The Close

The Long Desk

The Close · The Open · The Long Desk · Archive · Research
Mon, 7 Sep 2026
1440 companies · 1461 sector slots · 21 sectors · 10 below Rs1000cr and not scanned · long-term lens

Trend Spotlight

Brent crude surges past $97/bbl as the US-Iran tanker war escalates in the Strait of Hormuz.

The US and Iran traded direct strikes on oil tankers near the Strait of Hormuz this week -- the US disabled or destroyed three Iranian tankers, Iran's IRGC hit three tankers and three US-linked vessels in return -- sending Brent to $97.29/bbl (+11% over the past month) and helping drag the Sensex and Nifty down roughly 0.5% on Sept 7. A prolonged chokepoint conflict is a first-order risk to India's import bill and current account, and the RBI is already estimated to have sold $8-15bn in the past week alone defending the rupee against the pressure.

Market Overview

IndexClosePoints ChangeP/EP/B
Nifty 50 23,779.15 ▼ -118.55 ▼ -0.50% 20.10 2.88
Nifty Next 50 72,575.75 ▼ -305.15 ▼ -0.42% 19.19 3.23
Nifty 500 23,156.20 ▼ -97.95 ▼ -0.42% 22.44 3.22
Nifty Bank 57,088.30 ▼ -281.35 ▼ -0.49% 13.51 1.71
NIFTY Midcap 100 62,786.15 ▼ -292.90 ▼ -0.46% 30.26 4.32
▲ 959 advancing ■ 33 unchanged ▼ 1635 declining of 2627 equities, vs the 2026-09-04 close
Cash market, ₹ crore
FII / FPI net
▲ +280.13
bought 9,581 · sold 9,301
DII net
▲ +566.76
bought 13,154 · sold 12,587
FII / FPI DII
FII / DII daily net cash flow · ₹ crore · scroll to zoom, drag to pan

Source: NSE ind_close_all_20260907 (levels, index P/E and P/B) and the full-market bhavcopy (breadth).

Index P/E from NSE's official daily index file.

Sector performance

This session's index move, next to the desk's standing stance. The stance is a valuation-and-quality reading over years — it does not move because an index had a good day. Sectors with no listed NSE index show — for the session columns; the stance still applies.

SectorIndexSession Idx P/EStance
Pharmaceuticals Nifty Pharma · 9 researched 26,675.50 ▲ +0.75% 41.3 AVOID
Healthcare & Hospitals Nifty Healthcare Index · 2 researched 16,520.30 ▲ +0.68% 43.3 AVOID
Automobiles Nifty Auto · 12 researched 27,698.75 ▼ -0.04% 32.2 WATCH
Energy & Power Nifty Energy · 6 researched 37,973.35 ▼ -0.25% 14.7 WATCH
Financial Services Nifty Financial Services · 4 researched 25,935.60 ▼ -0.44% 15.9 WATCH
Banks Nifty Bank · 5 researched 57,088.30 ▼ -0.49% 13.5 AVOID
Hospitality & Tourism Nifty India Tourism · 4 researched 7,776.10 ▼ -0.51% 87.7 WATCH
FMCG Nifty FMCG · 4 researched 45,592.15 ▼ -0.66% 31.6 WATCH
Metals & Mining Nifty Metal · 5 researched 13,152.90 ▼ -1.24% 16.0 WATCH
Realty Nifty Realty · 4 researched 892.50 ▼ -1.70% 37.9 WATCH
Information Technology Nifty IT · 10 researched 29,995.20 ▼ -2.28% 19.1 WATCH
Retail & Consumer no listed index ACCUMULATE
Telecom & Media no listed index · 1 researched ACCUMULATE
Chemicals no listed index · 2 researched WATCH
Commercial Services no listed index · 1 researched WATCH
Construction & Materials no listed index · 2 researched WATCH
Diversified & Other no listed index · 38 researched WATCH
Logistics & Transport no listed index · 1 researched WATCH
Packaging & Plastics no listed index WATCH
Capital Goods no listed index · 2 researched AVOID
Textiles & Apparel no listed index · 2 researched AVOID

Movers in the universe

Largest moves among the 1436 tracked names this session, against the 2026-09-04 close.

CompanyCallPrev CloseMove
PC Jeweller Ltd PCJEWELLER HOLD ₹11.86 ₹13.93 ▲ +17.45%
Centum Electronics Ltd CENTUM HOLD ₹3,767.30 ₹4,376.90 ▲ +16.18%
Gujarat Natural Resources Ltd GNRL QUALITY-WAIT ₹99.27 ₹113.96 ▲ +14.80%
RIR Power Electronics Ltd RIR AVOID ₹169.86 ₹191.95 ▲ +13.00%
Syrma SGS Technology Ltd SYRMA QUALITY-WAIT ₹1,457.30 ₹1,634.80 ▲ +12.18%
Updater Services Ltd UDS HOLD ₹239.03 ₹217.84 ▼ -8.86%
Raghav Productivity Enhancers Ltd RPEL QUALITY-WAIT ₹1,807.20 ₹1,681.20 ▼ -6.97%
Marsons Ltd MARSONS QUALITY-WAIT ₹137.56 ₹128.83 ▼ -6.35%
Timex Group India Ltd TIMEX QUALITY-WAIT ₹669.85 ₹628.30 ▼ -6.20%
Zee Entertainment Enterprises Ltd ZEEL HOLD ₹91.61 ₹85.99 ▼ -6.13%

Calls this session

A change to anything but AVOID publishes only after two consecutive sessions say the same thing; AVOID publishes at once.

