Close 2026-08-21 1267 scanned A

Themes

Groups of companies the exchange itself puts together — defence, public sector, manufacturing, and so on. Membership is NSE’s, not ours: the tempting way to build this page is to match company names against keywords, and that reliably files the wrong companies under the most exciting labels.

Every theme is scored by the median return of its members, never the average. One member up 300% drags an average high enough to make a dead theme look alive, and a themes page is exactly where that illusion gets sold. The median tells you what the typical member did.

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strongest median one-month return
Metals
14 of 15 listed members scanned
+8.2%median, 1 month
1 week+2.3%3 months-3.6%1 year+34.9%
10 of 14 members are up over the month. Best: WELCORP at +43.3%.
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Information technology
10 of 10 listed members scanned
+8.1%median, 1 month
1 week-2.5%3 months+11.0%1 year-11.1%
10 of 10 members are up over the month. Best: COFORGE at +31.4%.
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Defence
18 of 19 listed members scanned
+7.0%median, 1 month
1 week-0.1%3 months+4.9%1 year+28.2%
15 of 18 members are up over the month. Best: PARAS at +25.2%.
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Digital
48 of 51 listed members scanned
+5.8%median, 1 month
1 week-1.7%3 months+4.8%1 year-14.3%
35 of 48 members are up over the month. Best: NETWEB at +32.0%.
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Automobiles
15 of 15 listed members scanned
+5.7%median, 1 month
1 week+0.0%3 months+10.5%1 year+16.7%
13 of 15 members are up over the month. Best: MOTHERSON at +16.4%.
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Media
8 of 10 listed members scanned
+4.0%median, 1 month
1 week+2.9%3 months+22.7%1 year+8.7%
6 of 8 members are up over the month. Best: PVRINOX at +20.8%.
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Every theme

median member return by window
ThemeMembers1W1M3M1YBreadth
Metals14+2.33%+8.20%−3.63%+34.93%10 of 14 up
Information technology10−2.50%+8.13%+11.00%−11.13%10 of 10 up
Defence18−0.10%+6.98%+4.92%+28.17%15 of 18 up
Digital48−1.71%+5.78%+4.83%−14.32%35 of 48 up
Automobiles150.00%+5.65%+10.45%+16.66%13 of 15 up
Media8+2.93%+4.02%+22.66%+8.70%6 of 8 up
Real estate10+2.12%+3.73%+14.97%+3.97%7 of 10 up
Manufacturing74−0.47%+3.44%+3.35%+9.93%49 of 74 up
Pharmaceuticals20−0.35%+2.81%+9.98%+21.54%13 of 20 up
Public sector banks12−0.98%+2.27%+0.87%+22.42%9 of 12 up
Tourism15+0.45%+2.19%+9.29%−17.43%11 of 15 up
Multinationals29−1.47%+1.65%+2.04%+4.17%18 of 29 up
Healthcare20−0.35%+0.56%+1.04%+14.44%10 of 20 up
Oil and gas150.00%+0.37%+1.66%−1.29%9 of 15 up
Public sector20−0.98%−0.72%−4.55%−2.66%9 of 20 up
Infrastructure30−0.83%−2.14%−1.38%−1.29%11 of 30 up
Energy40−1.71%−2.22%−8.35%−1.25%15 of 40 up
Commodities29−0.42%−2.22%−6.47%+1.10%10 of 29 up
Consumer goods15−1.47%−3.49%−8.80%−21.74%4 of 15 up
Central PSUs11−0.30%−4.58%−6.98%−1.29%3 of 11 up
members are theme constituents that also clear this site’s liquidity floor, so counts can be lower than the published index

