How to Build an Equity Research Workflow

A 500-page annual report can tell you almost everything about a company. But should you really read all 500 pages before you even understand the business? In this session, we break down a smarter equity research workflow—how to understand a company's business model, product portfolio and key KPIs before diving deep into the annual report. Using UltraTech Cement as a real example, learn why corporate presentations and investor documents can be powerful starting points for company analysis, how to answer the What, Who and How of a business, and how analysts organise their research using Word and Excel. 📌 In this video: ✅ Annual Report vs Corporate Presentation ✅ How to start analysing a company ✅ Understanding product portfolios ✅ Identifying business models and key KPIs ✅ Building insights from company data ✅ A practical equity research workflow Because good research isn't about reading more pages. It's about knowing what to look for. Fill out this form to get Free Resources: Want to learn real-world equity research, financial modelling and company analysis? 🔗 Enroll Now- 📞 For queries or admissions, connect with our counsellors: