Budget 2025 Market Highlights: FMCG, Realty shares shine; Sensex ends flat at 77,506, Nifty 23,482
Union Budget 2025 Stock Market Highlights: FMCG and Realty shares emerged as top performers in the sectoral markets, with the Nifty FMCG, and Realty indices settling higher by over 3 per cent each
 "Stock markets, Indian markets")
Image: Bloomberg
8:50 AM
Stock Market LIVE Budget 2025 Updates: Budget may spur SIP inflows
The union budget for FY 25-26 has focused more on consumption lead economic growth form equity market expectations. The cut in personal income tax may translate into higher discretionary spending and hence sectors like Auto, Consumer Durables, Retail, Travel & Tourism and selected FMCG companies may outperform the broader markets. Focus on improving crop diversification, innovation, improve irrigation and favorable credit schemes for farmers may be positive for farm equipment, tractors, fertilizer etc.
Though the budget did not add any negativity to the capital gains, the markets may remain buoyant for the medium term. Cutting personal taxes may lead to higher savings, which might result in increased SIP flows, potentially supporting the markets further. Capital market-related sectors such as AMCs, and brokerage houses may expect higher retail participation.
(View by: Budget 2025 reaction comment From Deepak Ramaraju, Senior Fund Manager, Shriram AMC)
(View by: Budget 2025 reaction comment From Deepak Ramaraju, Senior Fund Manager, Shriram AMC)
8:41 AM
Stock Market LIVE Budget 2025 Updates: Budget has managed fine balance between growth & fiscal prudence
Overall budget has managed a fine balance between growth and fiscal prudence. Fiscal deficit is packed at 4.4 per cent below the long term target of 4.5 per cent which will be positive for the economy.
Budget has focused on key areas like rural farmers low income which will boost consumption both in the near term as well as long term and help in reviving the economic growth. Overall capex spending planned at 11.2 lakh crore is inline with market expectation. Focus on MSME manufacturing will also be positive for several sectors.
Sectorial budget would be positive for consumption driven sectors like FMCG , auto footwear etc.She delivered six in the last over by reducing the income tax on the middle class. I remain positive in the medium to long term.
(View by: Motilal Oswal, Group MD & CEO, Motilal Oswal Financial Services)
(View by: Motilal Oswal, Group MD & CEO, Motilal Oswal Financial Services)
8:39 AM
Nirmala Sitharaman in her speech stated that she would want to provide opportunities of growth in rural India, so that moving out does not become a necessity, but a matter of choice.
Stock Market LIVE Budget 2025 Updates: ITC, Zomato, Bata: 5 stocks to buy for up to 22% gain post Budget 2025
Stock Market LIVE Budget 2025 Updates: Equity market swung wildly between zones as the finance minister Nirmala Sitharaman unveiled the Union Budget proposals for the upcoming financial year 2025-26. The finance minister announced measures to boost rural growth with focus on agriculture, education, leather and MSME sector.
Nirmala Sitharaman in her speech stated that she would want to provide opportunities of growth in rural India, so that moving out does not become a necessity, but a matter of choice.
With an aim to rationalise taxation, Sitharaman announced measures on the TDS and TCS front, while increasing the tax exemption limit on personal income tax to Rs 12 lakh. READ MORE
8:32 AM
At 2 PM, the BSE Sensex was ahead by 22.05 points, or 0.03 per cent, at 77,522.62, and the Nifty50 was at 23,495.90, behind by 12.50 points, or 0.05 per cent.
Stock Market LIVE Budget 2025 Updates: 2 PM Market Update - Sensex, Nifty trade mixed
Stock Market LIVE Budget 2025 Updates: Benchmark equity indices BSE Sensex and Nifty50 were trading on a mixed note following the presentation of the Budget 2025.
At 2 PM, the BSE Sensex was ahead by 22.05 points, or 0.03 per cent, at 77,522.62, and the Nifty50 was at 23,495.90, behind by 12.50 points, or 0.05 per cent.