Cross-sector themes

built from what companies said in their own filings
These are not exchange indices. A company appears in a theme because it reports a business segment matching it — the strongest evidence there is, since the company named that segment itself — or because several of its recent exchange filings mention it. Company names are never matched, which is how a paint maker ends up filed under Defence elsewhere.
Gold & precious metals8 companies · median 1-month +9.8% · 2 qualify on a reported segment
Miners, refiners, jewellery retail and gold-backed lending.
Company and why it is here1 month3 monthsEvidence
SHANTIGOLD · 2 recent exchange filings mention it+30.1%+21.4%mentions
DECNGOLD · 6 recent exchange filings mention it+26.7%+38.9%mentions
SKYGOLD · 3 recent exchange filings mention it+23.8%+67.3%mentions
DPABHUSHAN · 2 recent exchange filings mention it+9.8%+55.0%mentions
AAYUSHBULL · 2 recent exchange filings mention it+9.1%+8.7%mentions
TITAN · reports a “Jewellery (refer note 4)” segment, 88% of revenue+8.3%+23.9%filing
MANAPPURAM · reports a “Gold loan and others” segment, 90% of revenue+1.4%+8.3%filing
THANGAMAYL · 5 recent exchange filings mention it-20.1%+44.2%mentions
Hospitals & diagnostics5 companies · median 1-month +8.9% · 3 qualify on a reported segment
Care delivery rather than drug manufacture.
Company and why it is here1 month3 monthsEvidence
VIJAYA · 2 recent exchange filings mention it+14.1%+19.4%mentions
THOMASCOOK · reports a “(c) Leisure hospitality & resorts business” segment, 8% of revenue+12.8%+22.0%filing
TTKHLTCARE · reports a “Medical Devices” segment, 13% of revenue+8.9%+25.3%filing
THYROCARE · reports a “Diagnostic Testing Services” segment, 94% of revenue+3.7%+12.6%filing
YATHARTH · 2 recent exchange filings mention it+1.6%+4.8%mentions
Defence & aerospace7 companies · median 1-month +7.0% · 0 qualify on a reported segment
Order-book businesses whose customer is ultimately the state.
Company and why it is here1 month3 monthsEvidence
PARAS · 4 recent exchange filings mention it+25.2%+74.7%mentions
SEAMECLTD · 2 recent exchange filings mention it+19.4%+5.0%mentions
MAZDOCK · 7 recent exchange filings mention it+11.0%+3.7%mentions
ZENTEC · 2 recent exchange filings mention it+7.0%+20.2%mentions
LLOYDSENGG · 3 recent exchange filings mention it+3.1%+16.9%mentions
SWANDEF · 13 recent exchange filings mention it-3.4%+22.6%mentions
GOODLUCK · 3 recent exchange filings mention it-3.5%+10.1%mentions
Logistics & warehousing7 companies · median 1-month +3.4% · 5 qualify on a reported segment
Moving and storing goods, including the express and quick-commerce layer.
Company and why it is here1 month3 monthsEvidence
RITCO · 2 recent exchange filings mention it+8.0%+20.7%mentions
SWIGGY · reports a “Supply chain and distribution” segment, 47% of revenue+8.0%+11.3%filing
AEGISLOG · 2 recent exchange filings mention it+3.6%+98.3%mentions
TITAGARH · reports a “Freight Rail System” segment, 66% of revenue+3.4%+3.3%filing
MAHLOG · reports a “Supply Chain Management” segment, 94% of revenue+2.4%+13.4%filing
TEXRAIL · reports a “Freight Car Division” segment, 69% of revenue-4.2%-4.0%filing
TVSSCS · reports a “Integrated Supply Chain Solutions” segment, 72% of revenue-8.2%-1.6%filing
AI & data centres7 companies · median 1-month +2.6% · 1 qualify on a reported segment
Compute build-out — operators, the power and cooling behind them, and the cable and equipment suppliers feeding it.
Company and why it is here1 month3 monthsEvidence
BLUECLOUDS · 5 recent exchange filings mention it+12.9%+20.7%mentions
