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शेयर बाजार में सुपर रैली, टैरिफ डील के बाद सेंसेक्स-निफ्टी ने लगाई छलांग, निवेशकों की संपत्ति 1

शेयर बाजार में सुपर रैली, टैरिफ डील के बाद सेंसेक्स-निफ्टी ने लगाई छलांग, निवेशकों की संपत्ति 1

by | Feb 3, 2026 | Business


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Stock Market Rally: भारत और अमेरिका के बीच टैरिफ डील से बनी सकारात्मक उम्मीदों का असर मंगलवार को शेयर बाजार में साफ नजर आ रहा है. कारोबार की शुरुआत होते ही बाजार ने जबरदस्त रफ्तार पकड़ ली है. सेंसेक्स 85,323.20 अंक पर खुला, जबकि निफ्टी 50 ने 26,308.05 के स्तर पर दिन की शुरुआत की.

बाजार खुलते ही कुछ ही देर में ऐसी तेजी देखने को मिली कि सेंसेक्स 4,200 अंक या 5.1 प्रतिशत उछलकर 85,871.73 के इंट्रा-डे हाई तक पहुंच गया. वहीं, निफ्टी 50 भी 1,252 अंक या 5 प्रतिशत की बढ़त के साथ 26,341.20 लेवल तक पहुंच गया.  इस तेजी का सीधा फायदा निवेशकों को मिला और महज 15 मिनट के भीतर उनकी संपत्ति में करीब 13 लाख करोड़ रुपये का इजाफा हुआ.

शेयर बाजार का हाल

कारोबार की शुरुआत के साथ ही शेयर बाजार में चौतरफा मजबूती देखने को मिली. निफ्टी के सभी प्रमुख सेक्टोरल इंडेक्स हरे निशान में कारोबार करते नजर आए. इस दौरान रियल एस्टेट सेक्टर में सबसे ज्यादा तेजी रही. निफ्टी रियल्टी इंडेक्स में तो 4 फीसदी से अधिक की उछाल देखने को मिली.

इसके अलावा ऑटो, इंफ्रास्ट्रक्चर, कंज्यूमर ड्यूरेबल्स, आईटी और मेटल सेक्टर के शेयरों में भी जबरदस्त तेजी देखने को मिली. बैंकिंग सेक्टर ने भी बाजार की रफ्तार को सहारा देने का काम किया है. निफ्टी बैंक 2.5 फीसदी से ज्यादा उछल गए.

तेजी के पीछे की वजह

शेयर बाजार में आई हालिया तेजी के पीछे कई अहम वजहें रही हैं. जिस कारण निवेशकों का मनोबल बढ़ा हैं. सबसे पहले ईयू-इंडिया ट्रेड डील ने बाजार के सेंटीमेंट को सकारात्मक दिशा दी.

इसके बाद बजट ने मार्केट का सपोर्ट दिया और अब इंडिया-यूएस ट्रेड डील के फाइनल होने के बाद बाजार में जबरदस्त उत्साह देखने को मिल रहा है. जिसके चलते शेयर बाजार में तूफानी तेजी आई है.  

डिस्क्लेमर: (यहां मुहैया जानकारी सिर्फ़ सूचना हेतु दी जा रही है. यहां बताना जरूरी है कि मार्केट में निवेश बाजार जोखिमों के अधीन है. निवेशक के तौर पर पैसा लगाने से पहले हमेशा एक्सपर्ट से सलाह लें. ABPLive.com की तरफ से किसी को भी पैसा लगाने की यहां कभी भी सलाह नहीं दी जाती है.)

यह भी पढ़ें: Gold Price Today: सोने की कीमतों में जारी गिरावट पर लगा ब्रेक, जानें 3 फरवरी को आपके शहर में किस रेट पर बिक रहा है सोना



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Railways allocates ₹11,486 crore for Assam and Northeast in 2026-27

Railways allocates ₹11,486 crore for Assam and Northeast in 2026-27

by | Feb 3, 2026 | Business


The Indian Railways has allocated ₹11,486 crore for Assam and the Northeastern states, reflecting a fivefold increase compared to 2014 and reaffirming its commitment to faster, safer and future-ready rail connectivity across the region, stated an official report on Monday.

