Stocks to Watch Today (February 01, 2026) on Budget Day: CDSL, BEL, Tata Steel, Vedanta, Bajaj Auto and more

Stocks to Watch Today (February 01, 2026): Indian equity markets will remain open today, Sunday, 1 February, as the Union Budget is presented in Parliament. Trading will follow normal timings. Budget announcements, GST-related changes, and global cues will drive stock-specific action.

Sun Pharma

Sun Pharma is in focus as a Nifty constituent. Pharma stocks may react to any healthcare or cess-related announcements in the Budget. The proposed renaming of the health cess to National Security Cess will be tracked.

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IDFC First Bank

IDFC First Bank will see action amid expectations around financial sector reforms and bond market cues following the Budget presentation.

Central Depository Services (India)

CDSL remains in focus as market volatility stays high. Any Budget push for capital markets participation could influence sentiment.

Bharat Dynamics

Bharat Dynamics may react to defence spending cues. The renaming of the health cess to National Security Cess keeps defence stocks on the radar.

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GAIL

GAIL is in focus as energy and infrastructure allocation in the Budget will be closely tracked.

Delhivery

Delhivery may see movement on expectations of logistics and e-commerce policy support.

Bajaj Auto

Bajaj Auto is set to announce results. Investors will track margins, export commentary, and EV strategy updates.

NTPC

NTPC results are due. Focus will be on renewable capacity addition and coal mining business updates.

Power Grid

Power Grid’s earnings will be tracked for capex guidance and transmission project execution.

Bank of Baroda

The bank has approved raising up to Rs 15,000 crore via bonds for FY26. Budget cues on banking reforms remain key.

Cholamandalam Investment

Chola Invest results will be tracked for asset quality and demand trends.

Glenmark Pharma

Glenmark remains in focus after GST department inspections at Mumbai offices. The company said there is no financial impact.

Jindal Steel and Power

JSPL results will be tracked amid weak global metal prices and Budget expectations on infrastructure.

LIC Housing Finance

LIC Housing Finance is in focus ahead of earnings and interest rate outlook cues.

SAIL

SAIL results will be watched closely as steel stocks remain under pressure.

Tata Power

The company has commissioned two critical 765 kV extra high voltage transmission corridors in Uttar Pradesh. The project spans 574 CKM and will improve large-scale power evacuation.

Jupiter Life Line Hospitals

The Dombivli hospital will start operations with 200 beds from 15 February 2026. The company plans a 500-bed quaternary care hospital in the Mumbai Metropolitan Region.

Subros

Subros approved capacity expansion for electric and ICE compressors at its Gujarat unit. The planned investment stands at Rs 265 crore.

NHPC

NHPC has started commercial operations of Unit 3 of the Subansiri Lower Hydro Electric Project with a total capacity of 2,000 MW.

Bajaj Auto

The board approved an additional Rs 12 crore investment in Clean Max Godavari Private.

Vedanta

Vedanta clarified that reports around an arbitral award related to BALCO share transfer are incorrect. The matter relates to a long-standing call option dispute with the Government of India.

Afcons Infrastructure

Afcons received an arbitration award and bank guarantee return of over Rs 54 crore. It also secured a road infrastructure project in Uganda worth about Rs 1,087 crore.

NCC

NCC reported new orders worth Rs 2,456.89 crore in January across water, transportation, and electrical segments.

Travel Food Services

The company received an LOI to operate 33 food and beverage outlets at Delhi Airport Terminal 1 for a license period of around 11 years.