1440 companies · 1461 sector slots · 21 sectors · 10 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Crude oil spikes toward $97/bbl after US and Iran strike vessels near the Strait of Hormuz.
Brent crude climbed to roughly $96.80-97/barrel (up ~9% over five days, ~19% over the past month) after US and Iran struck ships in and around the Strait of Hormuz on Sep 7, reviving fears of a prolonged disruption to a waterway carrying about a fifth of global oil supply. For India, a net oil importer, sustained crude at these levels is a direct headwind to the current account, inflation -- August CPI is already forecast at a 20-month high near 4.8% -- and the rupee, making it the dominant macro risk overhanging today's open.
GIFT Nifty points to a weak open, down ~0.4%, as crude-driven risk-off sentiment persists.
GIFT Nifty futures were down 89 points (0.38%) at 23,660.50 ahead of today's session, with immediate resistance flagged at 23,750. FPIs were net sellers (-Rs123cr) in the prior session while DIIs bought (+Rs1,350cr). The rupee is holding up relatively well near 94.96/USD on RBI intervention even as crude spikes, though it remains ~7.4% weaker year-over-year. Nothing is scheduled domestically today, but India's August CPI print (due Sep 14, forecast near a 20-month high of 4.8%) and the Sep 16 Fed decision (base case a hold at 3.50-3.75%, though the committee is described as genuinely split with hike odds near 30-40%) are the next two data points to watch.
Good business, bad price today (Value 1/5) — PEG 5.81; P/E cheaper than 12% of sector peers (P/E 116.14); EV/EBITDA 107.1, B/M 0.025. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 1.2; P/E cheaper than 38% of sector peers (P/E 30.07); EV/EBITDA 10.7, B/M 0.64. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 5.79; P/E cheaper than 36% of sector peers (P/E 30.13); EV/EBITDA 14.0, B/M 0.338. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 1.45; P/E cheaper than 15% of sector peers (P/E 60.9); EV/EBITDA 54.2, B/M 0.103. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 21.29; P/E cheaper than 64% of sector peers (P/E 34.06); EV/EBITDA 19.1, B/M 0.229. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 5.0; P/E cheaper than 0% of sector peers (P/E 87.96); EV/EBITDA 32.5, B/M 0.149. Watch for a better entry.
Source: NSE event calendar, filtered to the 1440 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
23,635.10
▼ -144.05
▼ -0.61%
19.98
2.86
Nifty Next 50
72,950.65
▲ +374.90
▲ +0.52%
19.28
3.25
Nifty 500
23,106.10
▼ -50.10
▼ -0.22%
22.39
3.21
Nifty Bank
56,777.55
▼ -310.75
▼ -0.54%
13.43
1.70
NIFTY Midcap 100
62,915.80
▲ +129.65
▲ +0.21%
30.32
4.33
▲ 1178 advancing■ 32 unchanged▼ 1436 decliningof 2646 equities, vs the 2026-09-07 close
Cash market, ₹ crore
FII / FPI net
▼ -123.19
bought 11,705 · sold 11,828
DII net
▲ +1,349.64
bought 14,679 · sold 13,329
FII / FPI
DII
Source: NSE ind_close_all_20260908
(levels, index P/E and P/B) and the full-market bhavcopy (breadth).
Index P/E from NSE's official daily index file.
Since We Flagged
The desk's track record — the FIRST call made on each standing name,
against its call today. Entry price is the close on the day of that first call, read
from the cached bhavcopy for that date. "Unchanged" means the original call still
stands.
Chalet Hotels' CEO succession completed exactly as planned, resolving the open governance question. Hospitality & Tourism
Sanjay Sethi retired as MD & CEO on Jan 31, 2026 and moved to a non-executive board role, while Shwetank Singh -- CEO Designate since mid-2025 and an Executive Director since Oct 2024 -- became MD & CEO on Feb 1, 2026, exactly as previously announced. No abrupt departure or further senior exits were found. This directly resolves the open claim that the succession would be orderly and argues against the pending BUY->HOLD call downgrade.
Hyundai India reaffirms FY27 guidance; Q1 profit fall still tracks the 'transitory' supplier-fire explanation. Automobiles
Hyundai Motor India's MD & CEO Tarun Garg said Chennai-plant production was fully restored by end of June following a supplier-facility fire, and reaffirmed FY27 guidance of 8-10% volume growth and 11-14% EBITDA margin. This is consistent with the open claim that the Q1 FY27 35% YoY profit fall was a one-off, not structural, but Q2 FY27 results -- the actual test of whether the Chennai-linked hit persisted -- have not yet been reported.
Jubilant Ingrevia's chairman cleared of allegations as company posts a 41% Q1 profit jump and a specialty-chemicals stake buy. Chemicals
A closure report cleared chairman Shyam Bhartia of allegations, which the court has accepted, removing a governance overhang, while Q1 FY27 net profit rose 40.9% YoY to Rs105.82cr (revenue +0.5%) and the company pursues a 40% stake in Zettaone (~Rs189cr) as part of a shift toward specialty chemicals. Separately, an analyst flagged rising receivables, contingent liabilities and unspecified governance watchpoints, and the company is appealing a GST order -- enough unresolved caution to keep this from a clean read.
UltraTech gets a bullish brokerage call on its new cables & wires business as it starts commercial production. Construction & Materials
Choice Institutional Equities set a 12-month target of Rs15,210 (34% upside) on ULTRACEMCO, citing its Rs1,800cr cables & wires foray as strategically positive; the Bharuch C&W plant began commercial production Sep 1, 2026. The broader construction-sector capex backdrop -- FY27 budget capex of Rs12.2 lakh crore and an estimated 480-490MT of cement production -- remains supportive, though this is a single-sourced brokerage opinion concentrated in one constituent.
Brigade formally contests its Morgan Heights EC revocation; still no sign the issue spreads beyond one project. Realty
Tamil Nadu's SEIAA revoked the environmental clearance for Brigade's ~Rs2,000cr Morgan Heights project in Perumbakkam, Chennai on May 8, 2026, and Brigade is challenging the revocation as procedurally unsound, saying it received no prior notice or hearing. No EC issues or stop-work orders have surfaced at any other Brigade project, consistent with the open claim that this is a contained, single-project dispute -- though the dispute itself remains unresolved.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 4 sectors with a researched catalyst. The other 17 show —: no catalyst was researched for them, so their score renormalises over the remaining three inputs rather than assuming a neutral headline. ≥62 accumulate · 45–61 watch · <45 avoid.
Source: data/verdicts.json × NSE sector index closes.
Stocks to Watch
Split evenly across large/mid/small/micro cap so this list isn't one
tier's picks — new calls first, then the highest long-term composites within each.
Micro-cap names are boxed and flagged Highly Volatile — worth
watching, not a call to buy — since their price swings run about twice every other
tier's. Each card shows the figures that selected it — open the desk for the full
six-lens panel.