According to an official statement from Indian Railways, a massive infrastructure push is underway in Assam and the Northeast with ₹72,468 crore worth of railway projects currently in progress and surveys for new railway lines are being conducted to further expand the network, while rail connectivity to Bhutan from Kokrajhar to Gelephu (69 Km) is being planned.

The Railways project has resumed and works in Sikkim and Nagaland are also progressing at a fast rate, significantly improving regional and international connectivity, as mentioned in the report.

The launch of the nation’s first Vande Bharat Sleeper train services on the Kamakhya-Howrah route, connecting Assam and West Bengal on 17th January 2026, is the most significant infrastructure development in Assam, said the report. The very next day marked another proud moment with the commencement of Assam’s first Amrit Bharat Express train services–Guwahati (Kamakhya)-Rohtak and Dibrugarh-Lucknow (Gomti Nagar), the statement added.

During the inauguration of Vande Bharat Sleeper train services and commencement of Assam’s first Amrit Bharat Express train services, the Varanasi – Siliguri via Patna bullet train corridor has been proposed, with plans to extend it up to Guwahati in the future, bringing the Northeast onto India’s high-speed rail network, as highlighted in the statement.

The statement also highlighted that the Railway network expansion and electrification have accelerated across Assam and the North East under NFR, since 2014.

About 1,900 km of new tracks have been laid, while five NE states are fully electrified and Assam has achieved 98 per cent electrification, with 2,839 km electrified across the region.

Additionally, 502 flyovers and underpasses have been built and the Kavach safety system has been sanctioned for 1,197 km, with works in progress on 235 km, the statement added further.

Published on February 3, 2026



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Cholamandalam Investment shares jump 9 % after Q3 show, brokerages upbeat despite asset-quality concerns

Cholamandalam Investment shares jump 9 % after Q3 show, brokerages upbeat despite asset-quality concerns

by | Feb 3, 2026 | Business


Brokerages broadly highlighted strong disbursement momentum and margin improvement, while flagging elevated credit costs as a key monitorable.
| Photo Credit:
iStockphoto

Shares of Cholamandalam Investment and Finance Company rallied 9 per cent in early trade after the lender reported a steady set of December-quarter numbers and announced an interim dividend.

The stock jumped as much as 9 per cent to ₹1,740 on the NSE before paring gains. At 10 am, it was trading 5.5 per cent higher at ₹1,681.10.

The company posted a standalone net profit of ₹1,287.66 crore for the quarter ended December 2025, up 18 per cent year on year from ₹1,086.53 crore. Revenue from operations rose 17 per cent to ₹7,874.94 crore compared with ₹6,709.21 crore in the corresponding period last year.

The board also approved an interim dividend of ₹1.30 per share, with February 5 set as the record date.

Brokerages broadly highlighted strong disbursement momentum and margin improvement, while flagging elevated credit costs as a key monitorable.

Motilal Oswal said Cholamandalam Investment delivered a mixed operating performance, noting that a healthy pickup in disbursements during the festive season and following GST cuts drove assets under management growth of 21 per cent year on year. The brokerage pointed out that credit costs remained high because of write-offs and slippages, though an improvement in Stage-2 assets could translate into better Stage-3 trends in the March quarter. It added that margins expanded around 10 basis points quarter on quarter on better yields and a decline in cost of funds.

Motilal Oswal reiterated its buy rating with a target price of ₹2,000, saying the stock trades at 3.7 times FY27 estimated book value and needs sustained AUM growth and improving asset quality to justify the premium valuation.

PL Capital upgraded the stock to buy from accumulate, citing improved growth visibility and a better credit-cost outlook into Q4FY26 and FY27. The brokerage highlighted 16 per cent year-on-year growth in Q3 disbursements across segments and retained its AUM growth estimates of 22 per cent and 21 per cent for FY26 and FY27 respectively. While credit cost stayed elevated at 1.8 per cent, PL Capital said management expects moderation ahead and kept its target price unchanged at ₹1,850, noting the stock had corrected 12 per cent over the past month.

