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Union Budget 2026: Data centers are expected to remain in focus ahead of the union budget 2026, these shares will get an eye bharti airtel ril hitachi energy

Data centers are expected to be in focus during the announcements under Budget 2026. The sector continues to see strong structural growth driven by cloud adoption, artificial intelligence and increasing data consumption. Data centers use a lot of energy. Therefore, industry people want policy support on good availability of power, access to green energy and easy financing. Although the number of companies directly involved in data centers and listed data-centre operators is limited, marketers remain optimistic given the opportunity and strong visibility on long-term demand.

A recent report by CRISIL Ratings estimates that revenues of India’s data-centre operators will grow at an annual rate of 20-22 per cent to around Rs 20,000 crore by FY2028. This is supported by the increasing use of digital platforms by enterprises and consumers and increasing demand from hyperscale cloud providers. To meet this demand, the installed capacity is expected to almost double to 2.3-2.5 GW by March 2028.

CRISIL believes that there are three main factors responsible for the expansion of this sector – rapid adoption of public cloud services by enterprises, increasing investments in Artificial Intelligence, and the rollout of 5G. 5G is driving demand for low-latency applications such as video streaming, gaming, and Internet-of-Things services.

India’s data-center capacity will increase five times by 2030

A Jefferies report of November 2025 estimated that India’s data-center capacity would grow fivefold to about 8 gigawatts by 2030. This means that approximately 6.4 GW of new capacity will be added in the next 5 years. This expansion will require an estimated $30 billion in capital spending on facilities. The typical construction cost will be 40-50 lakh dollars per MW. Data-center leasing revenues are projected to grow fivefold to $8 billion by the end of the decade.

Which shares will keep an eye on

Large domestic companies like Reliance Industries, Bharti Airtel and AdaniConneX can contribute 35-40 percent of the total capacity by 2030. Jefferies says rising data traffic, increased adoption of AI, strict data-localization norms, near-full occupancy in hubs like Mumbai and Chennai are maintaining the sector’s momentum. Due to this, investors are looking at players from across the ecosystem to invest in this theme. These include operators and platform players such as Bharti Airtel (Nextra Data), Tata Communications, Reliance Industries (Jio Platforms) and real estate developer Ananth Raj. There are also engineering and EPC firms like Larsen & Toubro and KEC International.

Power and backup solution providers such as ABB India, Cummins India, Kirloskar Oil Engines and Hitachi Energy, as well as cooling solution specialists such as Blue Star and Voltas, are seen as potential beneficiaries from the sector’s expansion. Analysts expect these stocks to be in focus during the Union Budget announcement on February 1.

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NSE IPO can knock in the next 7 to 8 months, NOC has been received from SEBI – nse is looking at a seven to eight month timeline for ipo said md and ceo ashish chauhan

The IPO of National Stock Exchange (NSE) may come within 7 to 8 months. MD and CEO Ashish Chauhan said this to CNBC-TV18’s Shireen Bhan. Chauhan said that NSE has received NOC i.e. No Objection Certificate from the Securities and Exchange Board of India (SEBI) for the IPO. The exchange is now working on the draft red herring prospectus (DHRP) for the IPO. Chauhan said that the IPO will be completely Offer for Sale (OFS). This means that new shares will not be issued in it. NSE is in the process of taking shares from existing shareholders.

It will take approximately 3 to 4 months to prepare the DRHP, after which it may take another 2 to 3 months to get approval from SEBI. “Overall, we are looking at a timeline of 7 to 8 months from now,” Chauhan said. It also said that NSE is targeting to launch IPO by the end of this year.

Government will have to remain financially responsible

Meanwhile, on expectations regarding Budget 2026, he said that expectations increase every year. But the central government will have to remain financially responsible. On the discussion of reduction in STT i.e. Securities Transaction Tax, he said that whatever comes in the budget, it will be absolutely good for NSE. NSE is the largest stock exchange in the country in terms of market share. Its IPO has been pending for more than 8 years. NSE filed its IPO prospectus in December 2016. In August last year, NSE had applied for no objection certificate from SEBI for its proposed IPO.

Who has how much stake in NSE?

IFCI has an indirect stake of about 2.35 per cent in NSE through its majority ownership in Stock Holding Corporation of India (SHCIL). Insurance companies Life Insurance Corporation of India holds 10.72 percent, General Insurance Corporation of India holds 1.64 percent and The New India Assurance Company holds 1.42 percent. SEBI has also given in-principle approval to the settlement petition filed by NSE in the co-location case. The allegation in the NSE co-location case was that some select brokers were given priority access to the exchange’s systems. After a long legal dispute, NSE had proposed a settlement by paying ₹1,388 crore in 2025.

Disclaimer: The information provided here is being given for information only. It is important to mention here that investing in the market is subject to market risks. As an investor, always consult an expert before investing money. Moneycontrol never advises anyone to invest money here.

