Stock Market Today Highlights: Sensex jumps over 2,000 pts, Nifty 50 ends above 25,700; all sectors in green

Stock Market Highlights: The Indian stock market witnessed a remarkable surge following the announcement of a significant trade agreement between India and the US. Key indices soared by almost 5% in just one session, demonstrating heightened investor enthusiasm. The Sensex rose by 2.54% to finish at 83,739, while the Nifty 50 increased by approximately 2.55% to end at 25,727, representing one of the most impressive one-day gains in recent years.

Among Nifty 50 constituents, Adani Enterprises and Adani Ports led the gainers’ list, supported by strong buying interest. In contrast, Tech Mahindra and Bharat Electronics ended in the red, despite the broader market uptrend. Sectoral performance was uniformly positive, with Nifty Healthcare, Nifty Chemical, and Nifty Financial Services emerging as top outperformers, highlighting broad-based strength across industries.

The broader markets echoed similar volatility. Both Nifty Midcap 100 and Nifty Smallcap 100 faced initial profit booking after the gap up opening but eventually closed impressively higher, posting gains of 2.84% and 2.82%, respectively. Market breadth remained decisively positive, with 447 out of Nifty 500 stocks ending the day in green, signalling strong participation and overall bullish undertone across the broader market space.

Sensex Today | Stock Market LIVE: Vodafone Idea (118.85 crore shares), Tata Silver Exchange Traded Fund (76.42 crore shares), and Tata Gold Exchange Traded Fund (38.35 crore shares) were the most active counters in terms of volume on the NSE.

Sensex Today | Stock Market LIVE: All sectoral indices ended in the green, led by the Nifty Realty index, which surged over 4%. The Nifty Chemical, Pharma, and Consumer Durables indices also jumped more than 3% each.

Nifty Bank, Nifty Auto, Nifty Metal, Nifty PSU Bank also added between 2.5-3%.

Sensex Today | Stock Market LIVE: Only 4 stocks ended in the red. Tech Mahindra (down 0.66%), Bharat Electronics (down 0.16%), and SBI Life Insurance (down 0.08%) ended as the top losers in the index.

Sensex Today | Stock Market LIVE: As many as 46 stocks ended higher in the Nifty 50 index, among which Adani Enterprises (up 10.40%), Adani Ports (up 9.12%), and Jio Financial Services (up 8.15%) ended as the top gainers.

Sensex Today | Stock Market LIVE: According to experts, Going ahead, the deal is seen as a major positive for India’s export competitiveness and foreign investor confidence. While near term momentum may continue, markets could remain volatile due to global cues and the upcoming RBI policy decision. Overall sentiment has clearly turned positive.

Sensex Today | Stock Market LIVE: According to Abhinav Tiwari, Research Analyst at Bonanza, the key trigger for this sharp move was the announcement of a comprehensive trade deal between India and the United States by President Donald Trump and Narendra Modi.

As part of the agreement, the US reduced reciprocal tariffs on Indian goods to 18% from the earlier 50%, offering immediate relief to Indian exporters. Sectors such as textiles, pharmaceuticals, gems and jewellery, engineering goods, and steel are expected to benefit meaningfully from this reduction.

Sensex Today | Stock Market LIVE: Sensex jumped 2,072.67 points to settle at 83,739.13; Nifty 50 surged 639.15 points to 25,727.55.

Stock Market Today LIVE: According to Vinod Nair, Head of Research, Geojit Investments, Indian equities experienced a significant rally today, driven by the long‑anticipated India–US trade deal and a strengthening rupee, which boosted expectations of renewed FII inflows. The reduction of US tariffs on Indian goods from 50% to 18% enhances India’s competitive position among emerging markets and bolsters the outlook for export‑oriented sectors with high US exposure, such as textiles, aquaculture, gems and pharmaceuticals, which were supported in the 2026 Union Budget.

Overall market sentiment has turned decisively positive, with global trade risks easing and moderation in the US-Iran conflict. Going forward the markets could focus more on the ongoing Q3 corporate results with a positive bias, which till date have been below estimates, because of potential future earnings upgrades led by reduction in tariff risk.

