Finding quality investment opportunities in India's vast stock market shouldn't require days of manual research and complex calculations. With over 5,000 companies listed on NSE and BSE, Indian investors need a stock screener India solution that understands the unique characteristics of the Indian market while making fundamental analysis accessible, accurate, and efficient. Dhanarthi Stock Screener delivers exactly that—a purpose-built tool for Indian investors seeking to simplify fundamental analysis without compromising on depth or quality.
Quick Summary
Fundamental analysis remains the cornerstone of successful long-term investing, yet traditional methods consume excessive time and often overwhelm investors with data complexity. This comprehensive guide explores how a specialized stock screener India tool transforms fundamental analysis from a daunting challenge into a streamlined advantage.
Dhanarthi Stock Screener stands apart as India's smart solution for fundamental analysis—combining powerful filtering capabilities, Indian market optimization, financial report analysis AI, and educational guidance designed specifically for NSE and BSE investors. Whether you're screening NIFTY 50 blue-chips or exploring mid-cap opportunities, this stock screener India platform simplifies every aspect of fundamental analysis while maintaining professional-grade accuracy.
Discover how the right stock screener India tool can reduce hours of analysis to minutes, eliminate calculation errors, identify opportunities that manual research misses, and build your investing confidence through systematic fundamental analysis tailored to the Indian market.
Understanding the Indian Stock Market Challenge
Before exploring solutions, let's acknowledge the unique challenges Indian investors face when conducting fundamental analysis.
The Scale Challenge
India's Market Breadth: NSE lists over 2,000 companies; BSE exceeds 5,000 listings. This vast universe creates both opportunity and overwhelm for investors attempting fundamental analysis.
Diverse Market Segments: Indian markets span mega-cap blue-chips (NIFTY 50), large-caps (NIFTY 100), mid-caps, small-caps, and micro-caps. Each segment requires different fundamental analysis approaches—a stock screener India solution must accommodate this diversity.
Sector Complexity: From traditional sectors like banking and manufacturing to new-age technology and renewable energy, Indian markets offer exceptional variety. Effective fundamental analysis must account for sector-specific metrics—what works for evaluating banks differs dramatically from assessing IT companies.
Manual Analysis Impossibility: Conducting thorough fundamental analysis on even 100 companies manually would require months. Most investors resort to tips, trends, or analyzing just a handful of familiar names—missing countless opportunities a proper stock screener India tool would reveal.
The Data Challenge
Information Overload: Each company's fundamental analysis involves 50+ financial metrics across balance sheets, income statements, and cash flow statements. Add quarterly updates, and data volume becomes unmanageable without a stock screener India platform organizing it systematically.
Calculation Complexity: Computing ratios like ROE, ROCE, P/E, P/B, debt-to-equity, interest coverage, and dozens more demands mathematical precision. Manual fundamental analysis introduces calculation errors that can lead to costly investment mistakes.
Historical Context: Understanding whether current metrics represent improvement or deterioration requires analyzing 3-5 year trends. A stock screener India tool with historical data capabilities makes trend analysis practical; manual tracking remains impractical.
Real-Time Updates: Markets and company fundamentals change constantly. Quarterly results, annual reports, corporate actions—keeping fundamental analysis current manually means continuous work. Automated stock screener India solutions maintain updated data without user effort.
The Expertise Challenge
Financial Literacy Gap: Many Indian investors lack formal financial education. Understanding what metrics matter for fundamental analysis, how to interpret ratios, and what ranges indicate quality versus risk creates significant barriers. A good stock screener India platform must educate while enabling analysis.
Industry Knowledge: Different sectors have different fundamental analysis norms. Banking sector debt-to-equity naturally differs from manufacturing or IT. Without industry context, investors make incorrect comparisons—rejecting good opportunities or accepting poor ones.
Valuation Complexity: Determining whether a stock is undervalued, fairly valued, or overvalued requires mastering multiple valuation methods. Fundamental analysis using P/E alone proves insufficient; comprehensive evaluation needs P/B, PEG, dividend yield, and price-to-sales ratios. A stock screener India tool simplifying valuation analysis provides significant value.
