1433 companies · 1454 sector slots · 21 sectors · 17 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
The Fed hiked rates 25bp on Sept 16 — its first increase since 2023 — a hawkish turn driven by Middle East-linked energy inflation.
The FOMC raised its target range to 3.75-4.00%, with 16 of 18 officials signaling at least one more hike this year. It lands alongside India's CPI rising to a 10-month high of 4.82% in August and a weakening rupee (~96.14/USD), which together make near-term RBI easing at the Oct 5-7 MPC less likely. This is a genuine macro shift, not noise, for rate- and import-cost-sensitive sectors.
GIFT Nifty points to a soft-to-flat open after the Fed's hawkish hike and a sixth straight weekly decline for Indian benchmarks.
GIFT Nifty traded at 23,300.5 on Sept 19, down ~0.26% from the prior close of 23,361. Brent crude eased 1.5% to ~$103/bbl on Sept 18 but remains structurally elevated on Middle East supply risk, and the rupee has slipped to ~96.14/USD. Sensex and Nifty have now declined six weeks running, with oil, the Fed, and Tata Sons-related news cited as the main triggers. No RBI MPC event is scheduled today — the next review is Oct 5-7.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 52% of sector peers (P/E 37.19); EV/EBITDA 25.7, B/M 0.158. Watch for a better entry.
Source: NSE event calendar, filtered to the 1433 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
23,346.40
▲ +75.80
▲ +0.33%
19.74
2.82
Nifty Next 50
72,025.40
▲ +881.40
▲ +1.24%
19.04
3.21
Nifty 500
22,840.55
▲ +185.90
▲ +0.82%
22.13
3.17
Nifty Bank
56,358.70
▲ +302.95
▲ +0.54%
13.33
1.69
NIFTY Midcap 100
62,191.25
▲ +759.15
▲ +1.24%
29.97
4.26
▲ 1772 advancing■ 31 unchanged▼ 835 decliningof 2638 equities, vs the 2026-09-17 close
Cash market, ₹ crore
FII / FPI net
▲ +599.54
bought 38,462 · sold 37,862
DII net
▲ +1,019.69
bought 17,310 · sold 16,290
FII / FPI
DII
Source: NSE ind_close_all_20260918
(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.
Motilal Oswal initiates Buy on Tenneco Clean Air India, citing a Rs 12,400 crore order book Automobiles
Motilal Oswal started coverage on Sept 15 with a Buy call and ~33% upside, projecting a 17% FY26-29 revenue CAGR backed by an order book that already covers 100% of FY28 revenue targets. Sources disagree on the stock's same-day reaction — one says shares jumped 5%, another that they fell 2.6% — but the underlying order-book coverage is a genuine positive ahead of the pending BUY->HOLD call review.
RailTel wins Rs 63 crore Prasar Bharati order for its WAVES OTT platform Telecom & Media
RailTel received a letter of intent from Prasar Bharati worth ~Rs 63.15 crore for additional features on the government's WAVES OTT platform, running through Feb 2029; shares rose ~5% on the Sept 17 news. A modest but genuine new order win, not the client loss or guidance cut that would falsify the BUY call.
Both Jamna Auto promoters sold ~2.5% stakes each on the same day, with no reason disclosed Automobiles
Pradeep Singh Jauhar and Randeep Singh Jauhar each divested roughly 2.49% of voting capital via block deals on Sept 11 (~Rs 228 crore combined), cutting their direct holdings to 3.96% and 1.88% respectively. No official or benign explanation has surfaced, leaving the coordinated same-day sale looking more like reduced promoter conviction than routine activity.
IGIL's Q1 FY27 growth accelerates as the AGL acquisition begins contributing Commercial Services
International Gemological Institute (India) reported 23% revenue growth and 29% EBITDA growth YoY, with the American Gemological Laboratory acquisition now adding to results, and declared a Rs 2.55 interim dividend. No client-loss or governance issue was found — the quarter reads as evidence against, not for, the pending BUY->QUALITY-WAIT call downgrade.
Kissht raises ~Rs 832 crore via preferential issue just months after its IPO Financial Services
OnEMI Technology Solutions (Kissht) got board approval on Sept 18 for a ~Rs 832 crore preferential share issue, about four months after listing at an 11.7% IPO premium, alongside a 59% YoY jump in Q1 FY27 net profit to Rs 95.1 crore. A raise this soon after an IPO could reflect aggressive growth funding or point to IPO proceeds falling short of plan — available reporting doesn't distinguish which.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 1 sector with a researched catalyst. The other 20 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.