1417 companies · 1438 sector slots · 20 sectors · 32 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
RBI hikes the repo rate 25bps to 5.50%, first increase since Feb 2023, and shifts stance to 'calibrated tightening'.
The MPC raised the repo rate from 5.25% to 5.50% on Oct 7 on a 4-2 vote, moving its stance from neutral to calibrated tightening, while projecting FY27 real GDP growth of 7.1% and CPI inflation of 5.2%. August's confirmed CPI print of 4.82% remains above the 4% target and the September print still cannot be located. For a long-term holder this is a genuine turn in the rate cycle rather than a one-off move, with borrowing costs now rising across rate-sensitive financials, autos and realty into the Dec 2-4 MPC meeting.
No reliable overnight cues found; next scheduled catalysts are the Oct 27-28 Fed decision and RBI's Dec 2-4 MPC.
This session's research could not locate a credible Oct 12 India close, GIFT Nifty level, USD/INR print or Brent quote -- every hit was stale, undated or internally inconsistent (Brent quotes ranged implausibly from $62 to $108 with no reliable date match). The last confirmed India close remains Oct 7: Sensex 72,638.70 (-0.59%), Nifty 22,603.05 (-0.76%). Scheduled ahead: the US Fed's Oct 27-28 FOMC meeting (no new projections due at that meeting) following its Sept 16 hike to 3.75-4.00%, and RBI's own next MPC on Dec 2-4 after this month's hike. September CPI was due around Oct 12 but no credible primary-source print has surfaced yet.
Good business, bad price today (Value 2/5) — PEG 1.93; P/E cheaper than 58% of sector peers (P/E 33.92); EV/EBITDA 29.1, B/M 0.087. Watch for a better entry.
Good business, bad price today (Value 1/5) — PEG 1.33; P/E cheaper than 13% of sector peers (P/E 55.68); EV/EBITDA 49.5, B/M 0.113. Watch for a better entry.
Source: NSE event calendar, filtered to the 1417 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,363.35
▼ -157.10
▼ -0.70%
19.12
2.75
Nifty Next 50
68,351.70
▲ +185.00
▲ +0.27%
17.91
3.28
Nifty 500
21,822.75
▼ -43.90
▼ -0.20%
21.51
3.06
Nifty Bank
54,918.00
▼ -338.65
▼ -0.61%
13.02
1.65
NIFTY Midcap 100
58,834.55
▲ +47.25
▲ +0.08%
27.75
3.74
▲ 1298 advancing■ 33 unchanged▼ 1338 decliningof 2669 equities, vs the 2026-10-09 close
Cash market, ₹ crore
FII / FPI net
▼ -1,708.48
bought 12,583 · sold 14,292
DII net
▲ +3,045.02
bought 15,507 · sold 12,462
FII / FPI
DII
Source: NSE ind_close_all_20261012
(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.
3662 calls scored since Wed, 5 Aug 2026: 1375 standing, 1686 closed when the desk changed the call, 601 closed when the name left coverage (at its last published close). 2019 of them are the call a name was given on entering coverage, not one the desk changed to. 1363 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 36 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.).
Aavas Financiers fills CEO seat and names interim CFO/CRO, but rating watch stays open Financial Services
Aavas appointed Manu Yeshpal Singh as MD & CEO effective Sept 19, 2026 for a five-year term, and named an interim CFO (Ghanshyam Gupta) and interim CRO (Punit Purushottam Agarwal) following the Sept 21 exits of its permanent CFO and President & Chief Risk Officer. ICRA and CARE have not resolved the AA rating's 'Rating Watch with Developing Implications' -- the appointments are interim, not the permanent replacements the open claim's falsifier requires. Q1 FY27 profit rose 23% YoY but credit costs jumped 92%, adding near-term uncertainty.
Jubilant FoodWorks' Domino's India LFL growth recovers to 4.1% in Q2 FY27, still shy of target Hospitality & Tourism
Domino's India like-for-like sales growth improved sequentially to 4.1% in Q2 FY27 (quarter to Sept 30) from 2.5% in Q1, partially supporting management's case that the slowdown is temporary -- though growth remains below the stated 5-7% target range. Consolidated revenue rose 11.9% YoY to Rs 2,608.7 crore with 88 new stores added, but the stock fell about 4.4% intraday on the update, suggesting the market read the print as still disappointing despite the sequential improvement.
IRDAI's insurance commission-cap proposal still a consultation; feedback window runs to Oct 25 Financial Services
IRDAI's September 2026 consultation paper to cap insurance distribution commissions remains unfinalized, with stakeholder feedback open until Oct 25, 2026 and a further consultation round expected before implementation targeted for Jan or Apr 2027. This round's proposed caps -- health insurance ~40% stepping to 15-20% on new policies, credit life 28% to 2%, own-damage motor 16% to 5% -- could still shift after feedback and differ from figures first reported in September.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 2 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.
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.