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Ramachandra Boopathi

Research Reports for Long term investments

Equity Research & Investment Analysis Most investors know what stock they want to buy. Very few know whether they should. I build the research that answers that question independently, from first principles, without recycling consensus views. My work covers end-to-end fundamental analysis: business model breakdown, three-statement financial modelling, scenario-based DCF valuation, relative valuation, and a clear investment thesis with defined upside, downside, and risk factors. Every report is built bottom-up from operational drivers not top-down extrapolation dressed up as research. What I deliver: Equity Research Report — Full-format coverage including industry overview, business model analysis, financial performance, DuPont return metrics, DCF and relative valuation, SWOT, and investment thesis. Built the way institutional research is built, without the institutional bias. Earnings Preview & Estimates — Pre-results forecasts built from segment-level drivers, management guidance, OEM/industry data, and historical utilisation trends. Not guesswork structured estimates with explicit assumptions. Investment Thesis — A focused buy, hold, or sell case with valuation support, risk articulation, and catalyst identification. Built for decision-making, not decoration. Sector Pitchbook — Comparative analysis across multiple companies in a sector, covering trading comparables, growth and margin benchmarking, capital efficiency metrics, and differentiated investment calls. Coverage across: BFSI | Indian IT | Auto Ancillaries | Consumer | Micro & Mid Cap Indian Equities My research is grounded in the same frameworks used by institutional analysts three-statement models, scenario DCF, cycle-adjusted valuation multiples applied with an independent perspective that isn't constrained by house views or client relationships. If you want research that tells you something the market hasn't already priced in, let's talk.