Top Nifty gainers and losers in afternoon trade

Budget 2025 Stock Market Live Updates | HDFC Life stock slips nearly 3%

Price as on 02.45.00 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | L&T, KEC International, others fall up to 5% on modest capex tweak

• Capex allocation for FY26 saw only a minor rise to Rs 11.2 lakh crore.
• Capex stocks, including L&T and KEC International, fell up to 5%.
• Defense and railway stocks declined up to 9% due to lack of major announcements.
• Market sentiment turned negative post-budget, with Sensex and Nifty slipping. Read More

Budget 2025 Stock Market Live Updates | Jewellery stocks rise 9% as Budget 2025 reduces tariff duty to 20%

Jewellery stocks surged up to 9% on the BSE after the Union Budget 2025 cut tariff duties from 25% to 20%. By 2 pm, PN Gadgil Jeweller rose 9% to Rs 615.55, Senco Gold gained 4.9%, and RBZ Jewellers climbed 3.46%. Kalyan Jewellers, Titan, and TBZ also advanced 2.3%-2.7%.

Price as on 02.35.50 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Government sets Rs 55,000 crore PSU dividend target, to grow further in FY26

• Government targets Rs 55,000 crore PSU dividends for FY25.
• FY26 dividend projection rises to Rs 69,000 crore.
• Higher PSU dividends to support budgetary developmental initiatives.
• Nil income tax slab extended to Rs 12 lakh. Read More

Budget 2025 Stock Market Live Updates | Budget 2025 stocks: Ion Exchange, Shakti Pump, other water sector counters fall up to 4%

• FM announced 100% tap water coverage by 2028, focusing on rural areas.
• Water stocks like Ion Exchange and Shakti Pumps fell up to 4%.
• Key players in infrastructure development include VA Tech Wabag, L&T, Ion Exchange.
• India faces critical water challenges, with per capita usage expected to double by 2050. Read More

Budget 2025 Stock Market Live Updates | FY26 net tax receipts projected at Rs 28.37 lakh crore!

Budget 2025 Stock Market Live Updates | Zomato, Swiggy shares rally up to 10% following income tax relief announcement

Zomato and Swiggy shares jumped up to 10% after FM Sitharaman announced an income tax exemption for earnings up to Rs 12 lakh in Budget 2025. Analysts expect this to spur consumption amid slowing urban demand.

Price as on 02.17.41 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Sensex up over 100 points

Budget 2025 Stock Market Live Updates | BHEL, Bharat Dynamics, other defence stocks fall up to 9% on small capex rise

• Defense stocks fell up to 9% due to lower budget allocation.
• HAL, BEL, BHEL, and private defense stocks declined sharply.
• Government capex rose modestly to Rs 11.2 lakh crore.
• FMCG, auto, and consumer durables may outperform post-budget. Read More

There has been a conscious attempt to spur consumption by rationalising personal tax slabs with a revenue foregone of Rs 1 trillion. Apart from the overall focus to sustain capex and reforms in key thrust areas, the budget announcements have an intended focus on ensuring sustained economic growth. At the same time, the fiscal consolidation trajectory has sustained with FD estimated to reach 4.4% in FY26 in line with estimates. From a bond market perspective, the gross borrowing numbers at Rs 14.8tr is higher than market estimates and could be mildly negative. However, RBI liquidity operations such as OMO's should ensure a supportive environment for yields

Budget 2025 Stock Market Live Updates | Sectoral Watch

• FMCG, realty, consumer durable indexes rally over 3%
• Nifty Auto gains over 2%
• IT, metal, PSU Banks fall over 1% each

Budget 2025 Stock Market Live Updates | Sensex choppy; L&T & Tata Steel among top laggards in volatile session

Check out the top losers from the 30-share index.

Price as on 01.53.27 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | RVNL, Ircon, other rail stocks crash up to 9%. Here's what went wrong in Budget

• Rail stocks fell 5-9% due to unchanged Railway capex.
• RVNL dropped 9% after no increase in capex allocation.
• Government capex raised modestly to Rs 11.2 lakh crore.
• Tax relief boosts consumption sectors, while capex remains moderate. Read More

Budget 2025 Stock Market Live Updates | Sensex gains over 50 pts

Budget 2025 Stock Market Live Updates | Buzzing!

Zomato share price gains over 7%

Price as on 01.50.15 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Defence stocks fall up to 7%

Defense sector stocks dropped by up to 9% on Saturday after the government's defense budget allocation of Rs 4.92 lakh crore for FY26 fell short of expectations. The overall capital expenditure also saw only a modest increase, rising to Rs 11.2 lakh crore.

Price as on 01.42.44 PM, Click on company names for their live prices.

In a significant step towards ensuring universal access to clean drinking water, Finance Minister Nirmala Sitharaman announced the extension of the Jal Jeevan Mission with an enhanced outlay until 2028 during her Budget speech on Saturday. The mission continues to receive one of the highest budgetary allocations, reflecting the government’s strong commitment to water security and rural development. Under this initiative, every rural household will have access to a safe, adequate, and reliable drinking water supply, adhering to prescribed quality standards at affordable service delivery charges. This long-term vision aims to enhance public health, improve living conditions, and strengthen water infrastructure across the country.

- Divyam Mour, Research Analyst, Samco Securities

Budget 2025 Stock Market Live Updates | Railway stocks fall up to 6%

RVNL, Ircon, other railway stocks fall up to 6%.