The Time Challenge
Opportunity Cost: Time spent on manual fundamental analysis is time not spent on other productive activities. For working professionals and business owners, spending 20-30 hours weekly on stock research proves impractical.
Analysis Paralysis: With so much data and so many companies, investors often freeze—unable to decide where to start their fundamental analysis or how to proceed systematically.
Market Timing: By the time manual fundamental analysis completes on a promising opportunity, market prices may have moved significantly. Quick screening with a stock screener India platform identifies opportunities while they remain actionable.
These challenges explain why despite fundamental analysis being recognized as essential for investing success, many Indian investors struggle to implement it effectively. The right stock screener India solution addresses all these challenges simultaneously.
What Makes a Great Stock Screener India Tool?
Not all screening platforms serve Indian investors equally well. Here's what distinguishes an excellent stock screener India solution:
Essential Feature 1: Indian Market Optimization
NSE/BSE Coverage: Complete coverage of both exchanges with accurate, updated data. A true stock screener India platform doesn't adapt foreign tools—it's built from the ground up for Indian markets.
Indian Index Filtering: Ability to screen specific indices—NIFTY 50, NIFTY 100, NIFTY 200, NIFTY 500, NIFTY Midcap 150, BSE Sensex, and more. Indian investors organize thinking around these benchmarks; fundamental analysis tools should mirror this structure.
Sector Classification: Indian sector organization (banking, IT, FMCG, pharmaceuticals, automotive, metals, infrastructure, etc.) rather than global classifications that don't match local market structure.
Regulatory Context: Metrics and calculations aligned with Indian accounting standards and SEBI regulations. Fundamental analysis reflecting Indian regulatory environment provides relevant insights.
Indian Investor Interface: Language, examples, and educational content designed for Indian investors' context and needs, making the stock screener India experience locally relevant rather than generically global.
Essential Feature 2: Comprehensive Fundamental Analysis Metrics
Profitability Indicators:
Return on Equity (ROE) and Return on Capital Employed (ROCE)
Net Profit Margin and Operating Profit Margin
Gross Profit Margin
Asset Turnover Ratios
These profitability metrics form fundamental analysis foundation—a stock screener India tool must make them easily filterable and comparable.
Valuation Ratios:
Price-to-Earnings (P/E) and Price-to-Book (P/B)
PEG Ratio (Price/Earnings-to-Growth)
Price-to-Sales and EV/EBITDA
Dividend Yield
Valuation lies at fundamental analysis core—identifying opportunities requires systematic comparison across these metrics via stock screener India capabilities.
Financial Safety Metrics:
Debt-to-Equity Ratio
Current Ratio and Quick Ratio
Interest Coverage Ratio
Free Cash Flow
Risk assessment completes fundamental analysis—knowing what to avoid matters as much as identifying opportunities. A comprehensive stock screener India platform includes safety screening.
Growth Indicators:
Revenue Growth (YoY, 3-year, 5-year)
Earnings Growth (EPS growth rates)
Book Value Growth
Operating Cash Flow Growth
Forward-looking fundamental analysis requires growth assessment—past profitability doesn't guarantee future success. Growth screening distinguishes stagnant from expanding businesses.
Dividend Metrics:
Dividend Yield and Payout Ratio
Dividend History and Consistency
Dividend Per Share Growth
For income-focused investors, dividend fundamental analysis proves essential. A stock screener India tool serving diverse strategies must include comprehensive dividend filtering.
Essential Feature 3: Flexible Filtering Capabilities
Multiple Simultaneous Criteria: Apply 5, 10, or 15+ filters simultaneously for comprehensive fundamental analysis. Single-metric screening proves inadequate; professional analysis requires multi-factor evaluation enabled by sophisticated stock screener India tools.
Customizable Ranges: Set exact ranges matching your investment strategy. Want ROE between 18-25%? P/E below 15? Debt-to-equity under 0.5? Custom ranges make fundamental analysis personal rather than generic.
Comparison Operators: Greater than, less than, between, equal to—flexibility in defining criteria makes the stock screener India tool adaptable to any fundamental analysis approach.