Sector stance changed (7)

Published this session (50)

new
Mixed signal (weighted avg 2.68/5 across available lenses) — no strong edge either way.
new
Mixed signal (weighted avg 2.59/5 across available lenses) — no strong edge either way.
new
Mixed signal (weighted avg 2.59/5 across available lenses) — no strong edge either way.
new
Weighted average rating 2.39/5 across the panel — too many weak lenses to own.
new
Mixed signal (weighted avg 3.65/5 across available lenses) — no strong edge either way.
new
Weighted average rating 2.35/5 across the panel — too many weak lenses to own.
new
Good business, bad price today (Value 2/5) — PEG 1.54; P/E cheaper than 38% of sector peers (P/E 36.23); EV/EBITDA 19.9, B/M 0.111. Watch for a better entry.
new
Distress risk override (2/5): Altman Z 1.79 (distress), interest cover 3.0x.
new
Mixed signal (weighted avg 2.7/5 across available lenses) — no strong edge either way.
new
Weighted average rating 2.43/5 across the panel — too many weak lenses to own.
new
Weighted average rating 2.36/5 across the panel — too many weak lenses to own.
new
Distress risk override (2/5): Altman Z 1.23 (distress), interest cover 4.7x.

and 38 more.

Awaiting a second session (332)

TickerClosePublished PendingNote
AAVAS ₹1,306.20 AVOID HOLD if next session holds
ABBOTINDIA ₹25,940.00 QUALITY-WAIT HOLD if next session holds
ABCAPITAL ₹403.25 AVOID HOLD if next session holds
ABSLAMC ₹1,041.90 AVOID HOLD if next session holds
ACCELYA ₹1,127.10 BUY HOLD if next session holds
ACGL ₹1,799.40 BUY HOLD if next session holds
ADANIPORTS ₹1,694.30 BUY HOLD if next session holds
ADOR ₹1,644.10 BUY HOLD if next session holds
AGI ₹732.65 BUY HOLD if next session holds
AHLUCONT ₹597.05 BUY HOLD if next session holds
AIIL ₹514.95 AVOID HOLD if next session holds
ALKYLAMINE ₹1,986.30 QUALITY-WAIT HOLD if next session holds
ALLDIGI ₹810.30 BUY HOLD if next session holds
ANDHRSUGAR ₹99.40 BUY HOLD if next session holds
ANTELOPUS ₹985.30 BUY HOLD if next session holds
APARINDS ₹17,728.00 HOLD QUALITY-WAIT if next session holds
APCOTEXIND ₹631.60 BUY HOLD if next session holds
APOLLOTYRE ₹420.80 BUY HOLD if next session holds
ARIS ₹126.32 BUY HOLD if next session holds
ARTEMISMED ₹343.50 BUY HOLD if next session holds
ARVIND ₹564.50 QUALITY-WAIT HOLD if next session holds
ARVINDFASN ₹439.20 BUY HOLD if next session holds
ASHAPURMIN ₹538.15 BUY HOLD if next session holds
ASHIANA ₹349.75 QUALITY-WAIT HOLD if next session holds
ASKAUTOLTD ₹611.50 QUALITY-WAIT HOLD if next session holds
AUTOAXLES ₹1,666.60 BUY HOLD if next session holds
AXISBANK ₹1,266.00 AVOID HOLD if next session holds
BAJAJ-AUTO ₹11,800.00 HOLD QUALITY-WAIT if next session holds
BANCOINDIA ₹626.95 BUY HOLD if next session holds
BANSALWIRE ₹317.40 QUALITY-WAIT HOLD if next session holds
BBTC ₹1,471.90 BUY HOLD if next session holds
BCLIND ₹36.48 BUY HOLD if next session holds
BECTORFOOD ₹230.65 QUALITY-WAIT HOLD if next session holds
BEL ₹404.00 BUY HOLD if next session holds
BENARAS ₹10,134.00 BUY HOLD if next session holds
BHAGYANGR ₹373.40 BUY HOLD if next session holds
BHARATSE ₹227.65 BUY HOLD if next session holds
BHARTIARTL ₹1,854.00 BUY QUALITY-WAIT if next session holds
BIKAJI ₹580.25 QUALITY-WAIT HOLD if next session holds
BLIL ₹72.79 BUY HOLD if next session holds
BLS ₹239.17 BUY HOLD if next session holds
BLSE ₹319.45 QUALITY-WAIT HOLD if next session holds
BLUEDART ₹4,988.80 BUY HOLD if next session holds
BORORENEW ₹513.65 BUY HOLD if next session holds
BOROSCI ₹130.65 BUY HOLD if next session holds
BOSCHLTD ₹48,025.00 HOLD QUALITY-WAIT if next session holds