Price as on 01.40.06 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Budget 2025: Real Estate stocks rally up to 9% after rent TDS threshold raised to Rs 6 lakh

• FM raised TDS on rent threshold to Rs 6 lakh annually.
• Real estate stocks surged, Prestige Estates up 9.3%, Sobha 4.6%.
• Phoenix Mills, DLF, Oberoi Realty, Godrej Properties gained 1-2%.
• Landlords now deduct TDS only on rent exceeding Rs 6 lakh.
• Taxpayers can declare two self-occupied properties’ annual value as nil.
• No tax on imputed rental income from two self-occupied properties.
• Exemption for individuals earning up to Rs 12 lakh per annum. Read More

Budget 2025 Stock Market Live Updates | Heatmap

Here's how the top stocks are performing

The budget delivers on the expectations of Triveni sangam of reduction in fiscal deficit , support to urban consumption through tax cuts and increase in Capex through center , state and PSUs allocation.

- Nilesh Shah, MD - Kotak Mahindra AMC

The Budget announcements are sending a clear message that Government will focus on governance, creating capacities, creating conditions conducive for compliance, execution and implementation of policies. The onus of demand creation has shifted to the private sector, middle class and the wider populace. The next logical conclusion to the theme would be easier credit and monetary conditions which would enable greater risk taking by the masses.

- Sandeep Bagla, CEO - TRUST Mutual Funds

Budget 2025 Stock Market Live Updates | Top gainers & losers

Kaveri Seed Co., Ircon Intl. among top gainers & losers at this hour

Price as on 01.10.05 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | JAN AUTO SALES DATA

• Hyundai Motor India records total sales of 65,603 units In January
• Tata Motors posts total sales of 80,304 units in January
• Maruti Suzuki says sold total of 212,251 units in Jan
• Mahindra and Mahindra's Jan overall auto sales at 85,432 units
• Steel Strips Wheels' Jan sales volume up 8% Y/Y

Price as on 12.57.57 PM, Click on company names for their live prices.

Budget 2025 seems to have addressed the issue of consumption slowdown by providing boost to middle class in the form of lower tax . However , capex may not be as budgeted and could be worry for growth.

- Vikram Kasat, Head - Advisory, PL Capital.

Budget 2025 Stock Market Live Updates | Pharma stocks in focus after medicine tariff changes in Union Budget 2025

• Pharma stocks like Lupin and Cipla in focus after tariff changes.
• Six life-saving drugs added to the concessional 5% duty slab.
• Full exemption on customs duties for 36 additional life-saving drugs.
• Update expected to affect drug manufacturers like Aarti Drugs, Cipla, Biocon. Read More

Budget 2025 Stock Market Live Updates | Govt raises infra spending target to Rs 11.21 lakh crore in 2025-26

India's federal government will allocate a record 11.21 trillion rupees ($129.54 billion) for infrastructure in the upcoming financial year, starting April 1, as announced by Finance Minister Nirmala Sitharaman during her annual budget presentation on Saturday. This spending plan is slightly higher than the revised 10.18 trillion rupees allocated for the current fiscal year.

Price as on 12.49.44 PM, Click on company names for their live prices.

The Union Budget 2025’s emphasis on tourism-driven growth is poised to benefit railway and hospitality stocks. The PM GatiShakti initiative offering private sector access to critical infrastructure data will enhance project execution for companies like IRCTC. Furthermore, the development of 22 key tourist destinations in collaboration with state governments is expected to boost hotel chains such as Indian Hotels, Lemon Tree Hotels, and Chalet Hotels.

- Siddhesh Mehta, Research Analyst, SAMCO Securities Ltd.

Budget 2025 Stock Market Live Updates | Heavyweight consumer stocks ITC, HUL surge over 5% after FM announces tax bonanza

• Consumer stocks like ITC, HUL, Dabur, Marico gained over 5%.
• NIL tax slab raised to Rs 12 lakh, boosting disposable incomes.
• Consumption slowdown impacted earnings, but private consumption expected to rise.
• Private consumption growth forecasted at 7.3% YoY for FY25. Read More

The government plans to strengthen the fisheries sector in Andaman & Nicobar and Lakshadweep, supporting growth and sustainability. Additionally, the Finance Minister reaffirmed the continuation of Kisan Credit Cards (KCC) to provide short-term loans to 7.7 crore farmers, fishermen, and dairy farmers.Key beneficiaries of these initiatives include Godrej Agrovet, Apex Frozen Foods, and Avanti Feeds.

- Oneeka Medh, Research Analyst, Samco Securities

Budget 2025 Stock Market Live Updates | Auto stocks rally up to 7%

• Nifty auto index gains over 2%
• Maruti, TVS, Bajaj Auto top gainers

Price as on 12.35.16 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Nifty FMCG gains 3% as new tax slabs set to boost consumption.

Top FMCG stocks, such as ITC, HUL, and Britannia rally.

The modified UDAN scheme will be launched to connect 120 new destinations and cater to 4 crore passengers over the next 10 years. Additionally, greenfield airports will be developed in Bihar to support this expansion. Domestic passenger growth, which stood at 6.12% in 2024, could take off further. Leading airline IndiGo is likely to strengthen its market position. SpiceJet could also witness an increase in passengers. Additionally, Adani Airport Holdings Limited may expand its service portfolio by adding new airports, contributing to the consolidated profits of Adani Enterprises.