Sector-Specific Filtering: Apply different criteria to different sectors within the same screen, acknowledging that fundamental analysis standards vary by industry.
Historical Filtering: Screen based on multi-year consistency, not just current snapshots. Requiring "ROE >15% for 5 consecutive years" represents sophisticated fundamental analysis that separates quality from temporary performance.
Essential Feature 4: User-Friendly Design
Intuitive Interface: Complex fundamental analysis becomes accessible through clean design. The best stock screener India platforms make professional analysis approachable for beginners while offering depth for experts.
Visual Clarity: Color coding, clear tables, sortable columns—visual presentation transforms data overload into actionable insights during fundamental analysis.
Educational Elements: Tooltips explaining metrics, interpretation guidance, industry benchmarks—learning while screening makes the stock screener India experience educational, building user expertise over time.
Pre-Built Templates: Ready-made screens for common strategies (value investing, growth investing, dividend investing) help users understand proven fundamental analysis approaches before creating custom screens.
Mobile Accessibility: Conduct fundamental analysis on-the-go. A modern stock screener India solution works seamlessly across desktop and mobile devices.
Essential Feature 5: Accuracy and Reliability
Data Quality: Accurate financial data sourced from reliable providers ensures fundamental analysis yields trustworthy results. Garbage data produces garbage conclusions—quality stock screener India platforms prioritize data accuracy.
Regular Updates: Automatic data refresh when companies report quarterly results. Current fundamental analysis requires current information without manual data entry.
Error-Free Calculations: Automated computation eliminates human calculation errors that plague manual fundamental analysis.
Audit Trail: Clear indication of data sources and calculation methods builds user confidence in stock screener India results.
Introducing Dhanarthi: India's Smart Stock Screener Solution
Dhanarthi Stock Screener embodies all essential features while adding unique capabilities that simplify fundamental analysis for Indian investors at every level.
What Makes Dhanarthi Different?
1. Purpose-Built for Indian Markets
Dhanarthi isn't a generic global tool adapted for India—it's designed from inception specifically for NSE/BSE investors:
Complete Indian Coverage: All NIFTY and BSE indices available for fundamental analysis screening—NIFTY 50, 100, 200, 500, Midcap, Smallcap, and sector-specific indices.
Indian Sector Focus: Sector classifications match how Indian investors think about markets—banking, IT, pharmaceuticals, FMCG, automotive, infrastructure, metals, energy, and more. Fundamental analysis organized around familiar categories.
Local Context: Examples, educational content, and screening templates reflect Indian investing culture and strategies. The stock screener India experience feels native, not imported.
Regulatory Alignment: Metrics and calculations align with Indian accounting standards, SEBI requirements, and local reporting norms—fundamental analysis grounded in relevant regulatory context.
2. Three Powerful Tools in One Platform
Dhanarthi offers comprehensive fundamental analysis through three specialized tools:
Stock Screener: The primary filtering tool for fundamental analysis. Set multiple criteria simultaneously and instantly find companies matching your exact requirements. Perfect for systematic screening across any combination of metrics.
Ratio Screener: Unique weighted ranking capability for nuanced fundamental analysis. Assign importance percentages to different metrics, and the stock screener India platform ranks stocks according to your priorities rather than hard cutoffs.
Dhanarthi Scanner: Specialized valuation-focused tool for fundamental analysis. Automatically evaluates multiple valuation methods simultaneously and categorizes stocks as undervalued, fairly valued, or overvalued—perfect for quick opportunity identification.
This three-tool ecosystem ensures the stock screener India platform adapts to different fundamental analysis needs rather than forcing all questions into one methodology.
3. Financial Report Analysis AI
Dhanarthi incorporates advanced AI that revolutionizes fundamental analysis:
Automatic Data Extraction: AI processes quarterly and annual reports instantly, extracting relevant data for fundamental analysis without manual work.
Error-Free Computation: All ratios and metrics calculated with perfect accuracy, ensuring reliable stock screener India results for fundamental analysis.
Pattern Recognition: AI identifies trends and anomalies manual fundamental analysis might miss—deteriorating margins, unusual debt changes, inconsistent growth patterns.
