Philosophy
Our Research Philosophy: Guided by Indian Values and Strong Fundamentals
At Ayush Agrawal Research, we combine the timeless Indian values of integrity, community, and long-term thinking with solid, research-based analysis. Our main tool is the “scuttlebutt” approach, where we go beyond numbers and reports by directly talking to company executives, employees, suppliers, and even customers. This helps us get a true, on-the-ground view of both risks and opportunities.
Because our roots are in India, we focus on ethical practices, robust financials, and sustainable growth. In a market as dynamic as India—full of new ideas and an expanding middle class—we look for businesses that can grow steadily and do good for everyone involved.
Whether it’s a well-known blue-chip company or a rising mid-cap star, we study the core of each business, its day-to-day environment, and the people in charge. We believe good decisions come from both crunching the numbers (like balance sheets and income statements) and understanding the people behind those numbers (like the management’s ethics and culture).
Scuttlebutt in Action
We don’t rely only on formal presentations. We speak directly with those involved in running or interacting with the company, much like walking through an Indian bazaar to hear the local buzz. This gives us unfiltered insights into a company’s true potential.
Strong Fundamentals
We believe real growth starts with a solid foundation. By carefully examining a company’s financials, leadership track record, and ethical standards, we uncover genuine value and reduce risks—just like a sturdy temple that stands firm through changing times.
Flexibility with Foresight
While our approach is long-term, we also know markets can change quickly. We keep an eye on market sentiment and economic trends, adjusting our strategy when necessary. This balance of discipline and flexibility is inspired by India’s ability to innovate while staying true to its roots.