JM Financial described the quarter as broadly in line, with AUM rising 21 per cent year on year and net interest income up 24 per cent, helped by a modest expansion in margins. It noted operating profit was impacted by a one-off labour-code related expense, while credit cost improved marginally to 1.78 per cent.

Although it trimmed its FY27 and FY28 earnings estimates by around 3 per cent due to potential pressure on margins from yield hardening, JM Financial upgraded the stock to add from reduce, saying downside looked limited at current valuations. It revised its target price to ₹1,720.

HDFC Securities also pointed to the strong business momentum and reflation in margins but persistently high credit costs. The brokerage said disbursement growth of 16 per cent year on year and 23 per cent quarter on quarter is likely to strengthen further in Q4 on the back of GST cuts and a better macro environment. However, it cautioned that valuations at around 3.8 times September-27 adjusted book value offer limited margin of safety and maintained an add rating with a revised target price of ₹1,730.

Nuvama Institutional Equities struck a more cautious tone, acknowledging strong growth in disbursals led by a revival in commercial vehicles and healthy pre-provision operating profit growth, but flagged sticky non-performing loans and rising credit costs. The brokerage said improvement in asset quality remains a key monitorable and maintained a hold call at ₹1,650 target price.

Published on February 3, 2026



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Q3 Results 03rd Feb Live: Bajaj Finance, Adani Ports, Adani Enterprises, Solar Ind, Pidilite Ind, Aether Ind, AWL Agri, Bharat Coking Coal, Mankind Pharma, Lloyds, Dr Agarwals HealthCare to announce Q3 results, Hyundai Motor, Sundaram Finance, PB Fintech, Bajaj Housing Finance, RailTel, Thermax shares in focus

Q3 Results 03rd Feb Live: Bajaj Finance, Adani Ports, Adani Enterprises, Solar Ind, Pidilite Ind, Aether Ind, AWL Agri, Bharat Coking Coal, Mankind Pharma, Lloyds, Dr Agarwals HealthCare to announce Q3 results, Hyundai Motor, Sundaram Finance, PB Fintech, Bajaj Housing Finance, RailTel, Thermax shares in focus

by | Feb 3, 2026 | Business


Two investors are working together with analyzing the stock data graphs in the paper and viewing the data on the laptop screen. istock photo for BL
| Photo Credit:
wutwhanfoto

3 Results Today, 03rd Feb 2026 Live Updates: Find all the latest Q3 results 2026 updates of Bajaj Finance, Adani Ports and Special Economic Zone, Adani Enterprises, Pidilite Industries, Solar Industries India and more.

  • February 3, 2026 10:06

    Cholamandalam Investment Q3 results live: Shares rally

    Shares of Cholamandalam Investment and Finance Company zoomed 9% in early trade to Rs 1,740. At 10 am, it traded 5.5% higher at Rs 1,681.10.

    Its standalone net profit for the quarter ended December 2025 increased 18% y-o-y to Rs 1,287.66 crore compared to Rs 1,086.53 crore in the year-ago period.

    Total revenue from operations rose 17% to Rs 7,874.94 crore in the December 2025 quarter compared to Rs 6,709.21 crore in the same quarter last year.

    Board approved interim dividend at Rs 1.30 per share. Record date is Feb 5.

  • February 3, 2026 09:57

    Stock market live updates: Sensex, Nifty 50 jump, Adani stocks lead Nifty 50 pack ahead of Q3 results

    Top gainers of Nifty 50:

    Adani Enterprises (+9.70%), Adani Ports (+7.30%), Jio Financial (+6.82%), IndiGo (+5.08%), Shriram Finance (+4.59%)

    Top losers:

    ONGC (-1.30%), ITC (-0.30%), Nestle (-0.25%), Coal India (-0.13%)

  • February 3, 2026 09:53

    RailTel Q3 results live: Shares in Focus

    RailTel Corporation of India shares increased 3% in early trade to Rs 347.85 on the NSE from the previous close of Rs 336.80.