8:29 AM
The biggest boost, according to them, has been for the consumption sector that benefited from rejigging income-tax (I-T) slabs and rates. No income-tax up to Rs 12-lakh income, subject to conditions, according to experts, can fuel consumption in the months ahead.
Stock Market LIVE Budget 2025 Update: Forward looking Budget 2025 that plays on the China+1 strategy: Analysts
Stock Market LIVE Budget 2025 Updates: Even though the overall market reaction to the proposals on the Budget 2025 day has been mixed with the frontline indices being muted and gains in select pockets, analysts believe that the Finance Minister Nirmala Sitharaman has played on the front foot this time around.
The biggest boost, according to them, has been for the consumption sector that benefited from rejigging income-tax (I-T) slabs and rates. No income-tax up to Rs 12-lakh income, subject to conditions, according to experts, can fuel consumption in the months ahead.
Focus on Indian manufacturing in Budget 2025 proposals, according to U R Bhat, Co-founder and Director, Alphaniti Fintech, has come at a time when global economies, especially China, could face stiff tariffs under the Trump 2.0 administration in the US. READ MORE
8:19 AM
On the plus side, the government is sticking to its fiscal path, which is great for macroeconomic stability and our sovereign rating, and it is also continuing to prioritize public capital expenditure, which is positive for economic growth."
Views By: Shantanu Bhargava, Managing Director, Head of Listed Investment, Waterfield Advisors
Stock Market LIVE Budget 2025 Updates: "The budget presents no major unexpected elements'
Stock Market LIVE Budget 2025 Updates: "The budget has increasingly turned into an exercise in accounting and finance. It is becoming increasingly irrelevant as a signal of ground breaking economic reforms. Investment management professionals and clients equally are advised to stop anticipating episodic interventions from the budget, as India's more critical economic reforms sit within other ministries, such as company affairs and labour. Therefore, the budget presents no major unexpected elements.
On the plus side, the government is sticking to its fiscal path, which is great for macroeconomic stability and our sovereign rating, and it is also continuing to prioritize public capital expenditure, which is positive for economic growth."
Views By: Shantanu Bhargava, Managing Director, Head of Listed Investment, Waterfield Advisors
8:13 AM
Views By: Sandeep Nayak ED & CEO of Retail Broking Centrum Broking
Stock Market LIVE Budget 2025 Updates: 'Continuation on fiscal discipline path positive for economy'
Stock Market LIVE Budget 2025 Updates: “The continuation on the path of fiscal discipline with fiscal deficit for FY26 pegged at 4.4 per cent of GDP is a positive for the economy. Capital expenditure spend at marginally less than last year’s estimate is a mild negative. On the reforms front, a simplified tax code to be unveiled should bring more cheer to tax payers. Insurance FDI increased to 100 per cent is a big positive.
The budget has focused on increasing the disposal income of the middle class with increase in the taxable income limit to Rs. 12 lacs from the existing Rs. 7 lacs. It is a ‘middle class sukino bhavantu’ budget which should boost consumption. Revival of urban consumption will have a positive multiplier effect on the economy helping mitigate the effect of slowdown seen in the last couple of quarters.”
The budget has focused on increasing the disposal income of the middle class with increase in the taxable income limit to Rs. 12 lacs from the existing Rs. 7 lacs. It is a ‘middle class sukino bhavantu’ budget which should boost consumption. Revival of urban consumption will have a positive multiplier effect on the economy helping mitigate the effect of slowdown seen in the last couple of quarters.”
Views By: Sandeep Nayak ED & CEO of Retail Broking Centrum Broking
8:05 AM
On Saturday, Finance Minister Nirmala Sitharaman said that amendments to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act will be taken up for active partnership with the private sector under a Nuclear Energy Mission for 'Viksit Bharat 2047' dream.
Stock Market LIVE Budget 2025 Updates: Budget 2025: Energy stks rally up to 9% on Nuclear Energy Mission plan
Stock Market LIVE Budget 2025 Updates: Energy-related stocks were trading mixed on today, February 1, 2025, as investors assessed the proposals made for the nuclear and green energy sectors during the Budget 2025.
