1428 companies · 1449 sector slots · 21 sectors · 21 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Trump's rejection of an Iran Hormuz proposal lifted oil and the dollar overnight, sharpening the hawkish-Fed, high-inflation backdrop already in place.
Brent crude rose 2.46% to $106.89/bbl and WTI settled near $92.60 on 28 Sept as markets read the rejection as reducing near-term odds of Hormuz de-escalation; gold fell roughly 3.8% and the dollar firmed in the same move. This lands on top of the Fed's 16 Sept 25bp hike to 3.75-4.00% (the first since 2023, driven by Iran-war energy inflation, with one more hike signalled for 2026) and India's CPI climbing to 4.82% in August, a tenth straight monthly rise — together narrowing room for any RBI dovish pivot and adding pressure to INR and EM flows.
GIFT Nifty points to a choppy, roughly flat open near 22,850 amid mixed Asian cues and elevated crude.
GIFT Nifty was trading around 22,853 late Monday, up a marginal 0.12% from the previous close of 22,824.5, after an earlier Monday session had flagged a weak open — together suggesting a choppy, flat-to-slightly-positive setup rather than a decisive gap. Asian markets traded mixed overnight: Nikkei down 0.7%, Kospi down 2.7%, Hang Seng up 0.6%, ASX 200 up 0.2%. Reports on Friday's Wall Street close are contradictory across sources and should be treated as unresolved. Elevated crude (Brent ~$106.89 after Trump's Hormuz rejection) remains a headwind for risk sentiment and the rupee into the open.
Good business, bad price today (Value 2/5) — PEG 0.83; P/E cheaper than 43% of sector peers (P/E 36.93); EV/EBITDA 25.7, B/M 0.142. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.66; P/E cheaper than 57% of sector peers (P/E 29.05); EV/EBITDA 25.7, B/M 0.16. Watch for a better entry.
Source: NSE event calendar, filtered to the 1428 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,780.25
▼ -360.25
▼ -1.56%
19.26
2.75
Nifty Next 50
70,309.50
▼ -1,469.15
▼ -2.05%
18.59
3.13
Nifty 500
22,232.15
▼ -371.35
▼ -1.64%
21.54
3.08
Nifty Bank
54,471.65
▼ -1,108.75
▼ -1.99%
12.89
1.63
NIFTY Midcap 100
59,914.20
▼ -991.80
▼ -1.63%
28.88
4.06
▲ 438 advancing■ 29 unchanged▼ 2186 decliningof 2653 equities, vs the 2026-09-25 close
Cash market, ₹ crore
FII / FPI net
▼ -5,353.22
bought 9,048 · sold 14,401
DII net
▲ +5,189.02
bought 15,918 · sold 10,729
FII / FPI
DII
Source: NSE ind_close_all_20260928
(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.
IRDAI's commission-cap consultation confirmed on track, no dilution yet Financial Services
IRDAI's Sept 23 consultation paper ('Recalibrating Economics of Insurance Distribution') remains open for comment until Oct 25, 2026, confirming first-year commission caps of 20% (distribution entities) / 25% (agents) on long-tenor individual products, stepping down to 12.5% within five years, plus a requirement for life insurers to bring Expense of Management to 15% of GDPI within two years. No sign yet of the proposal being watered down ahead of formal notification.
REC-PFC merger on track for April 2027, though guided loan growth reads lower than the standing claim Financial Services
PFC's FY26 investor meet guided ~10% FY27 loan growth for the combined entity, below the 11-12% figure cited in the existing open claim, with the REC-PFC merger still targeted for completion by April 1, 2027 into a ~Rs11.5 trillion combined loan book. REC's own Q1 FY27 showed Rs4,149cr standalone net profit and a Rs5.90 lakh crore loan book; no Q2 results yet to test whether growth holds at the guided pace.
Coverage this week reconfirmed DOMS's Q1 FY27 EBITDA margin fell to 12.3% from 17.6% on West Asia-linked input inflation, with only 4-5% pricing pass-through against 10-11% cost inflation. The company is commissioning a new 300,000 sq ft facility by Q2-end to support growth. Q2/Q3 FY27 results, due after the Sept 30 quarter-end, are the real test of management's guided margin recovery toward 16-17% by FY28.
Engineers India's order inflow pace picks up, though still shy of full-year guidance Construction & Materials
EIL's FY27 order inflows have reached roughly Rs3,565cr as of late September (Rs2,492cr domestic + Rs1,073cr international), up from Rs2,750cr at end-Q1 — a pickup of ~Rs800cr in the September quarter alone. Management points to Q3/Q4 historically being stronger booking quarters, and the company separately signed a $450mn+ Dangote Group EPCM contract for a Kenya refinery project, though it's unclear whether that is included in the inflow figure. Pace is improving but still behind a linear run-rate to the Rs8,000cr full-year guide.
Aegis Logistics in advanced talks to acquire Tristar Holdings for $1.5bn Energy & Power
Aegis Logistics is reported in advanced discussions to acquire UAE-based Tristar Holdings, the largest privately-owned liquid logistics company in West Asia, valuing it at roughly $1.5bn — a deal that would meaningfully expand Aegis's scale and geographic exposure if it closes. It follows a strong Q1 FY27 (212% profit growth, 184% EBITDA growth YoY) and guided capex of Rs10,000cr by FY27.
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.