Company Fundamentals API Launch

Effective Date: May 11, 2026

We are introducing the Company Fundamentals API suite for the Upstox developer platform. These endpoints allow you to access structured financial data for any listed company using its ISIN — covering financial statements, key ratios, shareholding patterns, corporate actions, and competitor profiles.

For the full endpoint reference and sample code, see the Company Fundamentals API documentation.

What's included?

The Company Fundamentals suite includes the following APIs:

1. Get Company Profile

   • Retrieve the business description, sector classification, and sector market capitalisation (in INR and USD) for a company.
   • Documentation: Get Company Profile

2. Get Balance Sheet

   • Fetch the historical balance sheet summary (total assets and total liabilities) for a company. Pass fs=true to include a detailed line-item breakdown via the full_statement field.
   • Supports Consolidated and Standalone statement types.
   • Documentation: Get Balance Sheet

3. Get Cash Flow

   • Retrieve historical cash flow data grouped by category — Operating, Investing, and Financing — with period-over-period percentage changes. Pass fs=true to include a detailed line-item breakdown via the full_statement field.
   • Supports Consolidated and Standalone statement types.
   • Documentation: Get Cash Flow

4. Get Income Statement

   • Fetch historical income statement data grouped by category — Revenue, Operating profit, and Net profit — with period-over-period percentage changes. Pass fs=true to include a detailed line-item breakdown via the full_statement field.
   • Supports Consolidated and Standalone statement types, and Yearly or Quarterly time periods.
   • Documentation: Get Income Statement

5. Get Share Holdings

   • Access the historical shareholding pattern for a company, broken down by holder type (Promoters, FII, DII, Public, etc.) across reporting quarters.
   • Documentation: Get Share Holdings

6. Get Key Ratios

   • Retrieve key financial ratios — P/E, P/B, ROA, ROE, ROCE, and EV/EBITDA — with the company's current value alongside the sector benchmark value for relative valuation.
   • Documentation: Get Key Ratios

7. Get Corporate Actions

   • Fetch corporate action events for a company, including dividends, bonus issues, stock splits, and rights issues with full event details such as announcement dates, ex-dates, record dates, and amounts.
   • Documentation: Get Corporate Actions

8. Get Competitors

   • Retrieve a list of competitor companies for a given ISIN, including each competitor's ISIN, business description, sector, and sector market capitalisation.
   • Documentation: Get Competitors

Thank you

We appreciate your continued support. If you have questions or feedback, reach out through the developer community.