Fathom.
The map

Every sector reads differently.

Using the wrong yardstick makes a great business look bad and a terrible one look cheap. Each sector below starts from zero: how the business actually makes money, explained with examples, and only then the handful of numbers that decide its story.

Why PE is useless for a bank

PE compares price to profit. But a bank runs on borrowed money by design, holding ₹10 or more of deposits for every ₹1 of its own. That makes profit look big and hides the real risk, which is not profit but whether the loans get repaid. A bank dies from bad loans, not from a low PE. So you read its loan quality, not its PE.

Why gross margin is useless for cement

Gross margin suits businesses where the product varies. Cement is the same grey powder whoever makes it, and it is too heavy to ship far, so it is really a local commodity. What decides profit is cost and distance, captured in one number: profit per tonne of cement. Gross margin tells you almost nothing here.

Banks
PE matters less. Loan quality matters most.
Credit growthUnderstand it
NBFCs
It is all about AUM growth and collection quality.
AUM growthUnderstand it
Insurance
Traditional valuation fails. Use EV and VNB.
APE growthUnderstand it
Hospitals
Occupancy and ARPOB tell the whole story.
Occupancy %Understand it
Pharma
US generics pipeline and USFDA compliance decide the fate.
Domestic Rx growthUnderstand it
SaaS / Software
Gross margin and NRR matter more than revenue.
ARR growthUnderstand it
FMCG
Volume growth is real demand. Price growth is inflation.
Volume growthUnderstand it
Retail
Same-store sales separate real growth from just opening stores.
SSSGUnderstand it
Telecom
ARPU tells you if monetisation is actually working.
Subscriber growthUnderstand it
Auto & Auto Parts
Volume is the demand. Profit per vehicle is the quality.
Volume growthUnderstand it
Cement
EBITDA/tonne is the only margin that matters.
Capacity utilisationUnderstand it
Steel & Metals
A commodity cycle stock. The macro direction matters most.
Capacity utilisationUnderstand it
Airlines
Load factor and CASK determine survival.
Load factorUnderstand it
Real Estate
Pre-sales today equals revenue two to three years from now.
Pre-salesUnderstand it
Hotels
RevPAR is the single most important number.
Occupancy %Understand it
E-commerce
GMV is vanity; contribution margin is sanity.
GMV / order volumeUnderstand it
Infrastructure
Order book is the balance sheet. Execution speed is the P&L.
Order inflowsUnderstand it
Capital Markets
Volume is the business. The market cycle sets revenue, not the company.
ADTO / market volumesUnderstand it