Continuous Monitoring: AI monitors thousands of stocks 24/7, conducting ongoing fundamental analysis without human intervention—the stock screener India platform works even when you're not actively using it.
This AI integration makes Dhanarthi's approach to fundamental analysis smarter and more comprehensive than traditional stock screener India solutions.
4. Pre-Built Smart Templates
Dhanarthi offers ready-made screening templates embodying proven fundamental analysis strategies:
Value Investor Template: Screens for undervalued quality—low P/E, low P/B, high ROE, low debt, positive cash flow. Classic value-focused fundamental analysis instantly accessible.
Growth Investor Template: Identifies high-growth companies—strong revenue expansion, earnings acceleration, high ROE, improving margins. Growth-oriented fundamental analysis in one click.
Quality Investor Template: Finds consistent excellence—high sustained ROE, stable margins, minimal debt, positive free cash flow. Quality-focused fundamental analysis prioritizing business excellence.
Dividend Investor Template: Locates income opportunities—high dividend yield, long payment history, sustainable payout ratios, financial stability. Income-oriented fundamental analysis for dividend seekers.
NIFTY 50 Conservative Template: Conservative screening of India's largest companies—stability-focused fundamental analysis for risk-averse investors.
Midcap Growth Template: Explores high-potential mid-sized companies—aggressive fundamental analysis seeking asymmetric opportunities.
These templates provide starting points for fundamental analysis while teaching users what experienced investors look for. New users learn proven strategies; experienced users gain time efficiency. The stock screener India platform educates while enabling.
5. Educational Integration
Learning fundamental analysis while screening distinguishes Dhanarthi from basic stock screener India tools:
Contextual Tooltips: Hover over any metric to see explanations—what it measures, why it matters, how to interpret it. Fundamental analysis education embedded in the screening experience.
Industry Benchmarks: For each metric, see typical ranges for different sectors. Understand that banking debt-to-equity of 3 might be normal while IT debt-to-equity of 0.8 suggests leverage. Context-aware fundamental analysis prevents misinterpretation.
Interpretation Guidance: Not just data, but meaning. The stock screener India platform helps users understand what metrics reveal about business quality, valuation, and risk during fundamental analysis.
Strategy Examples: Learn how different investors approach fundamental analysis through template examination and explanation.
6. Accessibility and Affordability
Professional fundamental analysis shouldn't require wealth:
Core Features Free: Essential stock screener India capabilities accessible to everyone. Fundamental analysis tools democratized regardless of investment account size.
Premium Options Available: Advanced features for serious investors, but basic comprehensive fundamental analysis remains free.
No Hidden Costs: Transparent pricing—know exactly what's free and what's premium in the stock screener India platform.
This accessibility ensures every Indian investor can conduct proper fundamental analysis, not just wealthy individuals or institutions.
How Dhanarthi Simplifies Fundamental Analysis: Step-by-Step
Let's walk through how this stock screener India platform transforms complex fundamental analysis into straightforward process:
Step 1: Define Your Investment Objective (2 Minutes)
Before screening, clarify what fundamental analysis should accomplish:
Wealth Building Strategy?
Focus: Quality companies at reasonable valuations
Time Horizon: 3-10 years
Risk Tolerance: Moderate
Key Metrics: ROE, P/E, Debt-to-Equity, Growth Consistency
Income Generation Strategy?
Focus: High, sustainable dividend yields
Time Horizon: Long-term hold
Risk Tolerance: Conservative
Key Metrics: Dividend Yield, Payout Ratio, Payment History, Financial Stability
Growth Investing Strategy?
Focus: Revenue and earnings expansion
Time Horizon: 1-5 years
Risk Tolerance: Aggressive
Key Metrics: Revenue Growth, EPS Growth, ROE, Operating Margins
Value Investing Strategy?
Focus: Undervalued quality businesses
Time Horizon: 2-5 years
Risk Tolerance: Moderate to aggressive
Key Metrics: P/E, P/B, ROE, Debt-to-Equity, Free Cash Flow
Clear objectives guide effective fundamental analysis using the stock screener India platform. Different goals require different screening approaches.