BPCL ₹312.90 BUY HOLD if next session holds
BUILDPRO ₹1,271.40 BUY HOLD if next session holds
CAMPUS ₹218.77 BUY HOLD if next session holds
CANTABIL ₹238.83 BUY HOLD if next session holds
CARRARO ₹540.45 BUY HOLD if next session holds
CARTRADE ₹3,179.90 BUY QUALITY-WAIT if next session holds
CARYSIL ₹1,152.60 BUY HOLD if next session holds
CASTROLIND ₹189.01 QUALITY-WAIT HOLD if next session holds
CCAVENUE ₹15.94 BUY HOLD if next session holds
CCL ₹1,097.40 BUY HOLD if next session holds
CEIGALL ₹370.30 AVOID HOLD if next session holds
CEINSYS ₹708.75 BUY HOLD if next session holds
CENTENKA ₹607.05 BUY HOLD if next session holds
CENTURYPLY ₹739.30 QUALITY-WAIT HOLD if next session holds
CERA ₹5,743.50 BUY HOLD if next session holds
CHALET ₹908.75 BUY QUALITY-WAIT if next session holds
CHENNPETRO ₹1,430.20 BUY HOLD if next session holds
CHOLAHLDNG ₹1,520.70 AVOID HOLD if next session holds
CLEAN ₹844.40 QUALITY-WAIT HOLD if next session holds
CLSEL ₹299.65 BUY HOLD if next session holds
COFORGE ₹1,935.00 HOLD QUALITY-WAIT if next session holds
CONCOR ₹503.90 BUY HOLD if next session holds
CREST ₹370.65 AVOID HOLD if next session holds
CRIZAC ₹162.15 BUY HOLD if next session holds
CSBBANK ₹321.15 AVOID HOLD if next session holds
DATAMATICS ₹756.30 BUY HOLD if next session holds
DBCORP ₹195.24 BUY HOLD if next session holds
DCXINDIA ₹173.67 AVOID HOLD if next session holds
DEEPINDS ₹785.20 BUY HOLD if next session holds
DELTACORP ₹56.20 BUY HOLD if next session holds
DHANUKA ₹1,023.70 BUY HOLD if next session holds
DISAQ ₹11,758.00 BUY HOLD if next session holds
DIVGIITTS ₹1,175.90 AVOID HOLD if next session holds
DIXON ₹14,180.00 QUALITY-WAIT HOLD if next session holds
DRAGARWQ ₹5,323.50 BUY HOLD if next session holds
DYCL ₹461.05 BUY HOLD if next session holds
ECLERX ₹1,888.80 QUALITY-WAIT HOLD if next session holds
EDELWEISS ₹132.72 AVOID QUALITY-WAIT if next session holds
EIEL ₹198.33 AVOID HOLD if next session holds
EIHAHOTELS ₹296.45 BUY HOLD if next session holds
EIHOTEL ₹294.00 BUY HOLD if next session holds
EMMVEE ₹325.20 BUY HOLD if next session holds
ENGINERSIN ₹277.05 BUY HOLD if next session holds
EPACKPEB ₹230.44 BUY HOLD if next session holds
EPIGRAL ₹1,179.80 BUY HOLD if next session holds
EPL ₹248.95 BUY QUALITY-WAIT if next session holds
EQUITASBNK ₹73.35 AVOID HOLD if next session holds
EXPLEOSOL ₹899.55 BUY HOLD if next session holds
FAZE3Q ₹500.90 QUALITY-WAIT HOLD if next session holds
FEDERALBNK ₹342.00 AVOID HOLD if next session holds
FEDFINA ₹165.45 AVOID HOLD if next session holds
FIEMIND ₹2,068.80 BUY HOLD if next session holds
FILATEX ₹76.59 BUY HOLD if next session holds
FMGOETZE ₹482.05 BUY HOLD if next session holds
FORCEMOT ₹17,829.00 BUY HOLD if next session holds
FSL ₹259.60 BUY HOLD if next session holds
GALAXYSURF ₹2,136.60 BUY HOLD if next session holds
GANECOS ₹990.00 AVOID HOLD if next session holds
GANESHHOU ₹758.75 BUY HOLD if next session holds
GEOJITFSL ₹82.78 AVOID HOLD if next session holds
GESHIP ₹1,376.70 BUY HOLD if next session holds
GHCL ₹433.35 BUY HOLD if next session holds
GICRE ₹349.80 AVOID HOLD if next session holds
GNA ₹543.20 BUY HOLD if next session holds
GNRL ₹113.96 QUALITY-WAIT HOLD if next session holds
GOKEX ₹776.95 AVOID HOLD if next session holds
GOKULAGRO ₹231.69 BUY HOLD if next session holds
GOODLUCK ₹479.75 BUY HOLD if next session holds
GPIL ₹244.05 QUALITY-WAIT HOLD if next session holds
GPPL ₹160.98 BUY HOLD if next session holds
GPTHEALTH ₹161.37 BUY HOLD if next session holds
GRANULES ₹867.30 HOLD QUALITY-WAIT if next session holds
