The firmnever forgets.
AlphaBoard is institutional memory for Indian investment firms: every concall, meeting and broker note on one timeline, and every report a question away.
5 analysts · 21 entries · last 12 months
- DECCANAUTO29 Oct
- DECCANAUTO14 Oct
- DECCANAUTO29 Oct
- KONKANCAB27 Oct
- Next DECCANAUTO12 Nov
- DECCANAUTO19 Jun
- DECCANAUTO14 Oct
- KONKANCAB2 Sep
- NARMADAFIN28 Oct
- NARMADAFIN28 Oct
- NARMADAFIN28 Oct
- ARAVALLIPH8 Aug
- MALABARPOLY26 Oct
- MALABARPOLY17 Sep
- SAHYADRIEL28 Oct
- SAHYADRIEL1 Aug
- SAHYADRIEL1 Aug
- SAHYADRIEL28 Oct
- SAHYADRIEL11 Sep
When an analyst leaves,the view leaves too.
The concall note stays in a notebook.
The broker report stays in an inbox.
The real take stays on WhatsApp.
Indian merchant houses settled this long ago. They kept one red-bound book, the bahi-khata, and handed it on. AlphaBoard is that book for a research desk.
Every analyst. Every company.One timeline.
How the Matrix worksConcalls, 1:1s, plant visits, broker reports, AGMs: ten kinds of work, logged by your analysts against the company they belong to. See what happened, what’s next, and where a blank cell means research nobody did.
7 companies · 21 entries · last 12 months
- Concall29 Oct
- Plant visit14 Oct
- Q2 FY2729 Oct
- Q1 FY276 Aug
- Next Promoter, Mumbai12 Nov
- CFO, Pune19 Jun
- Chakan, second line14 Oct
- Harbour Securities update22 Sep
- Concall28 Oct
- Broker report28 Oct
- Q2 FY2728 Oct
- Q1 FY2730 Jul
- Marine Lines results review28 Oct
- 1:128 Oct
- Concall1 Aug
- Q1 FY271 Aug
- CFO, Mumbai office28 Oct
- Noida, SMT lines11 Sep
- Annual report28 Oct
- Concall8 Aug
- Q1 FY278 Aug
- Concall27 Oct
- Q2 FY2727 Oct
- Vapi, HV line2 Sep
- Broker report26 Oct
- MD, Kochi17 Sep
- Harbour Securities initiation26 Oct
One desk for the whole argument.
The only place the concall, the results, the statements and your own view sit side by side. Every block keeps its source and date. Print it to PDF, or publish it to the log. Try it: the entry lands in the Matrix.
Published to the log. See it in the Matrix.
Deccan Auto Components: Q2 FY27 concall
Export orders are real, but the second line is only at 64%. Wait for the ramp before we add.
Positives
- Exports grew 31% year on year to 19% of sales.
- Second line utilisation reached 64%, from 60% at the plant visit.
Negatives
- Steel costs took 40 bps off gross margin.
- Full ramp now guided for Q4 FY27, a quarter later than in August.
| ₹ crore | Q2 FY27 | Q2 FY26 | Change |
|---|---|---|---|
| Revenue | 1,284 | 1,102 | +16.5% |
| EBITDA | 186 | 154 | +20.8% |
| EBITDA margin | 14.5% | 14.0% | +50 bps |
| PAT | 102 | 84 | +21.4% |
| ₹ crore | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | 3,610 | 4,120 | 4,690 |
| EBITDA | 470 | 565 | 660 |
| PAT | 240 | 305 | 362 |
| ₹ crore | FY24 | FY25 | FY26 |
|---|---|---|---|
| Total assets | 3,120 | 3,480 | 3,910 |
| Total debt | 640 | 590 | 520 |
| FY24 | FY25 | FY26 | |
|---|---|---|---|
| ROCE | 17.2% | 18.6% | 19.4% |
| Debt to equity | 0.38 | 0.31 | 0.24 |
| Holder | Sep 2026 |
|---|---|
| Promoter | 58.2% |
| DII | 16.8% |
| FII | 11.4% |
| Public | 13.6% |
Operating cash flow Free cash flow
- Board approved ₹180 crore for the second line, 12 Sep
- Interim dividend of ₹4 a share, 28 Oct
- Investor day at Chakan, 12 Dec
- Deccan Auto wins a second European OEM programme
- Auto component exports rise for a sixth straight quarter
Ask what the firm already knows.
Institutional Memory holds the transcripts, broker notes and annual reports your firm uploads. Ask the Brain a question and it reads across all of them, then shows you the sources behind the answer.
The Brain reads across every report and answers with numbered sources you can open.
Export orders are real, and management guides exports to 22% of sales by FY28. The second line was at 60% in October, so the desk is waiting for it to fill before it adds.
- 1Internal report · Chakan plant note, p. 2uploaded · 14 Oct 2026
Second line running at 60%. Export orders are real, but the ramp is two quarters away.
- 2Transcript · Q1 FY27 concall, p. 7uploaded · 6 Aug 2026
We expect exports to reach 22% of sales by FY28, from 16% today.
- 3Broker report · Harbour Securities update, p. 3uploaded · 22 Sep 2026
We raise our FY27 export estimate on the second OEM programme.
- 4Annual report · FY26, segment note, p. 54uploaded · 18 Jul 2026
Exports were 16% of revenue in FY26 (FY25: 13%).
