Equity Research
Equity research is the analysis of listed companies and sectors to form a view on their business quality and valuation, published as research notes for investors.
How analysts build a coverage universe, model earnings, and write a thesis. Heavily overlapping with financial modelling and company analysis, and the most common analytical career entry point in India.
What you will be able to do
- Structure an initiating-coverage note
- Build an earnings model from a company's filings
- Separate a business view from a price view
Lessons
Work through these in order.
NISM exams
Syllabus, fees and free mock tests with explanations.
Certifications
Credentials that map to this subject.
Careers that use this
Roles where this knowledge is used daily.
Key terms
Frequently asked questions
Which certification is required for equity research in India?
NISM Series XV, the Research Analyst certification, is the regulatory requirement for research analysts registered with SEBI. The CFA programme is a common additional credential.
Other learning hubs
VIA Capital publishes financial education only. Nothing on this page is investment advice, a stock recommendation, or a personalised financial plan.