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Stock Market: Despite the budget day being Sunday, the stock market will open, there will be normal trading in BSE and NSE – bse nse to hold regular trading session on February 1 for union budget 2026

Union Budget 2026: An important information for stock market investors and traders is that tomorrow, Sunday, February 1, BSE and NSE will remain open normally on the occasion of Union Budget 2026. Usually the market remains closed on Sundays, but considering the immediate reaction of the market to the budget announcements, the exchanges have decided to hold trading sessions throughout the day.

Trading hours and official announcement

According to the circular issued by NSE, trading timings on February 1 will be from 9:15 am to 3:30 pm like normal days. This decision has been taken so that investors can make their strategies in real-time based on the announcements made by the Finance Minister. Historically, it has been a tradition to keep the market open on Budget day, as was seen in 2015, 2020 and last year also in 2025.

Finance Minister Nirmala Sitharaman’s ninth budget

Finance Minister Nirmala Sitharaman will present her ninth consecutive budget in the Lok Sabha tomorrow at 11:00 am. This is one of the records for the longest uninterrupted tenure by any Finance Minister. In this budget, a detailed description of the government’s financial accounts, revenue estimates and new schemes for the upcoming financial year will be presented.

Economic survey has been presented three days before the budget

As part of pre-Budget formalities, the Finance Ministry has released the ‘Economic Survey 2026’ on January 29. The Department of Economic Affairs has finalized the budget documents, with the main focus being on the country’s GDP growth, fiscal deficit target and investment roadmap. Tomorrow will be extremely important not only for fiscal policies but also for determining the direction of financial markets.

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Why did the stock market fall before the budget? 8 big reasons – why did stock market crash before union budget 2026 watch video to know 8 reasons behind this fall

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Why Share Market Fall: Union Finance Minister Nirmala Sitharaman will present the budget on Sunday, February 1. Since the budget is being presented, the stock market will remain open on that day despite it being Sunday. There was an uproar in the market today, a trading day before the presentation of the budget. Sensex fell by more than 600 points and Nifty 50 also fell below 25225. Know the reason for this decline and what the experts have to say?

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You can get returns up to 45% in these 6 hotel shares! – brokerage firm hsbc bets on these 6 hotel stocks that can give upto 45 percent returns watch video to know the target price

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Stocks To Buy: Brokerage firm HSBC believes that the country’s hospitality industry is currently going through a very strong phase. Due to strong demand, limited supply and better margins, the hotel sector is becoming attractive for investment. According to HSBC, hotel room rates have been increasing continuously for the last 4 years and occupancy is at record levels.

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Why did gold and silver crash? Buy or stay away? – why did gold silver etfs crash should you buy or stay away from it watch video to know

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Gold and Silver suddenly crashed today, January 30, ahead of the budget. There was a huge decline of 20 to 23 percent in Silver ETF. Gold ETFs also broke badly. This decline has surprised investors. The big question is whether this decline is only profit-booking? Or has the ongoing historic rise in gold and silver prices come to an end? The most important question is, is this decline a buying opportunity for investors or is it better to stay away from them at this time? Let us understand this whole matter through statistics and experts’ opinion.

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Bajaj Auto Q3 Results: Net profit increased by 19 percent to Rs 2503 crore, revenue increased by 19% – bajaj auto q3 results net profit increased by 19 percent to 2503 crore and revenue also saw a 19 percent increase

Bajaj Auto Q3 Results : Bajaj Auto has achieved a standalone net profit of Rs 2,502.81 crore in the October-December quarter of the current financial year 2026. This is 19 percent more than the net profit of Rs 2,108.73 crore in the same quarter of the last financial year. However, Q3 FY26 net profit includes a one-time extraordinary expense of Rs 61.32 crore to include the impact of the new labor code. This code came into effect last year. The company’s EBITDA increased by 22 percent to Rs 3,161 crore in the third quarter. At the same time, the margin has increased to 20.8 percent.

For the first time the company’s revenue crossed the Rs 15,000 crore mark

In the third quarter, the company’s working income increased by 19 percent year-on-year to Rs 15,220.33 crore. The special thing is that Bajaj Auto said that this is the first time that its revenue has crossed the figure of Rs 15,000 crore. The reason for which has been record quarterly volumes and better product mix. The company’s working income in the same quarter of the last financial year was Rs 12,806.85 crore. The company’s expenses in the third quarter of FY 2026 have increased by 18 percent to Rs 12,174.33 crore.

Retail sales at historic high

“Retail sales reached historic highs during the quarter driven by strong in-market execution during the festive season, while the electric portfolio grew rapidly, contributing 25% to domestic revenues, surpassing last year’s revenues during the quarter itself,” the company said.

Company’s export volume crosses 6 lakh mark

Bajaj Auto said that after 15 quarters, the company’s export volume crossed the 6 lakh mark in the third quarter. It continued to deliver strong double-digit competitive growth on an annual basis.

Pulsar portfolio’s performance was excellent

The company said the domestic motorcycle segment in the 125cc+ segment has recorded its best ever quarter with double-digit revenue growth year-on-year, led by the sports segment. The company further said, “The Pulsar portfolio has seen improved performance driven by product refreshes/upgrades and effective activations. This has led to quarterly retail volumes reaching a historic high and the strategically important 125cc+ segment also performing well.”

