1429 companies · 1450 sector slots · 21 sectors · 21 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Brent near $104-105/bbl as the Iran war leaves the Strait of Hormuz effectively closed, the dominant macro risk into today's open.
Vessel traffic through Hormuz is down roughly 95% and a drone strike knocked out Saudi East-West pipeline capacity, driving Brent to $104.82 and WTI to $101.91 (both up ~18% on the month) before easing slightly as Saudi Arabia works to restore capacity. Goldman Sachs raised its Dec-2026 Brent/WTI forecasts by $5 and flagged Brent could exceed $120 in 2027 if Gulf output stays depressed. For a long-term Indian holder this is the channel that matters most today: it feeds directly into the import bill, the rupee, and the inflation print the RBI has to react to.
Fed's hawkish 25bp hike, a third straight CPI overshoot, and a weak rupee point GIFT Nifty to a negative open near 23,344.
The Fed raised rates 25bp to 3.75-4.00% on Sept 16, its first hike since 2023, citing elevated (war-driven) inflation rather than domestic overheating. India's own August CPI came in at 4.82%, the third straight month above the RBI's 4% target, with RBI's own FY27 projections implying the overshoot widens into H2 — narrowing room for the next MPC (Oct 5-7) to do anything but hold at 5.25%. USD/INR is trading near 95.9-96.1, close to its recent high. GIFT Nifty was quoted around 23,344.5 ahead of today's session, implying a negative gap-down open consistent with this overnight risk-off tone.
Good business, bad price today (Value 1/5) — PEG n/a; P/E cheaper than 0% of sector peers (P/E 43.89); EV/EBITDA 33.8, B/M 0.027. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 39% of sector peers (P/E 34.97); EV/EBITDA 21.3, B/M 0.363. Watch for a better entry.
Source: NSE event calendar, filtered to the 1429 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
23,270.60
▲ +53.00
▲ +0.23%
19.67
2.81
Nifty Next 50
71,144.00
▲ +775.40
▲ +1.10%
18.81
3.17
Nifty 500
22,654.65
▲ +122.65
▲ +0.54%
21.95
3.14
Nifty Bank
56,055.75
▼ -236.70
▼ -0.42%
13.26
1.68
NIFTY Midcap 100
61,432.10
▲ +557.90
▲ +0.92%
29.61
4.21
▲ 1745 advancing■ 30 unchanged▼ 864 decliningof 2639 equities, vs the 2026-09-16 close
Cash market, ₹ crore
FII / FPI net
▼ -3,208.76
bought 8,762 · sold 11,970
DII net
▲ +3,617.75
bought 14,105 · sold 10,487
FII / FPI
DII
Source: NSE ind_close_all_20260917
(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.
Kissht's FY26 numbers turn the 'one-off reset' thesis from claim to data Financial Services
Kissht (OnEMI) posted FY26 operating revenue up 63% YoY to Rs 2,179.2cr, Q4 revenue up 68% YoY, profit up ~75% to Rs 281cr and AUM up 73% YoY — directly cutting against the FY25 revenue decline the BUY thesis had called a pre-IPO one-off. The figures predate the thesis's own 2027-03-31 falsifier window and only one source was found confirming them, so treat as supportive rather than conclusive.
Travel Food Services' Delhi T3 license — a material subsidiary contract — expires Sept 30 with the rebid still undecided Hospitality & Tourism
TFS's Delhi Airport Terminal 3 operation (28 F&B outlets, described as a material subsidiary) has its license expiring September 30, 2026, and the rebid outcome was not yet known as of the reporting date. Management says group-level liquidity is unaffected either way, but losing the contract would be a real concentration hit given its scale. Single-sourced.
Solar manufacturers keep stacking order wins as capacity ramps Capital Goods
EMMVEE's order book stands at 9.4GW, including a 4.5GW TOPCon cell contract running to 2030, with Jefferies raising its price target on the back of it. Vikram Solar separately won a 124MW module order from Capital Energy (Sept 11) and continues building out BESS capacity toward a 5GWh FY27 target. Both point to a structural demand read for the sector's manufacturers rather than a one-quarter print.
Bharat Electronics adds another Rs 648cr in defence orders on top of a Rs 72,258cr book Capital Goods
BEL disclosed fresh orders worth Rs 648cr on Sept 17 (jammers, comms gear, cyber security, thermal imagers, TR modules), following a Rs 730cr order on Aug 26 — continued, unremarkable order flow against an already large book. No client-loss or governance flag found.
HEG completes its graphite-electrode/advanced-materials demerger as its IR head departs mid-transition Capital Goods
HEG's split into HEG Limited (graphite electrodes, under Ravi Jhunjhunwala) and HEG Advanced Materials (battery/green-power, under Riju Jhunjhunwala) took effect Sept 1, 2026. Separately, President-Investor Relations Salil Bawa resigned effective Sept 14 amid the transition — a leadership item worth tracking post-split, not yet a confirmed red flag. Single-sourced on the resignation.
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.