Stock Market Today LIVE: Sensex jumps over 2000 pts, Nifty 50 ends above 25,700. Sensex, and Nifty 50 closed 2.5% higher.

Sensex Today | Stock Market LIVE: Adani Ent announces its Q3 results

1. Net Profit At ₹5,627 Cr Vs ₹58 Cr (YoY)
2. Revenue Up 8.6% At ₹24,819.6 Cr Vs ₹22,848.4 Cr (YoY)
3. EBITDA Up 18.6% At ₹3,640.6 Cr Vs ₹3,070 Cr (YoY)
4. Margin At 14.7% Vs 13.4% (YoY)

Sensex Today | Stock Market LIVE: NMDC Q3 results (YoY)

> Net Profit falls 7.9% to ₹1,747 crore from ₹1,897 crore

> Revenue rises 16% to ₹7,610.8 crore from ₹6,568 crore

> EBITDA falls 9.6% to ₹2,144.3 crore from ₹2,372 crore

> EBITDA margin slips to 28.2% from 36.1%

Sensex Today | Stock Market LIVE: Global markets witnessed significant rise on Tuesday, primarily driven by a nearly 7% rise in South Korea's main index and a 3.9% leap in Tokyo that propelled the Nikkei 225 to a new high as investors flocked to technology-related stocks.

France's CAC 40 advanced 0.6% in early trading, reaching 8,232.71, while Germany's DAX climbed 1.0% to 25,053.90. The UK's FTSE 100 saw a 0.2% increase, hitting 10,361.21.

Futures for the S&P 500 rose by 0.3%, with the Dow Jones Industrial Average's futures increasing by 0.1%.

Markets are anticipating earnings announcements from major corporations to assess the effects of various factors, such as tariffs imposed by US President Donald Trump and potential restrictions on rare earth exports from China.

Sensex Today | Stock Market LIVE:Indian Rupee rises 1.5% on day to 90.1250 per US Dollar on course for best single day rise since 2018

Sensex Today | Stock Market LIVE: European stocks reached an all-time high on Tuesday, as a global decline in commodity markets seemed to stabilize, while attention turned to corporate earnings reports from companies such as Amundi and Siltronic.

The broad European STOXX 600 index increased by 0.8% to 622.46 points by 0816 GMT, with the basic resources sector rising 1.9% to lead the gains among sectors.

Sensex Today | Stock Market LIVE: Asian stocks soared on Tuesday, with South Korea’s main index surging nearly 7% and a 3.9% rise in Tokyo that pushed the Nikkei 225 to an all-time high as investors turned to technology-related stocks.

Market participants are looking forward to earnings reports from significant companies to assess the effects of various factors, including U.S. President Donald Trump’s tariffs and the potential restrictions on rare earth exports from China.

Japan's benchmark Nikkei 225 increased by 3.9% to close at 54,720.66, marking its highest closing level ever. Shares of equipment manufacturer Disco Corp. rose by 7.1%, while those of testing equipment producer Advantest increased by 7%.

Sensex Today | Stock Market LIVE: Shares of companies involved in seafood exports and specialty chemicals experienced a significant rise on Tuesday after India and the US reached a trade agreement that will see Washington decrease the reciprocal tariff on Indian products from 25% to 18%.

In the seafood exports sector, Avanti Feeds and Apex Frozen Foods each increased by 20%, reaching prices of ₹960.80 and ₹351.10, respectively. Apex Frozen Foods also achieved its highest price in a year on the BSE.

Zeal Aqua climbed 12.14% to ₹11.45 per share, while Kings Infra Ventures surged by 13.02% to ₹145. Additionally, Mukka Proteins appreciated by 7.32% to ₹24.63, and IFB Agro Industries rose by 3.94% to ₹1,219.

Coastal Corporation increased by 5% to ₹47.72, also reaching its upper circuit limit.

Sensex Today | Stock Market LIVE: According to Ionic Wealth, Ionic Wealth, the trade deal, alongside the Union Budget, marks a major clearing event for domestic equities. Both developments favour the real economy, labour-intensive sectors and export-led growth, which could lead to a broadening of market participation.

While lower tariffs versus China and a more competitive INR support export-oriented sectors, sustained benefits will depend on corporate execution and the absence of further trade surprises.