    It posted a net profit for the quarter ended December 2025 at Rs 62.70 crore compared to Rs 65.05 crore in the year-ago period. Revenue from operations increased (y-o-y basis) to Rs 913.45 crore compared to Rs 767.62 crore in the year ago period.

  • February 3, 2026 09:50

    Sundaram Finance Q3 results live: Shares flat

    Sundaram Finance shares traded flat on the NSE at Rs 5,347 at 9.49 am, following 16% increase in consolidated net profit to ₹522 crore in the third quarter ended December 31, 2025.

  • February 3, 2026 09:46

    Bajaj Housing Finance Q3 results live: Shares soar 5%

    Bajaj Housing Finance shares rose 5.6% in early trade to Rs 94.77 on the NSE. At 9.44 am, the stock traded at Rs 91 against the previous close of Rs 91.05.

    It reported net profit for the quarter ended December 2025 at Rs 664.89 crore as against Rs 548.02 crore in the year ago period. 

  • February 3, 2026 09:41

    Hyundai Motor India Q3 results live: Shares in focus

    Hyundai Motor India shares traded flat on the NSE at Rs 2,201.90 after a flat opening at Rs 2,197.90 and moderating between Rs 2,159.10- 2,250 in early trade. It posted a consolidated net profit of ₹1,234.4 crore for the third quarter ended December 31, 2025 (Q3 FY26), up 6.3% year-on-year.

  • February 3, 2026 09:27

    Q3 results live: Shares in focus

    India Daybook – Stocks in News

    Aditya Birla Lifestyle: Net Profit at Rs 69.01 cr vs Rs 60.31 cr, Revenue at Rs 2343.17 cr vs Rs 2138.40 cr (YoY) (Positive)

    CUB: Net Profit at Rs 332 cr vs Rs 286 cr, NII at Rs 752 cr vs Rs 587.7 cr (YoY) (Positive)

    Bajaj Housing Finance: Net Profit at Rs 664.8 cr vs Rs 548.02 cr, NII at Rs 964 cr vs Rs 806 cr (YoY) (Positive)

    PB Fintech Ltd: Net Profit at Rs 189.38 cr vs Rs 71.50 cr, Revenue at Rs 1771.15 cr vs Rs 1291.62 cr (YoY) (Positive)

    Manali Petrochemicals Ltd: Net Profit at Rs 68.43 cr vs Rs 5.27 cr, Revenue at Rs 247.02 cr vs Rs 196.12 cr (YoY) (Positive)

    Modison Limited: Net Profit at Rs 20.06 cr vs Rs 5.81 cr, Revenue at Rs 143.71 cr vs Rs 121.21 cr (YoY) (Positive)

    Awfis Space Solutions Ltd: Net Profit at Rs 21.66 cr vs Rs 15.18 cr, Revenue at Rs 381.78 cr vs Rs 317.72 cr (YoY) (Positive)

    PGEL: Net Profit at Rs 63.9 cr vs Rs 39.5 cr, Revenue at Rs 1412 cr vs Rs 968 cr (YoY) (Positive)

    Chalet Hotels: Net Profit at Rs 124.1 cr vs Rs 96.5 cr, Revenue at Rs 581 cr vs Rs 458 cr (YoY) (Positive)

    Aarti Ind: Net Profit at Rs 133 cr vs Rs 46.0 cr, Revenue at Rs 2319 cr vs Rs 1843 cr (YoY) (Positive)

    EMudhra: Net Profit at Rs 28 cr vs Rs 21 cr, Revenue at Rs 190 cr vs Rs 140 cr (YoY) (Positive)

    Dhampur Sugar: Net Profit at Rs 26.5 cr vs Rs 15.0 cr, Revenue at Rs 670 cr vs Rs 590 cr (YoY) (Positive)

