1433 companies · 1454 sector slots · 21 sectors · 17 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
The US Fed hiked rates 25bps to 3.75-4% (first hike since 2023) just as India's own CPI accelerated to 4.82%, a 20-month high.
A hawkish Fed alongside a tenth straight month of rising Indian inflation narrows RBI's room to ease and adds pressure to an already-volatile rupee (95.12-96.11/USD this week). For a long-term entry decision this raises the cost-of-capital backdrop across rate-sensitive and import-heavy sectors rather than any single name's fundamentals changing overnight.
GIFT Nifty points to a gap-up open (~23,350) on firmer Asian and US cues, while crude eases off its Iran-war peak and the rupee stays volatile.
GIFT Nifty was last quoted near 23,369 versus Nifty's prior close, consistent with Asian markets (Nikkei, KOSPI, Hang Seng) trading higher on tech-led Wall Street gains and a pullback in US Treasury yields. Brent-linked crude has eased to ~$101/bbl from a ~$109 peak on Sept 9 as Saudi ship-to-ship transfers via Sohar partly offset the Strait of Hormuz disruption, though it remains well above pre-war levels — a relevant swing for auto, energy and chemicals importers. No RBI MPC is scheduled this month; the next review falls in October.
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.
Sanofi India's CFO resigns as the Supreme Court revives a decade-old criminal supply case Pharmaceuticals
Whole Time Director/CFO Rachid Ayari resigns effective Sept 30, 2026 with no successor yet named, while the Supreme Court separately dismissed Sanofi India's appeal against a CBI case over 2012-15 medicine supply to BARC, holding the company can be prosecuted even without a named individual. Neither event is confirmed severe on its own, but a CFO exit landing alongside a revived legal matter is a governance flag worth tracking into the next results.
A second Jamna Auto promoter also sold a large stake the same day, undercutting the 'one-off' reading of the Sept 11 block deal Automobiles
Alongside Pradeep Singh Jauhar's already-known 2.49% sale, a second promoter, Randeep Singh Jauhar, cut his own stake from 4.38% to 1.88% in a block deal the same day. No adverse cause has been disclosed for either sale, but two promoters selling comparably-sized stakes on the same day reads as a pattern rather than an isolated event, and feeds directly into the pending BUY->HOLD call review.
Vadilal Industries' related-party supply pact was approved on one side and rejected on the other FMCG
Vadilal Industries' Sept 10 AGM approved renewing its Rs 1,373cr reciprocal supply arrangement with related party Vadilal Enterprises, but Vadilal Enterprises' own shareholders rejected the corresponding agreement two days earlier (99.49% against, promoters abstaining). The split outcome across the two related entities leaves the arrangement's status unclear and is worth tracking as a related-party governance flag, though it does not itself point to client loss.
Indus Towers' board approved entry into Africa, starting with Nigeria, Uganda and Zambia Telecom & Media
The Sept 2 board approval diversifies Indus Towers' revenue away from sole dependence on Bharti Airtel and Vodafone Idea, its two anchor Indian tenants, one of which (VIL) has an ongoing SC-verdict overhang. Single-sourced, but a genuine new growth avenue rather than routine commentary.
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.