Step 2: Select Your Universe (1 Minute)
Choose where to conduct fundamental analysis:
NIFTY 50: India's largest, most stable companies. Ideal for:
Conservative investors
Beginners learning fundamental analysis
Core portfolio holdings
Lower risk tolerance
NIFTY 100: Large-caps with slight additional diversification. Good for:
Balanced approach
Core plus some growth exposure
Moderate risk fundamental analysis
NIFTY 200: Excellent balance of large and mid-caps. Perfect for:
Diversified fundamental analysis
Finding quality across size spectrum
Most investors' sweet spot
NIFTY 500: Comprehensive market coverage. Best for:
Experienced investors
Deep value hunting
Aggressive growth seeking
Comprehensive fundamental analysis
Sector-Specific Indices: Focus on particular industries. Useful for:
Sector rotation strategies
Specialized knowledge application
Thematic investing
The stock screener India platform makes universe selection simple—just choose your index and begin fundamental analysis within that universe.
Step 3: Choose Your Tool (1 Minute)
Select the appropriate Dhanarthi tool for your fundamental analysis needs:
Use Stock Screener When:
You have specific criteria in mind
You want hard cutoffs (companies must meet all requirements)
Your fundamental analysis needs precise filtering
You're implementing a defined strategy
Use Ratio Screener When:
Some metrics matter more than others
You want ranked results showing best-to-worst
Your fundamental analysis benefits from weighted priorities
You're willing to accept excellence in important areas despite adequacy in less critical metrics
Use Scanner When:
You want quick valuation assessment
Your fundamental analysis focuses on finding undervalued opportunities
You need fast overview before deeper screening
Time is limited
Most fundamental analysis starts with Stock Screener for custom filtering, but all three tools complement each other. The stock screener India platform's flexibility accommodates different analysis approaches.
Step 4: Apply Your Criteria (5 Minutes)
Set fundamental analysis parameters matching your strategy:
Example 1: Quality Value Screen (For Wealth Building)
Universe: NIFTY 200
Criteria:
- ROE: >18% (strong profitability)
- P/E Ratio: <15 (attractive valuation)
- Debt-to-Equity: <0.5 (financial safety)
- 5-Year Profit Growth: >10% (proven consistency)
- Operating Margin: >12% (efficiency)
- Current Ratio: >1.5 (liquidity)
This fundamental analysis screen identifies quality businesses at reasonable prices—the core of successful long-term investing.
Example 2: High Growth Screen (For Capital Appreciation)
Universe: NIFTY 500
Criteria:
- Revenue Growth (3-Year): >25% (strong expansion)
- EPS Growth (3-Year): >30% (profit acceleration)
- ROE: >20% (efficient operations)
- Debt-to-Equity: <1 (manageable leverage)
- Operating Margin: >15% AND Improving (scalability)
- P/E: 15-35 (paying for growth but not bubble)
This fundamental analysis screen finds companies with strong momentum and operational excellence—suitable for growth portfolios.
Example 3: Dividend Income Screen (For Regular Cash Flow)
Universe: NIFTY 500
Criteria:
- Dividend Yield: >4.5% (high income)
- Dividend History: 10+ years (reliability)
- Payout Ratio: 35-65% (sustainable)
- ROE: >15% (can afford dividends)
- Debt-to-Equity: <0.5 (safety)
- Revenue Growth: >5% (growing business)
This fundamental analysis screen identifies companies providing reliable income with financial strength to maintain payments.
Example 4: Conservative Large-Cap Screen (For Stability)
Universe: NIFTY 50
Criteria:
- ROE: >15% consistently (5 years)
- Debt-to-Equity: <0.3 (very safe)
- Net Profit Margin: >10% (healthy profitability)
- 5-Year Revenue Growth: >8% (steady expansion)
- P/E: <20 (reasonable valuation)
- Dividend Yield: >2% (income bonus)
This fundamental analysis screen finds rock-solid companies with proven track records—ideal for conservative wealth preservation with growth.
The stock screener India platform makes implementing any fundamental analysis strategy straightforward through intuitive interface and clear criteria setting.