On Saturday, Finance Minister Nirmala Sitharaman said that amendments to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act will be taken up for active partnership with the private sector under a Nuclear Energy Mission for 'Viksit Bharat 2047' dream.
"Development of at least 100 gigawatt (Gw) of nuclear energy by 2047 is essential for our energy transition efforts. For an active partnership with the private sector towards this goal, amendments to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act will be taken up," Finance Minister Nirmala Sitharaman said in her Budget 2025 speech today. READ MORE
7:54 AM
Stock Market LIVE Budget 2025: Consumption stocks rally on Budget proposals; Maruti Suzuki, Trent surge 7%
Stock Market LIVE Budget 2025 Updates: Shares of fast moving consumer goods (FMCG) and automobiles companies have rallied by up to 7 per cent on the National Stock Exchange (NSE) in Saturday’s intra-day trade after the Union Government raised the income tax exemption limit to Rs 12 lakh per annum under the New Tax Regime, Finance Minister Nirmala Sitharaman said. The centre will now allow taxpayers to claim the annual value of two self-occupied properties as nil, the finance minister said.
The new income tax slabs and rebates have pushed up the annual incomes free from taxation from Rs 7 lakh to Rs 12 lakh. This is a big relief to the middle and lower middle class in terms of higher savings, which should drive consumption, according to analysts. READ MORE
7:48 AM
Stock Market LIVE Budget 2025 Updates: Insurance stocks zoom after Budget; Star Health, SBI Life gain up to 7%
Stock Market LIVE Budget 2025 Updates: Shares of life insurance companies have moved higher by up to 7 per cent on the BSE in Saturday’s intra-day trade after the Finance Minister Nirmala Sitharam proposed a 100 per cent foreign direct investment (FDI) in insurance for firms which invest the entire premium in India.
Star Health and Allied Insurance Company, ICICI Prudential Life Insurance Company, SBI Life Insurance, HDFC Life Insurance Company, Max Financial Services, Life Insurance Corporation of India (LIC) and Niva Bupa Health Insurance Company have rallied by up to 7 per cent in intra-day trade. At 12:05 PM; these stocks are trading higher in the range of 1 per cent to 4 per cent, as compared to 0.23 per cent decline in the BSE Sensex. READ MORE
7:33 AM
At 1 PM, the BSE Sensex was lower by 147.46 points, or 0.19 per cent, at 77,353.11, and the Nifty50 was at 23,424, behind by 83.45 points, or 0.35 per cent.
Stock Market LIVE Budget 2025 Updates: 1 PM Market Update - Sensex, Nifty trade lower
Stock Market LIVE Budget 2025 Updates: Benchmark equity indices BSE Sensex and Nifty50 were trading lower following the presentation of the Budget 2025.
At 1 PM, the BSE Sensex was lower by 147.46 points, or 0.19 per cent, at 77,353.11, and the Nifty50 was at 23,424, behind by 83.45 points, or 0.35 per cent.
7:27 AM
This move is likely to attract substantial foreign capital while also fostering innovation and improving service quality through technological advancements.
As a result, global insurance companies can now invest fully, and we anticipate the emergence of innovative products and services tailored to meet the diverse needs of Indian consumers.”
Views By: Sharad Mathur, Managing Director and CEO, Universal Sompo General Insurance
Stock Market LIVE Budget 2025 Updates: 'FDI limit for insurance sector significant development'
Stock Market LIVE Budget 2025 Updates: “The recent increase in the foreign direct investment (FDI) limit from 74 per cent to 100 per cent in the insurance sector is another significant development for the industry, which is expected to accelerate insurance inclusion across the nation.
This move is likely to attract substantial foreign capital while also fostering innovation and improving service quality through technological advancements.
As a result, global insurance companies can now invest fully, and we anticipate the emergence of innovative products and services tailored to meet the diverse needs of Indian consumers.”
Views By: Sharad Mathur, Managing Director and CEO, Universal Sompo General Insurance
7:24 AM
Fiscal deficit at 4.4 per cent for FY26 and 4.8 per cent balances the fiscal deficit while at the same time, several progressive reforms in agriculture, rural, MSME, employment is constructive.
