india-equity-report

name

india-equity-report

description

Generate a detailed Buy/Sell/Hold equity research report for Indian stock market (NSE/BSE listed companies). Use this skill whenever the user asks for a stock analysis, equity research, investment recommendation, target price, fundamental analysis, technical analysis, or buy/sell/hold opinion on any Indian company or stock. Triggers on phrases like "analyse [stock]", "should I buy [stock]", "research report for [company]", "target price for [stock]", "is [stock] a good buy", "NSE/BSE stock analysis", etc. Always use this skill for any Indian equity research request — even if the user just names a stock ticker or company and asks "what do you think?"

India Equity Research Report Skill

Generates institutional-quality Buy / Sell / Hold research reports for NSE/BSE-listed stocks, grounded entirely in live data fetched from authoritative sources. Never hallucinate financial figures.

---

0. Pre-flight: Read the data sources reference

Before writing a single word of the report, read /mnt/skills/user/india-equity-report/references/data-sources.md (or the bundled copy at references/data-sources.md) for the definitive list of approved sources and fetch URLs. Do not use any source not listed there.

---

1. Workflow

Step 1 — Identify the stock

• Resolve the company name → NSE ticker (e.g., RELIANCE, INFY, HDFCBANK).
• Confirm exchange: NSE preferred; BSE fallback (prefix BSE: if NSE unavailable).
• If ambiguous, ask the user to confirm before proceeding.

Step 1.5 — Fetch the Live CMP (MANDATORY — do this before anything else)

⚠️ CRITICAL: Screener.in's page often displays a stale cached price (e.g., it may show "13 Feb - close price" even when the report is run on Feb 27). Never use the price shown on the Screener.in page as the CMP. It is unreliable.

The canonical CMP fetch method

Claude cannot execute GOOGLEFINANCE (that runs only in a live Google Sheet). Instead, use web search — Google's search result card pulls from the same Google Finance data feed and is equally reliable:

Step-by-step:

1. Run web_search: "[TICKER] NSE share price [CURRENT MONTH YEAR]" (e.g., "LATENTVIEW NSE share price March 2026")
2. Read the price number from the Google Finance card in the search snippet — this is the current or last-close price from Google Finance.
3. If the search snippet doesn't show a clear price, run web_fetch: https://www.tickertape.in/stocks/[company-slug]-[TICKER] — Tickertape shows a clearly date-stamped last NSE closing price.
4. Confirm the date: The price must be from the most recent trading day. If the date shown is more than 3 trading days old, flag it as "last available closing price as of [DATE]".
5. Record it as a concrete number: e.g., CMP: ₹183.50 [Source: Google Finance, 28 Feb 2026]

⚠️ DO NOT write raw formulas like =GOOGLEFINANCE("NSE:LATENTVIEW","price") as the CMP in the report. Always resolve these to actual fetched numbers before writing the report. The report must display real prices (e.g., ₹183.50), never spreadsheet formulas.

Do not proceed to Step 2 until you have a concrete ₹ price with a date.

Step 2 — Fetch all raw data (do this BEFORE writing the report)

Use web_search and web_fetch tools sequentially. Fetch every section below. Log each fetch with the source URL so the report can cite it.

Data needed	Primary source	Fallback
Current price, 52w high/low, market cap	Step 1.5 above (dedicated CMP fetch — NOT Screener.in price field)	See Step 1.5 fallback chain
Quarterly & annual P&L, balance sheet, cash flow	Screener.in — https://www.screener.in/company/[TICKER]/consolidated/	Tickertape.in
Key ratios (P/E, P/B, ROE, ROCE, D/E, EV/EBITDA)	Screener.in same page	Trendlyne.com
Promoter & institutional shareholding	Screener.in shareholding tab	BSE filings
Latest quarterly results (numbers + commentary)	BSE corporate filings: https://www.bseindia.com/stock-share-price/[COMPANY]/[TICKER]/[BSE_CODE]/	NSE: https://www.nseindia.com/get-quotes/equity?symbol=[TICKER]
Annual report / investor presentation	Company IR page (search: "[COMPANY]" investor relations annual report site:[company].com)	BSE filings PDF
Management commentary & concall highlights	Screener.in concall transcripts tab OR web_search: "[COMPANY] Q[N] FY[YY] earnings call transcript"	Trendlyne concall
News (last 90 days)	web_search: "[TICKER] news 2025" — use only ET Markets, Mint, Business Standard, Hindu BusinessLine, CNBCTV18, Moneycontrol	—
Sector / industry data	CMIE / MOSPI / RBI reports via web_search	IBEF.org sector reports
Technical indicators	web_search: "[TICKER] technical analysis tradingview" then fetch	Chartink.com screener
Credit ratings (if applicable)	web_search: "[COMPANY] credit rating CRISIL ICRA CARE 2025"	—
Regulatory / SEBI filings	https://www.sebi.gov.in/ or BSE announcements	—

⚠️ Rule: Every number in the report must be followed by [Source: <URL or publication name, date>]. If a number cannot be sourced, write "data unavailable" — never estimate or infer.

