Earnings Concall Guidance Extraction: Analyst Checklist
CiteAlpha Research · Ocotillo Innovation Private Limited · Published 2026-05-05 · Updated 2026-08-22
Human-in-the-loop checklist for extracting management guidance from Indian earnings concalls before it enters GCI.
Automated earnings concall guidance extraction is good at proposing candidates near verbs like expect, guide, target, or maintain. Analysts remain accountable for context — jokes, historical references, sell-side questions, and non-company speakers common on Indian earnings calls, investor-relations days, and post-results media briefings.
Reject or edit guidance when context fails
Reject or edit when the speaker is not management, the number is an actual not a guide, units or period are wrong, or guidance was withdrawn in the same call. When unsure, Reject with a note — silent Accepts poison the Guidance Credibility Index and propagate errors into peer ranks.
CiteAlpha Desk is built for this human-in-the-loop step so GCI math only sees accepted evidence from reviewed concall and filing extracts across your Indian coverage list. HITL review is mandatory before concall guidance enters scored history, peer ranks, or client-facing tables distributed outside the firm.
Quick review checklist
Confirm speaker role, metric units, period, whether the statement is forward guidance versus reported actual, and whether a later part of the same call withdrew or restated the number. If any check fails, Edit or Reject before the row can affect company GCI.