About this site

    The Valuation Node exists to make serious financial analysis of Indian markets readable, checkable, and free. Most market commentary asks for trust; this site tries to earn it instead, by stating every assumption, citing primary sources, and publishing the reasoning alongside the conclusion.

    The parts of the site feed each other. The Vault builds the concepts, from reading an income statement to building a DCF. The research applies them to real situations, and the ESG section applies the same discipline to environmental, social and governance questions. Pages link back to the concepts and glossary terms they use, so a reader can always trace an argument down to first principles.

    What is on the site

    • Insights & Analysis

      Original research on Indian companies, sectors and valuation questions: 48 published pieces so far. Each one states its methodology and sources, and includes an "Assumptions and limitations" section.

    • ESG & Sustainability

      Sustainable finance explained without the marketing, in 10 sub-sections from ESG foundations to India's ESG rulebook: 90 guides, 11 governance case studies, and ESG formulas and glossary terms. This section is still being built out.

    • News & Trends

      Market data and regulation: fundamentals for the Nifty 50 constituents and a calendar of SEBI, NSE and BSE circulars.

    • The Vault

      The reference library: 449 glossary terms, 74 formulas and ratios, 139 concept guides in 9 tracks, 14 calculators and 9 step-by-step lessons.

    • Archive

      11 earlier personal-finance articles, kept for the record.

    Everything is searchable from the search icon in the menu, or with Ctrl + K on any page. New to the site? Start here.

    Editorial principles

    1. 1.I cite my sources.
    2. 2.I show my math.
    3. 3.I name what I do not know.
    4. 4.I do not give investment advice.
    5. 5.I write to learn, and to teach.
    6. 6.No sponsored content.

    How this works in practice is set out in the editorial philosophy.

    Disclosure

    This is not investment advice. Any opinions are personal. No paid promotions. See the disclaimer.

    Contact

    For general enquiries, reach us at srinath@valuationnode.com, or see the contact page.