Union Budget 2025-26 impact on the stock market

The Union Budget has historically played an important role in shaping the Indian stock market and financial sector. The Union Budget presented for the financial year 2025-26 is expected to focus on maintaining the growth and economic stability of the manufacturing sector, manufacturing sector.

The budget announcements so far have had a widespread impact on the stock market. Brokerage house MK Global has analyzed the performance of the stock market keeping in mind the various short, mid and long -term effects after the budget.

Stock market trend after a week of budget

According to MK Global, most index remains bullish in short terms.

• The trend of positive closing was observed from 55% to 91%.
• The NSE Pharma Index performed best, with 91% positive closing and 3% returns.
• The NSE Media Index gave 2% returns with 82% positive closing.
• The performance of Nifty Realty and Nifty Oil and Gas Index was weak.

Market status two weeks after budget

Two weeks after the budget, the positive closing rate of most index was seen to fall.

• The PSU bank index declined from 73% to 36% positive closing, and the total returns were zero.
• The NSE Pharma Index maintained a strength, with 73% positive close rate and 2% return.
• The performance of NSE Metal and Nifty Realty Index was mixed.

Market mood after a month of budget

• Most index saw a decline, and negative closing was more than positive closing.
• The NSE metal index gave the highest average positive return of 11%, but its close rate was just 45%, which reflects volatility.
• PSU Bank Index recorded only 27% positive closing and 11% average negative return.
• The NSE IT index maintained a 45% positive close rate and 2% overall return, emerging as an exception.