ITC shares fell nearly 3% during the Budget-day session as investors reacted to the December cigarette tax overhaul kicking in from February 1 and a statutory increase in NCCD rates for tobacco products. While the effective duty remains unchanged for now, the move has added policy uncertainty and pressured sentiment.Read More

Union Budget 2026 reinforced India’s infrastructure led growth strategy with higher capital expenditure, de risking mechanisms and improved connectivity. Industry leaders expect these measures to boost execution, liquidity and long term demand across real estate segments, supporting urban expansion, housing activity and investment-led development over the medium to long term.Read More

Gokaldas Exports posted ₹15 crore Q3 FY26 profit, up 81% sequentially, hinting recovery despite global headwinds. Yearly profit fell on US tariffs, while productivity gains, cost controls, stable revenue, and improving margins supported quarter-on-quarter performance across India and Africa outlook.Read More

Paytm shares jumped sharply after Budget 2026 announced a significantly higher incentive allocation for UPI and RuPay, boosting sentiment around digital payments. Strong volumes accompanied the rally as investors cheered policy support, while improved profitability and steady revenue growth further strengthened confidence in the fintech company’s outlook.Read More

Indian markets plunged post Union Budget 2026 as Sensex fell sharply on higher trading taxes and weak FPI cues. Despite near term shock, analysts see capex push, defence spending and structural reforms supporting medium to long term growth prospects ahead.Read More

Indian stocks slumped in Sunday’s special Budget session after the sharp STT hike on futures and options triggered heavy selling. MCX, Hindustan Copper, Hindustan Zinc, Angel One, BSE and other major names ranked among the top Nifty 500 losersRead More

Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms like fertiliser subsidy abolition were avoided. Sector-specific measures are politically understandable but economically modest.Read More

Defence stocks fell on Budget day despite a sizeable increase in capital outlay, as the hike came in below market expectations and broader sentiment weakened. HAL, BEL, BDL, Mazagon Dock and Paras Defence saw sharp declines, with higher STT and a risk-off shift adding to the post-Budget pressure on the sector.Read More

The Union Budget 2026 kept crypto taxation unchanged, retaining the 1% TDS and loss set-off restrictions, disappointing the industry, which says the measures continue to deter investors and traders.Read More

Real Estate Investment Trusts (REITs) like Brookfield India Real Estate Trust, Nexus Select Trust, Embassy Office Parks REIT gained up to 3% after Finance Minister Nirmala Sitharaman announced the creation of dedicated Real Estate Investment Trusts (REITs) for Central Public Sector Enterprises (CPSEs).Read More