- Amar Nandu, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Shipping Corporation, Mazagon Dock jump up to 6% after FM announces sector revamp

• Shipping stocks rose 6% after FM announced measures to boost shipbuilding.
• Rs 25,000 crore Maritime Development Fund to support shipbuilding companies.
• Financial assistance aims to aid companies like Mazagon Dock, Cochin Shipyard, and GRSE.
• Customs duties eliminated on vessel components, boosting India's global shipping share. Read More

The union budget 2025-26 carries forward the push towards Ease of Doing Business, while promoting Agriculture, MSME, Healthcare. There is no one large announcement but a series of critical initiatives impacting investments into the economy, both foreign and domestic. Sticking to the downward glide path of fiscal deficit and targeting 4.4%, will help keep inflation at check, while instilling further confidence in investors. The initiatives on Ease of Doing Business, especially moving towards a trust based governance, will help further unshackle up the entrepreneurial spirits of the country. Continued focus on building large industries such as Ship Building, Energy, Nuclear power etc would help lift the MSMEs and propel the economy. Overall, this is a budget in continuity, making life easier for people and businesses, supporting the vulnerable sections of the society and helping in building investor confidence

- Dr. Jaijit Bhattacharya President, Centre for Digital Economy Policy Research

Budget 2025 Stock Market Live Updates | Budget 2025: Insurance stocks SBI Life, HDFC Life and others gain over 3% on increase in FDI limit

• FDI limit in insurance sector raised to 100%, boosting sector investments.
• HDFC Life, SBI Life, ICICI Prudential Life, and Star Health gained over 3%.
• New FDI limit available to companies investing the entire premium in India.
• Experts believe the move will boost insurance FDI and support the rupee. Read More

Budget 2025 Stock Market Live Updates | Sensex down 100 pts as Budget presentation ends

Budget 2025 Stock Market Live Updates | NIIT, other education stocks rally up to 5% as FM announces medical education expansion in Budget 2025

• Education stocks rose up to 5% after FM announced medical education expansion.
• Government plans to add 10,000 medical seats this year, targeting 75,000 in five years.
• NIIT, Navneet Education, and Aptech saw notable intraday gains.
• Budget allocates Rs 1.48 lakh crore for education, skilling, and employment initiatives. Read More

Budget 2025 Stock Market Live Updates | Sensex turns back to green, trades 90 points higher

Budget 2025 Stock Market Live Updates | No income tax payable for up to income of Rs 12 lk per annum

The government plans to promote medical tourism and the "Heal in India" initiative in collaboration with the private sector, including streamlined visa norms to enhance accessibility and affordability. This is expected to strengthen existing healthcare infrastructure. Key beneficiaries include hospitals attracting the highest number of medical tourists, such as Max Healthcare, Medanta, Apollo Hospitals (Metro & Tier 1 cities), HCG (Tier II cities), and Jeena Sikho Limited.

- T Manish, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Govt exempts some metals from basic Customs Duty

Govt exempts cobalt product, LED, zinc, lithium-ion battery scrap and 12 critical minerals from basic Customs Duty: FM.

Price as on 12.11.05 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Capex lowered to Rs 10.18 lakh crore

Capex lowered to Rs 10.18 lakh crore from Rs 11.11 lakh crore estimated earlier for FY25: FM.

The 100% Tap Water Coverage by 2028 initiative aims to provide clean drinking water to all households, focusing on rural piped infrastructure. India, with 18% of the world’s population but only 4% of its freshwater, faces critical water challenges. As per capita usage is set to double by 2050, sustainable management is vital. MoUs with states will ensure smooth implementation. Companies like VA Tech Wabag, L&T, and Ion Exchange (India) will play key roles in infrastructure development, improving public health, agriculture, and industrial growth through a reliable water supply.

- Oneeka Medh, Research Analyst, Samco Securities

Budget 2025 Stock Market Live Updates | Market Update

Sensex off day's low, trades over 170 pts lower; Nifty below 23,450

Budget 2025 Stock Market Live Updates | Tourism stocks in focus: Govt to extend mudra loans to homestays; develop 50 tourism sites in partnership with states

On Saturday, Finance Minister Nirmala Sitharaman announced that the government will develop the top 50 tourist sites in partnership with states and extend Mudra loans to homestays. To further boost tourism, Sitharaman highlighted plans to promote medical tourism in collaboration with the private sector and emphasized giving special focus to destinations associated with the life and times of Lord Buddha.

Price as on 12.09.54 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Aquaculture stocks rise up to 12.5% as FM Sitharaman announces fisheries sector boost in Budget 2025

• Aquaculture stocks rallied up to 12.5% after FM's fisheries sustainability announcement.
• Mukka Proteins led the surge with a 12.5% gain, followed by Avanti Feeds.
• Focus on sustainable fisheries in India’s exclusive economic zones and high seas.
• Andaman & Nicobar and Lakshadweep Islands targeted for fisheries development. Read More

Budget 2025 Stock Market Live Updates | FM announces medical education expansion in Budget 2025

Shares of education-focused companies, such as NIIT and Navneet Education, rose by up to 5% during the special Budget session on Saturday, following Finance Minister Nirmala Sitharaman's announcement of a significant push for the expansion of medical education in her Budget 2025 speech.

Price as on 12.03.48 PM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Budget 2025: Green energy stocks soar up to 15% after FM announces plans for clean tech manufacturing

• Green energy stocks surged up to 15% after FM announced a clean power ecosystem.
• New manufacturing mission under Make in India focuses on solar, electrolyzers, and batteries.
• Waaree Energies, Suzlon, Adani Green, and Inox Wind saw major intraday gains.
• India targets 500 GW renewable energy capacity by 2030, boosting domestic production and reducing imports. Read More

Budget 2025 Stock Market Live Updates | FM proposes full exemption of customs duty on 36 lifesaving drugs

Finance Minister Nirmala Sitharaman proposed a full exemption of customs duty on 36 lifesaving drugs. This move is expected to benefit patients suffering from cancer, severe chronic diseases, and other rare illnesses by making these essential medications more affordable.

Price as on 12.00.23 PM, Click on company names for their live prices.

