IT, Pharma, Export Sectors in Spotlight; Bharat Forge to RailTel in Focus Today, Feb 03, 2026

Markets are expected to stay active as investors track developments around the India-US trade deal, fresh earnings announcements, and post-Budget policy signals. Export-oriented sectors such as IT, pharma, and the manufacturing sector are in focus.

India-US Trade Deal in Spotlight

US President Donald Trump has announced plans to cut reciprocal tariffs on Indian goods from 25% to 18% and reduce non-tariff barriers. The move could boost exports and benefit sectors like IT, pharmaceuticals, and gems & jewellery.

Market Recap

Indian equities ended Monday’s volatile session strongly.

• Sensex rose 943 points to close at 81,666
• Nifty gained 263 points to settle near 25,100

Key Sectors Stocks to Watch Today

Bharat Forge

The stock is in focus after its subsidiary JS Auto Cast Foundry India received a ₹300 crore equity investment from Premji Invest, which will now hold a 23% stake.

PB Fintech

PB Fintech reported strong Q3 results, with net profit jumping to ₹189 crore and revenue rising 37% to ₹1,771 crore, supported by better margins.

Bajaj Housing Finance

The company posted healthy earnings growth. Net profit rose 21% year-on-year to ₹665 crore, while net interest income increased 19%.

Indus Towers

Net profit fell sharply to ₹1,776 crore due to a high base last year, though revenue grew nearly 8% to ₹8,146 crore.

Tata Chemicals

The company reported a wider quarterly loss of ₹93 crore. Revenue remained flat, while operating performance weakened during the quarter.

Thermax

Thermax delivered steady numbers, with revenue rising 4% and net profit at ₹205 crore, supported by improved operating earnings.

RailTel Corporation

RailTel’s net profit slipped 4% to ₹62 crore, but revenue rose 19% to ₹913 crore, indicating strong business momentum.

Ather Energy

The EV maker significantly reduced losses to ₹83.6 crore, while revenue surged 50% year-on-year, reflecting strong sales growth.

Aditya Birla Lifestyle Brands

The company reported modest growth, with net profit rising to ₹69 crore and revenue up nearly 10%.

Also Read: Best Long-Term Stocks in Jan 2026 – 5yr CAGR Basis!

Jupiter Life Line Hospitals

Net profit declined 18%, though revenue increased close to 10%, indicating stable operational growth.

Conclusion

Markets are set for a busy session as investors track the India-US trade deal, earnings updates, and sector-specific triggers. Stocks like Bharat Forge, Tata Chemicals, RailTel, and PB Fintech are likely to remain in focus amid mixed but active cues.

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