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DefencePowerHigh impactPre-market

Jefferies identifies top defence and power stocks amid capex boom

pre-market1 source ↓written by the desknot a recommendation

Jefferies has highlighted defence and power equipment sectors as key investment themes amid India's rising capital expenditure cycle. The brokerage raised target prices for KEI Industries, Thermax, Data Patterns, and CG Power, citing strong order books and improved project execution. It remains cautious on BHEL. This trend indicates potential growth opportunities for investors in these sectors.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 1 Oct 2026, 07:06 IST.

Sourcesnews.google.com

Read inENहिंతెमराதગુ

The market after the news

KEI closed +1.1% on the day of the news, from ₹4,455.00 to ₹4,502.00; Nifty −0.9% over the same session; futures OI −3.4%.

Bulletin at 07:06 IST on 1 Oct 2026. Every change is measured from ₹4,455.00, the last close before it, on 30 Sept. Nifty 50 is measured over the same sessions.

  • KEI close ₹
  • Nifty 50, rebased to the close before the news
  • close before the news
  • above it
  • below it
  • futures OI, lots
KEI closes around the bulletin against the close before the news, with Nifty 50 rebased to it400244554908axis spans 23%before the news · 30 Sept4455Nifty 50KEIbulletinD024 Sept29 Sept1 OctFutures open interest, lotspeak 16,000Reference close ₹4,455.00. 6 sessions from 24 Sept to 1 Oct; the price axis spans 23 percent.
price axis fixed at 4 × the 14-session true range around the close before the news · values printed at each marked session
Closes after the news against the close before it, with Nifty 50 over the same span
SessionClose ₹Change %Nifty %
Before30 Sept₹4,455.00basebase
On the day1 Oct₹4,502.00▲ +1.1%▼ −0.9%+1.9 pp difference
+1 sessionnot reached yet———
+3 sessionsnot reached yet———
+5 sessionsnot reached yet———
Gap at the open, % · ₹
0.0%0.00 on 1 Oct
Day's range, % · ₹
3.0%≈ 130 high to low
Volume on the day
0.50×the 20-session average
Futures OI on the day
▼ −3.4%−430 lots · short covering · price +1.1%
Futures OI open, lots
12,0001 Oct · 27 Oct expiry
Futures premium, ₹
+7.80+0.2% to spot
Puts per call, by OI
0.84from 0.81 the session before
Max pain
4,600from 4,600 the session before

Source NSE UDiFF bhavcopy · KEI on the desk →

Thread · KEIAll KEI bulletins →

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