Research

DEEP-DIVE ANALYSIS

Equity Research

Institutional-quality, independent research on Indian listed companies. Free reports are openly available. Premium reports require a subscription.

Free Research Reports

FREE REPORT · BANKING

Indian Private Banks: Quality vs. Growth — A Framework for Evaluation

A comparative framework for evaluating private sector banks in India, covering asset quality metrics, NIM trends, digital banking capabilities, and management track record.

Published: March 2026 · 28 pages

FREE REPORT · CONSUMER

India’s Rural Consumer Comeback: Opportunities in FMCG & Durables

An analysis of India’s rural consumption recovery, identifying companies best positioned to benefit from rising rural incomes, agricultural tailwinds, and changing aspirations.

Published: January 2026 · 22 pages


Premium Research Reports

Full access to premium reports requires an active Research Subscriber or Advisory Premium plan. View plans

PREMIUM

PREMIUM · IT SERVICES

Mid-Cap IT: Identifying the Next Wave of Compounders

A deep-dive into India’s mid-cap IT services landscape identifying companies with durable competitive advantages, high-quality client relationships, and superior return metrics.

Published: April 2026 · 45 pages

PREMIUM

PREMIUM · SPECIALTY CHEMICALS

India’s Specialty Chemicals Sector: Structural Opportunity Ahead

Analysis of India’s specialty chemicals sector covering China-plus-one tailwinds, key players by sub-segment, and a valuation framework for the highest-quality names.

Published: February 2026 · 38 pages