Sensex Today | Stock Market LIVE: Even if New Delhi ultimately decides to “shut the tap” imports of Russian crude, a transitional phase will be necessary to fulfill existing contracts. Two sources from the refining industry informed Reuters that current agreements cannot be canceled abruptly, as Indian firms have already arranged for shipments planned for loading in February and expected to arrive in March.

In a exclusive conversation with CNBC-TV18, former foreign secretary Kanwal Sibal highlighted this uncertainty, stating, “India will not stop buying Russian oil completely. Russian oil on spot market by non-sanctioned companies can still be bought.”

Sensex Today | Stock Market LIVE: Dr. Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital - said "The US-India trade deal is likely to boost US-India trade significantly. More important it is about the sentiment turning positive, both for domestic investors as well as FIIs. The overhang on the INR is also likely to reduce reversing INR to below 90 on a sustained basis. Most important, the markets which were struggling to get a direction are probably at an inflection point with the bear market probably ending.

Of course, the details are not out yet, but one can get a decent anticipatory understanding if one parses Trump’s tweet, the budget provisions, the India-EU FTA and the India-New Zealand FTA. This will clarify what is allowed and what is not part of the deal. Oil, Gas, Clean Tech, Nuclear, Rare earth, data centers, AI etc. are likely the areas of focus."

Sensex Today | Stock Market LIVE: According to Prasenjit Paul, Equity Research Analyst at Paul Asset and Fund Manager at 129 Wealth Fund, on whether the market impact is tactical or structural, Prasenjit views the agreement as more than a relief rally. In his assessment, the deal institutionalises the China-Plus-One strategy by formally aligning India’s manufacturing capabilities with US strategic needs—shifting the opportunity from episodic export gains to multi-year capacity, compliance and scale-driven growth.

From an investor perspective, his view is that while short-term price reactions are inevitable, real wealth creation will play out over time. Investors should use volatility to build positions in high-quality companies capable of meeting US regulatory standards and executing at scale—requirements that will naturally exclude weaker players and make stock selection far more critical than broad sector exposure.

Sensex Today | Stock Market LIVE: According to N. Arunagiri, CEO, TrustLine Holdings, with the US trade deal now concluded, a prolonged source of uncertainty for markets is finally behind us. That overhang had weighed on sentiment and risk appetite for an extended period, and its resolution provides an important near-term relief.

However, what matters more for markets from here is what comes after the deal.

First, the tailwinds from structural reforms that the government has been able to push through by using this period of uncertainty as political cover. Taking advantage of political space created by the prolonged uncertainties to undertake more difficult and sometimes unpopular reforms, and the continuation of this reform momentum will be a key tailwind for markets going forward.

Second, the rupee's long-overdue retracement. At current levels, it appears meaningfully undervalued and has been among the worst-performing emerging market currencies over the past year. Any stabilisation or appreciation in the rupee could act as a powerful catalyst for the return of foreign institutional investors, providing much-needed liquidity support to the markets.

Third, we expect a meaningful earnings recovery in FY27, with the potential for a return to double-digit growth amid improvement in demand conditions.

Taken together - structural reforms, currency retracement, and earnings recovery amid slew of FTAs - these factors create a strong and supportive backdrop for markets. From this perspective, the medium-term setup looks increasingly constructive, and we believe these are very positive times for the markets especially for broader small and midcaps.

Sensex Today | Stock Market LIVE: Varun Beverages reported robust Q3 FY26 results, with net profit jumping 36% year-over-year to ₹251.7 crore from ₹185 crore, driven by volume growth and cost efficiencies.

Financial Highlights

Net profit: ₹251.7 Cr (+36% YoY)

Revenue: ₹4,334.7 Cr (+13.5% YoY)

EBITDA: ₹639 Cr (+10.2% YoY)

EBITDA margin: 14.7% (down from 15.2%)

Sensex Today | Stock Market LIVE: At 18%, India's tariff rate is now lower than that of several major export-oriented Asian economies. Bangladesh, Sri Lanka, Taiwan and Vietnam face tariffs of 20%, while Indonesia, Malaysia, Thailand, the Philippines and Pakistan face tariffs of 19%. Cambodia also faces a higher tariff burden at 19%.

