Signal engine

Pattern Library

The first EarningsCanvas pattern set: management phrases, filings, and policy-to-earnings setups translated into direction, horizon, and validation checks.

Margin floor reset

Bullish30-90D

IT Services, FMCG, Industrials

Trigger

Management says cost base is structurally reset while demand stabilizes.

EBIT margin holds next quarter

Headcount/opex does not re-accelerate

Pricing commentary stays firm

Order book acceleration

Bullish7-90D

Capital Goods, Defence, EPC

Trigger

Order wins or pipeline commentary implies revenue visibility beyond one year.

Order value disclosed

Execution timeline under 24 months

Working capital risk manageable

Guidance softening

Bearish1-30D

IT Services, Chemicals, Consumer

Trigger

Management avoids prior growth language or narrows forward commentary.

Consensus cuts follow

Demand comments weaken

Inventory/channel data confirms

Credit cost creep

Bearish30-90D

Banks, NBFCs, Insurance

Trigger

Asset-quality stress appears before headline GNPA deterioration.

Provisioning rises

Early delinquencies rise

Collection language turns defensive

Policy-to-earnings confirmation

Bullish90D+

Defence, Water, Electronics, Power

Trigger

Regulatory tailwind converts into orders, capex, utilization, or segment revenue.

Policy cited in concall

Order enquiries convert

Segment revenue breakout improves