In February 2023, a prominent retail investor was contemplating selling his investment in Narayana Hrudayalya Limited, one of India’s leading health care companies, when the stock price reached an all-time high of ₹800. The investor had initially bought the shares in 2017, when the price was ₹350 per share. On February 6, 2023, he came across an article about the company that discussed its future prospects, which prompted him to investigate the company’s financials and other key aspects more closely. As he delved deeper into the company’s financial details, the investor discovered various diverse opinions in various reports. To gain some clarity on the company’s financial situation, he asked for the professional advice of his nephew, who was an investment analyst at a prominent stockbroker firm. The analyst knew the importance of conducting a thorough analysis of a company before offering an informed conclusion and investment recommendation to his uncle. He also saw his analysis as an opportunity to provide valuable insight to his own current and prospective clients.

Spreadsheet to accompany product W33861.

Spreadsheet to accompany product W33862.