MCLOUD · 2 recent exchange filings mention it+11.1%+11.2%mentions
LT · 3 recent exchange filings mention it+7.9%+1.4%mentions
TCS · 3 recent exchange filings mention it+2.6%+1.1%mentions
ZENSARTECH · reports a “Cloud Infrastructure and Security” segment, 23% of revenue-0.7%-0.9%filing
HEXT · 2 recent exchange filings mention it-1.5%+4.8%mentions
INTELLECT · 2 recent exchange filings mention it-5.8%-2.7%mentions
Railways & metro6 companies · median 1-month +0.5% · 2 qualify on a reported segment
Rolling stock, signalling, track and the contractors that build them.
Company and why it is here1 month3 monthsEvidence
MCLOUD · 2 recent exchange filings mention it+11.1%+11.2%mentions
TITAGARH · reports a “Freight Rail System” segment, 66% of revenue+3.4%+3.3%filing
JWL · 2 recent exchange filings mention it+0.5%-14.8%mentions
RVNL · 8 recent exchange filings mention it+0.5%-13.3%mentions
IRCTC · 4 recent exchange filings mention it-2.0%-9.9%mentions
TEXRAIL · reports a “Infra-Rail & Green Energy” segment, 8% of revenue-4.2%-4.0%filing
Capital goods & engineering10 companies · median 1-month -1.2% · 9 qualify on a reported segment
Order-driven engineering, the part of the economy that moves with the capex cycle.
Company and why it is here1 month3 monthsEvidence
VINDHYATEL · reports a “Engineering, Procurement & Construction ( EPC)” segment, 72% of revenue+32.5%+22.1%filing
SANGHVIMOV · reports a “Wind EPC” segment, 37% of revenue+12.6%+25.6%filing
MANINFRA · reports a “EPC (Engineering, Procurement and Contracting)” segment, 37% of revenue+11.3%-6.0%filing
LT · 2 recent exchange filings mention it+7.9%+1.4%mentions
WAAREEENER · reports a “(c) Engineering, procurement and construction (EPC) contracts” segment, 11% of revenue-1.2%-13.3%filing
SPMLINFRA · reports a “EPC” segment, 100% of revenue-2.9%-8.8%filing
WALCHANNAG · reports a “Heavy Engineering” segment, 77% of revenue-4.5%-14.4%filing
SWSOLAR · reports a “EPC business” segment, 95% of revenue-6.9%+0.2%filing
WAAREERTL · reports a “EPC Contracts - Solar Power Plants” segment, 87% of revenue-7.2%-11.8%filing
SOLARWORLD · reports a “(a) Engineering, procurement and construction (EPC) contracts” segment, 85% of revenue-24.6%-30.7%filing
Renewables & solar16 companies · median 1-month -4.2% · 5 qualify on a reported segment
Generation, modules, cells and the EPC work in between.
Company and why it is here1 month3 monthsEvidence
SOLARA · 12 recent exchange filings mention it+17.8%+10.5%mentions
ACMESOLAR · 5 recent exchange filings mention it+10.6%+32.7%mentions
TATAPOWER · reports a “Renewables” segment, 18% of revenue-0.5%-11.1%filing
WAAREEENER · reports a “(a) Solar Photovoltaic Modules” segment, 89% of revenue-1.2%-13.3%filing
JSWENERGY · 4 recent exchange filings mention it-2.2%-5.4%mentions
SJVN · 2 recent exchange filings mention it-2.4%-10.5%mentions
IREDA · 2 recent exchange filings mention it-3.8%-11.2%mentions
TEXRAIL · reports a “Infra-Rail & Green Energy” segment, 8% of revenue-4.2%-4.0%filing
INOXGREEN · 2 recent exchange filings mention it-4.7%-0.5%mentions
NTPCGREEN · 7 recent exchange filings mention it-6.0%-11.3%mentions
BONDADA · 3 recent exchange filings mention it-6.4%-17.7%mentions
WAAREERTL · reports a “EPC Contracts - Solar Power Plants” segment, 87% of revenue-7.2%-11.8%filing
SUZLON · reports a “Renewable Energy Solutions” segment, 81% of revenue-10.8%-14.4%filing
RHETAN · 2 recent exchange filings mention it-15.2%-19.2%mentions
KPIGREEN · 20 recent exchange filings mention it-19.9%-27.6%mentions
WAAREEINDO · 2 recent exchange filings mention it-23.5%-28.5%mentions