Step 5: Review and Sort Results (10 Minutes)
After running your screen, the fundamental analysis continues with result examination:
Initial Review:
How many stocks qualified? (Ideal: 10-30)
Too many? Tighten criteria
Too few? Relax some requirements
Zero results? Revisit criteria significantly
Sorting Capabilities:
Click column headers to sort by specific metrics:
Sort by ROE: See most profitable first
Sort by P/E: Identify cheapest valuations
Sort by Market Cap: Understand size distribution
Sort by Growth: Find fastest expanders
This sorting during fundamental analysis helps identify patterns and standouts within qualified companies.
Quick Comparison:
The stock screener India platform displays results in clean tables:
Side-by-side metric comparison
Color coding highlights strengths/weaknesses
Immediately see which companies excel where
Identify well-rounded versus specialized performers
Shortlist Creation:
From results, select 5-10 companies for deeper fundamental analysis:
Prioritize companies strong across multiple metrics
Look for interesting combinations (high quality + low valuation)
Note companies you recognize versus new discoveries
Consider sector diversification in shortlist
This systematic review turns screening results into actionable fundamental analysis insights.
Step 6: Deep Dive on Shortlist (20-30 Minutes Per Stock)
For shortlisted companies, extend fundamental analysis beyond numbers:
Business Understanding:
What does the company do? (Products/services)
Who are customers? (B2B, B2C, government)
What's the competitive position? (Market leader, challenger, niche)
Why might it succeed long-term? (Competitive advantages)
Read company website, browse annual reports—connect quantitative fundamental analysis to business reality.
Trend Analysis:
Are key metrics improving or deteriorating over 3-5 years?
Is growth accelerating or decelerating?
Are margins expanding or compressing?
Is debt increasing or decreasing?
The stock screener India platform provides historical data; interpret trends for complete fundamental analysis.
Risk Assessment:
Industry risks (regulatory, technological, cyclical)
Company-specific risks (management, customer concentration, geographic)
Financial risks (debt refinancing, working capital needs)
Valuation risk (overpaying despite good business)
Comprehensive fundamental analysis evaluates downside, not just upside potential.
Recent Developments:
Check news for major events (management changes, legal issues, strategic shifts)
Review latest quarterly results for trends
Monitor any corporate actions (mergers, acquisitions, expansions)
Note analyst commentary (without relying solely on ratings)
Current fundamental analysis incorporates latest information affecting investment thesis.
Valuation Verification:
Compare P/E to industry average and company history
Check if P/B makes sense relative to ROE and growth
Evaluate dividend yield in context of interest rates
Consider whether valuation reflects quality and growth
Multi-angle valuation fundamental analysis confirms whether opportunity is genuine or mirage.
This deep dive completes thorough fundamental analysis—the stock screener India platform identifies candidates, but business evaluation makes final decision.
Step 7: Make Informed Decision (5 Minutes)
Based on complete fundamental analysis, categorize each shortlisted company:
Strong Buy:
All fundamental analysis criteria strongly met
Business understanding confirms quality
Risk assessment reveals manageable concerns
Valuation offers safety margin
Ready for immediate position initiation
Moderate Buy:
Most fundamental analysis criteria met adequately
Business quality good but not exceptional
Some risks present but acceptable
Valuation fair but not screaming bargain
Consider smaller initial position with potential to add
Watch List:
Good fundamental analysis profile
Business interesting
But timing not ideal (valuation stretched, recent run-up, temporary headwinds)
Monitor for better entry opportunity
Pass:
Fundamental analysis reveals weaknesses
Business concerns outweigh metrics
Better opportunities exist
Don't invest just because it passed screen
Document reasoning for each decision—creates learning record for future fundamental analysis refinement.
