Welcome to JaySejpal.com
Deep Dives into Indian Businesses, Built on Logic & Fundamentals
JaySejpal.com is a hub for structured, in-depth research on publicly listed Indian companies — designed for investors, analysts, and curious minds who want to cut through noise and understand what truly drives a business.
Each company thesis on this platform is backed by financial models, sector dynamics, growth drivers, competitive moats, and valuation logic. No fluff — just grounded, well-reasoned insights shaped by experience in project financing, audit, and investment analysis.
Explore:
- 📊 Thorough Business Breakdowns — from revenue models to cost structures
- 📈 Valuation Models — using DCF, comparables, and scenario analysis
- 🧩 Strategic Insights — into sectors, risks, and future growth triggers
- 📥 Downloadable Excel Sheets — transparent and editable for your own use
The goal is simple: to bridge practical finance and real-world business understanding — one company at a time.