1424 companies · 1445 sector slots · 21 sectors · 25 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Supreme Court scrutiny of corporate-hospital drug markups triggers a 5-7% selloff across hospital stocks.
The Supreme Court flagged steep markups on medicines sold through corporate hospitals (citing a cancer drug supplied at Rs 2,700 carrying an MRP of Rs 27,000), hitting Yatharth, Fortis, Apollo and Max Healthcare 5-7% on Sept 29-30. This is a sector-wide regulatory-risk thread, not an isolated stock event, and threatens a real margin lever if it escalates into actual curbs on hospital pharmacy pricing — but it is bench commentary during a hearing so far, not a notified rule, so the move could prove an overreaction if no formal proposal follows.
A muted-to-soft open: GIFT Nifty down ~0.14%, elevated crude and high US yields the drag; RBI's MPC meets Oct 5-7.
GIFT Nifty points to an open near Tuesday's close, with mixed Asian cues (Hang Seng and KOSPI lower, Shanghai flat-to-up). Elevated crude (sources disagree sharply, $97 vs $103-107/bbl) and a multi-year-high US 10-year yield (~5.29%) are the cited drags. RBI's rate committee meets Oct 5-7 against August CPI of 4.82% (up from 4.44%), a rupee near record lows past 96/USD, and the Fed's September hike to 3.75-4.00% — raising the odds the RBI holds rather than cuts. The next FOMC decision (Oct 28) and September CPI (Oct 12) both land after today's session.
Good business, bad price today (Value 2/5) — PEG 2.91; P/E cheaper than 36% of sector peers (P/E 19.53); EV/EBITDA 9.1, B/M 0.444. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 1.88; P/E cheaper than 57% of sector peers (P/E 82.16); EV/EBITDA 46.6, B/M 0.084. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 3.11; P/E cheaper than 73% of sector peers (P/E 29.51); EV/EBITDA 16.7, B/M 0.251. Watch for a better entry.
Source: NSE event calendar, filtered to the 1424 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,620.45
▼ -95.75
▼ -0.42%
19.36
2.78
Nifty Next 50
69,746.95
▲ +286.75
▲ +0.41%
18.28
3.35
Nifty 500
22,072.10
▼ -28.90
▼ -0.13%
21.77
3.09
Nifty Bank
54,633.05
▲ +373.10
▲ +0.69%
12.95
1.65
NIFTY Midcap 100
59,332.05
▲ +12.65
▲ +0.02%
27.98
3.77
▲ 1203 advancing■ 45 unchanged▼ 1414 decliningof 2662 equities, vs the 2026-09-29 close
Cash market, ₹ crore
FII / FPI net
▼ -10,148.41
bought 14,968 · sold 25,116
DII net
▲ +11,271.73
bought 24,414 · sold 13,142
FII / FPI
DII
Source: NSE ind_close_all_20260930
(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.
Astra Microwave names internal successor as MD, resolving the demerger-linked leadership transition Capital Goods
Dr. M.V. Reddy, currently Joint MD, becomes MD of Astra Microwave effective Oct 1, 2026, while outgoing MD S. Gurunatha Reddy stays on as an Executive Director overseeing the space-business demerger into Astra Space Technologies before moving across as a director there. A qualified successor was named promptly with no further departures or demerger delay, supporting an orderly-transition read rather than a governance flag.
Solar Industries' order-book figures diverge across sources, leaving the defence-plateau debate unresolved Chemicals
Sources disagree materially on Solar Industries' order book — Rs 17,100cr (post a fresh Rs 1,400cr international defence order) versus Rs 21,300cr total with ~Rs 18,000cr defence — while FY26 defence revenue nearly doubled to Rs 2,634cr. Suggestive of incremental growth beyond the prior plateau, but not conclusive, and none of the sources address the free-cash-flow concern underlying the original valuation debate.
Tanla withdraws forward guidance after a gaming-vertical regulatory crackdown cuts Dream11-linked business Information Technology
Tanla, market leader in gaming-vertical messaging, said major clients including Dream11 cut business after India's gaming-regulation changes, and management stopped giving top-line/margin guidance as of the Q3 FY25/26 call rather than merely cutting it — a visibility loss worth flagging for a BUY call built on forward guidance. Separately, Tanla's FY26 secretarial compliance report disclosed past, since-resolved board-composition and insider-trading lapses.
Firstsource winding down a healthcare BPaaS client relationship, but reaffirms FY27 guidance Information Technology
A Firstsource healthcare BPaaS engagement is being wound down following a change in client leadership — a concrete client loss — though management reaffirmed FY27 constant-currency revenue growth guidance of 10-13% and EBIT margin of 12.25-12.75%, citing pipeline wins and quick-ramping deals as an offset. Does not clearly falsify the BUY call but is a franchise-risk data point worth tracking.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 5 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.