Stocks

Union Budget 2026-27 favours capital expenditure over consumption

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

Budget 2026 watchlist: Key stocks analysts are tracking before February 1

With Union Budget 2026 just days away, investors are scanning for sectors and stocks that could benefit from policy signals on capex, defence, agriculture, and consumption.

Strong order book, execution key triggers for CG Power stock ahead

CG Power shares surged nearly 10% as strong Q3 results, a robust ₹15,750-crore order book and EU market access boosted investor confidence

Cautious near-term outlook to weigh on Info Edge amid weak IT hiring

The company's billings in Q3 for the Naukri or recruitment segment were up 11 per cent year-on-year but were lower than Street expectations

Smallcap mutual funds looking to distance from stocks beyond top 1,000

Their exposure just 2% of scheme corpus, finds study

IT, FMCG sectors bore the brunt of FPI outflows in tumultuous 2025

Foreign investors favoured telecom and oil stocks amid broad equity selloffs

CEO's unusual 'Samsung is back' remark fuels South Korea tech rally

Samsung shares jump to record highs after its co-CEO says customers feel "Samsung is back," boosting hopes of an Nvidia supply deal amid an Asian tech rally

Tobacco stocks tank as new taxes to come into effect from February 1

Shares of cigarette makers fell sharply after the Centre announced higher GST and excise duties on tobacco products from February, raising concerns over price hikes, volumes and margins

Markets at a turning point: Axis Securities’ top picks for 2026

As India steps into 2026, markets are entering what Axis Securities calls a “crucial inflection point.” So where should investors look? Axis Securities has laid out its core themes

Sebi proposes to exclude ZCZP, delisted stocks for BSDA calculation

The regulator has proposed shifting to a uniform quarterly reassessment to simplify the process and ensure consistency across entities

Bajaj Finance expects AUM from MSME business to grow 10-12% in FY26

Cuts AUM growth guidance to 22-23% for FY26

A failing company's stock just surged over 1000% on Wall Street: Here's why

Beyond Meat's stock opened at around $0.6 on October 16 and surged to about $7.4 on October 22, marking a 1,067 per cent jump in five sessions

Volume, higher realisations to drive further gains for hospital stocks

Given bed additions in FY26, investors may focus on ramp-ups of newly launched facilities to gauge demand, competitive intensity, and earnings trends over the next two years

Power stocks may rebound on demand recovery, attractive valuations

Power stocks, down over 22 per cent in the past year, may see renewed interest in H2FY26 as demand recovers, coal capacity expands and renewable additions accelerate

Sebi proposes standard code for smooth transfer of securities to heirs

Capital markets regulator Sebi on Tuesday proposed the introduction of a standard reason code to streamline the transfer of securities from nominees to legal heirs and ensure appropriate tax treatment for such transactions. In a consultation paper, Sebi suggested introducing a specific reason code 'TLH' (Transmission to Legal Heirs) to be used by registrars, depositories and other reporting entities while intimating the Central Board of Direct Taxes about such transmissions. The move seeks to enable proper application of the provisions of the Income Tax Act, 1961. Currently, transmission of securities from nominee to legal heir of the original holder, some transactions are being treated as normal sale of securities. This has resulted in capital gains tax being levied on nominees, even though clause (iii) of Section 47 of the Act does not consider such transmissions as "transfers" for tax purposes, Sebi said. The regulator noted that the nominee merely acts as a trustee for the ben

Lithium stocks rally as CATL mine halt raises prospects of tighter supply

In premarket trading, Albemarle Corp jumped nearly 9 per cent, while Chile's Sociedad Quimica y Minera rose 6.5 per cent and Lithium Americas gained nearly 9 per cent

Biopharma stock under ₹500 plunges 4%; what should investors do?

The biopharma company's revenue from operations for the quarter ended June 30, 2025, surged 15 per cent year-on-year (Y-o-Y) to ₹3,942 crore, as compared to ₹3,433 crore reported in Q1FY25.

Sensex sinks 600 pts, Nifty near 24,400 amid Trump's tough trade talk

Broader markets witnessed a steeper decline. The Nifty Midcap 100 was trading 0.86 per cent lower, quoting 56,449 levels. Nifty Smallcap, meanwhile, was trading at 17,594, down by 0.56 per cent.

Cummins India shares jump 4% post Q1 earnings; Nomura shares stock outlook

The company reported a 40 per cent rise in its profit after tax (PAT) figure to ₹589.27 crore during the quarter ended June 30, 2025, as against ₹419.8 crore reported in Q1FY25

Godawari Power & Ispat shares plunge 6% post Q1 earnings; details here

The integrated steel company reported a 1 per cent year-on-year (Y-o-Y) decline to ₹1,323 crore during the quarter ended June 30, 2025