top of page
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.
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.
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.
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.
Amazon's Quick Commerce Play
Amazon reportedly plans to invest $3 billion in India quick commerce through 2030 as Amazon Now crosses $1 billion annualised sales. Plus True North's InMobi stake.
bottom of page