GRAPHITE ₹717.10 AVOID HOLD if next session holds
GRAUWEIL ₹71.45 BUY HOLD if next session holds
GREAVESCOT ₹194.45 BUY HOLD if next session holds
GRWRHITECH ₹6,951.50 HOLD QUALITY-WAIT if next session holds
GULFOILLUB ₹1,052.80 QUALITY-WAIT HOLD if next session holds
GVPIL ₹655.15 BUY HOLD if next session holds
HAL ₹4,855.20 BUY HOLD if next session holds
HARIOMPIPE ₹365.20 BUY HOLD if next session holds
HBLENGINE ₹703.90 BUY HOLD if next session holds
HCLTECH ₹1,282.80 BUY HOLD if next session holds
HEG ₹266.00 QUALITY-WAIT HOLD if next session holds
HEROMOTOCO ₹5,270.00 BUY HOLD if next session holds
HINDZINC ₹589.15 BUY HOLD if next session holds
HUDCO ₹179.24 AVOID HOLD if next session holds
HYUNDAI ₹2,210.00 BUY QUALITY-WAIT if next session holds
IBULLSLTD ₹25.70 BUY HOLD if next session holds
ICICIBANK ₹1,427.50 HOLD QUALITY-WAIT if next session holds
IFBIND ₹1,313.60 BUY HOLD if next session holds
INDGN ₹599.35 BUY HOLD if next session holds
INDORAMA ₹73.56 BUY HOLD if next session holds
INDOTECH ₹3,666.60 QUALITY-WAIT HOLD if next session holds
INDRAMEDCO ₹351.40 BUY HOLD if next session holds
INDUSTOWER ₹376.45 BUY HOLD if next session holds
INFY ₹1,087.50 BUY HOLD if next session holds
INOXWIND ₹75.60 AVOID HOLD if next session holds
IOC ₹135.15 BUY HOLD if next session holds
IPCALAB ₹1,959.10 HOLD QUALITY-WAIT if next session holds
IRCTC ₹474.50 BUY HOLD if next session holds
IREDA ₹112.95 AVOID HOLD if next session holds
ITC ₹263.50 BUY HOLD if next session holds
ITCHOTELS ₹157.77 BUY HOLD if next session holds
JAGRAN ₹61.81 BUY HOLD if next session holds
JAMNAAUTO ₹126.61 BUY HOLD if next session holds
JAYBARMARU ₹120.19 BUY HOLD if next session holds
JINDRILL ₹664.15 BUY HOLD if next session holds
JINDWORLD ₹58.52 HOLD QUALITY-WAIT if next session holds
JKIL ₹491.30 BUY HOLD if next session holds
JKTYRE ₹368.45 BUY HOLD if next session holds
JMFINANCIL ₹130.28 AVOID HOLD if next session holds
JPOLYINVST ₹1,006.80 BUY HOLD if next session holds
JSL ₹736.80 BUY HOLD if next session holds
JSLL ₹516.75 BUY HOLD if next session holds
JSWDULUX ₹3,186.80 HOLD QUALITY-WAIT if next session holds
JTLIND ₹89.51 AVOID HOLD if next session holds
JUBLCPL ₹2,206.60 BUY HOLD if next session holds
JUBLINGREA ₹675.35 BUY HOLD if next session holds
JUNIPER ₹215.33 BUY HOLD if next session holds
JYOTHYLAB ₹195.10 BUY HOLD if next session holds
KALAMANDIR ₹85.93 BUY HOLD if next session holds
KALYANKJIL ₹591.00 HOLD QUALITY-WAIT if next session holds
KEI ₹4,704.00 AVOID HOLD if next session holds
KIRLOSENG ₹2,174.80 HOLD QUALITY-WAIT if next session holds
KISSHT ₹320.95 BUY HOLD if next session holds
KKCL ₹504.50 BUY HOLD if next session holds
KLBRENG-B ₹461.20 BUY HOLD if next session holds
KMCSHIL ₹135.73 BUY QUALITY-WAIT if next session holds
KNACK ₹185.93 BUY HOLD if next session holds
KOVAI ₹6,069.00 BUY HOLD if next session holds
KRISHNADEF ₹1,066.40 BUY QUALITY-WAIT if next session holds
KRN ₹1,625.40 AVOID HOLD if next session holds
LAOPALA ₹171.96 BUY HOLD if next session holds
LCL ₹565.50 BUY HOLD if next session holds
LEMONTREE ₹107.28 BUY HOLD if next session holds
LGBBROSLTD ₹1,731.70 BUY HOLD if next session holds
LTFOODS ₹448.95 QUALITY-WAIT HOLD if next session holds
LUMAXIND ₹6,139.50 BUY HOLD if next session holds
MAHSEAMLES ₹688.95 BUY HOLD if next session holds
MANINDS ₹819.40 HOLD QUALITY-WAIT if next session holds
MARUTI ₹12,760.00 BUY HOLD if next session holds
MASTEK ₹1,691.70 BUY HOLD if next session holds
MAYURUNIQ ₹712.40 BUY HOLD if next session holds
METROBRAND ₹934.50 QUALITY-WAIT HOLD if next session holds
