Week ended 01 Oct 2026
Nifty 500 fell 3.3% as 11% of covered constituents advanced
SME / Micro-cap Defence Suppliers led tracked themes at +4.6%. 7 results entered the weekly window; 41 qualified order announcements were tracked. Data are frozen through 01 Oct 2026 and each stock or event links back to its evidence.
Executive readout
What changed this week
Price, participation and fresh company evidence are shown separately.
Market map
Returns and participation
Returns use the close before the report week as the base and the final completed session as the endpoint.
Coverage 100.0% (499/499); A/D ratio 0.12.
Global context
Nifty 50, Nifty 500 & Dow Futures
All three lines start at 100, making direction and relative performance comparable despite different index levels.
Dow Futures led the comparison window, finishing 3.0 percentage points ahead of Nifty 50.
Dow Futures is a global risk cue captured during Indian market hours, not the official Dow Jones cash close. Returns are local-index moves and are not currency-adjusted. Supplement frozen 03 Oct 2026, 04:52 pm · weekly-global-context-v2.0.0.
Theme intelligence
Leadership now, rotation next
Theme returns show current leadership. The quadrant map tests whether relative strength versus Nifty 500 is improving or fading.
One-week theme leaders
Relative-strength rotation
Benchmark: Nifty 500Pure price leadership
Five-session leaders by market cohort
These names rank only on price movement, not U-Score, Four-Score or a recommendation model.
| Cohort | Company | Price | 1D | 1W | 1M | YTD | As of |
|---|---|---|---|---|---|---|---|
| Nifty 50 | KOTAKBANK Kotak Mahindra Bank Limited | ₹418.35 | +0.3% | +3.3% | -1.6% | N/A | 01 Oct |
| AXISBANK Axis Bank Limited | ₹1,217.1 | -0.7% | +2.6% | -3.3% | -4.1% | 01 Oct | |
| INFY Infosys Limited | ₹1,035 | +4.1% | +2.0% | -10.5% | -35.9% | 01 Oct | |
| Mid Cap | COFORGE Coforge Limited | ₹1,826 | +4.4% | +2.3% | -8.2% | +9.8% | 01 Oct |
| LENSKART Lenskart Solutions Limited | ₹691.15 | +0.9% | +2.2% | +4.1% | +53.4% | 01 Oct | |
| POWERINDIA Hitachi Energy India Limited | ₹31,290 | +2.1% | +1.9% | -4.1% | +70.9% | 01 Oct | |
| Small Cap | RETAIL JHS Svendgaard Retail Ventures Limited | ₹34.93 | +10.0% | +108.9% | +104.4% | +43.0% | 01 Oct |
| LANDSMILL Landsmill Green Limited | ₹1.05 | +9.4% | +101.9% | +54.4% | N/A | 01 Oct | |
| JHS JHS Svendgaard Laboratories Limited | ₹11.7 | -6.0% | +43.0% | +47.9% | +19.1% | 01 Oct | |
| Micro Cap | AUGMONT Augmont Enterprises Limited | ₹1,195.2 | +10.0% | +38.3% | +38.0% | N/A | 01 Oct |
| AXISCADES AXISCADES Technologies Limited | ₹2,307.3 | +3.4% | +20.0% | +40.3% | +74.3% | 01 Oct | |
| CUPID Cupid Limited | ₹312.5 | +0.3% | +17.4% | +13.6% | N/A | 01 Oct | |
| SME | SPRL Sp Refractories Ltd. | ₹146.2 | +5.0% | +27.5% | +57.2% | -3.8% | 01 Oct |
| RNPL Renol Polychem Ltd. | ₹68.95 | +5.0% | +27.3% | -11.9% | -51.1% | 01 Oct | |
| GOLDSTAR Goldstar Power Ltd. | ₹12.85 | +4.9% | +26.6% | +71.3% | +83.6% | 01 Oct |
Latest price versus five completed sessions earlier; unavailable when completed history is stale.
Company evidence
Results and revenue visibility
Fresh financial delivery and exchange-sourced order disclosures are kept distinct from price leadership.
Reported this week
0 Excellent · 0 Good
| Company | Score | Revenue YoY | PAT YoY | Since result |
|---|---|---|---|---|
| VIPULLTD BAD · 29 Sept | 5 | -6.8% | N/A | -6.8% |
| PRASOLCHEM PENDING_DATA · 28 Sept | 0 | N/A | N/A | +6.6% |
| MOMSBELIEF PENDING_DATA · 28 Sept | 0 | N/A | N/A | +1.8% |
| PRANAV PENDING_DATA · 01 Oct | 0 | N/A | N/A | 0.0% |
| MPIMANIPAL PENDING_DATA · 01 Oct | 0 | N/A | N/A | 0.0% |
| ANSALAPI BAD · 29 Sept | 0 | -98.3% | N/A | 0.0% |
| BFUTILITIE BAD · 30 Sept | 0 | -29.5% | -5300.0% | -0.6% |
Order announcements
4 quantified · 1 at least 20% of market cap
KPI Green Energy Limited has informed the Exchange regarding Receipt of Work Order worth approx. Rs. 2,025 crore for 500 MW / 550 MWp Solar EPC Project from NACOF Oorja Private Limited. The Disclosure is attached herewith.
