1395 companies · 1416 sector slots · 20 sectors · 54 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI shifts stance to calibrated tightening as September CPI accelerates to a five-month high, raising the repo rate to 5.50%.
On October 7 the RBI's MPC raised the repo rate 25bps to 5.50% -- its first hike since February 2023 -- and shifted its policy stance from neutral to calibrated tightening, with Governor Malhotra ruling out a near-term cut. The move followed a September CPI print of 5.54% YoY, above the RBI's own 5.2% FY27 projection and driven by a jump in food inflation; a hawkish Fed under new Chair Warsh (holding at 3.75-4.00% with its next decision due Oct 27-28) adds a second tightening headwind, a mild negative for rate-sensitive sectors like banks and a modest offsetting support for the rupee.
No same-day GIFT Nifty or crude/FX data found; today's backdrop is a double tightening bias (RBI + Fed), not an overnight print.
Searches for October 23 GIFT Nifty, Asian cues, crude, and USD/INR levels returned nothing dated this week, so treat today's tone as shaped by the RBI's Oct 7 stance shift and accelerating CPI rather than a fresh overnight cue. The Fed's next decision lands Oct 27-28 (markets were pricing roughly 80% odds of a hold after September's 25bp hike to 3.75-4.00%) -- worth watching for pre-positioning into that meeting.
Good business, bad price today (Value 2/5) — PEG 1.99; P/E cheaper than 20% of sector peers (P/E 25.7); EV/EBITDA 14.4, B/M 0.214. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.23; P/E cheaper than 38% of sector peers (P/E 18.54); EV/EBITDA 13.9, B/M 0.348. Watch for a better entry.
Source: NSE event calendar, filtered to the 1395 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,687.65
▼ -123.70
▼ -0.54%
19.13
2.79
Nifty Next 50
67,354.15
▼ -301.15
▼ -0.45%
17.47
3.24
Nifty 500
21,696.55
▼ -141.35
▼ -0.65%
21.11
3.04
Nifty Bank
54,925.70
▼ -51.20
▼ -0.09%
12.61
1.65
NIFTY Midcap 100
57,063.95
▼ -501.90
▼ -0.87%
26.63
3.63
▲ 697 advancing■ 24 unchanged▼ 1966 decliningof 2687 equities, vs the 2026-10-21 close
Cash market, ₹ crore
FII / FPI net
▼ -3,458.70
bought 13,628 · sold 17,086
DII net
▲ +2,891.32
bought 16,243 · sold 13,352
FII / FPI
DII
Source: NSE ind_close_all_20261022
(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.
3826 calls scored since Wed, 5 Aug 2026: 1365 standing, 1829 closed when the desk changed the call, 632 closed when the name left coverage (at its last published close). 2028 of them are the call a name was given on entering coverage, not one the desk changed to. 1353 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 22 calls published this session are not scored yet — no session to move in. 25 have no cached close at one end of their window and are not scored. 11 entry prices restated for a split or bonus inside the window (marked adj.).
Mahindra's SUV business is beating its own guidance -- but its 2027 EV-mix target has been quietly cut in half Automobiles
M&M's domestic SUV volumes grew ~19-20% YoY in FY26 to a record 660,276 units, beating its own mid-to-high-teens guidance, and September 2026 PV market share (13.42%) pushed past Tata Motors into second place nationally. But the company's 2027 EV-mix target -- set at 20-30% of the SUV lineup in 2024 -- was revised down to 13-17% of the PV portfolio by May 2026, with actual EV penetration still only ~11% at the time of the revision. Franchise-risk checks (recalls, governance, promoter conduct) came back clean; this is a forward-guidance credibility question specific to the EV transition, not a near-term operating concern.
TCS enters Q2 FY27 earnings with a record order pipeline, but margin pressure and the pending HOLD->BUY call remain unconfirmed Information Technology
Ahead of its Q2 FY27 results, brokerages expected $8-10bn of fresh deal wins atop a reported $12.2bn record order book and FY26 TCV of $40.7bn (+4% YoY, 5 mega deals) -- a genuinely strong pipeline. But the same preview still expected operating margin down 70-100bps YoY, and no post-results figures were available this session, leaving the pending HOLD->BUY call's confirming evidence open.
Cera's gas supply has been curtailed since March, and its Chief Business Officer is stepping down with no successor named Construction & Materials
Sabarmati Gas has restricted Cera's gas supply to up to 50% of contracted volumes since March 2026, a real input-cost and production risk even as management reaffirmed FY27 growth and margin targets. Separately, CBO Ramesh Baliga is set to step down sometime in 2026 with no reason or successor disclosed in the single report found -- worth tracking, not yet a confirmed governance flag.
Sharda Cropchem's profit fell sharply in Q1 FY27 as China-linked costs bite and registration approvals slow Chemicals
Despite FY27 guidance reaffirmed at 10-15% revenue growth, Sharda Cropchem's Q1 FY27 profit declined sharply YoY on margin compression and rising China-linked input costs. With 1,068 registration applications still pending as of September 2025 and approval timelines described as slowing, the registration-led growth model faces a real, not-yet-guided-down risk.
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.