MIDWESTLTD ₹1,062.60 QUALITY-WAIT HOLD if next session holds
MOIL ₹247.22 AVOID HOLD if next session holds
MPSLTD ₹2,635.70 BUY HOLD if next session holds
MRPL ₹173.19 BUY HOLD if next session holds
MSPL ₹34.78 BUY HOLD if next session holds
MSUMI ₹36.90 QUALITY-WAIT HOLD if next session holds
MUTHOOTFIN ₹2,880.00 BUY HOLD if next session holds
NAM-INDIA ₹1,195.00 HOLD QUALITY-WAIT if next session holds
NATIONALUM ₹365.90 BUY HOLD if next session holds
NAVA ₹556.25 BUY HOLD if next session holds
NAVINFLUOR ₹8,603.50 QUALITY-WAIT HOLD if next session holds
NAVNETEDUL ₹131.84 BUY HOLD if next session holds
NEPHROPLUS ₹710.85 HOLD QUALITY-WAIT if next session holds
NETWEB ₹5,157.00 HOLD QUALITY-WAIT if next session holds
NH ₹1,911.80 QUALITY-WAIT HOLD if next session holds
NIITMTS ₹220.72 BUY HOLD if next session holds
NITINSPIN ₹627.45 BUY HOLD if next session holds
NITTAGELA ₹1,677.80 BUY HOLD if next session holds
NIVABUPA ₹80.67 AVOID HOLD if next session holds
NRBBEARING ₹483.00 BUY HOLD if next session holds
NSIL ₹5,677.00 AVOID HOLD if next session holds
OBEROIRLTY ₹1,847.50 BUY HOLD if next session holds
ONEGLOBAL ₹522.00 BUY HOLD if next session holds
ONGC ₹233.70 BUY HOLD if next session holds
ORIENTELEC ₹176.38 QUALITY-WAIT HOLD if next session holds
ORIENTHOT ₹139.11 QUALITY-WAIT HOLD if next session holds
PARAGMILK ₹250.25 BUY HOLD if next session holds
PARAS ₹1,489.40 QUALITY-WAIT HOLD if next session holds
PARKHOSPS ₹286.80 BUY QUALITY-WAIT if next session holds
PENIND ₹175.96 BUY HOLD if next session holds
PETRONET ₹290.95 BUY HOLD if next session holds
PFS ₹27.39 BUY HOLD if next session holds
PGEL ₹559.55 AVOID HOLD if next session holds
PGIL ₹2,257.20 QUALITY-WAIT HOLD if next session holds
PIIND ₹2,430.00 AVOID HOLD if next session holds
PITTIENG ₹1,176.20 BUY HOLD if next session holds
PIXTRANS ₹1,754.90 BUY HOLD if next session holds
POLICYBZR ₹1,792.00 QUALITY-WAIT HOLD if next session holds
POWERMECH ₹2,359.80 BUY HOLD if next session holds
PRAJIND ₹336.55 QUALITY-WAIT HOLD if next session holds
PREMIERENE ₹990.00 BUY HOLD if next session holds
PRICOLLTD ₹779.35 BUY HOLD if next session holds
PRIVISCL ₹3,382.60 BUY HOLD if next session holds
QUESS ₹339.60 BUY HOLD if next session holds
RACLGEAR ₹1,573.70 BUY HOLD if next session holds
RAILTEL ₹270.05 BUY HOLD if next session holds
RAMCOSYS ₹604.35 BUY HOLD if next session holds
RBLBANK ₹415.00 AVOID HOLD if next session holds
RECLTD ₹316.40 BUY HOLD if next session holds
REDTAPE ₹118.81 QUALITY-WAIT HOLD if next session holds
RELTD ₹159.21 HOLD QUALITY-WAIT if next session holds
RICOAUTO ₹135.47 HOLD QUALITY-WAIT if next session holds
RISHABH ₹809.95 QUALITY-WAIT HOLD if next session holds
RML ₹1,388.20 BUY HOLD if next session holds
ROTO ₹63.59 HOLD QUALITY-WAIT if next session holds
ROUTE ₹512.05 BUY HOLD if next session holds
SAGILITY ₹45.95 BUY HOLD if next session holds
SAKAR ₹1,109.20 QUALITY-WAIT HOLD if next session holds
SAKSOFT ₹151.77 BUY HOLD if next session holds
SAMBHV ₹133.53 BUY HOLD if next session holds
SANDHAR ₹620.40 BUY HOLD if next session holds
SANDUMA ₹195.17 BUY HOLD if next session holds
SANGAMIND ₹576.30 BUY HOLD if next session holds
SANGHVIMOV ₹438.60 BUY HOLD if next session holds
SARDAEN ₹512.50 BUY HOLD if next session holds
SBIFUNDS ₹557.80 HOLD QUALITY-WAIT if next session holds
SCI ₹293.75 BUY HOLD if next session holds
SEAMECLTD ₹1,779.90 BUY HOLD if next session holds
SGMART ₹810.40 QUALITY-WAIT HOLD if next session holds
SHARDACROP ₹767.45 BUY HOLD if next session holds
