Company Fundamentals¶

Use the company fundamentals methods on MarketData to fetch financial ratios, statements, corporate actions, and shareholding data for listed companies.

These methods support equity symbols such as INFY, TCS, RELIANCE, and HDFCBANK.

Basic Usage¶

from nubra_python_sdk.start_sdk import InitNubraSdk, NubraEnv
from nubra_python_sdk.marketdata.market_data import MarketData
from nubra_python_sdk.marketdata.validation import (
    ExchangeEnum,
    FundamentalsTypeEnum,
    ResultTypeEnum,
)

# Use NubraEnv.PROD for live usage or NubraEnv.UAT for sandbox testing.
nubra = InitNubraSdk(NubraEnv.PROD, env_creds=True)

market_data = MarketData(nubra)

ratios = market_data.key_ratios("INFY")
print("KEY RATIOS:")
print(ratios)

cash_flow = market_data.cash_flow("INFY", limit=5)
print("CASH FLOW:")
print(cash_flow)

balance_sheet = market_data.balance_sheet("HDFCBANK", limit=5)
print("BALANCE SHEET:")
print(balance_sheet)

profit_loss = market_data.profit_loss(
    "RELIANCE",
    result_type=ResultTypeEnum.QUARTERLY,
    limit=8,
)
print("PROFIT AND LOSS:")
print(profit_loss)

actions = market_data.corp_actions("TCS")
print("CORPORATE ACTIONS:")
print(actions)

fincode = ratios.result.keyratios_shareholding.fincode
shareholding = market_data.shareholding_pattern(fincode, limit=4)
print("SHAREHOLDING PATTERN:")
print(shareholding)

Available Methods¶

Method	Purpose
`key_ratios(symbol, ...)`	Key financial ratios and shareholding summary for a company
`cash_flow(symbol, ...)`	Historical cash flow statement rows
`balance_sheet(symbol, ...)`	Historical balance sheet rows
`profit_loss(symbol, ...)`	Historical profit and loss rows
`corp_actions(symbol, ...)`	Corporate actions such as dividend, bonus, split, rights, buyback, merger, and demerger events
`shareholding_pattern(fincode, ...)`	Quarterly shareholding breakdown using company `fincode`

Enums¶

from nubra_python_sdk.marketdata.validation import (
    ExchangeEnum,
    FundamentalsTypeEnum,
    ResultTypeEnum,
)

Enum	Values
`ExchangeEnum`	`ExchangeEnum.NSE`, `ExchangeEnum.BSE`, `ExchangeEnum.MCX`
`FundamentalsTypeEnum`	`FundamentalsTypeEnum.STANDALONE`, `FundamentalsTypeEnum.CONSOLIDATED`
`ResultTypeEnum`	`ResultTypeEnum.ANNUAL`, `ResultTypeEnum.QUARTERLY`

Key Ratios¶

response = market_data.key_ratios(
    "INFY",
    exchange=ExchangeEnum.NSE,
    peers="TCS,WIPRO",
    fundamentals_type=FundamentalsTypeEnum.CONSOLIDATED,
)

print(response.result.keyratios_shareholding.fincode)
print(response.result.keyratios_shareholding.key_ratios)
print(response)

The response includes result.keyratios_shareholding, with fields such as:

symbol
fincode
key_ratios
shareholding summary fields

Use the returned fincode when calling shareholding_pattern().

Cash Flow¶

response = market_data.cash_flow(
    "INFY",
    exchange=ExchangeEnum.NSE,
    fundamentals_type=FundamentalsTypeEnum.CONSOLIDATED,
    limit=5,
    offset=0,
)

print(response.result.cash_flow.dates)
print(response.result.cash_flow.data)
print(response)

The response includes result.cash_flow:

dates: statement periods such as 202603, 202503
data: cash flow rows with label, is_key_ratio, and values

Balance Sheet¶

response = market_data.balance_sheet(
    "HDFCBANK",
    exchange=ExchangeEnum.NSE,
    fundamentals_type=FundamentalsTypeEnum.CONSOLIDATED,
    limit=5,
)

print(response.result.balance_sheet.dates)
print(response.result.balance_sheet.data)
print(response)

The response includes result.balance_sheet:

dates: statement periods
data: balance sheet rows with label, is_key_ratio, and values

Some bank-specific rows may be null for non-bank companies.

Profit And Loss¶

annual = market_data.profit_loss(
    "RELIANCE",
    result_type=ResultTypeEnum.ANNUAL,
    limit=5,
)

quarterly = market_data.profit_loss(
    "RELIANCE",
    result_type=ResultTypeEnum.QUARTERLY,
    limit=8,
)

print("ANNUAL PROFIT AND LOSS:")
print(annual)

print("QUARTERLY PROFIT AND LOSS:")
print(quarterly)

The response includes result.profit_loss:

dates: annual or quarterly periods
data: P&L rows with label, is_key_ratio, and values

Use ResultTypeEnum.ANNUAL for annual statements and ResultTypeEnum.QUARTERLY for quarterly statements.

Corporate Actions¶

response = market_data.corp_actions("TCS", exchange=ExchangeEnum.NSE)

for action in response.result.corporate_actions:
    print(action.corp_action_name)
    print(action.action_type)
    print(action.upcoming_event)
    print(action.record_date)

print(response)

The response includes result.corporate_actions, with fields such as:

corp_action_name
action_type
upcoming_event
record_date
execution_date
ratio1
ratio2
dividend_type

Shareholding Pattern¶

shareholding_pattern() takes a company fincode, not a symbol.

ratios = market_data.key_ratios("INFY", exchange=ExchangeEnum.NSE)
fincode = ratios.result.keyratios_shareholding.fincode

response = market_data.shareholding_pattern(
    fincode,
    limit=4,
    offset=0,
)

print(response.result.shareholding_pattern.dates)
print(response.result.shareholding_pattern.data)
print(response)

The response includes result.shareholding_pattern:

dates: quarterly periods
data: shareholding buckets such as promoter, institution, and public/retail categories
nested shareholding_children / children data where available

Values are percentages, not absolute share counts.

Parameters¶

Parameter	Used By	Description
`symbol`	`key_ratios`, `cash_flow`, `balance_sheet`, `profit_loss`, `corp_actions`	Equity symbol such as `INFY`, `TCS`, `RELIANCE`
`exchange`	Most methods	Optional exchange enum, usually `ExchangeEnum.NSE` or `ExchangeEnum.BSE`
`peers`	`key_ratios`	Optional comma-separated peer symbols, such as `"TCS,WIPRO"`
`fundamentals_type`	`key_ratios`, `cash_flow`, `balance_sheet`, `profit_loss`	Optional standalone or consolidated result type
`result_type`	`profit_loss`	Optional annual or quarterly result type
`limit`	Statement/shareholding methods	Number of periods to return
`offset`	Statement/shareholding methods	Offset for paginated periods
`fincode`	`shareholding_pattern`	Company fincode from `key_ratios()`

Important Rules¶

Call these methods on MarketData.
Use key_ratios() first when you need the fincode for shareholding_pattern().
limit and offset can be used to fetch specific historical windows.
Financial statement responses use period keys such as 202603.
Rows with is_key_ratio=True represent ratio-style values.