Tag
#equity-research
34 articles
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Building KPI Trees for Indian Companies
A KPI tree connects a company's operating drivers to its financial statements as a hierarchy. Here is how to structure one, top-down, with an Indian-company shaped example.
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Common Modelling Mistakes Analysts Make
The recurring errors that quietly ruin financial models: hardcoding, false precision, restated history, straight-lined growth, circular references, and single-case thinking, with plain fixes for each.
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How Mutual Fund Analysts Compare Companies Within a Sector
Buy-side analysts do not rank companies on headline numbers. They normalise for accounting and structure, put businesses on a like-for-like basis, and separate quality from cheapness before ranking anything.
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How Sell-Side Analysts Forecast Revenue
Sell-side analysts forecast revenue by combining top-down market sizing with bottom-up driver models, cross-checking both against management guidance and channel checks, then publishing an estimate that feeds consensus.
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Structured vs Unstructured Financial Data: Why Real Analysis Needs Both
Structured financial data is the neat tables. Unstructured data is the concalls, notes, and filings around them. Real analysis needs both, and the unstructured half is the hard half.
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Why Unit Economics Matter More Than Earnings
Unit economics show what one unit of a business earns after the cost to serve it, which reveals whether a company is healthy long before the reported profit line does.
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Why XBRL Isn't Enough for Real Financial Analysis
XBRL turns filings into machine-readable tags, which is genuinely useful, but tagged numbers are not the same as analysis-ready data. Here is the gap and why it matters.
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AI Stock Screeners for Indian Stocks: What They Do, and How to Choose
An AI stock screener lets you find Indian stocks by describing what you want in plain English. Here is what the category adds, where it genuinely helps, its real limits, and how Altys approaches it.
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Raise AI and Fuzz: What They Are, and an India-Focused Research Alternative
Fuzz, by Raise Financial Services, is an India-focused agentic AI for finance. Here is what it does well and how a point-in-time, source-linked research desk differs.
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Tijori Stack: What It Is, and an India-Focused Research Alternative
Tijori Stack is Tijori Finance's AI research suite, backed by Zerodha. Here is what its four products do and how an India-deep, point-in-time alternative differs.
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Aftermarkets for Indian Stocks: What It Does and an India-Focused Research Alternative
aftermarkets is a real-time NSE and BSE market intelligence tool with conviction scores and fast filing summaries. Here is a fair look at it and a deeper research alternative for India.
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AlphaSense in India: What It Does and India-Focused Alternatives for Equity Research
What AlphaSense is, its strengths as a global market-intelligence platform, and how India-first alternatives compare for research on Indian equities and filings.
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The Best AI Tools for Researching Indian Stocks (2026), and Their Limits
A fair look at AI research tools for Indian stocks in 2026: AlphaSense, Rogo, ChatGPT and Claude, Multibagg, and Altys, with an honest take on what AI does well and where it fails.
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The Best Equity Research Tools in India (2026), by Who They Fit
A fair, factual guide to equity research tools for Indian stocks: Screener.in, Tijori, Trendlyne, TIKR, Morningstar, Bloomberg, and Altys, grouped by who each one fits.
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The Best Fundamental Analysis Tools for Indian Stocks (2026)
A fair, factual guide to the top fundamental analysis tools for Indian stocks in 2026: Screener.in, Tijori, Trendlyne, TIKR, and Altys, grouped by who each one fits.
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Bloomberg Terminal Alternatives for Indian Equity Research
Looking for a Bloomberg Terminal alternative for Indian equity research? A fair comparison of the Terminal and a focused, India-deep option for NSE and BSE analysts.
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How Professional Investors Actually Build an Investment Thesis
A thesis is a falsifiable claim about why the market is wrong. Here is the thinking that gets you there: understand the business, map revenue, isolate the drivers, and name what breaks it.
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The Institutional Equity Research Workflow, End to End
Institutional equity research runs a full lifecycle: idea, business map, model, forecast, forensic checks, committee, and monitoring, with AI reshaping each stage.
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Investing Before AI and After AI: How the Research Day Actually Changes
Before AI, an analyst's day was manual reading and hand-spreading numbers. After AI, the reading is delegated and the human spends the day on judgement.
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Morningstar Direct Alternatives for Indian Equities and Funds
What Morningstar Direct is, where it is strong, and the India-first alternative for investors who need deep Indian equity and mutual-fund research.
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Multibagg Alternatives: AI Research Tools for Indian Stocks
What Multibagg AI is, where it fits, and how an India-first, source-linked research tool like Altys compares for professional equity research.
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Revenue Mapping Explained: The First Thing Institutional Investors Do
Revenue mapping breaks a company's single topline into segments, then into the drivers of each segment, so you can see where profit actually sits versus where revenue sits.
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Rogo AI and Indian Markets: What to Know and the India-Focused Alternative
Rogo is an AI analyst platform for investment banks and buy-side firms, built on global data. Here is how it fits Indian markets and an India-first alternative.
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Screener.in and Beyond: Tools for Professional-Grade Indian Equity Research
Screener.in is a superb, low-cost fundamentals tool that most Indian investors love. Here is where a professional running concentrated books may want more, and how Altys fits.
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The Anatomy of an Institutional Research Report
An institutional research report is the standing document a desk keeps on a company: thesis, business, drivers, model, valuation range, risks, and a monitoring plan.
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Tijori Finance Alternatives for Deeper Indian Equity Research
Tijori Finance is an India-focused research app known for segment and operational data. Here is where it fits and an India-deep, point-in-time alternative.
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TIKR for Indian Stocks: Coverage and India-Focused Alternatives
What TIKR Terminal covers for Indian stocks, where global tools fall short on India depth, and how an India-first alternative approaches the same research.
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Trendlyne Alternatives for Fundamental and Institutional Research in India
Trendlyne is a broad Indian markets platform with screeners, DVM scores, and broker estimates. Here is where it fits, and India-focused alternatives for deeper research.
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AI for Equity Research: A Practical Guide
AI speeds up equity research by summarising filings, extracting data, monitoring events, and drafting notes, as long as you verify every figure against the source.
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The AI Research Analyst Is Here: What Actually Works and What Is Just Marketing
AI can already read filings, extract data, and monitor events at scale. It cannot pick winners on command. Here is how to tell the tools apart before you buy.
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How PMS Firms Research Indian Stocks
A professional PMS firm researches an Indian stock through a disciplined, multi-stage process: screen the universe, read filings, model drivers, verify on the ground, value, size, and monitor.
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The Equity Research Process, Step by Step
The equity research process is a repeatable workflow that turns filings and data into a reasoned view: screen, study, model, value, write, and monitor.
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Why RAG Alone Fails for Equity Research
Retrieval-augmented generation reads filings like prose. Equity research lives in tables, footnotes and vintages, where one wrong digit is a wrong answer.
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AI Will Not Replace the Analyst. It Will Replace the Grunt Work.
The threat to equity research is not the analyst's judgement, it is the hours spent gathering filings and re-keying numbers. AI is coming for the grunt work first.
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