SHARDAMOTR ₹890.05 BUY HOLD if next session holds
SHREEPUSHK ₹514.90 BUY HOLD if next session holds
SHRIPISTON ₹4,491.50 BUY HOLD if next session holds
SIEMENS ₹3,927.00 HOLD QUALITY-WAIT if next session holds
SIGNPOST ₹269.50 BUY HOLD if next session holds
SIKA ₹986.10 BUY QUALITY-WAIT if next session holds
SKFINDIA ₹1,546.60 BUY HOLD if next session holds
SKIPPER ₹604.40 BUY HOLD if next session holds
SKMEGGPROD ₹246.85 BUY HOLD if next session holds
SOMANYCERA ₹559.40 BUY HOLD if next session holds
SPAL ₹1,065.90 BUY HOLD if next session holds
SPIC ₹71.02 BUY HOLD if next session holds
SPLPETRO ₹802.50 HOLD QUALITY-WAIT if next session holds
SSWL ₹371.30 BUY HOLD if next session holds
STARCEMENT ₹194.40 BUY HOLD if next session holds
STUDDS ₹419.95 BUY HOLD if next session holds
STYL ₹380.20 BUY HOLD if next session holds
SUNRAKSHAK ₹370.15 BUY HOLD if next session holds
SURAKSHA ₹338.90 BUY QUALITY-WAIT if next session holds
SURYAROSNI ₹215.81 BUY HOLD if next session holds
SWARAJENG ₹3,648.00 BUY HOLD if next session holds
TAJGVK ₹329.20 BUY HOLD if next session holds
TALBROAUTO ₹431.80 BUY HOLD if next session holds
TANLA ₹520.20 BUY HOLD if next session holds
TATACAP ₹369.95 AVOID HOLD if next session holds
TATAINVEST ₹627.80 AVOID HOLD if next session holds
TBZ ₹528.90 BUY HOLD if next session holds
TCI ₹863.95 BUY HOLD if next session holds
TCPLPACK ₹3,862.40 BUY HOLD if next session holds
TCS ₹2,270.00 BUY HOLD if next session holds
TEAMLEASE ₹1,279.20 BUY HOLD if next session holds
TENNIND ₹515.45 BUY HOLD if next session holds
TGVSL ₹110.52 BUY HOLD if next session holds
THERMAX ₹3,622.00 AVOID HOLD if next session holds
THOMASCOOK ₹112.52 BUY HOLD if next session holds
TI ₹533.25 AVOID HOLD if next session holds
TIIL ₹3,166.40 BUY HOLD if next session holds
TINNARUBR ₹1,012.90 BUY HOLD if next session holds
TIPSMUSIC ₹643.70 HOLD QUALITY-WAIT if next session holds
TITAGARH ₹896.45 HOLD QUALITY-WAIT if next session holds
TMCV ₹459.65 BUY HOLD if next session holds
TRANSRAILL ₹419.55 BUY HOLD if next session holds
TRAVELFOOD ₹1,285.30 BUY QUALITY-WAIT if next session holds
TTKPRESTIG ₹548.00 HOLD QUALITY-WAIT if next session holds
TVSSRICHAK ₹5,305.00 HOLD QUALITY-WAIT if next session holds
UCOBANK ₹24.42 AVOID HOLD if next session holds
UGROCAP ₹85.42 BUY HOLD if next session holds
ULTRACEMCO ₹11,175.00 QUALITY-WAIT HOLD if next session holds
ULTRAMAR ₹429.40 BUY HOLD if next session holds
UNIPARTS ₹902.10 BUY HOLD if next session holds
USHAMART ₹500.30 BUY HOLD if next session holds
UTTAMSUGAR ₹284.00 BUY HOLD if next session holds
VADILALIND ₹7,505.50 BUY HOLD if next session holds
VAML ₹438.90 BUY HOLD if next session holds
VENKEYS ₹1,648.30 BUY HOLD if next session holds
VESUVIUS ₹419.55 BUY HOLD if next session holds
VIKRAMSOLR ₹165.81 BUY HOLD if next session holds
VRLLOG ₹292.75 BUY HOLD if next session holds
VSSL ₹356.45 QUALITY-WAIT HOLD if next session holds
VTL ₹590.20 BUY HOLD if next session holds
WAAREEINDO ₹265.55 BUY HOLD if next session holds
WAAREERTL ₹852.60 BUY HOLD if next session holds
WABAG ₹2,008.00 QUALITY-WAIT HOLD if next session holds
WEBELSOLAR ₹75.21 BUY HOLD if next session holds
WHEELS ₹1,755.40 BUY HOLD if next session holds
WINDLAS ₹1,154.75 HOLD QUALITY-WAIT if next session holds
WONDERLA ₹526.30 BUY HOLD if next session holds
WSTCSTPAPR ₹687.50 BUY HOLD if next session holds
YATRA ₹114.97 BUY HOLD if next session holds
YESBANK ₹22.42 AVOID HOLD if next session holds
YUKEN ₹1,005.60 QUALITY-WAIT HOLD if next session holds
ZENSARTECH ₹453.85 BUY HOLD if next session holds

