01 / Research

Filing-backed research notes

Daily analysis of Indian market events grounded in real corporate filings. Every claim is backed by what companies actually said in their annual reports and quarterly results.


Impact Analysis 13 March 2026

Oil Surges Toward $100 as Hormuz Crisis Escalates — Which Indian Stocks Get Hurt and Who Wins

With crude oil nearing $100/bbl amid the Strait of Hormuz crisis, we dig into company filings to identify the Indian stocks most exposed — and the unexpected beneficiaries.

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Opportunity 11 March 2026

Sensex Crashed 1,340 Points. These 5 Cooling Stocks Defied Gravity.

IMD forecasts above-normal heatwave days. While markets crashed on oil fears, AC and cooling stocks rallied up to 6%. Here are 5 companies positioned to profit.

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Policy Impact 10 March 2026

Karnataka Scrapped Liquor Price Controls. UBL Wins Big.

Karnataka shifted to ABV-based excise duty and deregulated liquor pricing. Beer gets cheaper vs spirits. Here is why United Breweries is the biggest winner.

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Opportunity 10 March 2026

US Tariffs Cut to 18%. These 6 Pharma Stocks Got Zero Duty.

The India-US trade deal gave generic pharma zero-duty access to America. Here are 6 companies whose FDA pipelines position them to capture this windfall.

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Impact Analysis 10 March 2026

Brent Crude Crossed $94. These 5 Stocks Are Bleeding First.

Brent crude surged past $94 on US-Iran tensions. Here are 5 NSE stocks whose own filings reveal exactly how exposed they are to oil price shocks.

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