US and European funds take for granted the signals that drive mid-quarter alpha: shipment flows, buyer relationship tracking, regulatory triggers, hiring patterns. For Indian public equities, almost none of this exists in processed, investable form. The tools that cover India serve adjacent needs — historical filings, macro data, financial terminals. Real-time commercial intelligence at the company level is missing.
In March 2026, CBIC enforcement of Section 135AA eliminated the one mid-quarter signal Indian institutional analysts had been using: domestic customs data. Vendors including Volza, Dollar Business, and Trademo were shut down overnight. No transition period. No approved replacement. Analysts covering Indian pharma, CDMO, and specialty chemical exporters are now operationally blind between quarterly earnings reports.
Export intelligence is our first operational layer. Each additional layer increases coverage depth and compounds the analytical value of everything beneath it.
Buyer relationship tracking, shipment trend alerts, molecule demand shifts, and supply disruption signals from US CBP Bills of Lading across Indian pharma, CDMO, and specialty chemical exporters.
Available NowANDA approvals, Orange Book patent expiry correlation, FDA import alert signals mapped to NSE-listed pharma equities.
In DevelopmentAI-processed BSE/NSE filing analysis, earnings call signals, and management guidance variance detection across covered tickers.
In DevelopmentJob posting intelligence as a leading indicator of capacity expansion and new product launches for Indian listed companies.
In DevelopmentAlternativeIndi is built on US Customs and Border Protection Bills of Lading — public domain trade data filed by American importers, not subject to Indian regulatory jurisdiction. The same commercial relationships that analysts tracked through domestic customs data are fully visible through CBP manifest records. No Section 135AA exposure. No redistribution restrictions.
The window to act isn't.
We are in active trial with a small number of institutional clients. If you cover Indian pharma, CDMO, or specialty chemicals and need a mid-quarter commercial signal, reach out directly.
PMS funds, Category III AIFs, and sell-side research desks only.