Top Stories

Q1 FY27 GDP growth beats estimates at 7.8%, IIP and credit growth also strong.

India's GDP grew 7.8% YoY in the June quarter, above RBI's 7% forecast, on 9.2% manufacturing growth, 10% services growth and 11.9% real investment growth; GVA rose 8.2%. IIP grew 6.7% in July after a 23-month-high 7.3% in June, and bank credit growth hit a 25-month high of 18.6%. A genuinely strong macro print, though it lands alongside an escalating oil-price shock that could offset some of the tailwind.

Galaxy Surfactants signs exclusive DKSH distribution pact for Europe; Dhanuka to invest Rs 200cr in a new Nagpur plant. Chemicals

Galaxy Surfactants struck an exclusive agreement with DKSH covering its emollients, mild surfactants, polyquats and UV-filter portfolio in Europe, though no revenue figures were disclosed. Separately, Dhanuka Agritech announced a Rs 200 crore Nagpur pesticide plant adding 23,000 tonnes of capacity, but commissioning isn't expected until FY2028. Both are real but narrow, single-sourced positives -- neither is the kind of catalyst that would flip Chemicals' WATCH stance on its own.

GALAXYSURF · DHANUKA

August GST collections rose 14.8% YoY on early festive-season spending. Retail & Consumer

Gross GST collections rose to nearly Rs 2 lakh crore in August, with industry commentary crediting early festive shopping and expecting further momentum into the season for retail, FMCG, electronics and autos. It's a broad, multi-sourced demand signal consistent with Retail's ACCUMULATE stance, though it's a tax-collection proxy rather than retailer-specific same-store-sales data.

Polymer feedstock prices rose again in September, a margin headwind for packaging converters. Packaging & Plastics

IOC's September 1 price list shows further increases across PP, LDPE and LLDPE grades (up Rs 1,000-5,000/MT depending on grade). Rising resin costs are a pass-through problem for converters who often can't fully recover raw-material inflation -- a mild negative for Packaging's already-fragile WATCH stance, though the finding rests on a single source.

Ganesh Housing seeks approval for Rs 2,250cr in FY27 related-party transactions as revenue and profit slide. Realty

Ganesh Housing's Sept 11 AGM (e-voting Sept 8-10) seeks shareholder approval for related-party transactions of up to Rs 2,250 crore for FY27 -- large relative to the company's size, with counterparties not yet disclosed -- while its most recent quarter showed revenue down 27% and net income down 32% YoY, and management again declined to give FY27 guidance ahead of Q1 results. This softens the read on both Franchise Risk and Growth Outlook for a stock already carrying a pending BUY->HOLD flip.

GANESHHOU

Sector Scorecard

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 18 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.

SectorStanceEntryCheap QualityTechNews IndexIdx P/EB/W/H/A
Information Technology 44 scanned · 10 researched WATCH 61.3 59.9 78.2 37.2 ▼ -2.28% 19.1 9/6/25/4
Banks 28 scanned · 5 researched AVOID 44.7 32.4 53.0 63.6 ▼ -0.49% 13.5 0/0/18/10
Pharmaceuticals 53 scanned · 9 researched AVOID 42.8 16.4 71.2 66.0 ▲ +0.75% 41.3 0/10/38/5
Automobiles 57 scanned · 12 researched WATCH 50.9 26.9 78.6 68.8 ▼ -0.04% 32.2 16/7/28/6
FMCG 70 scanned · 4 researched WATCH 60.4 59.2 69.3 48.9 ▼ -0.66% 31.6 8/15/34/13
Metals & Mining 40 scanned · 5 researched WATCH 51.1 32.4 72.3 65.3 ▼ -1.24% 16.0 7/7/19/7
Realty 22 scanned · 4 researched WATCH 60.0 54.7 62.1 70.5 ▼ -1.70% 37.9 2/2/8/10
Energy & Power 65 scanned · 6 researched WATCH 56.7 50.0 64.9 61.0 ▼ -0.25% 14.7 9/7/26/23
Financial Services 87 scanned · 5 ranked elsewhere · 4 researched WATCH 54.7 60.0 42.6 61.0 ▼ -0.44% 15.9 4/2/41/40
Healthcare & Hospitals 32 scanned · 16 ranked elsewhere · 2 researched AVOID 42.1 12.2 76.3 64.6 ▲ +0.68% 43.3 5/8/16/3
Hospitality & Tourism 25 scanned · 4 researched WATCH 57.3 53.0 65.3 55.2 ▼ -0.51% 87.7 10/3/5/7
Chemicals 49 scanned · 2 researched WATCH 56.6 50.0 68.8 61.6 +0 6/9/25/9
Construction & Materials 61 scanned · 2 researched WATCH 58.6 69.1 61.8 36.4 +0 9/5/27/20
Capital Goods 46 scanned · 2 researched AVOID 40.7 13.2 71.0 64.0 8/10/19/9
Textiles & Apparel 19 scanned · 2 researched AVOID 43.2 26.7 58.5 61.8 5/3/4/7
Retail & Consumer 27 scanned ACCUMULATE 64.0 63.3 76.3 45.2 4/3/12/8
Packaging & Plastics 16 scanned WATCH 51.3 38.0 62.2 71.9 -0 3/1/6/6
Logistics & Transport 11 scanned · 1 researched WATCH 50.7 38.1 64.7 60.8 5/1/1/4
Telecom & Media 11 scanned · 1 researched ACCUMULATE 66.9 75.6 65.3 46.6 4/1/2/4
Commercial Services 14 scanned · 1 researched WATCH 59.3 69.8 49.5 47.3 1/1/5/7
Diversified & Other 684 scanned · 38 researched WATCH 53.3 42.0 65.9 62.4 110/83/299/192

