Stock Market on Budget 2025: Key Stocks That May React Today

The Indian stock market is open today, Saturday, February 1, for a special trading session due to Budget Day. On Friday, the market extended its winning streak for the fourth consecutive session, driven by strong buying in auto, FMCG, and banking stocks. The Sensex closed at 77,500.57, gaining 740.76 points (0.97%), while the Nifty ended at 23,508.40, up 258.90 points (1.11%).

Also Read: Indian Stock Market: Key Updates Before Budget 2025 Announcement

Here are some of the key stocks that could be in focus during today's trading session:

1. ONGC

• Reported a net profit of Rs.8,240 crore in Q3FY25, missing expectations of Rs.9,484 crore.
• Revenue stood at Rs.33,716.8 crore, slightly lower by 0.5% QoQ, but higher than estimated.
• EBITDA rose 3.9% QoQ to Rs.18,950 crore.

2. Sun Pharma

• Posted an 18.6% YoY rise in net profit to Rs.3,033 crore in Q3FY25.
• Revenue grew 10.5% YoY to Rs.13,675.4 crore, beating estimates.

3. IndusInd Bank

• Reported a 39% YoY drop in standalone net profit, down to Rs.1,401 crore.
• Interest income increased 11% YoY to Rs.12,801 crore.
• Net Interest Income (NII) fell to Rs.5,228 crore from Rs.5,296 crore in Q3FY24.

4. Vedanta

• Registered a 76% YoY increase in net profit at Rs.3,547 crore.
• Revenue climbed 10% YoY to Rs.38,526 crore.
• EBITDA surged 30% YoY to Rs.11,284 crore.

5. LIC Housing Finance

• Net profit rose 23.1% YoY to Rs.1,432 crore.
• NII declined 4.8% YoY to Rs.1,997.1 crore, missing estimates.

6. IRB Infrastructure Developers

• Revenue increased 2.9% YoY to Rs.2,025.4 crore.
• EBITDA jumped 13.2% YoY, with margins improving to 48.6%.

7. City Union Bank

• Net profit grew 13% YoY to Rs.286 crore.
• NII rose 14% YoY to Rs.587.7 crore.

8. Godrej Agrovet

• Net profit jumped 32.4% YoY to Rs.109.9 crore.
• Revenue rose 4.5% YoY to Rs.2,449.6 crore.

9. Karnataka Bank

• Reported a 14.3% YoY decline in net profit to Rs.283.6 crore.
• NII fell 4.2% YoY to Rs.792.8 crore.

10. Poonawalla Fincorp

• Net profit dropped 92.9% YoY to Rs.18.7 crore.
• NII grew 24.7% YoY to Rs.672 crore.

11. Pfizer

• Net profit declined 1.9% YoY to Rs.127.6 crore.
• Revenue slipped 0.4% YoY to Rs.538 crore.

12. Nuvama Wealth Management

• Net profit soared 42.9% YoY to Rs.252 crore.
• Revenue rose 22.7% YoY to Rs.1,031.8 crore.

13. Vishal Mega Mart

• Net profit increased 28% YoY to Rs.262.7 crore.
• Revenue rose 19.5% YoY to Rs.3,136 crore.

14. Triveni Turbine

• Net profit surged 35.5% YoY to Rs.92.4 crore.
• Revenue grew 16.6% YoY to Rs.503.4 crore, hitting record-high levels.

With Budget 2025 being announced today, market volatility is expected. Investors will be closely watching key announcements that could impact these stocks. Keep an eye on sector-specific measures, policy changes, and market reactions.

Also Read: Economic Survey 2025: Finance Minister presented the Economic Survey in Parliament