    Patel Retail: Net Profit at Rs 12.0 cr vs Rs 6.1 cr, Revenue at Rs 300.0 cr vs Rs 230.0 cr (YoY) (Positive)

    Transrail: Net Profit at Rs 110.0 cr vs Rs 97.6 cr, Revenue at Rs 1777 cr vs Rs 1340 cr (YoY) (Positive)

    Thermax: Net Profit at Rs 204 cr vs Rs 116 cr, Revenue at Rs 2635 cr vs Rs 2520 cr (YoY) (Positive)

    Ventive: Net Profit at Rs 117 cr vs Rs 22 cr, Revenue at Rs 685 cr vs Rs 534 cr (YoY) (Positive)

  • February 3, 2026 09:26

    Q3 results live:

    EQUITY PREVIEW:

    Adani Ports (ADSEZ): Jan. Cargo Volume +12%, Container volume +16%

    Aarti Industries (ARTO): 3Q Net Income INR1.33b rupees vs. 460m Y/y, Beats Estimates

    Bajaj Housing Finance (BAJAJHFL): 3Q Net Income +21% Y?y to 6.65B Rupees

    Bharat Petroleum (BPCL): Signed crude oil supply pact with Trafigura

    City Union Bank (CUBK): 3Q Net Income +16% Y/y to INR3.32b, Meets Estimates

    Honeywell Automation (HWA): 3Q Net Income -8.3% Y/y to INR1.21b, Misses Estimates

    Hyundai Motor India (HYUNDAI): 3Q Net Income +6% Y/y to INR12.3b, Misses Estimates

    Indus Towers (INDUSTOW): 3Q Net Income -56% Y/y to INR17.8b, Beats Estimates

    Infosys (INFO): Renew, expand partnership with Madison Square Family of Cos.

    PB Fintech (PAYTM): PB Fintech 3Q Net Income INR1.89b vs. 715.4m Y/y, Beats Estimates

    Power Grid Corp (PWGR): Says unit Khavda II-C transmission project commissioned

    Steel Authority of India (SAIL): Sign pact with Rites for diesel locomotive leasing

    Sundaram Finance (SUF): 3Q Net Income +15% Y/y to INR4.03b, Misses Est. 4.37b

    Tata Chemicals (TTCH): 3Q Net Loss 930M Rupees, Est. Profit 1.4B Rupees

    Thermax (TMX): 3Q Net Income +76% Y/y to INR2.04b, Beats Est. 1.66b

    Thomas Cook India (TC): Co., SOTC Travel Sign pact with Tamil Nadu government

    Unichem Laboratories (UL): U.S. FDA inspection at Kolhapur API facility concluded with five observations

    UPL Ltd. (UPLL): 3Q Net Income -52% Y/y to INR3.96b, Misses Est. 5.96b

  • February 3, 2026 09:26

    Corona Remedies Q3 results live:

    Corona Remedies Ltd Q3 FY26 Results:-

    Revenue 342.42 Cr vs 297.69 Cr

    (+15.03% YoY┃-5.18% QoQ)

    PBT Ex-Exceptional Items 74.29 Cr vs 58.10 Cr

    (+27.87% YoY┃+6.72% QoQ)

    PAT 41.27 Cr vs 44.95 Cr

    (-8.19% YoY┃-21.12% QoQ) 

