1440 companies · 1461 sector slots · 21 sectors · 10 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Maruti management reaffirms demand strength and accelerates capacity expansion, cutting against the stock's pending BUY->HOLD downgrade.
Sales & Marketing SEO Partho Banerjee said demand indicators for the next 2-3 months remain positive with 'no reason why we should not sustain volumes,' and MD Hisashi Takeuchi cited confidence in the medium-term outlook in adding 500,000 units of capacity in FY27 and planning seven new SUV launches over five years, on top of FY26 record sales and exports. This is genuine growth-outlook evidence for a long-term holder weighing the pending call downgrade, but it sits in tension with separately reported soft August sales and fresh price hikes -- management's own framing against a weaker near-term print, not a clean resolution either way.
GIFT Nifty points to a modestly negative open; other overnight cues are too inconsistent to lean on today.
GIFT Nifty near 23,999.5 versus a Nifty futures reference near 24,048 implies a mild gap-down open. Beyond that, this session's macro search returned contradictory reads on Fed rate-decision odds and on crude oil (a claimed fresh US-Iran strike/Hormuz risk narrative could not be corroborated with a second source), so neither is used here with confidence -- treat today's global-cues picture as thin until confirmed by a dedicated check.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 38% of sector peers (P/E 36.52); EV/EBITDA 13.9, B/M 0.153. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 54% of sector peers (P/E 36.33); EV/EBITDA 25.2, B/M 0.162. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 1.7; P/E cheaper than 0% of sector peers (P/E 17.49); EV/EBITDA 14.0, B/M 0.101. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 17% of sector peers (P/E 13.56); EV/EBITDA 9.2, B/M 0.291. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 34% of sector peers (P/E 37.46); EV/EBITDA 40.2, B/M 0.131. Watch for a better entry.
Source: NSE event calendar, filtered to the 1440 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
23,897.70
▲ +24.25
▲ +0.10%
20.20
2.89
Nifty Next 50
72,880.90
▼ -170.95
▼ -0.23%
19.27
3.24
Nifty 500
23,254.15
▲ +0.10
■ +0.00%
22.53
3.24
Nifty Bank
57,369.65
▼ -10.95
▼ -0.02%
13.57
1.72
NIFTY Midcap 100
63,079.05
▼ -156.15
▼ -0.25%
30.40
4.34
▲ 1403 advancing■ 39 unchanged▼ 1186 decliningof 2628 equities, vs the 2026-09-03 close
Cash market, ₹ crore
FII / FPI net
▼ -3,111.94
bought 13,858 · sold 16,970
DII net
▲ +8,930.12
bought 19,254 · sold 10,324
FII / FPI
DII
Source: NSE ind_close_all_20260904
(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.
Rane (Madras) completes HCL friction-business acquisition, called EPS-accretive from year one Automobiles
RML closed the acquisition of HCL's friction business on Aug 20, 2026, described as EPS-accretive immediately -- a genuine structural growth catalyst that lines up with the stock's outsized +14.95% move this session (a move the flippers pass could not otherwise explain from public search). Single-sourced; the Aug 21 earnings call transcript was not reviewed in this pass.
Power Mech Projects closes FY26 with a Rs 55,151 crore order book, still adding large orders Construction & Materials
FY26 revenue rose 16% YoY to Rs 6,107 crore and PAT 18% YoY to Rs 412 crore, with continued order intake through 2026 including a Rs 3,216 crore West Bengal Electricity Board award. No client-loss or governance red flags found; a registrar change and on-schedule SEBI filings are routine, not concerns -- growth-outlook evidence working against the stock's pending BUY->HOLD call flip.
The tender, for a stake in Yatra Online, expires Sept 17, 2026 unless extended -- an unresolved corporate-control situation worth tracking ahead of the stock's pending BUY->QUALITY-WAIT call review, though rejecting an unsolicited offer is not itself a franchise-risk red flag. Separately, Yatra has onboarded 148 new corporate clients over the past 12 months (Rs 700+ crore of potential annual business), a concrete growth-outlook positive. Single-sourced.
Stylam Industries' promoter-group governance overhang resolves with an exit and a new oversight committee Construction & Materials
Following Aica Kogyo's stake acquisition, one promoter group exited and the board formed an Independent Directors Committee under SEBI SAST rules. Q1 FY27 net profit rose 70.4% YoY to Rs 48.15 crore on Rs 326.47 crore revenue. Favorable for the BUY case against the stock's pending BUY->QUALITY-WAIT flip, though the finding is single-sourced.
Veedol's Rs 650 crore related-party vote stays open; result due Sept 21, not this session Energy & Power
E-voting on the Standard Greases & Technologies related-party transaction runs through Sept 20, with results announced Sept 21. No proxy-advisor recommendation or outcome exists yet, so the open ledger claim on this vote remains unresolved rather than confirmed or falsified today.
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 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.
Each shows the figures that selected it — open the desk for the full six-lens panel.