The deal includes the rollback of US tariffs on India from 50% to just 18%, a commitment from India to increase US imports by $500 billion, and a reduction in dependence on Russian oil.

The trade deal is likely to stabilise the rupee and ease pressure on domestic interest rates.

Sensex Today | Stock Market LIVE: Gems and jewelry shares gained attention on Tuesday after an agreement was reached between India and the US regarding a trade deal, in which the US will reduce the reciprocal tariff on Indian products from 25% to 18%.

Goldiam International's stock soared by 20%, Vaibhav Global surged 20%, Kalyan Jewellers India increased by 7.61%, and Senco Gold improved by 7.41% on the BSE.

The shares of Shringar House of Mangalsutra rose by 6.61%, P N Gadgil Jewellers climbed by 6.25%, PC Jeweller experienced a 5% increase, and Titan appreciated by 4.68%.

Sensex Today | Stock Market LIVE: Reliance Industries shares surged by 7% during intraday trading on Tuesday, February 3, spurred by a wider rally in the Indian stock market and the acquisition of Sikhya Entertainment Private Limited by one of its subsidiaries. The trade agreement between India and the US, revealed last night, reduces US tariffs on Indian products from 50% to 18%, alleviating a significant concern for the Indian stock market.

Sensex Today | Stock Market LIVE: According to Harshal Dasani, Business Head, INVasset PMS, market commentary has started factoring in a more ambitious year-end trajectory for the Nifty 50, with several participants now suggesting that the index could gravitate towards the 30,000 zone if current macro tailwinds sustain. This optimism is not anchored to a single trigger, but to a convergence of positives that are steadily improving earnings visibility. The India–US trade deal adds to a series of trade agreements signed over the past year, strengthening India’s export outlook and reinforcing its role as a preferred global manufacturing and services hub at a time when supply chains are being rebalanced.

Domestically, the growth impulse remains consumption-led. Rate cuts over the past year have lowered financing costs, while tax relief measures have increased disposable income for the middle class, translating into stronger discretionary spending. This is reflected in stable GST collections, healthy retail credit growth, and improving demand trends across urban and semi-urban markets. With inflation largely under control and liquidity conditions supportive, corporate earnings expectations for the coming quarters remain resilient.

In this environment, the market’s base case is not aggressive valuation expansion, but steady earnings compounding. If growth momentum holds and global conditions remain benign, the 30,000 mark is increasingly being viewed as an achievable milestone rather than an outlier outcome.

Sensex Today | Stock Market LIVE: According to Divam Sharma- Co Founder and Fund Manager at Green Portfolio PMS, India-US trade deal has come out serendipitously considering Trump’s acts since the time he has taken the charge, especially when markets were expecting otherwise. Nifty Auto has already opened 3% up. US has reduced the import tariffs from 50% to 18% now on Auto and ancillaries.

“A cut is a positive development for India’s auto sector, especially component makers, since the US accounts for roughly a quarter to a third of their export earnings. Lower duties reduce trade barriers and improve cost competitiveness, strengthening India’s position in global OEM supply chains, while the impact on vehicle exporters remains modest due to their limited direct exposure,” said Sharma.

Sensex Today | Stock Market LIVE: As per BofA Securities India, the consensus is that while the Monetary Policy Committee (MPC) could implement a rate cut to foster growth, this is dependent on India successfully reaching a trade agreement with the US, which has been a significant factor creating uncertainty for the growth forecast.

Such a deal would enhance growth stability, and the current positive trend reflected in high-frequency indicators could continue. Consequently, we are revising our rate cut prediction from 25 basis points to HOLD for the upcoming meeting on February 6th, but we still emphasize the need for liquidity support to facilitate the effects of rate cuts.

Sensex Today | Stock Market LIVE: The Indian rupee appreciated 119 paise to 90.30 against the US dollar amid India-US trade deal announcement which cut US tariffs on India to 18%. At the interbank foreign exchange market, the rupee opened at 90.30 against the US dollar, registering a gain of 119 paise over its previous close of 91.49. The dollar index, which gauges the greenback’s strength against a basket of six currencies, was trading 0.20% lower at 97.43.