In a major boost to the domestic shipbuilding industry, the government has announced a comprehensive revamp of its financial assistance policy, anchored by the creation of a Maritime Development Fund with a substantial corpus of Rs 25,000 crore. Under this initiative, the government will contribute 49% to the fund, aiming to enhance the competitiveness and capacity of India’s shipbuilding sector.

- Divyam Mour, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Relaxo, Bata India other footwear rally stocks rally up to 16% on Budget push for leather footwear

• Footwear stocks rose up to 16% after FM announced leather footwear promotion.
• Campus Activewear surged 6%, Relaxo Footwear gained 8.87%, and Bata India 2.8%.
• The leather sector targets Rs 4 lakh crore market size, with Rs 1.01 lakh crore exports.
• The initiative aims to boost manufacturing, employment, and export revenue, benefiting major footwear brands. Read More

Budget 2025 Stock Market Live Updates | Sensex falls 400 PTS

L&T, ITC top drags.

Budget 2025 Stock Market Live Updates | Sensex turns negative, down 350 points

The government's decision to enhance the short-term loan limit under the Kisan Credit Card (KCC) scheme from Rs 3 lakh to Rs 5 lakh for 7.7 crore farmers, fishermen, and dairy farmers is expected to drive growth in India's credit card market. Public sector banks such as SBI, Union Bank, and Canara Bank, which actively extend KCC loans, are likely to see a boost in lending revenue. Additionally, private sector leaders in the credit card segment, including HDFC Bank and Axis Bank, stand to benefit from increased credit adoption, further strengthening their market position.

- Raj Gaikar, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Sensex off day's high, trades 90 points higher

Budget 2025 Stock Market Live Updates | Insurance stocks in focus

Insurance stocks in green; LIC, SBI Life, other counters rally up to 5%

Price as on 11.48.42 AM, Click on company names for their live prices.

The five-year mission for cotton productivity aims to enhance the quality of Extra Long Staple (ELS) cotton varieties, fostering improved yields and sectoral growth. Despite stagnant to declining cotton seed prices, this initiative has the potential to strengthen the industry's outlook and benefit companies like Ambika Cotton.

- T Manish, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Insurance FDI hiked for 74% to 100%, says FM.

This enhanced limit. will be available for those companies that have invested the entire premium in India. The current guardrails and conditionalities associated with foreign investment will be reviewed and simplified. The services of India Post payment bank will be deepened and expanded in rural areas.

Budget 2025 Stock Market Live Updates | Shipping stocks in focus

Shipping stocks edge higher as the Finance Minister announces a revamp of the shipbuilding financial assistance policy.

Price as on 11.44.22 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Water Infrastructure stocks in focus

Jal Jeevan Mission extended until 2028, to focus on quality of infrastructure

Price as on 11.44.19 AM, Click on company names for their live prices.

The Footwear Industry Boost focuses on promoting high-quality long leather footwear. The sector aims to reach a market size of Rs 4 lakh crore, with Rs 1.01 lakh crore targeted for exports. This initiative will help India by strengthening the leather and footwear manufacturing sector, generating employment, and enhancing export revenue. Companies such as Bata India, Relaxo Footwear, and Liberty Shoes will benefit from increased domestic demand and global market expansion, making India a leading player in premium leather footwear manufacturing.

- Oneeka Medh, Research Analyst, SAMCO Securities

Budget 2025 Stock Market Live Updates | Maritime development fund with a corpus of Rs 25,000 crore will be set up: Sitharaman

• For long-term financing for the maritime industry, a maritime development fund with a corpus of Rs 25,000 crore will be set up.
• This will be for distributed support and promoting competition.
• This will have up to 49% contribution by the government and the balance will be mobilised from ports and from private sector.

Stock Market Live Updates | Budget 2025: Kaveri Seed, Mangalam Seeds rise up to 11% after FM announcement on pulses, seeds

• Agriculture stocks surged up to 11% after FM’s pulses production measures.
• 6-year pulses mission focuses on tur, masoor, with farmer procurement guarantees.
• PM Dhan Krishi Yojana covers 100 districts, aiding 1.7 crore farmers.
• FM emphasized India’s growth, balancing agriculture focus with fiscal consolidation. Read More

Stock Market Live Updates | MF announces mining sector reforms

Mining sector reforms including those for minor minerals, will be encouraged through the sharing of best practices and institutions of a state mining index, a policy for recovery of critical minerals from tailings will be brought out.

Price as on 11.38.00 AM, Click on company names for their live prices.

The Prime Minister Krishi Yojana aims to enhance agricultural productivity through crop diversification, sustainable farming practices, improved post-harvest storage at the Panchayat and block levels, better irrigation facilities, and expanded access to both short-term and long-term credit. The initiative is expected to benefit approximately 1.7 crore farmers. Additionally, a six-year mission has been launched to achieve self-reliance in pulses, with a particular focus on tur and masoor, further supporting agricultural growth. Stocks likely to be impacted by these developments include Kaveri Seeds.

- T Manish, Research Analyst, SAMCO Securities

Stock Market Live Updates | Budget 2025: Ambika Cotton, other textile stocks jumps up to 9% as FM announces 5-year cotton mission

• Textile stocks jumped up to 9% after FM announced a 5-year cotton mission.
• Ambika Cotton Mills rose 9%, KPR Mills 4%, Vardhman and Arvind 2-4%.
• The mission aims to boost farmer incomes and cotton quality under the 5F vision.
• KCC loan limit raised from Rs 3 lakh to Rs 5 lakh. Read More

Budget 2025 Stock Market Live Updates | Power stocks in focus

Power stocks in green with Adani Power rising over 4%, SJVN over 5%

Price as on 11.44.56 AM, Click on company names for their live prices.

