1420 companies · 1441 sector slots · 20 sectors · 29 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI raises the repo rate 25bps to 5.50% on Oct 7 -- its first hike since Feb 2023 -- and shifts its stance to 'calibrated tightening'.
The MPC's unanimous move came with a raised FY27 CPI projection (5.2%) and a raised FY27 GDP growth projection (7.1%, up from 6.7%), with the RBI citing elevated crude, geopolitical tensions, firm global bond yields and renewed domestic food-price pressure. Governor Malhotra ruled out a near-term cut, leaving the next move as another hike or a pause -- a genuine tightening cross-current against any sector news flipping to ACCUMULATE on price dispersion alone, and a headwind for rate-sensitive financing costs (auto, realty, NBFCs).
Source: NSE event calendar, filtered to the 1420 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,520.45
▲ +288.65
▲ +1.30%
19.27
2.77
Nifty Next 50
68,166.70
▲ +552.20
▲ +0.82%
17.86
3.27
Nifty 500
21,866.65
▲ +250.50
▲ +1.16%
21.56
3.06
Nifty Bank
55,256.65
▲ +741.60
▲ +1.36%
13.10
1.66
NIFTY Midcap 100
58,787.30
▲ +904.80
▲ +1.56%
27.73
3.74
▲ 1649 advancing■ 30 unchanged▼ 993 decliningof 2672 equities, vs the 2026-10-08 close
Cash market, ₹ crore
FII / FPI net
▼ -3,568.90
bought 10,374 · sold 13,943
DII net
▲ +4,743.26
bought 15,627 · sold 10,883
FII / FPI
DII
Source: NSE ind_close_all_20261009
(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 — every call it has published, scored over the
stretch it actually stood: from the close on the day it was made (restated for any
split or bonus) to the day the desk changed it, the name left coverage, or today.
Each is set against Nifty 500 over the same window. A BUY should beat it; an AVOID
should lag it.
3631 calls scored since Wed, 5 Aug 2026: 1381 standing, 1652 closed when the desk changed the call, 598 closed when the name left coverage (at its last published close). 2017 of them are the call a name was given on entering coverage, not one the desk changed to. 1369 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 33 calls published this session are not scored yet — no session to move in. 23 have no cached close at one end of their window and are not scored. 9 entry prices restated for a split or bonus inside the window (marked adj.).
Supreme Court recalls its own Rs4,655cr Singampatti lease-rent observation against Bombay Burmah FMCG
The Supreme Court's Aug 19 order recalled a paragraph from its own May 29 order that had been read as endorsing a Rs4,655cr lease-rent figure against BBTC, on the grounds BBTC was never served formal notice or given a hearing on the merits. This is not a resolution of the underlying dispute -- no demand has been formally raised, no provision disclosed, and the question of what, if anything, BBTC owes remains open -- but it removes the specific adverse judicial finding that had been read as backing the headline number. The stock rose over 12% on the news.
Vadilal Industries' related-party supply pact (79% of FY26 revenue) lapses Oct 1, awaits Oct 27 shareholder vote FMCG
Vadilal Industries' 10-year supply agreement with related party Vadilal Enterprises -- which accounted for 79% of FY26 revenue -- expired Sept 30 and could not be renewed Oct 1 for lack of the required public-shareholder approval under SEBI's related-party rules. A revised 12-month version has been negotiated but needs approval at an EGM on Oct 27 (record date Oct 20), leaving a gap where the bulk of the company's revenue runs without a formal contract. India Ratings separately placed Vadilal's bank-loan facilities on negative watch on Sept 23. This is directly relevant to the pending BUY->HOLD call given the revenue concentration and the known family dispute behind it.
Zen Technologies' order book still short of its ~Rs2,500cr FY27 target; Q1 profit fell 27.8% YoY Capital Goods
The most recent confirmed figures -- Q1 FY27's Rs1,239cr consolidated order book plus a Rs177.5cr simulator order added in July -- put Zen Technologies well short of the ~Rs2,500cr target management has guided toward, with Q1 net profit down 27.8% YoY to Rs34.46cr. A separately reported Rs404cr MoD order (anti-drone/C-UAS plus simulators) is covered by sources that disagree on timing (Jan vs Apr 2026), so it's unclear whether it's additive to the Rs1,239cr figure. This neither confirms nor falsifies the order-book ramp thesis behind the pending BUY->QUALITY-WAIT downgrade -- the book is growing toward the target but isn't there yet, and the profit decline is a mild headwind against the bullish narrative.
Shukra Pharmaceuticals' nine new unrelated subsidiaries still show near-zero revenue in FY26 Pharmaceuticals
Sources disagree on scale -- FY26 consolidated financials list four new subsidiaries (medtech, robotics, woundcare, diabetes tech) while press coverage describes nine incorporated entities including defence/aerospace -- but FY26 consolidated revenue was only ~Rs5,673 lakh and the medtech segment specifically reported zero revenue, with the flagged Rs600cr Greater Noida facility appearing in only one unconfirmed source. This neither confirms disciplined execution nor evidences cost overruns on the open governance-risk claim around Shukra's rapid diversification; the subsidiaries are too new and revenue-less to judge either way.
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 16 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.