Market Pulse — 30 September 2026

Benchmarks

Closing levels, 30 Sep 2026 · Source: NSE / BSE

Sectoral scorecard

NSE sectoral indices, ranked best to worst

Movers

Nifty 50 constituents · NSE snapshot, 30 Sep 2026 16:00 IST

NSE breadth was marginally negative: 2,051 advances against 2,135 declines and 187 unchanged. Within the Nifty 50, 18 stocks closed higher and 31 lower. Midcap and smallcap mover lists are not carried this edition — NSE's constituent endpoint was unavailable and no dated broader-market list could be sourced.

Institutional flows

FII/FPI and DII activity in the cash segment

Cash-market figures for 30 Sep 2026, from NSE. Provisional exchange data.

Corporate & macro desk

What moved the tape and what the IR desks were announcing

• Supreme Court questions hospital drug margins; healthcare is the day's worst sector — A Supreme Court bench criticised mark-ups on medicines at corporate hospitals, citing a cancer drug supplied to retailers at Rs 2,700 against an MRP of Rs 27,000, and described the practice as "carnage, plain and simple". The bench floated a uniform 16% margin across drugs and questioned hospitals requiring patients to buy from in-house pharmacies. Nifty Healthcare fell 2.57% and Nifty Pharma 1.84%; Apollo Hospitals closed 5.70% lower and Max Healthcare 5.33% lower, with Yatharth, KIMS and Fortis also down between roughly 4.8% and 5.9%.
• Prestige Estates hospitality arm draws Rs 3,000 crore from CPPIB — Prestige Estates Projects rose about 5% after its hospitality subsidiary secured a Rs 3,000 crore investment from the Canada Pension Plan Investment Board for a roughly 27% stake. Nifty Realty gained 1.62%, with Prestige, Brigade Enterprises and DLF leading the index.
• A second straight session of heavy foreign selling — FIIs sold a net Rs 10,148.41 crore in the cash segment, following Rs 9,980 crore on 29 September. Domestic institutions bought a net Rs 11,271.73 crore, more than absorbing the outflow. September's foreign outflow totalled roughly $2.7 billion, taking the year-to-date figure to about $26.75 billion.
• Sun TV extends an eight-session run — Sun TV Network closed 9.3% higher in its eighth consecutive session of gains, the single largest contributor to Nifty Media's 2.74% rise — the day's strongest sector.
• US August PCE came in above target, keeping global yields firm — The US personal consumption expenditures price index rose 0.3% in August and 3.4% from a year earlier, with the core measure at 3.0%. Elevated global yields and a firm dollar index at 101.44 remained the backdrop for foreign selling in Indian cash equities.
• Rupee held just inside 96 after an intraday breach — The rupee settled at 95.95 against the dollar, two paise stronger, after opening at 96.03 and touching 96.15 intraday. Dealers attributed the recovery to suspected central-bank support and softer oil.
• TCS opens the Q2 reporting season on 8 October — Tata Consultancy Services will consider Q2 results and a second interim dividend on 8 October, the first large-cap print of the season. HCL Technologies follows on 12 October and Axis Bank, HDFC Bank and ICICI Bank all report on 17 October.

Corporate actions ahead

Dividends, bonuses and splits going ex over the coming sessions · Source: NSE / BSE

Board meetings & results calendar

Scheduled board meetings — the IR calendar for the days ahead

IPOs open now

Mainboard issues accepting bids during the 30 September session. GMP as at 30 Sep 2026, 6:30 PM IST (ipoji); Srit India subscription as at 5:47 PM IST, the final figure.

Grey market premium (GMP) is an unofficial, unregulated indication quoted by private dealers. It is not an exchange price, carries no settlement guarantee and can move sharply within a single session; it is reproduced here only as market colour and should not be read as a valuation. A blank cell means the figure could not be sourced for this session, not that it is zero — lot sizes, basis-of-allotment and listing dates, anchor-book status and the subscription multiples for Shah Investor's Home and the two issues that opened on 30 September were not obtainable. Srit India and Shah Investor's Home closed on 30 September; Nityas Gems and Vishal Nirmiti bid to 5 October. Price bands and shares offered are from NSE's own filings. Fourteen SME issues were also open during the session, of which four — Black Opal Consultants, Green Asia Impex, Papadmalji Agro Foods and Vans Electroengineerings — close on 1 October; NSE's SME feed returned no data, so they are not tabled.

Economic calendar

Data releases and policy events in the days ahead

Commodities, currency & global

US index cards are the 30 September close on Wall Street, the same session this edition covers. Brent is the level at the Indian close; it eased further during US hours. Bullion figures are national indicative rates — city retail quotes diverge materially, and silver city quotes on the day ran well above the 999-fine national figure shown here.