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Indian defence stocks are gaining momentum as investors anticipate an 8-20% increase in capital expenditure allocation in the upcoming Union Budget 2026, boosting domestic manufacturing.
The Union Budget 2026 is expected to prioritize fiscal discipline, with a significant push for capital expenditure funded by ambitious disinvestment targets amid global economic uncertainty.
Indian defence sector stocks are rallying ahead of the Union Budget 2026, driven by strong expectations of increased government capital outlay and a continued push for local manufacturing.
An analysis of NTPC's share price and financial performance for FY25, detailing a 12.28% rise in net profit and a 5.35% increase in revenue.
Indian metal stocks, including Vedanta and Hindustan Zinc, experienced a sharp decline of up to 17% due to heavy profit-booking and a fall in global commodity prices.
The Union Budget for FY27 is expected to prioritize sustained capital expenditure and fiscal consolidation while navigating global economic uncertainties and supporting domestic manufacturing growth.
Vedanta Ltd shares dropped nearly 11% following a media report on a legal dispute, which the company later clarified as incorrect and not a new development.
Finance Minister Nirmala Sitharaman is expected to present a ₹54.1 trillion Union Budget for FY27, focusing on calibrated fiscal consolidation amid strong real economic growth.
Sun Pharmaceutical Industries reports a 16% rise in Q3 net profit to ₹3,369 crore, leading to a nearly 4% share price increase and an interim dividend announcement.
Finance Minister Nirmala Sitharaman is set to present the Union Budget 2026, with markets focused on increased capital expenditure, fiscal deficit targets, and key sectoral allocations.
Finance Minister Nirmala Sitharaman presents her record ninth consecutive Union Budget, outlining India's fiscal roadmap for 2026-27 amid high expectations for economic growth.
MTAR Technologies forecasts a significant 50% revenue surge for FY27, driven by a robust order book from clean energy, nuclear, and aerospace sectors.
Indian stock exchanges, including NSE and BSE, will conduct a special live trading session on Sunday, February 1, 2026, for the Union Budget presentation by Finance Minister Nirmala Sitharaman.
Hindustan Copper shares fell sharply for a second day, losing ₹18,000 crore in market value due to a global sell-off in commodities and increased margin requirements.
Finance Minister Nirmala Sitharaman presents the Union Budget 2026, focusing on increased capital expenditure and fiscal consolidation amid global economic uncertainty and strong domestic growth.
Union Budget 2026 is expected to continue its focus on capital expenditure and fiscal discipline, but faces mounting pressure to address stagnant job creation.