Archive · 1 Feb 2026
Budget 2026: Sitharaman's 9th Budget Focuses on Reforms
Finance Minister Nirmala Sitharaman presented her ninth Union Budget on February 1, 2026.
This budget is special because it breaks a 75-year tradition by focusing more on long-term economic goals in Part B of the speech.
The budget aims to support defence, infrastructure, and affordable housing.
The government plans to spend a lot on rural development and jobs.
The stock market will be open on a Sunday for the budget presentation, which is unusual.
The budget also includes plans to make it easier for foreign companies to invest in Indian defence companies.
The economy is growing fast, but there are concerns about global uncertainties and the stock market's reaction to the budget.
Finance Minister Nirmala Sitharaman presented her ninth Union Budget on February 1, 2026, focusing on long-term economic goals.
The budget prioritizes defence, infrastructure, capital expenditure, power, and affordable housing.
The fiscal deficit for fiscal 2026 is estimated at 4.4% of GDP, with a focus on debt-to-GDP reduction.
The stock market will be open on a Sunday for the budget presentation, with regular trading timings.
The budget includes plans to make it easier for foreign firms to invest in defence companies with existing licences.
- Who
- Finance Minister Nirmala Sitharaman
- What
- Presentation of Union Budget 2026
- When
- February 1, 2026
- Where
- India
- Why
- To outline economic priorities, fiscal policies, and growth strategies for the upcoming fiscal year
Positive Market Sentiment
Negative Market Sentiment
Market Performance
Positive Market Sentiment
The Nifty 50 Total Return Index and Sensex gained 9.5% and 9.3% respectively, indicating strong market performance.
Negative Market Sentiment
The Nifty Smallcap 250 TRI declined by 1.5%, reflecting risk aversion and underperformance of smaller stocks.
Sectoral Performance
Positive Market Sentiment
Metals, PSU banks, and defence stocks performed well due to government support and capital expenditure.
Negative Market Sentiment
Real estate, media, and FMCG stocks lagged due to valuation concerns and softer consumption trends.
Investor Sentiment
Positive Market Sentiment
Domestic economic growth and government capital expenditure supported market momentum.
Negative Market Sentiment
Foreign institutional investor outflows, a weakening rupee, and global trade uncertainties weighed on sentiment.
- Budget Presentation Date
- February 1, 2026
- Budget Fiscal Deficit
- 4.4% of GDP
- Capital Expenditure Budget
- Rs 11.2 lakh crore
- Projected GDP Growth for FY26
- 7.4%
- Projected GDP Growth for FY27
- 6.8-7.2%
- Budget Document Format
- Paperless
- Stock Market Timings on Budget Day
- 9:15 am to 3:30 pm
- Commodity Market Timings on Budget Day
- 8:45 am to 5:00 pm
- Rural Employment Scheme Budget Request
- Rs 1.51 lakh crore
- MGNREGS Budget Last Year
- Rs 86,000 crore
Sources
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