Sensex Today | Stock Market LIVE: According to Ponmudi R, CEO of Enrich Money, Nifty 50 opened with a strong gap-up around 26,300, close to its all-time high of 26,373. Momentum indicators have turned decisively bullish, with RSI moving firmly above 50 and breaking out of the neutral zone, while MACD has registered a strong bullish crossover. The index is now trading comfortably above all key moving averages (20, 50, 100, and 200 DMA), underlining the strength of the ongoing uptrend.

“Immediate support has shifted higher to the 25,400–25,500 zone, which now acts as gap support and prior resistance. On the upside, resistance is placed at 26,000 (psychological) and the record-high zone near 26,373. A sustained move above the highs could pave the way for further upside, keeping the intraday outlook strongly bullish,” said Ponmudi.

Sensex Today | Stock Market LIVE: According to Divam Sharma, Co-Founder and Fund Manager at Green Portfolio PMS, the India-US trade deal is a massive positive, arriving just when we needed it most after a budget that prioritized tactics over populism. With valuations corrected and fundamentals rock-solid, this should draw FIIs back to Indian markets in the short term.

A large chunk of US FII capital will likely shift here, viewing India as the premier strategic play among emerging markets. The current high pessimism? It’ll get trapped in a sharp rally fueled by short covering. DIIs and retail will pile in, amplifying flows from all sides—get ready for the upside!

Sensex Today | Stock Market LIVE: The trade agreement with the US highlights concerns from Washington and requests the reduction of high Indian tariffs in sectors such as auto, as stated by a government official, according to Reuters.

Sensex Today | Stock Market LIVE: According to Rahul Kalantri, VP Commodities, Mehta Equities ltd, rupee extended its gain after the Union Finance Minister provided tax holiday to big data center companies up-to 2047 to attract foreign exchange. The US-India trade deal announcements and recovery in the domestic equity markets also supported the rupee.

“We expect rupee to remain volatile this week amid volatility in the dollar index, volatility in the domestic equity markets and geo-political tensions and a pair could trade in the range of 89.00-92.40 this week,” said Kalantri.

Sensex Today | Stock Market LIVE: As per reports, Jefferies has decreased its IT investments and boosted its allocation to metals, adopting an overweight position on materials following recent declines in the sector.

The brokerage identified Hindustan Zinc and JSW Steel as its top choices.

Hindustan Zinc provides appealing exposure to silver and zinc, supported by a significant cost advantage. With spot silver prices approximately 50% higher than the average from the December quarter, Jefferies anticipates a 41% growth in EBITDA for FY27.

JSW Steel is projected to experience a notable sequential improvement in earnings as domestic steel prices increase due to safeguard duties and China's anti-dumping actions.

The brokerage forecasts that JSW Steel's EBITDA will increase by 34% quarter-on-quarter in the March quarter and by 45% year-on-year in FY27.

Jefferies has substituted Godrej Consumer Products with Eternal in its model portfolio, highlighting robust growth and improved margins in quick commerce and food delivery.

Sensex Today | Stock Market LIVE: President Donald Trump announced his intention to reduce punitive tariffs on India in exchange for a commitment from Prime Minister Narendra Modi to halt the import of Russian oil, thereby alleviating ongoing tensions between the two nations.

After a conversation with Modi, Trump communicated via social media that he would decrease a US tariff on Indian products from 25% to 18%. Additionally, the US president plans to lift an extra 25% duty that was imposed in response to India's purchase of crude oil from Russia, according to sources knowledgeable about the situation.

Sensex Today | Stock Market LIVE: Gold and silver prices on the Multi Commodity Exchange of India (MCX) opened sharply higher on Tuesday. MCX gold rate today for April futures contracts opened 2.78% higher at ₹1,48,000 per 10 grams level as against its previous close of ₹1,41,669 level. MCX silver price for March futures contracts opened 4% higher at ₹2,45,711 per kg as compared to its previous close of ₹2,36,261 level.

