The earnings season playbook

When earnings season runs

In India, the four quarterly earnings windows are:

• Q1 (Apr–Jun) — earnings publish mid-July to mid-August
• Q2 (Jul–Sep) — mid-October to mid-November
• Q3 (Oct–Dec) — mid-January to mid-February
• Q4 (Jan–Mar) — mid-April to mid-June, with annual results often slipping further

Most companies file within 45 days of quarter-end. The big banks usually file first (within ~3 weeks); smaller companies file last.

The four-step playbook

Step 1: Pre-season — build the watchlist

In the week before earnings season starts:

1. Open the Earnings page → Upcoming tab. See which companies have board meetings scheduled for results.
2. Cross-reference with your existing watchlist. Earnings on a stock you already follow is action-time; earnings on a stock you don't follow is awareness-time.
3. Set filing alerts to "Material + Context" so earnings filings push to your phone.

Step 2: Day-of — read the filings

On the day a watchlist company reports:

1. The filing appears in your Filings feed within ~30 seconds of NSE publication. Push notification fires shortly after.
2. Read the AI-generated summary first. It extracts revenue, PAT, EPS with YoY and QoQ growth.
3. Click through to the PDF for the actual filing if you want management commentary.
4. Open the stock page → Financials tab → see the quarter inserted into the trajectory.

The summary tells you whether the print was a beat, miss, or in-line. The financials tab tells you whether the trajectory is improving or deteriorating.

Step 3: Day-of — read the market reaction

For 30 minutes after the filing publishes (during market hours), the price action and volume tell you whether the market agrees with your reading:

• Price up + volume up + delivery rising → broad bullish reception
• Price flat + volume up → mixed reception, big positions rotating
• Price down + volume up → bearish reception (often happens when whispered expectations were higher than the print)
• Price down + low volume → low-conviction sell-off, sometimes a buy-the-dip opportunity

The conviction strip on the stock page updates intraday and tells you which way the convergence is moving.

Step 4: Post-season — review attribution

After all your watchlist's quarterly results are in:

1. Open the Trade Journal → filter for trades entered during earnings season.
2. Check conviction-at-entry attribution. Did trades entered at Strong Bullish post-earnings work better than trades entered at Moderate or Weak?
3. Tag trades with their setup ("post-earnings momentum") so you can build a stat over multiple quarters.

Over 4–6 quarters of this discipline, you'll have a quantitative answer to "does buying after a beat actually work for me?" — which is more useful than guessing.

The standout aggregates view

Beyond per-stock analysis, the Earnings page → Aggregates tab gives:

• Reported so far — how many companies have reported this season
• % beats — percent of companies beating estimates
• % growth — average revenue and PAT growth across reporters
• Sector breakdowns — which sectors are leading the surprises

A season where 70% of companies beat estimates feels different from one where 40% do. The aggregates view captures the regime quickly.

Expected Today strip

During the trading day, the page shows an Expected Today strip — companies scheduled to report after market close. Click any to jump to their stock page and pre-read fundamentals so you're ready when the filing hits.