Stock Market Live Updates | FM announces power sector reforms

• aims at 100 GW nuclear energy by 2047
• Power sector reforms will incentivize electricity distribution reforms and augmentation of intrastate transmission capacity by states.
• This will improve financial health and capacity of electricity companies. Additional borrowing of 0.5% of GSDP will be allowed to states contingent on these reforms.

Budget 2025 Stock Market Live Updates | Hospital stocks in focus

Max Healthcare shares rise almost 2%, Narayana Hrudayalaya down 1.2%

Price as on 11.31.55 AM, Click on company names for their live prices.

Stock Market Live Updates | Textiles stocks rally up to 9%

Shares of textiles stocks zoomed up to 9% in the special Budget session on Saturday after Finance Minister Nirmala Sitharaman announced a five year mission for cotton farmers in order to improve productivity.

Price as on 11.29.18 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | EV Stocks in Focus: To build our ecosystem for solar PV cells & EV batteries

Aim to improve domestic value addition and build our ecosystem for solar PV cells & EV batteries, motors, and controllers. Electrolysis wind turbines, very high voltage transmission equipment and grid-scale batteries.

EV stocks such as AmaraRaja Batteries & Exide Industries rise.

Price as on 11.27.41 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Sensex rises 300 points as FM Nirmala Sitharaman presents the Union Budget

Budget 2025 Stock Market Live Updates | To enhance the productivity, quality, and competitiveness of India's footwear and leather sector, says FM

To enhance the productivity, quality, and competitiveness of India's footwear and leather sector. A focused products scheme will be implemented.

Price as on 11.22.49 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Aqua stocks in focus

Zeal Aqua shares rise over 5%, Kings Infra Ventures 4.5%

Price as on 11.22.17 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Budget Highlights

• Nafed and NCCF will procure pulses in next four years.
• PM Dhan Dhyan Krishi Yojan to benefit 1.7 crore farmers
• The focus of the Budget is taking everyone together on inclusive path
• Viksit Bharat will have zero poverty, quality education, high-quality, affordable and comprehensive healthcare
• Viksit Bharat encompasses zero poverty, 100 pc quality education, comprehensive healthcare
• structural reforms have drawn global attention
• We see the next five years as unique opportunity to stimulate growth
• Indian economy is fastest growing among all developing economies, says FM Sitharaman presenting Budget for FY26.
• Together we embark on journey to unlock our potential for greater prosperity
• This bugdet continues efforts to accelerate growth and provide inclusive development, says FM Nirmala Sitharaman presenting Budget for FY26.

Budget 2025 Stock Market Live Updates | Agriculture stocks in Focus

Kaveri Seed Co. share price surges 11%, Mangalam 8%.

Price as on 11.14.53 AM, Click on company names for their live prices.

Budget 2025 Stock Market Live Updates | Niramal Sitharaman on focus on agriculture sector

PM Dhan Dhanya Krishi Yojana to enhance agri productivity, adopt crop diversification, augment post harvest storage at panchayat, block level, bolster irrigation, improve availability of short, long-term credit -- benefit 1.5 crore farmers

• It aims to enhance agricultural productivity
• To adopt crop diversification and sustainable agricultural practises
• augment post harbour storage at the Pancha and block level

Budget 2025 Stock Market Live Updates | Budget focused on garib, youth & nari, says FM

• Focus on 10 broad areas
• The budget will be focused on gharib, youth and Nari
• spurring agricultural growth and productivity.
• Budget aims to secure inclusive development, to uplift household sentiment

Budget 2025 Stock Market Live Updates | Nirmala Sitharaman tables Union Budget

Sithraman starts presenting Budget 2025-26 in Parliament

Budget 2025 Stock Market Live Updates | Countdown Begins

Sensex gains 250 pts, all sectors baring IT trade higher ahead of FM's speech. Track all market action here

Budget 2025 Stock Market Live Updates | Fertlizer stocks in focus ahead of Budget

Rashtriya Chemicals, Paradeep Phosphates, and other fertilizer stocks rally ahead of Budget.

Price as on 10.42.48 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | Ahead of Budget

Volatility index, India VIX eases over 2% ahead on Union Budget.

Budget 2025 Stock Market Updates | Cabinet approves Union Budget 2025

Nirmala Sitharaman is scheduled will present the Budget in Parliament at 11 a.m. Stay tunes for live updates

Budget 2025 Stock Market Updates | Ahead of Budget 2025

All sectors except IT and oil & gas trade in green ahead of Budget.

Budget 2025 Stock Market Updates | Sectoral Expectations: Defence

The defence sector is expected to receive significant attention in the upcoming budget, with several key expectations:

• Market anticipate moderate increases in budget allocations for the defence sector as the government continues to focus on modernisation and self-reliance.
• The government is likely to continue emphasizing the "Aatmanirbhar Bharat" initiative, further incentivizing private sector participation and defence start-ups through policy support and enhanced domestic procurement targets.
• Increased funding for research and development in defence technology, including cyber warfare, and drone systems, is anticipated.
• Continued emphasis on modernizing the armed forces with advanced military platforms, including Nuclear-Powered Attack Submarines, Nilgiri-class frigates, Rafale multirole aircraft, Tejas Mark 1A aircraft, Prachand Helicopters, and Zorawar main battle tanks.

Budget 2025 Stock Market Updates | Defence stocks in focus ahead of Budget

HAL, BEL, and other defence stocks rise ahead of Union Budget 2025.

Price as on 10.21.02 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | All eyes on Nirmala Sitharaman's Budget 2025

Sitharaman is scheduled to begin presenting the Budget in Parliament at 11 a.m. IST.