Sensex Today | Stock Market LIVE: Indian government bonds rallied in early trade as a US–India trade deal sparked fresh buying on hopes of more foreign inflows amid a firmer rupee. The benchmark 10-year bond yield was at 6.7302% against 6.7662% at the previous close.

Sensex Today | Stock Market LIVE: Textile stocks including Gokaldas Exports Ltd, Welspun Living Ltd, KPR Mill Ltd, and Indo Count Industries Ltd, which suffered significantly after US President Donald Trump imposed a 50% tariff on Indian exports, jumped by as much as 20% on Tuesday, February 3. This increase followed an agreement on a trade deal between India and the US, announced by Trump and Prime Minister Modi on their social media accounts late Monday night.

According to the agreement, Indian exports will now face an 18% tariff to the US, which is less than the 20% tariff imposed on other garment-exporting countries, Vietnam and Bangladesh.

Sensex Today | Stock Market LIVE: The rupee recorded its largest increase in over three years, while the stock market experienced its most significant rise since 2021 following the US's substantial reduction of tariffs on Indian products, enhancing investor confidence in the country's assets.

This agreement offers essential support for the faltering currency, which was the weakest performer in Asia during January, as global investors continued to sell off Indian stocks at the start of the year. Equities are now set to break their trend of lagging behind regional counterparts, as the agreement alleviates a major concern affecting financial assets.

According to reports, the currency may possibly return to the 90 per dollar mark shortly, as suggested by HDFC Securities Ltd. However, a crucial aspect to monitor will be the price points at which the Reserve Bank of India might purchase dollars to replenish its reserves, as noted by Australia and New Zealand Banking Group.

Sensex Today | Stock Market LIVE: Apurva Sheth, Head of Market Perspectives and Research, SAMCO Securities said - After months of negotiation the trade deal between US-India was finally announced. The specifics are yet to be known but prima- facie, the 25% additional (Penal) tariffs will no longer be levied for buying Russian Oil. The reciprocal tariff will be slashed to 18% instead of 25%.

“We believe that this is a great boost for the already sombre sentiments as Indian goods will now be able to compete on the US soil. However, one must also remember that exports to the US is a small part of our US$ 4 trillion GDP. So yes the trade deal is good for the economy and markets in the short term but one must not expect miracles out of it. The market is expected to gap up higher as there are many short positions in the system which will get squared off. But we must look for fresh long built up for the trend to sustain,” said Sheth.

Stock Market Today LIVE: On Tuesday, the domestic equity markets commenced with a remarkable surge, experiencing a significant increase in early trading, fueled by positive global signals following the announcement of an important India-US trade agreement.

At the opening bell, benchmark indices recorded unprecedented gains, indicating robust investor enthusiasm across various sectors.

The Nifty 50 index began its trading at 26,308.05, rising by 1,219.65 points or 4.86 percent, while the Sensex soared by 3,656.74 points or 4.48 percent to start at 85,323.20.

The markets kicked off on a highly positive note, demonstrating a substantial upward movement amid enhanced global risk appetite after the trade deal announcement.

Stock Market Today LIVE: Market Opening Flash

1. Sensex opens at 85,323.20, up 3,656.74 points or 4.48%
2. Nifty 50 opens at 26,308.05, up 1,219.65 points or 4.86%

Stock Market Today LIVE: Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments said - “The dramatic announcement of the long-awaited US-India trade deal and the US decision to cut tariffs on India from 50% to 18% is a game changer for the Indian economy and stock markets. The deal getting delayed was the single important factor that was weighing on the markets. The impact of the deal will be manifold: One, India’s growth rate will rise to around 7.5% in FY27 assisted by higher exports to the US.”

Stock Market Today LIVE: Sensex, Nifty 50 jumps 5% in pre-opening

Stock Market Today LIVE: Indian Rupee opens up 1.2% at 90.40 per US dollar; previous close 91.5125

As per reports, Bank of America (BofA)has indicated that the effective tariffs in the India-US agreement could significantly decrease from approximately 35% to 12-13%, while also lifting penalties on Russian oil, which enhances India’s competitive edge in the region. This is a significant boost for industries like Gems & Jewellery, Textiles, Agricultural products, and Engineering goods. Anticipate an increase in growth momentum fueled by the India-US trade advancement.