1424 companies · 1445 sector slots · 20 sectors · 25 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI holds repo rate at 5.25% with a neutral stance for a second straight meeting.
The MPC met Oct 5-7 and left policy unchanged, even though hawkish-sounding August minutes had markets pricing a hike as a toss-up; CPI has risen to 4.45% but remains within the tolerance band. A steady, no-surprise outcome removes one source of pre-open uncertainty rather than adding a new one, and does not itself change the growth/inflation trade-off long-term holders are already positioned for.
Flat-to-mixed open expected; TCS results are the domestic event to watch.
GIFT Nifty points to a largely flat start near 25,153 (one same-morning note read it slightly lower instead) after a mixed Wall Street close (Dow -0.14%, S&P +0.36%, Nasdaq +0.71%) and firmer Asian markets, led by Japan's rally on a pro-stimulus PM-elect. Brent is steady near $92/bbl with no fresh supply shock, the rupee stays range-bound in the mid-90s/USD, and the Fed's easing path plus the US government shutdown remain the background global cue. Domestically, TCS's Q2 FY27 results are the first test of brokerage expectations for muted large-deal TCV and soft revenue growth that have weighed on IT this month -- our evidence puts the print on Oct 8, one day later than the event calendar's 'today' flag, so treat the exact date as unconfirmed until it prints.
Good business, bad price today (Value 2/5) — PEG 0.26; P/E cheaper than 37% of sector peers (P/E 20.89); 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 1424 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: 1396 standing, 1587 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. 1384 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 23 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.).
TCS and Zensar head into results with open growth-risk questions still unresolved Information Technology
TCS reports Q2 FY27 results Oct 8 -- the test for brokerage expectations (Kotak and peers) of large-deal TCV flat near $3bn and roughly flat QoQ revenue growth; nothing this session moves that case either way. Zensar's Q3 FY27 print, which will show whether management's own warning of continued TMT/healthcare client exits is showing up in bookings, also hasn't landed; the only data available (Q1, which predates the warning) showed no deceleration but is now stale for judging the claim.
Zen Technologies books a fresh order and new product launches, but most of its FY27 order-book ramp is still unclosed Capital Goods
A confirmed ₹177.5cr tank/crew gunnery simulator contract and a run of new product unveilings (AI anti-drone system, Hyperstrike interceptor, Zen Vrishab UGV, a High-Altitude MPADS) show real momentum, but the order book itself was still ₹1,239cr as of June 30 against a reiterated ~₹2,500cr FY27 target -- over ₹2,000cr still needs to land in three remaining quarters. Management hasn't walked back the target, so the evidence partially informs but does not resolve the open claim either way.
Supreme Court's hospital drug-markup scrutiny stays a bench observation as the next hearing looms Oct 12 Healthcare & Hospitals
The Court questioned steep cancer-drug markups (one cited case: a drug supplied near ₹2,700 sold at ₹27,000 MRP) and floated a uniform 16% medicine margin, sending Apollo, Fortis (-6.3%) and Max Healthcare sharply lower and erasing roughly ₹248bn in hospital-stock market value on Sept 30. The 16% figure remains only an observation under consideration, not a notified rule, with the matter listed again for Oct 12 -- the open claim's specific falsifier (no formal proposal emerging) hasn't been met, but the window hasn't closed either.
Metal sector's -2.33% session reads as tariff-driven risk-off, not a fresh sector catalyst Metals & Mining
No session-specific metal catalyst turned up. The 3-year steel safeguard duty is an existing, already-priced tailwind (domestic steel names rallied on it weeks ago), and the weight today looks driven by Trump's renewed threat of a 25% US steel/aluminium tariff, which raises fears of import diversion into India rather than anything new from an Indian producer.
Arvind will give formal guidance later in the year rather than upfront and is pausing non-critical/discretionary capex (while continuing already-committed capacity additions) until tariff clarity emerges. That's a genuinely cautious new signal consistent with, though not proof of, the pending BUY->QUALITY-WAIT call change -- no client loss or governance flag accompanies it.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 3 sectors with a researched catalyst. The other 17 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.