Earnings Unwrapped
Earnings UnwrappedThis is a channel to read and understand the various industries and sub-industries in India, the cycle they are in and any interesting observations from their Earnings Reports.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | earningsunwrapped.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From APIs to IP: How India Became the World’s Backroom Lab
For years, Indian pharma wore a very predictable label: “the world’s cheap medicine factory.” We perfected the art of reverse–engineering molecules, churning out generic APIs and winning contracts on price. It was scale over science, volume...
Where Aerospace Meets Precision Engineering — Earnings Lag Strategy
Precision engineering in aerospace isn’t about making more parts. It’s about making the right part flawlessly, every time — often in volumes where scale barely matters. Tolerances run in microns, certifications take years, and one failure c...
Inside Zaggle: The Quiet Fintech That Wants a Slice of Every Corporate Rupee
Corporate spend is no longer about plastic cards and paper receipts — it’s become a battleground of workflows, expense managements and real-time controls. As Indian companies scale, they’re demanding tools that automate expenses, tighten co...
From Jal Jeevan to Gen AI: The Pipeline Business You Didn’t See Coming
India has always treated water as a crisis to be managed later. Then 2019 happened — and the government rolled out Jal Jeevan Mission, a ₹3.6 lakh crore mega program to get tap water into every rural home. Not “handpump near the gate,” not ...
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Authors
The writers behind this newsletter.
A retail investor on a journey to decode the often-overlooked world of earnings transcripts from Indian companies. Bite-sized insights, hidden narratives, and key takeaways—keeping it simple and jargon-free.
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