1420 companies · 1441 sector slots · 20 sectors · 29 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI hiked the repo rate 25bps to 5.50% on Oct 7 -- its first hike since Feb 2023 -- shifting stance to 'calibrated tightening'.
The MPC's unanimous move ends four straight holds at 5.25% and comes alongside a raised FY27 CPI projection (5.2%, up from a pre-meeting 5.1%) and a raised GDP growth projection (7.1%, up from 6.7%). The RBI cited elevated crude, geopolitical tensions, firm global bond yields and renewed domestic inflation (August CPI at 4.82%) as drivers. This is a genuine regime shift in the rate backdrop, not noise -- the next MPC meeting is Dec 2-4, and it now runs alongside a hawkish US Fed (3.75-4.00% since Sept 16, next decision Oct 27-28).
No fresh overnight cues found for the Oct 9 open; the dominant backdrop remains the RBI's Oct 7 hawkish turn and a live Fed-vs-markets divergence ahead of the Oct 28 FOMC.
GIFT Nifty and US/Asian market closes could not be sourced for Oct 8-9; the most recent confirmed levels are five sessions stale (Oct 5 close: Nifty 22,555.75, Sensex 72,382.47). The RBI's 25bp hike to 5.50% and shift to 'calibrated tightening' (Oct 7) is now fully priced and remains the dominant theme for rate-sensitive sectors, alongside elevated crude and a weak rupee -- no confirmed same-week print, but the direction is corroborated by the RBI's own stated rationale. Separately, Goldman Sachs now expects a 25bp Fed hike at the Oct 28 FOMC, reversing its prior 'tightening is done' view, even as prediction markets price only ~16-17% odds of that outcome -- an unresolved sell-side/market divergence worth tracking into the decision.
Source: NSE event calendar, filtered to the 1420 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,520.45
▲ +288.65
▲ +1.30%
19.27
2.77
Nifty Next 50
68,166.70
▲ +552.20
▲ +0.82%
17.86
3.27
Nifty 500
21,866.65
▲ +250.50
▲ +1.16%
21.56
3.06
Nifty Bank
55,256.65
▲ +741.60
▲ +1.36%
13.10
1.66
NIFTY Midcap 100
58,787.30
▲ +904.80
▲ +1.56%
27.73
3.74
▲ 1649 advancing■ 30 unchanged▼ 993 decliningof 2672 equities, vs the 2026-10-08 close
Cash market, ₹ crore
FII / FPI net
▼ -3,568.90
bought 10,374 · sold 13,943
DII net
▲ +4,743.26
bought 15,627 · sold 10,883
FII / FPI
DII
Source: NSE ind_close_all_20261009
(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.
3631 calls scored since Wed, 5 Aug 2026: 1385 standing, 1648 closed when the desk changed the call, 598 closed when the name left coverage (at its last published close). 2017 of them are the call a name was given on entering coverage, not one the desk changed to. 1373 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 29 calls published this session are not scored yet — no session to move in. 23 have no cached close at one end of their window and are not scored. 9 entry prices restated for a split or bonus inside the window (marked adj.).
Vadilal Industries' related-party supply pact with promoter entity lapses as India Ratings puts its debt on negative watch FMCG
Vadilal's 10-year related-party supply agreement with promoter entity Vadilal Enterprises expired Sept 30 and could not be renewed Oct 1 for lack of public-shareholder approval; a revised 12-month version awaits an Oct 27 EGM vote. Separately, India Ratings placed Vadilal's bank-loan facilities on 'Rating Watch with Negative Implications' on Sept 23, and a family dispute over the 'Vadilal' brand remains active. Credible, unresolved governance/RPT risk sitting right ahead of the pending BUY->HOLD call.
Supreme Court recalls its own Rs4,655cr Singampatti lease-rent observation against Bombay Burmah FMCG
The Supreme Court's Aug 19 order recalled an observation it had made in May against BBTC over the Singampatti tea estate, on the grounds the figure was never the subject of formal notice or a hearing on the merits. BBTC had already exited plantation operations and handed the estate to the Tamil Nadu Forest Dept in July. A smaller ~Rs231.9cr demand remains separately under re-quantification at the Madras High Court, so the underlying dispute isn't fully closed, but the headline contingent-liability figure is no longer an operative court finding.
Aavas Financiers' CFO/CRO exits confirmed as CVC-directed, tied to an NHB loan-classification probe -- not routine turnover Financial Services
Majority shareholder CVC Capital Partners asked Aavas' President & CFO and President & CRO to step down in June following an NHB probe into loan-classification discrepancies, not the ordinary attrition the resignations might otherwise look like. ICRA and CARE have placed AA ratings on rating watch, and the named replacements (CFO and CRO) are both interim, one-year appointments -- the falsifier (permanent replacements plus a resolved watch) isn't met, keeping the governance overhang behind the pending AVOID->HOLD-adjacent watch live.
Jubilant FoodWorks' Domino's India LFL growth recovers to 4.1% in Q2 FY27, from 2.5% in Q1 Hospitality & Tourism
Jubilant's early-October Q2 FY27 business update shows Domino's India like-for-like growth improving sequentially to 4.1%, still short of management's 5-7% target, alongside 88 net new stores and 11.9% consolidated revenue growth. This partially supports the open claim that the Q1 deceleration was temporary and recovering -- the stated falsifier (no sequential improvement) did not trigger -- though the stock still fell over 4% on the print and the figures are a provisional update pending the detailed November results.
GPPL's Gujarat Maritime Board letter is a procedural comfort letter, not a concession-extension approval Logistics & Transport
GPPL received a comfort letter from the GMB on Aug 26 allowing it to proceed with its concession-extension request, but this is explicitly not an approval -- the company still has until roughly late November to submit a full historical-performance and investment business plan. The Rs17,000cr MoU for expansion is itself non-binding and contingent on the extension being granted. The claim's conditionality is unchanged.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 6 sectors with a researched catalyst. The other 14 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.