In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman highlighted the shifting health challenges facing India and announced a major initiative to strengthen the country’s biopharmaceutical ecosystem. Central to her announcement was the launch of the “Biopharma Shakti” programme, backed by an allocation of ₹10,000 crore over the next five years to boost domestic capability in advanced drug manufacturing and healthcare innovation.

In the Union Budget 2026–27, Finance Minister Nirmala Sitharaman announced a comprehensive five-point programme aimed at boosting India’s textile industry — a major employer and export earner — with a focus on production growth, modernisation, skill development, and global competitiveness.

In the Union Budget 2026–27 presented on February 1, 2026, Finance Minister Nirmala Sitharaman announced a major change to investment rules for individuals living abroad, aimed at encouraging greater participation in Indian financial markets.
Under the updated regulations, persons resident outside India (PROIs) — including Non-Resident Indians (NRIs) and people of Indian origin — will now be allowed to invest up to 10% of a listed company’s equity through the Portfolio Investment Scheme (PIS), up from the earlier 5% cap.

Since the last Union Budget on February 1, 2025, around 16 equity mutual funds have delivered returns exceeding 20%, highlighting strong pockets of performance even as markets remained mixed. This analysis by ETMutualFunds covered 485 equity schemes, of which 405 showed positive returns and 80 delivered negative returns during this period.

As India’s Union Budget 2026 approaches, investors are closely watching market themes that could shape stock performance. Analysts expect Finance Minister Nirmala Sitharaman to maintain fiscal prudence while accelerating public spending on key sectors such as infrastructure, defence, power and housing.

Digital payments company PhonePe has received approval from the Securities and Exchange Board of India (SEBI) to proceed with its planned IPO, targeting a listing in April 2026. The Walmart-owned fintech giant aims to raise around Rs. 12,000 crore via an offer for sale, where existing shareholders will sell stakes.

SaaS major Zoho has rolled out a new enterprise resource planning (ERP) platform specifically designed for small and medium-sized enterprises (SMEs) in India. The solution aims to reduce implementation costs, shorten rollout timelines and empower smaller firms with integrated business software.

In the ongoing contest over Warner Bros Discovery’s future, Paramount Skydance has extended its tender offer deadline for shareholders amid an intense proxy battle.

The Government of India is considering a proposal for income tax exemptions for companies that deploy Corporate Social Responsibility (CSR) funds into vocational training programmes, potentially announced in Budget 2026.

Nebius Group has reported a significant boost in business after signing large-scale contracts with major technology firms. In its most recent public disclosures, the company highlighted a $3 billion infrastructure agreement with Meta to provide advanced AI cloud services over the next five years.