Pursuant to Regulation 30 read with Part A(B) of Schedule III of SEBI LODR Regulations, 2015, we are pleased to inform you that, Rochem Separation Systems (India) Private Limited, a material wholly owned subsidiary of the Company has received orders aggregating to Rs. 14.25 Cr, from a leading Solar PV modules manufacturer for supply, installation and commissioning of advanced water and wastewater treatment systems at a Hyderabad facility.
We are pleased to inform that PARAS has received an order from the Defence Research and Development Organisation (DRDO), Ministry of Defence, valued at approximately Rs.26.59 crore (including taxes)
NBCC (India) Limited has informed the Exchange regarding 'Intimation of Work Orders received by NBCC (India) Limited in the ordinary course of business amounting to Rs. 28.78 Cr. approx.'.
Nila Infrastructures Limited has informed the Exchange about Bagging/Receiving of orders/contracts
Nila Infrastructures Limited has informed the Exchange about Bagging/Receiving of orders/contracts
Ceinsys Tech Limited has informed the Exchange about Bagging/Receiving of orders/contracts - Intimation of Extension of Letter of Award from MSRDC Tunnels Limited
Bagging/Receiving of orders/contracts: HEG Advanced Materials Limited has informed the Exchange about Receipt of orders by Replus Engitech Private Limited, a subsidiary of the Company
Avantel Limited has informed the Exchange about Bagging/Receiving of orders/contracts
TD Power Systems Limited has informed the Exchange about Bagging/Receiving of orders/contracts
Balanced evidence
Stock-level signals published during the week
The ledger is split into long-term and technical lanes, ranked only within each lane and collapsed to one row per stock. Results and order wins remain separately attributable above.
| Company / evidence | Research lane | Lane score | U-Score | Trust | Model objective | Invalidation level | Status |
|---|---|---|---|---|---|---|---|
| BPCL Compounder | Long-term evidence | 87 | 87 | 81 | N/A | N/A | OPEN |
| LUPIN Compounder | Long-term evidence | 82 | 82 | 85 | N/A | N/A | OPEN |
| BLS Quality Value | Long-term evidence | 81 | 81 | 88 | N/A | N/A | OPEN |
| FORCEMOT Compounder | Long-term evidence | 81 | 81 | 86 | N/A | N/A | OPEN |
| ZENSARTECH Quality Value | Long-term evidence | 79 | 79 | 86 | N/A | N/A | OPEN |
| SUZLON Compounder | Long-term evidence | 76 | 76 | 83 | N/A | N/A | OPEN |
| GLAXO Morning Star | Technical setup | 100 | 56 | 88 | ₹3,220.19 | ₹2,734.51 | OPEN |
| CASTROLIND Double Bottom Base | Technical setup | 100 | 60 | 87 | ₹222.36 | ₹191.33 | OPEN |
| AJANTPHARM Ascending Triangle | Technical setup | 100 | 56 | 86 | ₹3,987.78 | ₹3,437.31 | OPEN |
| BSE Bullish Engulfing | Technical setup | 100 | 60 | 84 | ₹3,517.18 | ₹3,041.41 | OPEN |
| CRISIL Ascending Triangle | Technical setup | 100 | 53 | 84 | ₹5,156.21 | ₹4,397.8 | OPEN |
| CHENNPETRO Morning Star | Technical setup | 100 | 97 | 82 | ₹1,694.25 | ₹1,307.62 | OPEN |
One row per stock. Select up to six long-term quality or compounder signals first, then up to six technical signals; rank only within each lane and backfill unused seats from the other lane.
Next-week radar
Scheduled results · 05 Oct 2026 to 11 Oct 2026
Dates come from exchange board-meeting notices and can change. Open the source before relying on a date.
Audit trail
Method and data quality
9 of 9 source sections were available when the edition was frozen.
- Market window
- Completed NSE sessions from 2026-09-28 through 2026-10-01; the final session may precede Friday in a holiday-shortened week.
- Breadth
- Equal-count advance/decline breadth among active stocks tagged to the Nifty 500, using adjusted closes where available.
- Stock ranking
- Top three stocks in each market cohort by price return over five completed sessions. Ranking does not use U-Score or Four-Score.
- Themes
- Robust equal-weight theme returns with breadth and coverage checks; rotation is measured against Nifty 500 using 13-week relative return and four-week acceleration.
- Global context
- Final India-session observations for Nifty 50, Nifty 500 and Dow Futures are aligned by date and each series is rebased to 100 at the first shared observation. Dow Futures is a global risk cue captured during Indian market hours, not the official Dow Jones cash close. Returns are local-index moves and are not currency-adjusted.
- Events
- Results, exchange-sourced order announcements and published IndiaPulse signals are included only when their dated evidence falls inside the report window.
- Limitations
- This is a descriptive evidence snapshot, not a buy list. Returns exclude costs and liquidity impact; incomplete data remain visible as limitations rather than being imputed.
Immutable archive
Weekly editions
A published edition is never silently rewritten; later weeks create new records.