Sample desk. Questions are answered from illustrative reports.
Find a title or an exact phrase on any page, without asking anything.
8 passages
- Deccan Auto, Q1 FY27 transcript p. 7
We expect exports to reach 22% of sales by FY28, from 16% today. - Auto ancillaries, export outlook p. 12
Export share across our coverage rose to 19% in H1 FY27. - Narmada Finance, results review p. 4
We raise FY27 AUM growth to 21% on stable credit cost. - Housing finance, sector note p. 9
Credit cost across the sector held near 1.2% through the quarter. - Aravalli Pharma, FY26 annual report p. 112
Sales to related parties increased 40% over the previous year. - Aravalli Pharma, FY26 annual report p. 148
Contingent liabilities not provided for doubled during the year. - Malabar Polymers, initiation p. 3
Capacity additions at Kochi lift volumes by a fifth in FY28. - Graphite electrodes, sector note p. 5
Export realisations recovered as Chinese capacity was retired.
The same reports, sorted by sector, by broker or by month.
- Deccan Auto, plant note
- Deccan Auto, Q1 FY27 transcript
- Auto ancillaries, export outlook
- Narmada Finance, results review
- Housing finance, sector note
- Aravalli Pharma, FY26 annual report
- Malabar Polymers, initiation
- Graphite electrodes, sector note
- Deccan Auto, plant note
- Deccan Auto, Q1 FY27 transcript
- Aravalli Pharma, FY26 annual report
- Auto ancillaries, export outlook
- Malabar Polymers, initiation
- Narmada Finance, results review
- Housing finance, sector note
- Graphite electrodes, sector note
- Deccan Auto, plant note
- Narmada Finance, results review
- Aravalli Pharma, FY26 annual report
- Malabar Polymers, initiation
- Deccan Auto, Q1 FY27 transcript
- Graphite electrodes, sector note
- Auto ancillaries, export outlook
- Housing finance, sector note
Upload a PDF and it joins the firm’s memory: transcripts, broker notes, annual reports.
Recently added
- PDFDeccan Auto, plant noteInternal · Automotive · Oct 2026
- PDFDeccan Auto, Q1 FY27 transcriptFiling · Automotive · Aug 2026
- PDFAuto ancillaries, export outlookHarbour Securities · Automotive · Sep 2026
- PDFNarmada Finance, results reviewMarine Lines · Financials · Oct 2026
- PDFHousing finance, sector noteMarine Lines · Financials · Sep 2026
How many companies do you cover?
360 records a year
Four concalls, one annual report and one AGM for each company, before a single 1:1, plant visit or broker note. Companies × 6.
Built for how India invests.
Global research tools treat India as one more market. AlphaBoard starts here, with Indian tickers, Indian quarters and the sources Indian analysts actually read.
- Tickers
- NSE and BSE
- Fiscal year
- April to March
- Holdings
- Promoter, FII, DII
- Figures
- Rupee crore
Your book stays yours.
- Walled off
Row-level security keeps each organisation’s records away from every other.
- Team by team
Analysts see their own work and what is shared with their teams.
- The whole firm
Admins see every team, every analyst and every entry.
- Yours until published
A Thinking Board note stays with its author. Only the published entry is shared.
Questions from the desk
What is AlphaBoard?
Institutional memory for Indian investment firms. Analysts log every concall, AGM, broker report and management meeting against the company it belongs to. The Matrix shows that work on one timeline across every analyst and company, the Thinking Board is where data and notes become a published entry, and Institutional Memory lets anyone ask across the firm’s reports.
Who is it built for?
Indian PMS houses, Category II and III AIFs, family offices and venture teams: desks of three to fifty people where the person allocating capital needs to see the research without asking for it.
Does the Matrix fill itself in?
No, and that is deliberate. Entries are logged by your analysts, because the record is worth keeping only if it holds what your people actually read and thought. The Thinking Board makes logging quick: pull the data, write your view, publish.
What can the Thinking Board pull?
Concall analysis, corporate events, news, quarterly results, the income statement, balance sheet and cash flow, ratios and history, and shareholding. Each block carries the name of its source and the date it was fetched, and you can check any of them before you rely on it.
How does the Brain answer?
It reads across the PDFs in your firm’s Institutional Memory and answers with numbered sources. Open a source to read the quote behind the claim, usually with its page. Text-based PDFs work best: scanned documents without a text layer are not read yet. If your reports don’t hold the answer, it says so.
Does it help with SEBI record-keeping?
Every entry is timestamped, attributed to an analyst and kept with its rationale and attachments. That gives your compliance team a research trail to work from. AlphaBoard supports your compliance process; it does not replace your compliance officer.
Where is our data kept, and who can see it?
Every organisation is isolated by row-level security in the database, and inside a firm, visibility follows teams and roles. Documents you add to Institutional Memory are processed by Google’s Gemini to answer questions. We’ll take you through hosting regions and our subprocessors in the demo.
Does it replace Bloomberg, Capitaline or our Excel models?
No. AlphaBoard holds what the desk read, learned and decided. It sits beside the data you already pay for and the models you already build.
Open your book.
Thirty minutes with your own coverage list loaded. We show your Matrix, the Brain answering on your reports, and a note going from the Thinking Board to the log.