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.

new call this session
P/E in the 1th percentile of its own 3-year range · ROCE 17.4% (up 6.4pt over 5y) · Altman Z 1.33 — distress zone
Composite 73.6 Mkt Cap 61,377 cr · Large P/E 6.93 ROCE 17.4% Piotroski 6/9
new call this session
P/E in the 64th percentile of its own 3-year range
Composite 69.6 Mkt Cap 179,551 cr · Large P/E 36.23 ROCE 38.4% Piotroski 5/9
new call this session
P/E in the 49th percentile of its own 3-year range · ROCE 1.06% (up 1.1pt over 5y) · -25.1% off its 52-week high
Composite 65.9 Mkt Cap 15,421 cr · Mid P/E 55.41 ROCE 1.06% Piotroski 6/8
new call this session
P/E in the 45th percentile of its own 3-year range · ROCE 10.5% (up 6.5pt over 5y)
Composite 63.1 Mkt Cap 22,155 cr · Mid P/E 32.51 ROCE 10.5% Piotroski 3/9
new call this session
P/E in the 1th percentile of its own 3-year range · ROCE 21.2% (up 4.2pt over 5y)
Composite 83.9 Mkt Cap 6,685 cr · Small P/E 43.36 ROCE 21.2% Piotroski 6/8
new call this session
P/E in the 41th percentile of its own 3-year range · ROCE 17.0% (down 4.0pt over 5y)
Composite 71.7 Mkt Cap 12,380 cr · Small P/E 31.57 ROCE 17.0% Piotroski 4/9
new call this session
Highly Volatile
ROCE 24.0% (up 16.0pt over 5y)
Composite 79.5 Mkt Cap 1,044 cr · Micro P/E 23.53 ROCE 24.0% Piotroski 6/8
new call this session
Highly Volatile
P/E in the 2th percentile of its own 3-year range · ROCE 8.37% (up 3.4pt over 5y) · -32.5% off its 52-week high
Composite 72.4 Mkt Cap 2,531 cr · Micro P/E 22.68 ROCE 8.37% Piotroski 3/8

How We Evaluate

MetricWhy it is in the frameworkSource
Return on capital, level and trendDurable high ROCE predicts future returns; the trend separates a moat from a good year Novy-Marx 2013 JFE
Gross profitability (GP/assets)As predictive as book-to-market, and less prone to the value trap Novy-Marx 2013 JFE
Piotroski F-scoreA nine-signal accounting checklist that separates real improvers from statistically cheap traps Piotroski 2000 JAR
Cash-flow-to-net-profitAccrual-heavy profit reverts; cash-backed profit persists Sloan 1996 TAR
P/E versus the stock's own historyCheap relative to itself, not to a peer set that may be expensive as a whole Basu 1977 JF
Book-to-marketThe value premium, in its original form Fama–French 1992 JF
EV/EBITDACapital-structure-neutral, so it compares a leveraged firm to an unleveraged one Practitioner standard
Altman Z and interest coverageDistressed firms have delivered lower, not higher, returns — screen them out rather than chase them Altman 1968 JF; Campbell/Hilscher/Szilagyi 2008 JF
52-week-high proximity, 200-DMANearness to the high has predicted continuation — but momentum crashes, so never alone George & Hwang 2004 JF; Daniel & Moskowitz 2016 JFE
Promoter pledgePledged promoter holding is a governance red flag ahead of a forced sale Not currently available from either source — no penalty is applied

Full derivation in METHODOLOGY.md.