    Other Income 2.24 Cr vs 0.76 Cr YoY & 2.27 Cr QoQ

    This Q3 Exceptional loss of 19.10 Cr

  • February 3, 2026 09:25

    Q3 results live: Key results to watch out for the day

    Important Result Calendar

    03-Feb-2026

    Derivative

    • Bajaj Fin Ltd

    • Mankind Pharma Ltd

    • Pidilite Ind Ltd

    • Adani Ports and Special Eco Zone Ltd

    • Aditya Birla Capital Ltd

    • Adani Enterprises Ltd

    • Solar Ind India Ltd

    • Varun Beverages Ltd

    • NMDC Ltd

    • Angel One Ltd

    Cash Segment

    • Castrol India Ltd

    • Godrej Agrovet Ltd

    • Alkyl Amines Chem Ltd

    • Action Construction Equipment Ltd

    • Aether Industries Ltd

    • Firstsource Solutions Ltd

    • Gabriel India Ltd

    • HFCL Ltd

    • PCBL Chem Ltd

    • Signatureglobal (India) Ltd

    • Triveni Turbine Ltd

    • Zydus Wellness Ltd

    • AWL Agri Business Ltd

    • Choice Intl Ltd

    • Dr. Agarwal’s Health Care Ltd

    • JK Lakshmi Cement Ltd

    • Sheela Foam Ltd

    • Lloyds Metals & Energy Ltd

    • NMDC Steel Ltd

  • February 3, 2026 09:22

    Stock market live updates: Sensex, Nifty 50 trade higher on US tariff reduction boost

    Sensex skyrocketed 2289.84 pts or 2.80% to 83,956.30 at 9.17 am after higher opening at 85,323.20 against the previous close of 81,666.46, and Nifty 50 rallied 710.15 pts or 2.83% to 25,798.55.

Published on February 3, 2026



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US–India trade deal reached: Tariffs slashed to 18%, Trump confirms

US–India trade deal reached: Tariffs slashed to 18%, Trump confirms

by | Feb 2, 2026 | Business


Modi thanked Trump for the tariff reduction but did not explicitly confirm a trade deal or commitments on Russian oil. The agreement strengthens US–India economic ties and helps India remain competitive in the American market.
| Photo Credit:
KEVIN LAMARQUE/Reuters

US President Donald Trump has said that Washington is lowering its reciprocal tariffs on India to 18 per cent from 25 per cent following a trade deal struck between the two countries.

“They will likewise move forward to reduce their tariffs and non tariff barriers against the United States, to zero,” Trump posted on his social media platform Truth Social on Monday following a telephonic conversation with Modi.

Russian oil pledge

The US President further said that Modi had agreed to stop buying Russian oil and to buy much more from the US and, potentially, Venezuela.

“The Prime Minister also committed to ‘BUY AMERICAN,’ at a much higher level, in addition to over $500 BILLION DOLLARS of US energy, technology, agricultural, coal, and many other products,” Trump added.

Modi’s X response

The Indian Prime Minister responded to Trump’s announcement on the social media platform `X’, thanking him for agreeing to reduce tariffs on Indian goods to 18 per cent.

“Wonderful to speak with my dear friend President Trump today. Delighted that Made in India products will now have a reduced tariff of 18%. Big thanks to President Trump on behalf of the 1.4 billion people of India for this wonderful announcement,” Modi said.

The PM, however, did not mention a trade deal in his post. Nor did he confirm that India had agreed to stop Russian oil purchase and bring down tariffs and non-tariff barriers on American goods to zero.

Washington agreed to drop the punitive tariff of 25 per cent tied to purchase of Russian oil on India’s commitment that it would stop all purchases, US government officials reportedly said.

“We spoke about many things, including Trade, and ending the War with Russia and Ukraine. He agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela. This will help end the war in Ukraine, which is taking place right now, with thousands of people dying each and every week!,” Trump stated in his post.

Oil purchase challenge

India had so far shied away from committing to reducing Russian oil purchases to zero, although its crude purchases from Moscow since December 2025 have declined substantially. This followed the imposition of US sanctions on Russian oil companies Rosneft and Lukoil.

Since Moscow is a long-term economic and strategic partner, it may be difficult for Delhi to officially halt trade with the country, including oil purchases.

Competitive necessity

A deal with the US is essential for India to stay competitive in the American market. India’s competitors, such as Vietnam, Bangladesh and Indonesia, have already negotiated pacts with the US and face tariffs of 19-20 per cent.

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External Affairs Minister S. Jaishankar (filephoto)
US President Donald Trump spoke with Prime Minister Narendra Modi on Monday, according to a brief social media post by US Ambassador to India Sergio Gor.

Published on February 2, 2026





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