1423 companies · 1444 sector slots · 20 sectors · 25 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
CONCOR raised its FY27 volume guidance to 18% overall growth, erasing the desk's own case for a guided slowdown.
After Q1 FY27's record 1.4 million TEU throughput and 7.7% YoY profit growth, CONCOR management lifted full-year volume guidance well above its original figures (EXIM 8%→15%, domestic 15%→25%, overall 9.5%→18%), citing Nepal traffic up 61% YoY, new DFC connectivity to JNPA, and bulk-cement tank-container expansion. That directly falsifies the desk's own open claim that FY27 guidance marked a genuine deceleration from FY26's pace, and argues against the pending BUY→HOLD downgrade now sitting on the stock.
A gap-up open looks likely; the RBI's rate decision Wednesday is the week's main event.
GIFT Nifty points to roughly a +0.6% open near 22,625. The Fed's September hike to 3.75-4.00% and Brent holding near $102.70/bbl have kept inflation front of mind ahead of RBI's Oct 5-7 MPC meeting, where most economists polled now expect a 25bp hike to 5.50% following August CPI's rise to 4.82%. A US government shutdown was averted via funding through December 11, removing one near-term external risk, even as the rupee stays soft near 96.2-96.4/USD.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 22% of sector peers (P/E 42.4); EV/EBITDA 27.7, B/M 0.337. Watch for a better entry.
Source: NSE event calendar, filtered to the 1423 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,421.95
▼ -198.50
▼ -0.88%
19.19
2.75
Nifty Next 50
68,981.35
▼ -765.60
▼ -1.10%
18.08
3.31
Nifty 500
21,857.75
▼ -214.35
▼ -0.97%
21.56
3.06
Nifty Bank
54,450.75
▼ -182.30
▼ -0.33%
12.91
1.64
NIFTY Midcap 100
58,732.00
▼ -600.05
▼ -1.01%
27.70
3.73
▲ 566 advancing■ 23 unchanged▼ 2065 decliningof 2654 equities, vs the 2026-09-30 close
Cash market, ₹ crore
FII / FPI net
▼ -9,484.22
bought 12,260 · sold 21,744
DII net
▲ +10,041.84
bought 25,420 · sold 15,378
FII / FPI
DII
Source: NSE ind_close_all_20261001
(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.
3402 calls scored since Wed, 5 Aug 2026: 1367 standing, 1450 closed when the desk changed the call, 585 closed when the name left coverage (at its last published close). 2008 of them are the call a name was given on entering coverage, not one the desk changed to. 1355 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 51 calls published this session are not scored yet — no session to move in. 22 have no cached close at one end of their window and are not scored. 7 entry prices restated for a split or bonus inside the window (marked adj.).
PB Fintech's Policybazaar unit fined over regulatory lapses as the stock drops another 7.9%. Financial Services
IRDAI fined Policybazaar ₹50 million for directorship and policy-tagging violations tied to a 2024 show-cause notice, adding a confirmed (if modest) enforcement action on top of the draft IRDAI proposals on commission caps and expense-of-management limits still open for comment until Oct 25. Underlying business momentum stayed strong -- Q1 FY27 standalone profit was up 92.5% YoY -- but that has not stopped the stock's slide, which continued today.
Supreme Court's hospital drug-markup scrutiny escalates, with the Centre asked to respond by Oct 12. Healthcare & Hospitals
The Court questioned why corporate-hospital pharmacies can mark essential medicines up roughly 10x cost and pressed for a DPCO-style margin cap, citing a cancer drug bought at ~₹2,700 and sold at ~₹27,000. The matter is now a live judicial process, not a one-day sentiment dip -- Jefferies estimates a 2-5% hospital EBITDA hit if caps land -- and Fortis fell another 4.8% on the news. No rule has been notified yet, so the desk's open claim on this stays live into the next hearing.
Adani Ports posts record H1 FY27 cargo volumes, comfortably inside full-year guidance. Logistics & Transport
APSEZ handled a record 280 million tonnes in H1 FY27, up 15% YoY across both container and dry cargo, with September alone up 11% YoY to 46 MMT. That tracks well within the stated 500-520 MMT FY27 guidance and argues against the pending BUY→HOLD downgrade sitting on the stock.
Zensar lands a $210M AI deal and a mega deal win, but management flags continued client exits elsewhere. Information Technology
Zensar secured a 5.5-year, $210 million AI-automation framework deal with a major financial-services client and reported total mega-deal TCV up 123% QoQ to $401.8 million. The same earnings commentary, though, names continued softness and client exits in TMT and healthcare/life-sciences from client-side consolidation, plus margin pressure from transition costs -- a real, named risk cutting against the headline wins and the pending BUY downgrade already sitting on the stock.
Entry score is 40% cheap-vs-history + 25% quality trend + 15% technicals, renormalised over those three — the 20% news catalyst is not counted because no research was written for this session. It is not treated as neutral; it is absent. ≥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.