1425 companies · 1446 sector slots · 20 sectors · 24 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI's rate call, due at 10am IST, pits a possible first hike since Feb 2023 against four straight holds.
The MPC met Oct 5-7 with the repo rate at 5.25%, unchanged across four meetings after 125bp of cuts through 2025. A Reuters poll had 35 of 61 economists expecting a 25bp hike to 5.50%, citing retail inflation back above target (August CPI 4.82%), crude near/above $100/bbl, and rupee weakness, though other coverage pointed to a hold as more likely. No report of the actual decision was found as of this writing -- that is a gap in today's research, not a signal either way, and should not be read as confirmation of a hold.
TCS's Q2 FY27 print is the session's key scheduled test; overnight global cues are largely unconfirmed.
TCS reports Q2 FY27 results with brokerage consensus (Kotak and peers) bracing for a muted print -- large-deal TCV seen flat near $3bn against Q1's ~$9.5bn base, QoQ revenue growth of only ~0.5%, and forward guidance of -2% to 0%. No actual figures were available in time for this report. Separately, no confirmed Wall Street close for the two most recent sessions, no GIFT Nifty level, and no current USD/INR print could be located -- treat the overnight setup as an unconfirmed gap, not as flat or directional, until the open itself tells you.
Good business, bad price today (Value 2/5) — PEG 0.26; P/E cheaper than 37% of sector peers (P/E 20.9); EV/EBITDA 15.6, B/M 0.309. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 1.96; P/E cheaper than 8% of sector peers (P/E 59.4); EV/EBITDA 48.1, B/M 0.076. Watch for a better entry.
Source: NSE event calendar, filtered to the 1425 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,603.05
▼ -173.05
▼ -0.76%
19.34
2.78
Nifty Next 50
69,404.00
▼ -569.70
▼ -0.81%
18.19
3.33
Nifty 500
22,059.90
▼ -142.95
▼ -0.64%
21.75
3.09
Nifty Bank
55,055.55
▼ -72.85
▼ -0.13%
13.05
1.66
NIFTY Midcap 100
59,382.60
▼ -378.60
▼ -0.63%
28.01
3.78
▲ 1043 advancing■ 30 unchanged▼ 1599 decliningof 2672 equities, vs the 2026-10-06 close
Cash market, ₹ crore
FII / FPI net
▼ -6,121.37
bought 12,578 · sold 18,699
DII net
▲ +4,596.57
bought 18,707 · sold 14,110
FII / FPI
DII
Source: NSE ind_close_all_20261007
(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.
3574 calls scored since Wed, 5 Aug 2026: 1393 standing, 1590 closed when the desk changed the call, 591 closed when the name left coverage (at its last published close). 2015 of them are the call a name was given on entering coverage, not one the desk changed to. 1381 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 27 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. 8 entry prices restated for a split or bonus inside the window (marked adj.).
Zen Technologies' order book still well short of its claimed FY27 ramp target Capital Goods
As of June 30, 2026 Zen Technologies' order book stood at ₹1,239cr, with only ₹44.62cr of new orders added in Q1 against ₹141.64cr executed -- well short of the ~₹2,500cr FY27 target management has reaffirmed. A ₹177.5cr MoD simulator order was confirmed in July, and an analyst raised its price target, but no sign yet of the flagged ₹2,000cr+ anti-drone pipeline materializing. This bears directly on the pending BUY->QUALITY-WAIT call confirmation.
Vikram Solar swung to a Q4 FY26 loss despite a new order win and a large battery-storage capex approval Capital Goods
Vikram Solar posted a Q4 FY26 net loss of ₹20.3cr (vs a ₹86.8cr profit a year earlier) on module-pricing pressure, higher input costs, and falling international order intake. Full-year FY26 was still strong (revenue +40%, PAT +236%), and the company secured a new 400MW domestic order in September and approved ₹4,371cr of capex for a 30GWh battery storage entry -- a mixed picture, not a clean read either way on the pending BUY.
Great Eastern Shipping approves a buyback and adds two secondhand dry-bulk carriers Logistics & Transport
The board approved an open-market buyback in late August and, separately, contracted to buy two secondhand Kamsarmax dry-bulk vessels in September, financed from internal accruals, with fleet utilization near 100% across 40 vessels. These read as confidence signals that argue against, not for, the pending BUY->HOLD downgrade, though neither directly addresses its stated rationale.
Adani Ports posts 11% YoY cargo growth in September; rail volumes still soft for the half Logistics & Transport
Cargo handled hit 46 MMT in September 2026, up 11% YoY on container volumes, with H1 FY27 cargo up 15% YoY. Rail volumes were mixed -- +3% YoY for the month but -13% YoY for the half. The board meets October 28 to approve Q2/H1 FY27 results; nothing here supports the pending BUY->HOLD downgrade.
TCI's Q1 profit was flat despite revenue growth, a soft margin signal against its pending call Logistics & Transport
Transport Corporation of India's Q1 FY27 consolidated PAT was roughly flat YoY (₹105.7cr vs ₹106.5cr) even as revenue grew 9.6% to ₹1,248.5cr. A credit-rating reaffirmation and a board-proposed buyback were both reported but could not be confirmed in detail from a single, incomplete source. The flat profit against growing revenue is a mild negative data point for the pending BUY->HOLD call.
Entry score is 40% cheap-vs-history + 25% quality trend + 15% technicals, renormalised over those three — the 20% news catalyst is not counted because no research was written for this session. It is not treated as neutral; it is absent. ≥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.