1420 companies · 1441 sector slots · 20 sectors · 29 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
TCS's Q2 FY27 print blew past the muted-growth consensus the Street had braced for.
TCS reported ~15% YoY net profit growth (figures diverge slightly across outlets, ₹13,884cr vs ₹13,934cr) and a $9.6bn quarterly TCV, anchored by a ~$1.45bn five-year Porsche AG partnership plus the acquisition of Porsche's consulting arm MHP. That is well above the ~$3bn large-deal TCV brokerages had modeled against a pessimistic revenue outlook -- not a precisely comparable metric, but a decisive beat against a low bar. For a long-term IT holder, a bellwether clearing near-term growth fears by this margin is a real data point, even though it is one company's quarter.
RBI hiked rates for the first time since 2023; the pending September CPI print is the next data point.
The RBI's October MPC raised the repo rate 25bps to 5.50% and shifted its stance to 'calibrated tightening,' ruling out near-term cuts while lifting its FY27 growth forecast to 7.1% and its inflation projection to 5.2% (sources disagree on whether the stance shift itself was unanimous or a 4-2 vote). The September CPI print was due around now but was not retrievable in search; August's confirmed 4.82% print, above the RBI's 4% target, is the last solid read. The US Fed holds at 3.50-3.75% with its next decision Oct 28, after today's session.
Source: NSE event calendar, filtered to the 1420 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,520.45
▲ +288.65
▲ +1.30%
19.27
2.77
Nifty Next 50
68,166.70
▲ +552.20
▲ +0.82%
17.86
3.27
Nifty 500
21,866.65
▲ +250.50
▲ +1.16%
21.56
3.06
Nifty Bank
55,256.65
▲ +741.60
▲ +1.36%
13.10
1.66
NIFTY Midcap 100
58,787.30
▲ +904.80
▲ +1.56%
27.73
3.74
▲ 1649 advancing■ 30 unchanged▼ 993 decliningof 2672 equities, vs the 2026-10-08 close
Cash market, ₹ crore
FII / FPI net
▼ -3,568.90
bought 10,374 · sold 13,943
DII net
▲ +4,743.26
bought 15,627 · sold 10,883
FII / FPI
DII
Source: NSE ind_close_all_20261009
(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.
3631 calls scored since Wed, 5 Aug 2026: 1381 standing, 1652 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. 1369 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 33 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. 9 entry prices restated for a split or bonus inside the window (marked adj.).
The Supreme Court allowed Bombay Burmah Trading Corp's application to recall its own May 29 order's reference to a ₹4,655cr lease-rent figure on the Singampatti tea estate, holding the amount was never formally noticed to BBTC nor finally determined after a hearing. The stock jumped ~12.6% on the news. The matter is de-risked, not dismissed outright -- some commentary still flags possible future provisioning or attachment risk -- but this substantially resolves the overhang the desk had been carrying as an open claim.
Vadilal Industries' core distribution pact with its related party lapsed Oct 1 FMCG
The 10-year distribution agreement between Vadilal Industries and Vadilal Enterprises Ltd (VEL) -- which reportedly supplied ~79% of FY26 revenue -- could not be renewed on schedule because VEL lacked required public-shareholder approval. A revised 12-month pact (Nov 2026-Oct 2027) now awaits an Oct 27 EGM vote at both companies, and India Ratings has already placed VADILALIND's bank facilities on Rating Watch with Negative Implications (Sept 23). A separate 'Vadilal' brand-name dispute remains under arbitration with interim protection in place.
Indiabulls' RBI registration and an undisclosed EOW status report keep its franchise-risk flag live Commercial Services
Indiabulls disclosed on Oct 2 that it had received an unsolicited RBI registration as a Core Investment Company -- a classification it says it is still reviewing and may contest or surrender. Separately, a Supreme Court-ordered Economic Offences Wing status report (dated Aug 11) referenced in an NSE filing has its findings undisclosed in what is publicly available. Single-sourced, but credible enough to weigh against the pending BUY->QUALITY-WAIT call review.
Jubilant FoodWorks' Domino's India comps improve to 4.1%, still short of management's target Hospitality & Tourism
Domino's India like-for-like sales growth recovered to 4.1% in Q2 FY27 from 2.5% in Q1, alongside 88 new domestic store additions; consolidated revenue rose 11.9% YoY to ₹2,608.7cr. The sequential improvement partially supports the desk's 'temporary softening' claim, but 4.1% remains below management's stated 5-7% target band, so the claim stays open rather than resolved.
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.