With a special focus on long-term investment encompassing, people, economy and innovation, the fund mechanism of funding will encompass private participation.
In addition, there is focus on urban development and revitalization of asset monitisation along with clean energy which suggests more longer term focus.
While capex growth does not look very robust, implicit capex via long term reforms shows promise. Simplification of DT reforms will be announced in a week, but the icing in the cake came in the end with income tax relief to middle class (with direct tax foregone of Rs.1 lac crores).
Overall, policy centric, consumption centric, strong focus on execution should follow the strong intent."
Views By: Anitha Rangan, Economist, Equirus
Stock Market LIVE Budget 2025 Updates: 'Budget sets a reform centric longer-term vision'
Stock Market LIVE Budget 2025 Updates: “While adhering to fiscal consolidation, the budget sets a reform centric longer term vision by including all stakeholders viz. states, and public private partnership.
Fiscal deficit at 4.4 per cent for FY26 and 4.8 per cent balances the fiscal deficit while at the same time, several progressive reforms in agriculture, rural, MSME, employment is constructive.
With a special focus on long-term investment encompassing, people, economy and innovation, the fund mechanism of funding will encompass private participation.
In addition, there is focus on urban development and revitalization of asset monitisation along with clean energy which suggests more longer term focus.
While capex growth does not look very robust, implicit capex via long term reforms shows promise. Simplification of DT reforms will be announced in a week, but the icing in the cake came in the end with income tax relief to middle class (with direct tax foregone of Rs.1 lac crores).
Overall, policy centric, consumption centric, strong focus on execution should follow the strong intent."
Views By: Anitha Rangan, Economist, Equirus
7:14 AM
At 12:40 PM, the BSE Sensex was lower by 264.49 points, or 0.34 per cent, at 77,236.08, and the Nifty50 was at 23,424, behind by 84.10 points, or 0.36 per cent.
Stock Market LIVE Budget 2025 Updates: Market Update - Sensex, Nifty trade lower after budget presentation
Stock Market LIVE Budget 2025 Updates: Benchmark equity indices BSE Sensex and Nifty50 were trading lower after Finance Minister Nirmala Sitharaman concluded presenting the Budget 2025.
At 12:40 PM, the BSE Sensex was lower by 264.49 points, or 0.34 per cent, at 77,236.08, and the Nifty50 was at 23,424, behind by 84.10 points, or 0.36 per cent.
7:11 AM
1) Spurring Agricultural Growth and Productivity;
2) Building Rural Prosperity and Resilience;
3) Taking Everyone Together on an Inclusive Growth path;
4) Boosting Manufacturing and Furthering Make in India;
5) Supporting MSMEs;
6) Enabling Employment-led Development;
7) Investing in people, economy and innovation;
8) Securing Energy Supplies;
9) Promoting Exports; and
10) Nurturing Innovation".
Stock Market LIVE Budget 2025: FM outlines development measures with focus on Garib, Youth, Annadata and Nari
Stock Market LIVE Budget 2025 Updates: Finance Minister Nirmala Sitharamn, while presenting the budget, said, "In this Budget, the proposed development measures span ten broad areas focusing on Garib, Youth, Annadata and Nari.
1) Spurring Agricultural Growth and Productivity;
2) Building Rural Prosperity and Resilience;
3) Taking Everyone Together on an Inclusive Growth path;
4) Boosting Manufacturing and Furthering Make in India;
5) Supporting MSMEs;
6) Enabling Employment-led Development;
7) Investing in people, economy and innovation;
8) Securing Energy Supplies;
9) Promoting Exports; and
10) Nurturing Innovation".
Topics : MARKET WRAP MARKET LIVE MARKETS LIVE Budget and Markets Budget 2025 stock market trading Markets Sensex Nifty S&P BSE Sensex BSE Sensex sensex nifty Nifty50 Nifty 50 NSE Nifty BSE NSE equity
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First Published: Feb 01 2025 | 8:09 AM IST
