Equity research · Emkay Global

Find ideas that move, before the crowd does

Every idea we've called early started as a thesis in a report: a company with room to grow, before the market caught on. Densi is our AI research platform bringing years of analyst work — across every report, every sector, and every call — onto one surface, so the idea reaches you early.

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Ask the research a question. Get the analyst's answer.

Densi answers from Emkay Research's published universe — every report, model, and note in the library. Ask why a target price moved, how two companies compare on margins, or what a downgrade means for a holding you hold. It answers from the source, and shows you where it looked.

It won't cite a number that isn't in the research, and it won't tell you what to buy. Every answer carries the analyst's name, the report date, and a link to the page it came from.

AI-assisted — verify before acting
Why did Emkay cut the TVS Motor target price?
Answered from 3 reportsThe revision follows a margin reset in the Q3 FY25 update — EV mix rose faster than pricing, compressing gross margin by ~180bps. The valuation multiple was held; the cut is entirely earnings-led.
Show me how that compares with Mahindra Finance.
Opened a comparison journeyDifferent sectors, so the comparison runs on returns, growth and valuation rather than operating metrics. Ready when you are.
What's inside

Multiple ways into the same research.

Every investor reads for something different — from margins to valuation multiples, or even a specific insight about debt. Densi follows what you reach for, and brings it forward the next time.

Canvas

The whole thesis, on one board.

Pull the blocks and metrics that matter onto one board: margins from three companies in the same sector, a chart next to the note that explains it, your own thinking alongside the analyst's. Connect what relates. Come back to exactly where you left off.

−100%+
Pinned reports PNHDFC BankBUY
Target price ₹2,050+19.7%
Risk tracking 3open · 1 new
Theme playbooks

The structural stories, with the calls attached.

AI and data-centre capex. PSU bank re-rating. Rural FMCG recovery. Each theme compounds across every report we've published on the companies inside it.

Discretionary consumption recovery

12 reports · updated 2 days ago
4 BUY1 SELL

Disruption by new age companies

17 reports · updated 4 days ago
6 BUY2 SELL

BFSI: banks vs non-banks

23 reports · updated 1 week ago
5 BUY3 HOLD
Sector rotation

Watch capital move between sectors.

A momentum score across every sector we track, updated as capital moves in and out. See where conviction is building, and where it's leaving — backed by our technical research.

Financials Info tech Energy
Calendar

Results, calls and briefings in one place.

Earnings dates for what you hold, analyst calls you're invited to, and briefings worth the hour. Density shading shows the heavy weeks before they arrive.

MonthActivity log
3 reports releasedHDFC Bank · Infosys · TVS Motor
Today
2 journeys completedReliance sector deep-dive
Yesterday
Banking outlook webinar5:00 PM · 45 min
Thu
4 results scheduledNext 7 days
This week
Report journey

A long report, reduced to what you asked of it.

Choose the questions — the thesis, the numbers, what could go wrong, or your own — and get the report's answer to each.

1One lineKey takeaway
2Vs expectationsBeats & misses
3Sustainable from here?Margins
4What could break itKey risks
Analyst connect

The person who wrote it is one tap away.

Message the analyst who covers it, schedule a call, or join a sector briefing when you want to go deeper.

PN
Priya Nair
Covering analyst · Emkay
Is the margin reset structural?
Message Book a call Briefings
Live on Densi

Open a real board or report.

These are live Densi outputs, built from Emkay research. Open one — it stays right here in Densi, and the back button brings you home.

Early access

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