Stock Markets News as on 1st February, 2026
The Union Budget 2026 was presented on February 1, 2026, at 11 AM IST in the Lok Sabha by Finance Minister Nirmala Sitharaman—marking India’s first Sunday budget since 1999.
Union Budget 2026, presented by Finance Minister Nirmala Sitharaman on February 1, 2026, outlined a roadmap for “Viksit Bharat” through three core “Kartavyas”: accelerating economic growth, fulfilling public aspirations, and ensuring inclusive development for all.
Vision and Priorities
Sitharaman emphasized six transformative domains: taxation reforms, power sector upgrades, urban development, mining enhancements, manufacturing scale-up in seven frontier sectors (e.g., semiconductors, AI), and MSME champion schemes. She highlighted poverty reduction, noting 25 crore people escaped multi-dimensional poverty, and proposed interventions for resilience against global volatility.
Infrastructure and Growth Engines
A key theme was a Rs 12.2 lakh crore capex outlay for FY27, targeting Tier-2/3 cities with seven high-speed rail corridors (Mumbai-Pune, Pune-Hyderabad, Delhi-Varanasi, Varanasi-Siliguri, etc.). Other highlights included an East Coast industrial corridor, mega textile parks, National Fibre Scheme for self-reliance, and Rs 20,000 crore over five years for Carbon Capture Utilization and Storage (CCUS).
Sectoral Boosts
- Manufacturing & MSMEs: Rs 4,000 crore top-up to Self-Reliance India Fund; Production Linked Incentives (PLI) expansion.
- Rural & Agri: Mahatma Gandhi Gram Swaraj for khadi/handloom; high-value crops like coconut, cashew; 500 reservoirs development.
- Health & Education: Five regional medical hubs via PPPs; 1.5 lakh caregivers training; five university townships near industrial hubs; girls’ hostels in every district; three new AIIMS-like Ayurveda institutes; NIMHANS-2 for mental health.
- Sports & Tourism: Khelo India overhaul with talent pathways; skill upgrades for 10,000 guides at 20 sites; sustainable trails in Himalayas.
- Energy & Innovation: Power reforms for state borrowing; atomic energy private partnerships; WHO Traditional Medicine Centre.
Social and Economic Measures
Proposals included SHE Marts for women entrepreneurs, high-level banking committee for Viksit Bharat, and fiscal prudence with 4.3% deficit target. These align with inclusive goals like zero poverty, 100% quality education/healthcare, and skilled employment. The speech positioned India for sustained 7%+ growth amid global challenges.
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India’s Union Budget 2026 allocates a record Rs 12.2 lakh crore to capital expenditure (capex) for FY 2026-27, marking a 9% increase from Rs 11.21 lakh crore in FY 2025-26. This push targets infrastructure in Tier-2 and Tier-3 cities, crowding in private investments while supporting jobs and growth.
Total Capex Overview
The Rs 12.2 lakh crore outlay represents about 3.1% of GDP and continues a decade-long rise from Rs 2 lakh crore in 2014-15. Effective capex, including grants-in-aid, reaches Rs 15.48 lakh crore for FY26. Roads and railways dominate, accounting for over Rs 5 lakh crore annually in recent budgets.
Key Sector Breakdowns
While exact sub-sector splits are detailed in official documents, major focuses include:
Support Mechanisms
An Infrastructure Risk Guarantee Fund de-risks lenders during construction. Asset Monetization Plan 2025-30 targets Rs 10 lakh crore for new projects; SWAMIH Fund-2 (Rs 15,000 crore) completes 1 lakh housing units. States get Rs 1.5 lakh crore interest-free loans for capex with reform incentives.
This allocation sustains India’s infra-led growth amid global challenges.
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Markets at Close
1st February, 2026
Bloodbath on Dalal Street as Sensex slides 1,547 pts; Nifty breaks 24,900
Biggest Nifty lowers included ONGC, SBI, Hindalco Industries, Adani Ports, Bharat Electronics, while gainers were Wipro, TCS, Sun Pharma, Max Healthcare, Infosys. Nifty Midcap index fell 2.2% and smallcap indices shed 2.8%. Among sectors, except IT, all other indices ended in the red with metal index shed 3.8%, PSU Bank declined 4%, oil & gas slipped 2.7%, Capital Goods fell 3%.
Rupee at Close
30th January, 2026
Indian rupee ended at day’s low at 91.99 per dollar on Friday versus previous close of 91.95.
Source money control
FII’s & DII’s Activity on 1st February, 2026
Net value in crores
| BUY | SELL | |
| DII | 682.73 | |
| FII | 588.34 |
Why PSU stocks are rallying in 2025
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NOTE: *** The above information is based on the source and just for educational purposes only. Please consult your financial advisor before buying any stocks. Thank You ***
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