INSIGHTS

Indian tech companies raised $10.3 billion in 9M 2026, up 7%, while funding rounds fell 38% to 1,134. What capital concentration means for early-stage founders.

Lightspeed is raising a $250 million India fund focused on early-stage AI, with 80% committed. Plus Accel and 360 ONE's BlueStone stake sale and Arivihan's Series A.

India secured about ₹1 lakh crore of investment commitments under Semicon 2.0, yet chip imports are projected to reach $240 billion by 2035. Plus AceVector's IPO filing.

India's crude oil import dependence rose to a record 88.7% in 2025-26 as domestic output fell to 28 MMT. What it means for energy policy and operators. Plus funding rounds.

How liquidation preference, participation and anti-dilution decide who gets paid first in a startup exit. Plus the Centre's ban on charges for UPI payments up to ₹2,000.

India's ~$1.2 trillion trade base has 179 cross-border e-commerce startups but only 16 funded. Where the opportunity lies for founders. Plus Popo Global's ₹532 crore raise.

India has 717 InsurTech companies, 185 funded and 5 unicorns, with $4.22 billion raised. How Bima Sugam could reprice insurance distribution. Plus Graph AI's Series A.

The industrial heat decarbonization market is worth $10.1 billion in 2026 and India's carbon market now sets binding targets. Plus Swish, Carrum Mobility and Theater funding.

State enforcement of the Motor Vehicle Aggregator Guidelines makes compliance a fixed cost for ride and delivery platforms in a $33–35 billion intra-city logistics market.