Indian startups

Vested FinanceFY 2024 earningsIndian FintechZomatoLoyalty programsCredDecember 2024Bistro by BlinkitGrocery deliveryMay 2026BBNowINDmoneyUs stocks investingQuick commerceBlinkitDigital paymentsFood deliveryQ3 FY2025 earningsNovember 2024WebvanSwiggyFebruary 2025GrowwDistrict by ZomatoNykaa earningsOctober 2024PaytmQ4 FY2026 earningsJanuary 2025FLDG as a featureFY 2025 earningsSwiggy InstamartQ2 FY2025 earningsLive eventsFi MoneyIndian startupsZeptoSwiggy IPOmargin drivers
May 2026May 2026
+5+5
Nykaa's Q4 FY26: Running vs Selling brands

Nykaa's Q4 FY26: Running vs Selling brands

Better margin, quicker delivery, and diversified retail footprint

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy's Q4 FY2026 earnings: Runway is the moat

Swiggy's Q4 FY2026 earnings: Runway is the moat

Growing food delivery, stalling quick commerce, and rising competition

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Unwrapping loyalty for market leaders in Quick Commerce

Unwrapping loyalty for market leaders in Quick Commerce

February 2025: Measuring loyalty in the QC ecosystem, app level endeavours, eventual program degradation and community building

Arjun Juneja
Arjun Juneja
ZomatoZomato
+14+14
In the Red with Zomato’s Q3 FY2025 earnings

In the Red with Zomato’s Q3 FY2025 earnings

January 2025: Becoming the Blinkit company, pausing margin expansion, acknowledging a food delivery slowdown & fighting against shiny new apps (objects?!)

Arjun Juneja
Arjun Juneja
ZomatoZomato
+11+11
Diving into Swiggy’s Q2 FY2025 earnings

Diving into Swiggy’s Q2 FY2025 earnings

Everything quick, profitability slow and investment fast

Arjun Juneja
Arjun Juneja
Grocery deliveryGrocery delivery
+7+7
Swiggy’s IPO: Life-changing for You

Swiggy’s IPO: Life-changing for You

Under the influence of a public listing

Arjun Juneja
Arjun Juneja
Digital paymentsDigital payments
+4+4
Paytm’s right to win

Paytm’s right to win

November 2024: Paytm’s Q2 FY2025 earnings and its next steps

Arjun Juneja
Arjun Juneja
ZomatoZomato
+7+7
Diving into Zomato’s Q2 FY2025 earnings

Diving into Zomato’s Q2 FY2025 earnings

No Cap: Zomato's Numbers and My Narrative

Arjun Juneja
Arjun Juneja
ZomatoZomato
+9+9
Cash me outside with Zomato, Swiggy & Zepto

Cash me outside with Zomato, Swiggy & Zepto

Fundraises across leading Indian food delivery & QC platforms

Arjun Juneja
Arjun Juneja
District by ZomatoDistrict by Zomato
+4+4
Going out with Zomato's District (in theory)

Going out with Zomato's District (in theory)

Margin boosters, throttlers and drivers for District by Zomato

Arjun Juneja
Arjun Juneja
FY 2024 earningsFY 2024 earnings
+4+4
Cred and the art of boring

Cred and the art of boring

October 2024: Overview of Cred's margin drivers and margin accretive opportunities following its FY 2024 earnings

Arjun Juneja
Arjun Juneja
Food deliveryFood delivery
+4+4
Swiggy goes to the market

Swiggy goes to the market

October 2024: Overview of Swiggy's business, margin drivers, headwinds & tailwinds ahead of its IPO in Q2 FY 2025

Arjun Juneja
Arjun Juneja