1438 companies · 1459 sector slots · 21 sectors · 12 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
US strikes on Iran and Iranian retaliation push oil to multi-week highs, the dominant cross-market story into the Sept 3 open.
CENTCOM confirmed Sept 1 US strikes on IRGC facilities after Iranian attacks on US-linked bases in Jordan; Hormuz oil flows are reported down to roughly a quarter of their pre-conflict baseline, and Brent has moved into the $94-96/bbl range (sources disagree on the exact print) with some analysts describing a 'no war, no peace' scenario extending into 2027. This is a genuine cost and inflation headwind for India as a net oil importer -- rupee weakness (~95/USD) and AUTO input costs are the most direct channels -- not yet reflected in any sector score today since it is a macro, not sector-specific, catalyst.
Weak GIFT Nifty and a mixed overnight setup: firm Wall Street, soft Asia.
GIFT Nifty was down ~0.5% from Tuesday's close (~23,940 vs 24,052) as of Sept 2, tracking broadly lower Asian markets (Nikkei -1.6%, Kospi -2.9%, Hang Seng -1.1%) on the oil/Iran escalation, even as Wall Street closed firmer overnight (S&P 500 +0.46%, Dow +0.56%) as Treasury yields paused their climb. RBI holds the repo rate at 5.25% with the next MPC not until Oct 5-7; the Fed's Sept 16 meeting carries dissent toward a hike rather than a cut, with core PCE at a multi-year high of 4.1% YoY -- a background risk for rate-sensitive BANK and FINANCIAL_SERVICES names over the next two weeks.
Good business, bad price today (Value 2/5) — PEG 1.58; P/E cheaper than 57% of sector peers (P/E 28.37); EV/EBITDA 27.1, B/M 0.115. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 3.24; P/E cheaper than 59% of sector peers (P/E 27.54); EV/EBITDA 16.4, B/M 0.158. Watch for a better entry.
Source: NSE event calendar, filtered to the 1438 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
23,914.45
▼ -141.35
▼ -0.59%
20.22
2.89
Nifty Next 50
72,947.45
▲ +72.70
▲ +0.10%
19.28
3.25
Nifty 500
23,222.80
▼ -117.10
▼ -0.50%
22.50
3.23
Nifty Bank
57,172.00
▼ -237.60
▼ -0.41%
13.53
1.71
NIFTY Midcap 100
63,001.60
▼ -332.90
▼ -0.53%
30.36
4.33
▲ 914 advancing■ 37 unchanged▼ 1690 decliningof 2641 equities, vs the 2026-09-01 close
Cash market, ₹ crore
FII / FPI net
▲ +6,688.37
bought 26,716 · sold 20,028
DII net
▲ +2,812.98
bought 17,640 · sold 14,827
FII / FPI
DII
Source: NSE ind_close_all_20260902
(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.
Hyundai reaffirms FY27 guidance as fire-hit Q1 recovery holds, but Q2 is the real test Automobiles
Hyundai India's Q1 FY27 profit fell 35% YoY on a May 31 Mobis supplier fire near Chennai and West Asia export disruption. Management (CEO Tarun Garg) says production was fully normalised by end-June and reiterated FY27 guidance of 8-10% volume growth and 11-14% EBITDA margin. Q2 FY27 results (due ~late Oct 2026) are the actual test of whether the hit was transitory, and haven't been published yet.
JPMorgan cuts LTTS on mobility-segment OEM delays; SWC business now discontinued Information Technology
JPMorgan downgraded LT Technology Services on mobility headwinds, forecasting FY26 growth below 10% against the company's double-digit guidance, citing delays in automotive OEM deal ramp-ups (mobility is ~33% of FY25 revenue). Separately, LTTS classified its SWC business as discontinued from the quarter ended March 31, 2026, recalibrating its portfolio toward more profitable areas -- context for the pending BUY->HOLD call flip.
IHCL-Oriental Hotels merger board-approved on original swap ratio, no renegotiation Hospitality & Tourism
IHCL's board approved the all-stock amalgamation of Oriental Hotels (25 IHCL shares per 117 OHL shares) on Aug 24, 2026, unchanged from the originally announced ratio, targeting completion in H2 FY2028. No evidence found of renegotiation, delay, or shareholder/regulatory objection -- this confirms rather than changes the terms first announced, with completion still over a year out.
H-1B $103,265 fee proposal not yet finalized; original $100,000 fee remains court-vacated pending appeal Information Technology
The original $100,000 H-1B fee rule remains struck down by a Massachusetts federal court (June 8, 2026), with the 1st Circuit denying a government stay request July 24; DHS's proposed $103,265 escalation has not been finalized. The underlying presidential proclamation is a temporary 12-month measure set to expire Sept 20, 2026 unless extended -- the legal posture cuts somewhat against near-term finalization of a higher fee.
MSP Steel & Power exits CDR/S4A restructuring as Q1 FY27 profit rises 23% Metals & Mining
MSP Steel & Power reported Q1 FY27 net profit up 23.21% YoY to Rs21.98cr on revenue of Rs826.52cr, following a weak Dec-2025 quarter, and announced it has discharged all obligations under Corporate Debt Restructuring / S4A stressed-asset restructuring -- a governance and balance-sheet positive relevant to the pending BUY->HOLD call flip.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 5 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 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.
Each shows the figures that selected it — open the desk for the full six-lens panel.