Navigating India’s Structural Shifts

Citations · 6

• “Platforms like Blinkit and Zepto are democratizing logistics. A D2C brand doesn't need a 50-year-old distribution network to reach a customer in 10 minutes”

  p#26 · confidence 95%

• “once you move past the top 10-12% of the population (approximately 100-150 million people), disposable income drops sharply”

  p#28 · confidence 95%

• “Unit economics of some of these businesses have turned a corner from being unviable i.e. ROCEs less than cost of capital till five years ago, to healthy and sustainable levels of more than 15% ROCEs”

  p#32 · confidence 95%

• “Marcellus CCP's current constituents have delivered YoY growth in Revenue/EBITDA/EPS of 15%/19%/12% during 2Q FY25, against Nifty50's 1%/11%/7%”

  p#43 · confidence 95%

• “Post-Covid19, there has been a significant increase in consumer's propensity to spend on experiences and services, mainly for the for top-10% households by disposable income”

  p#30 · confidence 94%

• “After a decade of cash burn. Several internet-first businesses (food delivery, fintech, logistics) have crossed the inflection point of attractive unit economics”

  p#34 · confidence 93%