Oil and Natural Gas Corporation (ONGC), Indian Hotels Company, Lupin, Bharat Forge, Biocon, Muthoot Finance, Petronet LNG and others are also scheduled to report earnings on Thursday.
India's recent tariff relief from the United States has strengthened the country's role in global exports, closely following the finalisation of the European trade agreement.
India -US trade deal: Motilal Oswal projects reversal in FII outflows, rupee recovery, and 12% Nifty earnings growth, with sectoral and macro benefits.
Check the list of key sectors and stocks impacted as India and the US agree for a trade deal after months of negotiations with the overall tariff rate coming down to 18 per cent.
Axis Securities sees KPR Mill, Gokaldas Export, Indo Count Industries, Bharat Forge, Samvardhana Motherson, Dixon Technologies, Syrma SGS Technology, Sona BLW and Avanti Feeds Ltd among beneficiaries.
Sona BLW Precision Forgings Ltd (Sona Comstar) soared 9.12 per cent to Rs 544.95. Bharat Forge Ltd rallied 9.42 per cent to Rs 1,579.90. Suprajit Engineering advanced 6.76 per cent to Rs 473.10.
Bharat Forge shares rose 3.65% to Rs 1428.75 in the current session against the previous close of Rs 1376.80. Market cap of the firm stood at Rs 68,149 crore.
SBI Securities said that Union Budget 2026 places a strong emphasis on structural reforms and fiscal discipline, aiming to accelerate and sustain India’s economic growth.
Market players expect a sustained government focus on infrastructure-led growth, with higher or steady capex allocations in the Union Budget 2026.
At Davos 2026, Business Today Group Editor Siddharth Zarabi speaks exclusively with Amit Kalyani, Vice Chairman & Joint Managing Director of Bharat Forge. He tells Business Today that global defence uncertainty and Europe’s re-arming push are creating a massive opportunity for Indian defence companies. From rising defence budgets and shifting alliances to India’s growing role in global defence supply chains, Kalyani explains why the game is changing—and how India can emerge as a key global defence player.
At Davos 2026, Business Today Group Editor Siddharth Zarabi speaks exclusively with Amit Kalyani, Vice Chairman & Joint Managing Director of Bharat Forge, on the rising role of AI in modern warfare. From open-source AI computing and defence startups to drones, cyber security, and data-driven combat, Kalyani explains why artificial intelligence is becoming central to military strategy—and why India must invest aggressively to stay ahead in future conflicts.