Budget 2025 Stock Market Updates | Budget 2025 Technical Picks: 4 investment ideas from Angel One

The brokerage firm Angel One has selected several promising stocks as special Budget 2025 technical investment picks, based on their technical strength and potential for strong returns. These stocks include Hindustan Aeronautics, SBI, Ashok Leyland, and JK Cement.

Price as on 10.12.54 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | Railway stocks rally up to 7% ahead of Union Budget 2025 on capex push hopes

Shares of railway-related companies jumped by as much as 6.6% on the BSE on Saturday, February 1, as investors expect a substantial rise in capital expenditure for the sector in the upcoming Budget.

Titagarh Railsystems saw the highest percentage increase of 6.58%, reaching a peak of Rs 1,087. Rail Vikas Nigam (RVNL) shares followed with a 5.26% rise, reaching a high of Rs 501.55.

Price as on 10.07.41 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | Broader indices trade higher

Small, midcap indices rally ahead of Budget.

Budget 2025 Stock Market Updates | Sectoral Expectations: Education

Education and skill development are pivotal for India’s demographic advantage:

• Expansion of vocational training programs and industry-academia partnerships.
• Policies enabling foreign institutions to establish campuses in GIFT City.

Stock Market Budget 2025 | Sun Pharma shares rise nearly 3% after Q3 profit beats estimates

The company reported a 15% year-on-year (YoY) growth in consolidated net profit, reaching Rs 2,903 crore for the quarter ending December 2024. This figure includes an exceptional item of Rs 316 crore and exceeded Street estimates of Rs 2,847 crore.

Price as on 09.55.38 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | Sectoral Expectations: Renewable Energy and Power

• Anticipation a higher budgetary allocation for renewable energy, focusing on local manufacturing and clean energy incentives. This is crucial for achieving India's ambitious target of 500 GW from non-fossil sources by 2030.
• Enhanced support for emerging technologies like green hydrogen and carbon market development.
• Incentives for manufacturing solar cells, storage batteries, and green hydrogen.
• Increased allocations for offshore wind and solar energy projects.
• A comprehensive roadmap to achieve carbon neutrality by 2070.

Budget 2025 Stock Market Updates | Sensex gains 250 pts: Here are the lead contributors

M&M, Axis Bank, RIL among drive Sensex higher.

Stock Market Budget 2025 | Sectoral Expectations: Hospitality and Tourism

To revitalize tourism and hospitality, the sector seeks supportive measures:

• Reduction of GST on luxury accommodations.
• Inclusion in the PLI scheme for tourism infrastructure.
• Enhanced funding for medical and eco-tourism initiatives.

Budget 2025 Stock Market Updates | Vishal Mega Mart shares surge nearly 3% after Q3 net profit surges 28% YoY

The supermarket chain reported a 28% year-on-year (YoY) rise in net profit, reaching Rs 262.7 crore for the third quarter of FY25, compared to Rs 205.3 crore in the same period last year.

Price as on 09.41.28 AM, Click on company names for their live prices.

On the Budget day the market reactions will be quick in response to Budget announcements. A major expectation from the Budget is a cut in personal income tax to provide relief to the middle class and boost consumption, thereby facilitating growth recovery. The extent of the tax relief remains to be seen. The fact is that there is no fiscal space for big relief. The market will be looking for growth stimulating measures; not market-related taxation reliefs like changes in the capital gains taxation. The market response to the Budget will not last more than a few days. Trends in growth and earnings recovery will dictate the medium to long-term market direction.

- Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services

Sensex Today | Budget 2025 Stock Market Updates | Sensex rises over 200 pts

Sensex gains 200 pts to the day's high of 77,832.05.

Stock Market Budget 2025 | Sectoral Expectations: Agriculture

• Increased funding to ₹1.7 lakh crore for agricultural development.
• Expansion of PM-Kisan Scheme and Agri Stack programs.
• Investments in water management, cold storage, and supply chains.
• Promoting ethanol and biofuel production for energy sustainability.
• Continued focus on Minimum Support Price (MSP) to ensure remunerative prices for farmers' produce.
• Focus on increasing farmers' income and improving their livelihoods.

Stock Market Live Updates | Union Budget 2025 | Here's how top sectors are faring ahead of Budget

• Bank, IT, PSUs trade in red
• Realty index gains over 1%
• FMCG, metal, auto trade flat

Union Budget Expectations for Stock Market: Will Budget move the needle for stock market investors? 4 things to watch out for

With FIIs offloading nearly $9 billion in January, a lackluster Q3 earnings season failing to justify high valuations, and diminishing hopes of rate cuts, investors are hoping the Budget does not introduce any negatives for the equity market—if not something positive. Read more

Sensex Today | Stock Market LIVE Updates | JTL Industries sets up plant for lattice towers

• A new plant has been established in Derabassi, Punjab, with a production capacity of 1,500 tons per month.
• This greenfield project, spread across 12 acres, is expected to begin operations by the second half of FY26.

Price as on 09.25.43 AM, Click on company names for their live prices.

Sensex Today | Stock Market LIVE Updates | Top Movers

RVNL, PNB, and BEL among top movers in morning trade.

Price as on 09.23.57 AM, Click on company names for their live prices.

Budget 2025 Stock Market Updates | Sensex erases early gains, turns negative

Sensex trades in red to the day's low of 77,434.85.

Sensex Today | Stock Market LIVE Updates | Opening Bell

Sensex gains 100 pts ahead of Union Budget 2025, Nifty above 23,550; Sun Pharma up 2%

Sensex Today | Stock Market LIVE Updates | Pre-open session

Senex gains 100 pts, Nifty above 23,500 in pre-open session

Share Market Live Updates | Budget 2025 Expectations | Focus on Healthcare Sector

• Increased funding for Ayushman Bharat and rural health infrastructure.
• Reduction in GST for medical equipment and diagnostic services.
• Dedicated funds for AI-based healthcare innovations and advanced diagnostics R&D.
• Rationalizing GST rates of raw materials for drugs and healthcare services.