The company has surplus fund of Rs 15,000 crore

The company said that despite distributing Rs 5,864 crore as dividend and infusing capital of more than Rs 2,300 crore in its subsidiary companies during this period, Bajaj Auto’s balance sheet remains healthy and it has a surplus fund of Rs 15,000 crore.

Bajaj Auto Share Price History

Today this share closed at Rs 9597.50 on NAC with a gain of Rs 85.50 i.e. 0.90 percent. Today its intraday high is Rs 9,626 and intraday low is Rs 9,382.50. This stock has gained 1.95 percent in the last 1 week. At the same time, it has increased by 3.40 percent in 1 month. This stock has gained 9.71 percent in 1 year and 149.86 percent in 3 years.

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Strides Pharma Q3 Results: Shares surge 12 percent after results reflecting sustained business outlook and increased margins – strides pharma q3 results shares surge 12 percent after results reflecting sustained business outlook and increased margins

Strides Pharma Q3 Results: Shares of Strides Pharma Limited were seen jumping a strong 12 per cent after the December quarter results on Friday, January 30. The company’s US sales in the December quarter were $70 million, which is almost equal to $73 million in the same quarter last year. The company also reiterated its US business revenue outlook of $400 million by fiscal year 2028.

For the December quarter, Strides Pharma reported net profit at ₹202 crore, up from ₹88 crore in the same quarter last year. The company’s revenue in the December quarter stood at ₹1,194.6 crore, which is 3.6% higher than ₹1,153.6 crore in the same quarter last year.

Earnings before interest, tax, depreciation and amortization (EBITDA) for the quarter grew 12.2% year-on-year to ₹235.8 crore, while margins expanded 150 basis points to 19.7% from 18.2% last year.

Gross margin for the quarter increased 280 basis points from last year to 61.2%.

Growth Markets revenue increased 19% from last year to $16.6 million, primarily driven by the Africa business. For other regulated markets, Strides expects growth to be driven by expansion of product portfolio and new customer acquisitions. There will also be a steady increase in filings, which will help in medium-term prospects.

Badri Komandur, MD and CEO of Strides Pharma, said other regulated markets and growth markets contributed to the growth in the quarter. Strides has also appointed Peter Hardwick as CEO of its North America business.

stock move

After the earnings announcement, Strides Pharma shares are trading 12.01% higher at Rs 907.22 around 1.40 pm. The stock is up 37.49% in the last 12 months. Whereas in 1 week the stock has shown a rise of 13.72 percent while in 3 years the stock has given a return of 203.23 percent to its investors.

(Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or its management is not responsible for the same. Money Control advises users to seek the advice of certified experts before taking any investment decision.

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No need for intervention to strengthen the rupee at present free trade agreements will facilitate India’s access to developed countries – V Anantha Nageswaran

Finance Minister Nirmala Sitharaman presented the Economic Survey in Parliament yesterday. A good picture of the economy has been presented in the Economic Survey. Despite global uncertainty, the fast pace of growth is expected to continue in the future. Also, the need for both foreign investment and indigenous investment has been emphasized. After the release of the Economic Survey, Chief Economic Advisor V Ananth Nageswaran, in a conversation with CNBC-Awaaz, expressed his opinion on issues like how growth will get a boost, what will be the timeline for the global challenge to stop and what new needs to be done in Swadeshi.

How long will there be a global challenge to growth?

Ananth Nageswaran said that there is no answer to how long the global challenge will continue. There is no timeline on the Global Challenge. No one can tell when the Global Challenge will end. The global challenge depends on world leaders.

When is there a possibility of normal global world order?

There is no waiting for normal global world order. Can’t wait for any normalcy. Decisions will have to be taken according to the global situation. Something similar was seen at the Davos Economic Forum. The policy will have to be kept according to the circumstances.

What new needs to be done on Swadeshi?

Swadeshi is like a philosophy now. Swadeshi will have to be done as an action now. The world order has changed a lot. We have to move towards Swadeshi. A framework will have to be prepared for the indigenous strategy.

How much will Indian manufacturers benefit from FTA?

FTA (Free Trade Agreement) has made Indian access to advanced countries easier. There will have to be a little more focus on quality. The mantra of low price, high quality will be more effective. Manufacturers will get convenience by maintaining price and quality.

Why such a rise in gold-silver prices?

The impact of uncertainty in the economic and political environment is being seen on gold and silver. Geopolitics and currency war are big factors. Concerns over dollar and yen have also increased the trend towards gold and silver. Gold and silver are a type of real asset. Due to fear, investment in gold and silver has increased.

What is the strategy on rupee?

There is no need to intervene now due to the weakness of the rupee. There is a strategy to keep the rupee on market force. The currency has weakened due to global capital outflow. Due to high global interest, global capital outflow has been seen. Right now capital inflow in India is weak. The currency has also been affected due to weak capital flow. Currencies in capital importing countries weaken. There is no need for intervention right now to strengthen the rupee.

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