03-Basic of Stock Market

Taxation, Return, and ways to Analysis Stock Market

๐Ÿ“… Jan 18, 2026

๐Ÿ“ Topics Covered

  1. 3.1 ๐Ÿ›๏ธ Taxation on Equity Shares
    • Short Term Capital Gains (STCG) vs. Long Term Capital Gains (LTCG)
    • The Union Budget 2024 tax regime updates & indexation removal
    • Speculative Intraday gains & Dividend taxation rules
    • Protecting historical gains: Grandfathering Provision
  2. 3.2 ๐Ÿ’ฐ Types of Investment Returns
    • Fixed Interest vs. Dynamic Dividends comparison
    • Dividend Pro-Tips: Face Value base & high-dividend PSU sectors
  3. 3.3 ๐Ÿ“Š Approaches to Stock Market Analysis
    • Fundamental Analysis (FA): Assessing “What to Buy”
    • Technical Analysis (TA): Forecasting “When to Buy”
  4. 3.4 ๐Ÿงญ Knowing Your Investing Style
    • Trading & Investing horizons (Intraday, Short, Medium, Long-Term)
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Fundamental Analysis | 01-Introduction

Introduction to Fundamental Analysis

๐Ÿ“… Jan 26, 2026

๐Ÿ“ Topics Covered

  1. 1.1 ๐Ÿ’ก Understanding Fundamental Analysis
    • Core definition of fair market value
    • Qualitative (management & governance) vs. Quantitative analysis
  2. 1.2 ๐ŸŽฏ Approaches to Fundamental Analysis
    • Top-Down vs. Bottom-Up workflows
    • Macroeconomic, Industry, and Company-level analysis
  3. 1.3 ๐Ÿ“Š Financial Statements and Corporate Structure
    • Standalone vs. Consolidated financial statements
    • Classifying Subsidiaries, Associates, and Joint Ventures
  4. 1.4 ๐Ÿข Shareholding Patterns and Business Types
    • Family-owned vs. Professionally-managed businesses
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Fundamental Analysis | 02-Balance Sheet

Balance Sheet Analysis

๐Ÿ“… Jan 27, 2026

๐Ÿ“‹ Topics Covered

  1. 2.1 ๐Ÿงพ Understanding the Balance Sheet
    • Core definition, purpose, and snapshot concept
    • The fundamental accounting equation
  2. 2.2 ๐Ÿ’ฐ Classification of Assets
    • Duration-based: Current vs. Non-Current Assets
    • Value-based: Appreciating vs. Depreciating Assets
  3. 2.3 ๐Ÿ’ณ Understanding Equity and Liabilities
    • The “Source of Funds” perspective
    • Breakdown of Equity: Share Capital vs. Other Equity
  4. 2.4 ๐Ÿฆ Detailed Breakdown of Liabilities
    • Non-Current Liabilities (Provisions & Deferred Tax Liabilities)
    • Current Liabilities (Trade payables, short-term debt, tax provisions)
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Fundamental Analysis | 03-Profit and Loss

Profit and Loss Statement

๐Ÿ“… Jan 28, 2026

๐Ÿ“‹ Topics Covered

  1. 3.1 ๐Ÿ“ˆ Introduction to the Profit and Loss Statement
    • Defining P&L vs. Balance Sheet (period performance)
    • The concept of a Financial Year (FY)
  2. 3.2 ๐Ÿ’ต Revenue and Income Streams
    • Operating Revenue (Core sale & other operations) vs. Other Income
  3. 3.3 ๐Ÿ’ธ Understanding Operating and Non-Operating Expenses
    • Key operating costs (materials, employee benefits, financing)
    • Depreciation vs. Amortization vs. Impairment
  4. 3.4 ๐Ÿ’ณ Capital Expenditure vs. Revenue Expenditure
    • Balance Sheet Assets (CapEx) vs. Income Statement Expenses (RevEx)
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Fundamental Analysis | 04-Financial Ratios

Financial Ratios

๐Ÿ“… Jan 29, 2026

๐Ÿ“‹ Topics Covered

  1. 4.1 ๐Ÿ“– Core Terminology and Financial Basics
    • Book Value, Capital Employed, and EPS
    • Capital raising models (Debt vs. Equity)
  2. 4.2 ๐Ÿ’ฐ Profitability Ratios
    • Operating Profit (EBITDA), Operating Margin, and PAT Margins
  3. 4.3 ๐Ÿ”„ Return Ratios
    • ROE vs. ROCE vs. ROA
    • How return ratios are manipulated by leverage and dividends
  4. 4.4 โš–๏ธ Leverage Ratios
    • Debt-to-Equity (D/E) threshold guidelines
    • Interest Coverage Ratio (ICR) safety limits
  5. 4.5 ๐Ÿท๏ธ Valuation Ratios
    • Price-to-Earnings (P/E), Price-to-Book (P/B), and PEG valuation metrics
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Fundamental Analysis | 05-Cash Flow and Result Analysis

Cash Flow and Result Analysis

๐Ÿ“… Jan 30, 2026

๐Ÿ“‹ Topics Covered

  1. 5.1 ๐Ÿ’ต Understanding the Cash Flow Statement
    • Core purpose of cash tracking
    • Accrual P&L revenue vs. Cash Flow reality
  2. 5.2 ๐Ÿงฎ Components of the Cash Flow Statement
    • Operations (CFO), Investing (CFI), and Financing (CFF) cash flows
  3. 5.3 ๐Ÿ“Š Cash Flow Valuation and Quality Metrics
    • CF-to-PAT ratios and EPS vs. Cash Flow Per Share
    • Free Cash Flow (FCF) calculation and applications
  4. 5.4 ๐Ÿ“… Financial Result Timelines and Reporting Cycles
    • SEBI quarterly result timelines
    • Breakdown of the four financial quarters
  5. 5.5 ๐Ÿข Annual Reports and Investor Relations
    • Key components of corporate annual reports
    • Navigating investor presentations
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