Step 3 — Analyse

Run the analysis frameworks in references/analysis-frameworks.md.

Step 4 — Write the report

Follow the report template in references/report-template.md exactly.

Step 5 — Quality Check (MANDATORY before publishing)

Before saving the .docx and presenting it to the user, perform a self-audit across these dimensions:

5a. Price & Formula Check

• CMP is a real ₹ number (e.g., ₹183.50) — not a formula like =GOOGLEFINANCE(...)
• No spreadsheet formula syntax anywhere in the report body
• Price Snapshot box contains actual fetched numbers, not placeholders
• CMP date is the most recent trading day (flag if >3 days old)

5b. Data Integrity Check

• Every financial figure has an inline source tag [Source: URL, date]
• No figures marked "data unavailable" that could reasonably be found with one more search — if so, do that search now
• Screener.in price field was ignored (only historical financials used from there)
• No analyst consensus figures invented — only cited if fetched

5c. Formatting & Structure Check

• All section headers from the report template are present
• Scenario Analysis table (Bull/Base/Bear) is included
• Investment Verdict has separate guidance for (a) existing holders and (b) new investors, with specific price levels
• Executive Summary opens with a specific, compelling observation — not a generic company description
• SEBI disclaimer is present at the end
• No misplaced or broken markdown (stray #, **, > outside intended sections)
• Tables are properly formatted and all columns align

5d. Docx-Specific Check

• Read /mnt/skills/public/docx/SKILL.md before generating the .docx
• File saved to /mnt/user-data/outputs/ and presented via present_files tool
• Markdown summary also pasted in chat

If any check fails, fix it before presenting the report. Do not skip this step even under time pressure — a report with raw formulas or missing data is worse than a shorter but accurate one.

---

2. Hallucination Prevention Rules

1. No fabricated figures — All EPS, revenue, margins, P/E ratios must come from fetched pages.
2. Cite every number — Inline source tag [Source: URL, date] mandatory.
3. No stale data — If a fetch returns data older than 6 months for financials, flag it explicitly.
4. No analyst consensus invention — Only cite consensus if fetched from Trendlyne, Bloomberg Quint, or Refinitiv (via news articles).
5. Uncertainty disclosure — If a key data point (e.g., FY25 guidance) is not found after 2 search attempts, state "Not available at time of report."
6. No price targets from thin air — Target price must be derived from a visible DCF, P/E re-rating, or EV/EBITDA model using fetched numbers.
7. Never display raw spreadsheet formulas in the report — The CMP and all prices must appear as concrete ₹ numbers (e.g., ₹183.50) fetched via web search/Tickertape. Never write =GOOGLEFINANCE(...) or any formula syntax in the report body — this is a spreadsheet tool, not a report element. Never use Screener.in's displayed CMP — Screener.in frequently shows a stale cached price with an old date. Always obtain CMP via the Step 1.5 procedure.

---

3. Output format

Deliver the report as a downloadable .docx file using the docx skill, AND paste a markdown summary in chat.

Read /mnt/skills/public/docx/SKILL.md before generating the .docx output.

Report length: 1,500–3,000 words (excluding data tables).

Mandatory: Include a Live Price Snapshot box

Every report must include a clearly visible Price Snapshot box near the top (in the cover/snapshot section) showing the actual fetched prices:

📊 PRICE SNAPSHOT (as of [DATE])
  CMP:         ₹[actual price]
  Prev. Close: ₹[actual price]
  52W High:    ₹[actual price]
  52W Low:     ₹[actual price]
  Market Cap:  ₹[actual value] Cr
  Source:      Google Finance / Tickertape (NSE)
Note: Prices reflect last NSE close. Verify current price on NSE/BSE before trading.

⚠️ All values in this box must be real numbers fetched in Step 1.5 — never write raw spreadsheet formulas (e.g. =GOOGLEFINANCE(...)) anywhere in the report.

---

4. Tone & Style

• Write in the style of a Tier-1 Indian brokerage research report (e.g., ICICI Securities, Kotak Institutional, Motilal Oswal style).
• The reference benchmark for style and depth is a Macfos Ltd. (BSE: 543787) style report — institutional quality, conviction-driven narrative, callout boxes for key insights and risks, specific dates/numbers throughout.
• Use callout boxes (blockquotes >) for: key channel checks or "Practitioner's Edge" insights, ⚠️ critical financial risks (e.g. negative OCF paradox), valuation risk warnings, and anomaly explanations (one-time orders, base effects).
• The Executive Summary should open with the most interesting real-world observation about the company — not a generic "Company X is a leading provider of Y." Lead with WHY the stock matters NOW.
• The Investment Verdict section must include separate, actionable guidance for (a) existing holders and (b) new investors — with specific price levels, tranching strategy, and stop-losses.
• The Scenario Analysis table (Bull/Base/Bear) is mandatory in every report.
• End every report with the standard SEBI disclaimer as shown in the template.