1421 companies · 1442 sector slots · 20 sectors · 28 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI's three-day MPC meeting begins today, with markets pricing the first repo hike since February 2023.
The six-member MPC meets October 5-7, with the decision due Oct 7 at 10:00am IST. Consensus expects a 25bp hike to 5.50%, driven by August CPI at 4.82% (above RBI's comfort zone, up from 4.44% in July), crude near $100-107/bbl, a rupee that has slipped past 96/USD, and an already-hawkish Fed after its September hike. A minority view sees a hawkish hold instead, since inflation remains within the target band and price pressure isn't yet broad-based -- so the hike is consensus, not unanimous.
Good business, bad price today (Value 2/5) — PEG 28.26; P/E cheaper than 81% of sector peers (P/E 28.26); EV/EBITDA 17.0, B/M 0.226. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 0.49; P/E cheaper than 57% of sector peers (P/E 35.02); EV/EBITDA 27.0, B/M 0.107. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 0.66; P/E cheaper than 20% of sector peers (P/E 57.59); EV/EBITDA 39.8, B/M 0.079. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 9% of sector peers (P/E 40.07); EV/EBITDA 16.3, B/M 0.283. Watch for a better entry.
Source: NSE event calendar, filtered to the 1421 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,555.75
▲ +133.80
▲ +0.60%
19.30
2.77
Nifty Next 50
69,213.75
▲ +232.40
▲ +0.34%
18.14
3.33
Nifty 500
21,971.60
▲ +113.85
▲ +0.52%
21.67
3.08
Nifty Bank
54,714.10
▲ +263.35
▲ +0.48%
12.97
1.65
NIFTY Midcap 100
59,123.65
▲ +391.65
▲ +0.67%
27.88
3.76
▲ 1245 advancing■ 28 unchanged▼ 1375 decliningof 2648 equities, vs the 2026-10-01 close
Cash market, ₹ crore
FII / FPI net
▼ -4,699.14
bought 15,675 · sold 20,374
DII net
▲ +5,181.62
bought 20,493 · sold 15,311
FII / FPI
DII
Source: NSE ind_close_all_20261005
(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.
3459 calls scored since Wed, 5 Aug 2026: 1340 standing, 1530 closed when the desk changed the call, 589 closed when the name left coverage (at its last published close). 2010 of them are the call a name was given on entering coverage, not one the desk changed to. 1328 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 76 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. 7 entry prices restated for a split or bonus inside the window (marked adj.).
Supreme Court pushes Centre toward a 16% trade-margin cap across all medicines, not just DPCO-scheduled ones Healthcare & Hospitals
A bench citing a cancer injection sold at roughly 10x its supply cost directed the government to evaluate extending the existing 16% margin cap to all medicines sold via corporate hospital pharmacies, and the Solicitor General said the Centre will 'find a way out.' This is a real escalation from earlier bench criticism toward a government-engaged regulatory track, though no notified rule exists yet -- the matter is listed for further hearing Oct 12.
TCS Q2 FY27 print due Oct 8; brokerage consensus pegs large-deal TCV flat near $3bn Information Technology
TCS reports Q2 FY27 results on October 8. Kotak Institutional Equities and peers expect large-deal TCV roughly flat YoY near $3bn against a $10-11bn disclosed-TCV base -- a muted print by historical standards that matches the thesis behind TCS's pending BUY->HOLD call change. The actual print, not yet out, remains the real test.
PB Fintech's post-IRDAI slide extends with another 7.89% drop; Bernstein and Jefferies cut targets but keep bullish ratings Financial Services
PB Fintech fell 7.89% today, extending the rout since IRDAI's September proposal to cut insurance distribution commissions, which the company itself says could cut non-life NPV by 60-67%. Bernstein slashed its target 53% to Rs 1,085 (still Outperform) and Jefferies cut to Rs 1,540 (still Buy) -- both retaining bullish calls despite the structural hit, suggesting the growth story is intact even as near-term economics worsen materially.
Nifty Auto's sharp drawdown reads as risk-off, not a fundamentals break Automobiles
Auto led sectoral declines (Bajaj Auto -7.62%, MUNJALAU -7.79% among today's movers) even as September volumes held up: Bajaj Auto two-wheeler sales +4.8% YoY, Maruti roughly in line with estimates, and Tata Motors posted a record EV month. Tariff uncertainty on auto-ancillary exports to the US and Mexico's tariff hike on auto imports look like the more likely drivers than any demand deterioration.
Domino's India LFL weakness looks less like one bad quarter, more like a multi-quarter pattern Hospitality & Tourism
A newly surfaced Q4 FY26 data point shows Domino's India LFL growth at just 0.2%, tied to LPG supply constraints affecting over 95% of outlets -- a sharper and earlier deceleration than the Q1 FY27 print (11.6% to 2.5%) the open claim about a 'temporary' slowdown is built on. This mildly undercuts the temporary-softening framing, though the actual Q2 FY27 print needed to test the recovery claim is still not out.
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.