Stock Market Live Updates | Union Budget 2025

FM Sitharaman arrives at North Block ahead of her record 8th Budget presentation

Share Market Live Updates | Budget 2025 Expectations | Rethinking Taxation on Share Buybacks

Share buybacks have long been a popular exit strategy for investors. Effective October 1, 2024, amendments under the Finance (No. 2) Act 2024 classify buyback proceeds as dividends, taxable as "income from other sources" for shareholders. Additionally, the acquisition cost is treated as a capital loss, which can be offset against other capital gains.

This creates an anomaly where shareholders may pay tax on amounts equivalent to their capital investment, without any actual income gain. While capital loss benefits are available, they may not always be useful. To address this, it is recommended that buyback proceeds equivalent to the capital returned be exempt from tax, with no corresponding capital loss be recorded.

(Source: William O'Niel India)

Sensex Today | Stock Market LIVE Updates | Biocon plans IPO for biosimilars business by March 2026

Indian biopharmaceutical company Biocon plans to list its key biosimilars business by March 2026 and aims to capture a double-digit market share for its new launches in the U.S., according to a senior executive speaking to Reuters on Friday.

Biocon Biologics CEO, Shreehas Tambe, shared in an interview that the company intends to launch five new biosimilars in the U.S. in the upcoming fiscal year, beginning in April, with the goal of securing double-digit market share for these products.

Share Market Live Updates | Budget 2025 Expectations | What’s in store for the market in Budget 2025?

STT collections reached Rs 40,114 crore between April 1 and December 17 in FY25 One standout suggestion? Abolishing the Securities Transaction Tax (STT). With STT collections reaching Rs 40,114 crore between April 1 and December 17 this fiscal year, industry experts argue that abolishing it would ease the tax burden on investors.

(Source: William O'Niel India)

Share Market Live Updates | Budget 2025 Expectations | What’s in store for the market in Budget 2025?

Abolishing the Securities Transaction Tax (STT):
The buzz around Budget 2025 is heating up, and market enthusiasts are keenly watching for potential game-changers. During a pre-Budget consultation with Finance Minister Nirmala Sitharaman, the PHD Chamber of Commerce and Industry (PHDCCI) pitched some impactful ideas to make the market more investor-friendly.

(Source: William O'Niel India)

Union Budget 2025 | How to trade smartly: A 5-point guide for intraday traders to make money on volatile Budget day

Regardless of whether the stock market finishes higher or lower on Budget day today, increased volatility is expected. In 12 out of the last 14 instances, Nifty has experienced intraday fluctuations within a 2-3% range, indicating a higher-than-usual level of volatility.

Click this to read more.

Stock Market Live Updates | Union Budget 2025 | Market Trading Strategy for Budget Day by HDFC Securities

• In the options market, there is significant aggressive put writing at the 23,000 strike (for the 06-Feb expiry), indicating strong support at that level.
• The FIIs' long-to-short ratio in index futures has increased to 0.33 from 0.19, reaching its highest point since December 23, suggesting potential short covering by FIIs.
• Current options implied volatilities (IVs) are at 23%, above the 5-year average of 20.6% observed two days before the Budget.
• Historical data over the past 12 years shows a sharp drop in IVs on Budget Day (see slides 9 & 10).
• If IVs decline after the Budget announcements, the Long Butterfly Strategy will likely become more favorable.
• Based on options data, Nifty is expected to trade within the 23,000–24,000 range until the 06 Feb expiry.

Sensex Today | Stock Market LIVE Updates | ONGC In Focus

State-owned ONGC reported a 19% year-on-year decline in its consolidated net profit for the December quarter, posting Rs 8,622 crore, compared to Rs 10,703 crore in the same period last year.

Sensex Today | Stock Market LIVE Updates | IndusInd Bank In Focus

IndusInd Bank announced a 39% drop in its consolidated net profit for the December quarter, reporting Rs 1,401 crore, compared to Rs 2,298 crore in the same period last year.

A common trend seen is that Implied Volatility (IV) of options tends to increase in the days leading up to the Budget, but then drops sharply during the speech. Given this pattern, traders might find vega-based strategies more profitable than directional (delta-based) ones, as they can take advantage of the anticipated IV crush following the speech.

- Sujit Modi, CIO, Share.Market

Stock Market Live Updates | Union Budget 2025 | Sector-Specific Expectations: Real Estate

• India faces an existing shortage of 10.1 million affordable housing units, expected to grow to 31.2 million by 2030. Affordable housing supply has declined from 26% in 2021 to 17% of total housing in 2024.
• Industry demands an increase in the affordable housing price cap for metros from ₹45 lakh to ₹70 lakh and for other cities to ₹50 lakh to align with rising costs.
• Extending home loan tax benefits under Section 80C and raising the interest deduction limit under Section 24(b) from ₹2 lakh to ₹5 lakh for homebuyers.
• A reduced 15% corporate tax rate for affordable housing projects to incentivize supply and development.
• Expansion of credit guarantee schemes to include home loans up to ₹30 lakh to reduce lending risks.

Stock Market Live Updates | Union Budget 2025 | Sector-Specific Expectations: Automotive

• GST rate reduction on hybrid and electric vehicles from 28% to 18%.
• Expansion of PLI schemes for EV components and battery manufacturing.
• Incentives for research in hydrogen fuel and advanced mobility Policies to encourage the development of robust charging infrastructure across the country.
• The budget is expected to provide further clarity and incentives to encourage vehicle scrapping, boosting new vehicle demand.

