Tipsheet
What matters at India’s listed companies
Methodology

How this actually works.

No magic, no mystery. Here's where the facts come from, what gets published, and how the writing is kept honest.

What gets published — and what doesn't

Every trading day, India's listed companies file thousands of disclosures with the BSE and NSE. The vast majority are routine: board-meeting notices, compliance certificates, small administrative housekeeping. Tipsheet skips those. A filing only becomes a story here if it clears a real bar for importance — if it genuinely changes how you'd think about the company.

Roughly, that bar sorts into three:

  • The big ones — acquisitions, large fundraises, governance breaks, serious regulatory action. Anything structural.
  • Worth knowing — surprise order wins, credit-rating changes, real shifts in margins or guidance.
  • Routine — scheduled results, ordinary approvals. These get filtered out, not dressed up.

If a filing doesn't matter, you won't find it here. That's the whole idea.

Where the facts come from

Every story traces back to a primary source — the company's own filing with the BSE or NSE, or its earnings call. Nothing here is spun from another outlet's article. I don't summarise Mint, ET, Moneycontrol, or the wires, because rewriting other people's reporting isn't reporting. The filing is read and boiled down to its essentials — the real numbers, the actual admissions — and the story is written from that.

And you never have to take my word for it. Every note links straight to the original filing. If you want to check a figure, the source is one click away.

Yes, AI writes these. Here's how.

I don't type each note by hand — there are far too many, and pretending otherwise would be dishonest. The drafting is done by a large language model, working only from that boiled-down filing and nothing else. The judgment, though, is mine: what's worth covering, how a note should read, what's off-limits. I built the rules; the model writes inside them. The thinking is human. The typing is the machine.

What the writing is never allowed to do

  • It can't invent a fact, a quote, or a number. If it isn't in the filing, it doesn't appear.
  • It can't predict prices, or tell you what to do with a stock.
  • It can't reach for outside news or "what the market thinks." It won't say investors are worried unless management actually says so.
  • It can't lean on the corporate filler that makes most financial writing unreadable.

On that last point: a few words and phrases you will simply never read here — going forward, robust, synergies, paves the way, marks a milestone, underscores management's commitment. If a sentence could have come from a press release, it's cut.

How a note is built

Every piece follows the same shape, so you can read it in seconds:

  • The headline — plain, active, sentence case. The company does something; the verb says what.
  • The number — the single figure that matters most, pulled out on its own.
  • What's new — the bare facts, in a few lines.
  • Why this matters — the part that's actual judgment: what the event changes.
  • The full read — a short, tight paragraph tying the math to the meaning.

When I get it wrong

This is an honest experiment, and experiments have errors. When something here is wrong, I'd rather fix it in the open than quietly. If you spot a mistake, tell me on the contact page. How corrections are handled is written down in the corrections policy, the standards I hold the whole thing to are in the editorial standards, and the longer story of why this exists is on the about page.