About Equinox Quantitative

The firm

Equinox Quantitative is an independent equity research platform covering Indian listed equities. We combine institutional sell-side craft — company models, valuation scenarios, catalyst calendars — with a quantitative desk's discipline: explicit falsifiers, reward-to-risk accounting, and no silent revisions.

We are deliberately opinionated. Where the evidence supports it, we publish the case against a franchise the street loves (Nestlé at 73x, Sun Pharma at 34.6x a 5% EPS-grower) and the case for a name the street has abandoned (Torrent's post-JB synergy runway). Where credible analysts disagree — as on BSE Ltd — we publish the structured debate.

What we publish

• Company notes — rated, targeted, with scenario tables and falsifiable catalysts.
• Valuation checks — second-opinion notes on consensus-favorite stories.
• Structured debates — opposing theses on the same name, each standing on its own evidence.
• Macro backdrop — the rate, inflation and growth context each thesis depends on.