Stock Market Live Updates | Union Budget 2025 | Market Trading Strategy for Budget Day

Maximum profit per lot:

• Short Iron Fly: ₹1,746 ( July 2024 )
• Short Iron Condor: ₹780 ( July 2024)

Exception: In 2021, Nifty 50 experienced an outlier move of 4.74%, leading to higher-than-usual losses.
However, even in this extreme scenario, losses remained controlled due to the protective OTM hedge:
Maximum loss on Budget Day 2021.

• Short Iron Fly: Max loss ₹5,300 per lot
• Short Iron Condor: Max loss ₹3,050 per lot

Budget Stock Market Live Update | Global Markets Watch

• The S&P 500 fell 0.5% as of 4 p.m. New York time
• The Nasdaq 100 fell 0.1%
• The Dow Jones Industrial Average fell 0.8%
• The MSCI World Index fell 0.5%
• Bloomberg Magnificent 7 Total Return Index rose 0.1%
• The Russell 2000 Index fell 0.9%

Share Market Live Updates | Budget 2025 Expectations | Key things to focus on in Budget 2025: Morgan Stanley

We will be closely watching announcements related to sectors such as agriculture, housing, railways, defense, electronics, textiles, auto ancillaries, food processing, and renewables. However, it is important to remember that announcements alone do not create revenue opportunities. The key factor to focus on is the actual expenditure in the budget as a percentage of GDP and how it compares to the previous year.

Sensex Today | Budget Stock Market LIVE Updates | Apple shares rise in Europe after upbeat sales outlook

Apple's stock increased by 2.5% in Frankfurt on Friday following its earnings report from the previous day. The company projected solid sales growth in the upcoming quarter, indicating a recovery from the recent decline in iPhone sales.

For the fiscal quarter ending December 28, iPhone sales were $69.14 billion, just shy of expectations. However, Apple anticipates a modest increase in sales for the current quarter, with growth in the low- to mid-single digits.

Share Market Live Updates | Budget 2025 Expectations | Key things to focus on in Budget 2025: Morgan Stanley

We will be closely watching announcements related to sectors such as agriculture, housing, railways, defense, electronics, textiles, auto ancillaries, food processing, and renewables. However, it is important to remember that announcements alone do not create revenue opportunities. The key factor to focus on is the actual expenditure in the budget as a percentage of GDP and how it compares to the previous year.

Share Market Live Updates | Budget 2025 Expectations | Budget 2025: Key counters to keep an eye on

• Defence stocks
• Realty stocks
• Railways stocks
• PSU Stocks
• Bank stocks
• Fertiliser stocks
• Insurance stocks
• Sugar stocks
• Renewable
• EV stocks

Stock Market Live Updates | Union Budget 2025: Budget 2025 Speech: Date & Time

Date: February 1, 2025; Saturday
Time: 11 am

Sensex Today | Stock Market LIVE Updates | Market Outlook & Budget Expectations

“As regards markets, with fiscal policy constrained in terms of demand boost, investors’ anchoring could be more to incoming earnings, domestic monetary/liquidity situation and global developments. Investors should brace for volatility, and we maintain defensive bias in our portfolio,” Nuvama.

Sensex Today | Stock Market LIVE Updates | Budget Expectations by Nuvama

The upcoming Union Budget may target a fiscal deficit of 4.5% of GDP (down from 4.9% in FY25E), reinforcing policy credibility but leading to a pro-cyclical fiscal stance. A slower economy is expected to weigh on tax revenues (FY26E: ~10% YoY), leaving limited room for a significant spending boost (projected 5-7% YoY growth, the slowest in three years), which could exacerbate the slowdown.

Without a substantial disinvestment push, any relief measures for households (such as transfers or tax cuts) could impact public capex, which may already be peaking. With fiscal constraints in place, the RBI will likely need to play a larger role in supporting growth. However, any major monetary action may have to wait until the pressure from USD/UST drains subsides.

Stock Market Budget 2025 | Stock Market Schedule For Budget Day

• Pre-market trading: 9:00 AM-9:08 AM
• Equity market trading: 9:15 AM-3:30 PM
• Budget: 11:00 AM
• T+0 settlement session: to remain closed for the day
• Commodity derivatives trading: To continue until 5:00 PM

Stock Market Budget 2025 | Budget & Stock Market: A historical analysis

Over the past 12 years, 75% of the time, the week following the Union Budget has been positive for Nifty50, with an average gain of around 2.7%. Additionally, when Nifty50 posted negative returns in the month leading up to the Budget, it saw an average return of 7% over the next 3 months, 75% of the time, said Anand James, Chief Market Strategist at Geojit Financial Services, in an interview with ETMarkets.

In 2023, despite Nifty falling nearly 4% ahead of the Budget, it posted a strong return of 6.5% in the following three months.

Budget 2025 Stock Market Live Update: 5 things Nifty bulls expect from Nirmala Sitharaman

As the Indian economy faces slower growth, declining consumption, and a fiscal deficit exceeding 4.5%, Finance Minister Nirmala Sitharaman will aim to maintain balance when she presents her 8th Union Budget on February 1. Nifty bulls, entering the Budget day with modest expectations, hope the FM will focus on boosting growth, increasing capital expenditure (capex), and stimulating consumption through income tax cuts, while keeping fiscal goals in mind.

While the impact of the Budget on the stock market has been diminishing in recent years, this time expectations are lower. The success of populist measures like the "Ladki Baheen Yojana" may lead the Modi government to strike a balance between infrastructure investment and social welfare initiatives.