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

Written by: Kusum KumariUpdated on: 3 Feb 2026, 4:24 pm IST
India-US trade deal, Q3 earnings, and post-Budget updates put stocks like Bharat Forge, Tata Chemicals, RailTel, PB Fintech, and Bajaj Housing Finance in focus today.
Sectors to watch
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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.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Feb 3, 2026, 10:54 AM IST

Kusum Kumari

Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.

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