Step 8: Portfolio Construction (30 Minutes)
Convert individual fundamental analysis decisions into coherent portfolio:
Diversification Principles:
Sector Diversification:
Don't concentrate more than 30% in one sector
Balance cyclical and defensive sectors
Consider sector correlation (don't overweight related sectors)
Market Cap Diversification:
Blend large, mid, and potentially small caps
Larger core holdings (50-70%)
Mid-cap growth allocation (20-30%)
Small-cap opportunities (0-20% for aggressive investors)
Strategy Diversification:
Combine quality, growth, value, and income approaches
Don't be purely value or purely growth
Balance provides smoother returns through different market conditions
Company Count:
Minimum 8-10 stocks (adequate diversification)
Maximum 20-25 stocks (manageable monitoring)
Sweet spot: 12-18 stocks (balance between diversification and focus)
The stock screener India platform's ability to run multiple screens supports multi-strategy portfolio construction through systematic fundamental analysis.
Position Sizing:
High Conviction Holdings (from strong fundamental analysis):
6-10% per position
Typically quality large-caps
3-4 positions at this size
Standard Holdings (good fundamental analysis):
4-6% per position
Balanced risk-reward
6-10 positions at this size
Speculative Holdings (promising but higher risk):
2-4% per position
Growth mid-caps, turnarounds
3-5 positions at this size
Position sizing reflects fundamental analysis confidence while managing risk.
Step 9: Ongoing Monitoring (Quarterly)
Effective fundamental analysis doesn't end at purchase:
Quarterly Rebalancing Screens:
Run original screens again:
Do current holdings still qualify?
Any holdings no longer meet criteria?
Flag deteriorating positions for review
The stock screener India platform makes quarterly reassessment effortless—rerun saved screens in minutes.
New Opportunity Identification:
Each quarter's screening for fundamental analysis serves dual purpose:
Verify existing holdings maintain quality
Identify new opportunities meeting criteria
Systematically upgrade portfolio over time
Performance Review:
Track which fundamental analysis approaches work:
Which screens produced best performers?
Which criteria predict success?
What patterns emerge from winners/losers?
How can screening methodology improve?
Rebalancing Actions:
Based on quarterly fundamental analysis:
Sell deteriorating positions (no longer meet criteria)
Trim overweight positions (excessive growth, valuation stretched)
Add to underweight conviction holdings (market pullback created opportunity)
Initiate new positions (fresh screening discoveries)
Systematic monitoring using the stock screener India platform maintains portfolio quality as markets and fundamentals evolve.
Real Examples: Fundamental Analysis Success Stories
Let's examine how Indian investors use Dhanarthi Stock Screener for successful fundamental analysis:
Success Story 1: Discovering a Hidden Gem
Investor Profile: Amit, 35, software engineer in Bangalore, intermediate-level investor
Objective: Find undervalued quality mid-cap for 3-5 year holding
Fundamental Analysis Process:
Step 1: Selected NIFTY Midcap 150 universe
Step 2: Applied screening criteria:
ROE: >20% (last 3 years)
P/E Ratio: <15 (attractive valuation)
Debt-to-Equity: <0.4 (strong balance sheet)
Revenue Growth: >15% (solid expansion)
Operating Margin: >12% AND Improving (efficiency gains)
Market Cap: ₹2,000-10,000 Cr (true mid-cap range)
Step 3: Stock screener India platform returned 7 companies
Step 4: Deep dive fundamental analysis on all 7:
3 rejected (cyclical industries with uncertain outlook)
1 rejected (management concerns from news research)
3 moved to detailed analysis
Step 5: Selected Company X (pharmaceuticals) based on:
ROE 22% consistently (excellent profitability)
P/E only 12 (undervalued versus sector average 18)
Debt-to-Equity 0.25 (very safe)
Revenue growing 18% annually (strong demand)
Expanding into export markets (growth driver)
Recent capacity addition (future scalability)
Investment: ₹2 lakhs allocated (8% of portfolio)
Result: Over 24 months, stock appreciated 68% as market recognized quality evident in fundamental analysis. Dividends added another 4%. Total return: 72% versus NIFTY 50 return of 28% during same period.
Key Success Factor: Stock fundamental analysis using stock screener India tool identified opportunity that wasn't on popular radar. Screening provided quantitative validation; business research provided qualitative conviction.
Success Story 2: Building a Dividend Portfolio
Investor Profile: Sunita, 58, retired teacher in Pune, conservative investor seeking regular income&
