1422 companies · 1443 sector slots · 21 sectors · 27 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
PB Fintech and Turtlemint extended their IRDAI-driven selloff — PolicyBazaar down ~48% in six sessions — as the regulator's distribution commission-cap proposal shows no sign of being watered down.
IRDAI's Sept 23 consultation ('Recalibrating Economics of Insurance Distribution') is now described in more granular, channel/product-specific detail than first reported — first-year commission caps of 20-25% stepping to 12.5% within five years, plus specific motor and health sub-caps — with the comment window open to Oct 25 and nothing suggesting dilution. Today's further declines (PolicyBazaar -7.89%, Turtlemint -8.70%) are the market continuing to price the proposal as real and material, not a new shock. It remains a consultation, not a notified rule, so the structural re-rating of commission-dependent distribution economics this implies for a long-term holder is still provisional on the final text.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 25% of sector peers (P/E 42.28); EV/EBITDA 27.7, B/M 0.337. Watch for a better entry.
NSE's event calendar could not be read, so no results schedule is shown
for this session.
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: 1384 standing, 1434 closed when the desk changed the call, 584 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. 1372 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. 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.).
A second source now corroborates Cisco cutting back Zensar business, with a quantified revenue hit Information Technology
Cisco (~$40M/year, ~6% of Zensar's revenue) is consolidating its IT vendor base; Zensar's TMT vertical — where Cisco sits — fell 8.7% QoQ in constant currency as overall revenue slipped 1.4% sequentially to $160.5M. This corroborates what was, as of the last session, a single-sourced client-reduction report, satisfying the open claim's own falsifier condition for corroboration.
Bajaj Auto's September sales missed on a 12% domestic two-wheeler decline; management blames a resolvable supply issue Automobiles
Total sales of 538,443 units (+5% YoY) missed the ~570,000-unit consensus, with domestic two-wheelers down 12% YoY even as two-wheeler exports rose 34%. The stock fell as much as 8% on the day. Management (JMD Rakesh Sharma) says supply-chain problems are resolved and October should improve — a near-term negative for the pending HOLD->BUY call flip, but one framed as supply-side, not a structural demand break.
REC-PFC merger commentary points to ~10% loan growth, below the 11-12% pace the open growth-deceleration claim is testing against Financial Services
Merger-announcement materials for the REC-PFC combination (aggregate loan book above ₹11 lakh crore, ~80% share of power-sector lending) cite roughly 10% FY27 loan growth and 12-15% admin-cost savings — supportive of, though not a clean test of, Morgan Stanley's growth-deceleration downgrade, since it predates the Q2/Q3 FY27 results the claim's falsifier actually targets.
Adani Ports beat FY26 guidance and announced a ~₹90,000-100,000cr five-year capex plan alongside a Colombo terminal capacity doubling Logistics & Transport
September cargo volume grew 11% YoY (container +15%); FY26 revenue, EBITDA and PAT all exceeded guidance (+25%/+20%/+16%) at 1.9x net debt/EBITDA and 16% ROCE. The Colombo West International Terminal's $750M Phase II, doubling capacity to 3.2M TEUs, was inaugurated Sept 30. This is a genuine multi-year capacity commitment, not just a good quarter, and argues against the pending BUY->HOLD call flip.
A single-sourced claim that CONCOR raised FY27 guidance to 18% looks like a repeat of a previously-flagged FY26/FY27 conflation Logistics & Transport
One source (TradingView/Quartr) states CONCOR revised FY27 volume guidance up to 18% overall (15% EXIM, 25% domestic) — figures that exactly match CONCOR's already-reported FY26 actual pace, not a new FY27 number. The company's own separately-stated FY27 guidance remains 8% EXIM / 15% domestic / 9.5% overall, a real deceleration from FY26. Treating this single, unconfirmed source as a guidance raise would repeat an error already identified in a prior session; it is not being used to change Growth Outlook.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 3 sectors with a researched catalyst. The other 18 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.