1417 companies · 1438 sector slots · 20 sectors · 32 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI's October rate decision outcome could not be confirmed in available sources, with economists split between a hold and a 25bp hike.
The MPC met Oct 5-7 with the decision due Oct 7 at 10am IST; going in, the repo rate stood at 5.25% (held for four straight reviews) under a neutral stance. A Reuters poll had 35 of 61 economists expecting a 25bp hike to 5.50%, a Business Standard poll found 8 of 10 respondents expecting a hike, and SBI Research flagged a possible hike today plus another in December, while Bank of Baroda expected a hold with hikes only starting in December. No post-meeting report confirming the actual outcome could be located this session -- a live gap worth checking against RBI's own release before trading any rate-sensitive sector today.
Overnight cues and today's RBI outcome both unclear in available sources -- check live before the open.
No reliable, dated GIFT Nifty or overnight-global-markets read for Oct 8 could be sourced -- the only material found was either undated or clearly stale (a May 2026 GIFT Nifty level, and conflicting undated trackers ranging from a 'mildly bearish' bias to broader risk-off tied to AI/semiconductor valuation caution in US and Asian markets). Separately, RBI's Oct 7 policy outcome (hold vs. 25bp hike) has not been confirmed in sources available this session. The next scheduled Fed decision is Oct 27-28; sources also disagreed on the current fed funds rate (3.75-4.00% vs 3.5-3.75%) and on October hike odds (16% vs roughly 50%), so neither Fed figure should be treated as settled going into today.
Good business, bad price today (Value 1/5) — PEG 2.2; P/E cheaper than 33% of sector peers (P/E 35.39); EV/EBITDA 25.1, B/M 0.04. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.25; P/E cheaper than 37% of sector peers (P/E 36.26); EV/EBITDA 16.2, B/M 0.193. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 39% of sector peers (P/E 33.93); EV/EBITDA 15.4, B/M 0.16. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.61; P/E cheaper than 58% of sector peers (P/E 75.23); EV/EBITDA 54.4, B/M 0.138. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 14% of sector peers (P/E 86.82); EV/EBITDA 101.7, B/M 0.031. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 1.22; P/E cheaper than 33% of sector peers (P/E 29.24); EV/EBITDA 14.6, B/M 0.198. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.52; P/E cheaper than 38% of sector peers (P/E 37.48); EV/EBITDA 24.7, B/M 0.124. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 11% of sector peers (P/E 98.52); EV/EBITDA 42.1, B/M 0.094. Watch for a better entry.
Source: NSE event calendar, filtered to the 1417 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,231.80
▼ -371.25
▼ -1.64%
19.02
2.73
Nifty Next 50
67,614.50
▼ -1,789.50
▼ -2.58%
17.72
3.25
Nifty 500
21,616.15
▼ -443.75
▼ -2.01%
21.32
3.03
Nifty Bank
54,515.05
▼ -540.50
▼ -0.98%
12.92
1.64
NIFTY Midcap 100
57,882.50
▼ -1,500.10
▼ -2.53%
27.30
3.68
▲ 277 advancing■ 19 unchanged▼ 2377 decliningof 2673 equities, vs the 2026-10-07 close
Cash market, ₹ crore
FII / FPI net
▼ -12,943.58
bought 15,725 · sold 28,669
DII net
▲ +10,703.11
bought 22,988 · sold 12,285
FII / FPI
DII
Source: NSE ind_close_all_20261008
(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.
3599 calls scored since Wed, 5 Aug 2026: 1379 standing, 1622 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. 1367 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 32 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. 8 entry prices restated for a split or bonus inside the window (marked adj.).
GPPL's port concession extension still pending Gujarat Maritime Board review Logistics & Transport
Gujarat Pipavav Port received a comfort letter from the Gujarat Maritime Board on Aug 26, 2026 to begin processing its concession extension beyond Sept 2028, but must still submit a full performance record and investment business plan -- potentially covering the Rs17,000cr non-binding capex MoU -- within 90 days, a deadline around Nov 24, 2026. JM Financial retains a Buy (target Rs210) citing a 13% FY27-28 EBITDA CAGR, while Jefferies is more cautious (target Rs131), with both flagging final royalty terms as the swing factor.
PFC's Q1 disbursement collapse adds weight to Morgan Stanley's REC growth-deceleration call Financial Services
PFC's Q1 FY27 loan assets fell 1.7% QoQ and disbursements dropped 44% YoY/50% QoQ to Rs20,176cr, prompting Morgan Stanley to cut its FY26-29 loan CAGR estimate to ~6% from ~9% and send both REC and PFC shares down up to 3%. PFC management still guides to 10% FY27 loan growth, above Morgan Stanley's revised estimate, and REC's own Q1 standalone profit fell to Rs41.49bn from Rs44.5bn YoY even as NII rose sequentially -- a live disagreement between company guidance and the analyst's growth-deceleration thesis ahead of the REC-PFC merger targeted for April 2027.
Aavas Financiers' AA rating placed on watch after CFO and Chief Risk Officer exits Financial Services
ICRA (June 30) and CARE (around July 1) placed Aavas Financiers' AA long-term rating on 'Rating Watch with Developing Implications' following the resignations of its President & CFO and President & Chief Risk Officer, both effective Sept 21, 2026; CARE's watch covers Rs13,521.92cr of instruments. No update was found on whether replacements have been named or the watch resolved, and this sits directly behind Aavas's pending AVOID->HOLD call flip.
Shukra Pharmaceuticals rallies 11% on MedTech diversification; capex discipline still unconfirmed Pharmaceuticals
Shukra Pharmaceuticals shares jumped roughly 11% around Oct 5, 2026 on continued investor enthusiasm for its pharma-to-MedTech pivot, including a tie-up with Born Medical Robotics. Q1 FY27 revenue rose sharply to Rs23.52cr with a Rs12.96cr profit versus a loss a year earlier, but no subsidiary-level capex figures were found, leaving the open question of disciplined execution across its nine new unrelated subsidiaries unresolved.
Aegis Logistics-Tristar $1.5bn talks still unresolved, people familiar warn deal could still collapse Energy & Power
The latest located reporting (Sept 9, 2026) describes Aegis Logistics and Tristar Holdings in advanced, exclusive bilateral talks for a roughly $1.5bn acquisition, with Aegis planning to roll over/refinance Tristar's $600m debt and raise $400-500m in fresh debt. People familiar told Economic Times the deal could still fall apart before signing; no October confirmation of a signed deal or collapse has surfaced.
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 15 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.