Research Desk
Published research, run like a desk.
Case studies, industry reports, financial models, and dashboards — the same four categories a sell-side research desk publishes under, applied to companies and sectors I find genuinely interesting.
Case Studies
Deep dives into corporate decisions, restructurings, and strategy.
Industry Reports
Sector-level analysis of trends, competition, and outlook.
Financial Models
DCFs, comps, and valuation workbooks built from scratch.
Dashboards
Interactive tools for tracking markets and metrics.
Tata Steel–Corus: The Cost of an Ambitious Bet
Revisiting the 2007 acquisition through the lens of leverage, timing, and post-merger integration — what it teaches about cross-border deals financed at the top of a cycle.
Yes Bank: Anatomy of a Governance Collapse
How concentrated lending, weak board oversight, and delayed disclosure combined to erode a private bank's balance sheet — and what the RBI-led rescue changed.
Quick Commerce in India: Unit Economics, Finally Tested
A sector map of Blinkit, Zepto, and Instamart — dark-store density, contribution margins, and whether 10-minute delivery can ever be profitable at scale.
Indian Fintech Lending: Life After the RBI Digital Lending Guidelines
How regulation reshaped NBFC-fintech partnerships, and which business models survived the shift from first-loss guarantees to co-lending.
HUL — Discounted Cash Flow, FY26E
A ground-up DCF for Hindustan Unilever: revenue build by segment, margin bridge, WACC sensitivity, and an implied fair value range.
Comparable Companies — Indian QSR
A trading comps set across Jubilant FoodWorks, Devyani International, and Westlife, normalized for store-count growth and same-store sales.
Nifty Sector Rotation Tracker
A live view of relative sector performance across the Nifty indices, rebuilt weekly to flag where capital is rotating.
IPO Pipeline Monitor
A tracker of upcoming Indian IPOs — filing dates, sector, anchor allocation, and days-to-listing — built to replace scattered news alerts.
Get in touch