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INSIGHTS
Our latest thinking on the issues that matter most in Finance, Business and Strategy


Quick Commerce Margins Begin to Build
Eternal's Q2 FY27 revenue rose 77.6% to ₹24,138 crore as Blinkit posted ₹184 crore adjusted EBITDA. Plus Cemindia's QIP, Mygate–Adonmo and funding rounds.


Zetwerk IPO Draws Institutions, Not Retail
Zetwerk's ₹5,012 crore IPO was subscribed 3.06 times, with QIBs at 4.73x and retail at 0.72x. Plus Amber–Power-One and Delhi's ₹50 crore Go-Delhi startup foundation.


Instant Home Services Test Capital Depth
Urban Company's board approved a raise of up to ₹2,500 crore as InstaHelp competes in instant home services. Plus RBL–Emirates NBD and Burma Burma's IPO filing.


Telecom's Next Test Is Valuation
Jio Platforms plans a ₹30,213 crore IPO at a valuation above ₹10 lakh crore. What subscribers, ARPU and profits mean for telecom valuations. Plus funding rounds.


SME IPOs Face a New Capital Market Framework
SEBI proposes a market-cap test, ₹3 crore operating profit threshold and 500 minimum allottees for SME IPOs. What it means for MSMEs planning a listing.


India's SUV Shift Is Reshaping Auto Finance
Average car loans in India rose 49% to ₹8.2 lakh since 2019 as buyers shift to SUVs, per TransUnion CIBIL. What premiumisation means for lenders and automakers.


Travel Fuels Winter Rentals
Rising winter travel is creating a rental market for jackets and trekking gear, from ₹990 a week. The economics of renting versus buying, and what decides success.


Deeptech Funding Nearly Triples in Q3 2026
India's deeptech startups raised $290 million across 28 deals in Q3 2026, 2.8x a year earlier, led by spacetech and Pixxel's $100 million round. Plus Tessolve's raise.


Festive E-Commerce Enters the Quick-Commerce Race
India's festive online sales are projected at ₹1.5–1.55 lakh crore in 2026, with quick commerce's share rising to about 16%. What it means for brands and marketplaces.


India's Logistics Draws Bigger Capital
Brookfield agreed to acquire ESR India's 10.5 million sq ft logistics portfolio for ₹4,300 crore. What institutional capital means for India's warehousing market.


Premium Staples Chase Scale
Premium food brands raised ₹335 crore+ in 2026 as quick commerce drives discovery. Why repeat purchase, margins and quality at scale now decide who wins.


Banks Take a Strategic Stake in AI
Indian banks are becoming investors and co-builders with AI startups. With 890+ GenAI startups and 90% of institutions prioritising AI, what it means for founders.
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