Geography: India

Inside Story of 40,000 Crore Festive Season 2022

Diwali is an occasion when growth, prosperity and togetherness are celebrated across the world. This celebration comes with people exchanging gifts and sweets and the elderly blessing the younger ones with the joy of success. And when it comes to business, consumers’ happiness and appreciation are a true blessing. Well, thanks to the dynamic continuous […]

5 essential tools every consult should know

 Whether you are a fresher or are already an experienced business consultant, you recognize that you have to be on the cutting edge when it comes to the advice you offer your clients. And being able to deliver perfectly customized advice to businesses requires meticulous organization.    ‌So, let’s look at some tool types that help […]

Digital First Players Revolutionizing The Manufacturing Space

Revolutionizing the supply chain from manufacturing to end users, digital-first players (tech-led) are bringing a slew of new and exciting propositions to the table. There is no denying that the supply value chain can be chock-full of complexities, often involving multiple processes. But it seems that new-age players, powered by technology, are here to save […]

Demystifying Kirana eCommerce in India

India’s fragmented retail market of over 13 million General Trade (GT) stores or the local kirana stores will continue to drive retail for the next decade. The eB2B market stood at $5 Bn in 2021 and could touch $100 billion GMV by 2030. Although India’s general trade is vast, it is plagued by several challenges, […]

Why Automotive Aftermarket Consumers Are Embracing Digitisation

I had an Aha! moment recently, when my car broke down in the middle of a busy Bengaluru road! Luckily, some good Samaritans came to the rescue and with their help, my driver pushed the car toa safe place. Meanwhile, I called for roadside assistance and then hopped into a cab. But this gotme thinking. […]

2 Pills to Make eHealth Profitable

‘Health is wealth’. This age-old saying is no longer a cliche. The pandemic has compelled all of us to prioritise health over other aspects of our lives. I have myself been spending at least an hour a day hitting the gym, meditating or making a healthy diet plan. Kudos to technology for making this routine […]

eB2B: A $100 Bn Opportunity and The Face of Future Retail

Undoubtedly, India’s eCommerce landscape is one of the fastest growing in the world. But within this sector, there is a more nascent, unexplored segment of the online marketplace that carries huge profitability potential: we’re talking about the eB2B space. Lets take a deep dive into India’s eB2B segment and the potential that lies ahead. 1. […]

The Biggest GMV Churner of E-Tailing industry

Festive sales are a concept that has run across geographies, where China and US have gone mainstream with massive sales events like the Single’s Day Sale and Black Friday Sale respectively. Back home, festive season is in full swing, and so are the sales. Here are some interesting trends and projections for the upcoming festive […]

The Future of Preventive Healthcare in India

Though the demand for preventive healthcare has soared since the pandemic and startups in the space are striving to ride this tailwind, it is still largely an untapped market. The opportunities are huge for businesses. The report delves into the entire landscape and shares pointers on how to cash in on the opportunities by tapping into emerging technologies.

What’s The Next Domino’s for Indians?

In our previous food services newsletter, we had focused on the organised food services market and different brands that were likely to emerge. This takes us to the next set of relevant questions around the evolution of the market landscape. For instance, how big can the existing brands get? Is it a winner-takes-all market? Which […]

Shared Mobility in the Post-Pandemic World

Owing to the inadequacy of the public transport infrastructure, and the demand-supply gap, the shared mobility seems to be on a great ride of its own, poised to experience 5X growth in a few years.

SEA Fintech Report

Robust economic growth and digitally engaged consumer creates massive opportunity to drive innovation in Fintech adoption

Travel Market in India, SEA & GCC

The travel market in India, SEA, and GCC is expected to continue growing in the coming years, presenting opportunities for both domestic and international travel companies. However, the ongoing COVID-19 pandemic has had a significant impact on the industry, with travel restrictions and border closures causing a sharp decline in tourism across the globe.  India […]

Entertainment & Advertising | Riding the Digital Wave

India has a diverse and vibrant entertainment industry, with a wide range of options for consumers to choose from. Entertainment consumption patterns in India vary greatly across different regions, cultures, and socio-economic groups. However, there are a few general trends that can be observed.  Television is still the most popular form of entertainment in India, […]

#3 Delivery Delight Index

This third edition of Delivery Delight Index has unveiled how digitally native brands are providing a superlative delivery experience on the back of third-party logistics players.

40% of TikTok’s India market captured by homegrown apps

The number of Internet users in India set to grow to 970 million from current 600 million in next 5 years, Shortform market is also estimated to grow by 4x on total time spent and reach to 400-450 billion minutes a month from the current ~110 billion minutes.

Recovery Stories in Consumer, Retail and Internet

However, as the partial and full unlock has proceeded, few of the internet sectors have seen either seen a release of the pent-up demand or a new sector baseline has been set, as some of the newer COVID Induced behaviors remain broadly sticky.

Retail-Tech – The next start-up opportunity

This is reflected in the ~15-25% increase in online shoppers in the first few weeks of lockdown. ~30-50% of the customers increased their online purchase for the essential categories.

eGrocery | First COVID & Now JioMart | Part 2

COVID-19 provided a significant push to the eGrocery market as consumers realized the value of at-home access to groceries. In addition to providing convenience, variety & value, eGrocery platforms are now considered to provide safety as well.

Indian EdTech industry analysis: Online education sector to create $ 1.7 BN market by 2022

The 2019 National Education Policy (NEP) which seeks to address these challenges and extend the scope of RTE to students aged 3–18 years, recommended harnessing EdTech through app-based learning, online student communities, and lesson delivery beyond ‘chalk and talk’. Serving as a crucial link between enrolment and enhanced learning outcomes, online education offerings across grades […]

India eHealth – COVID-19 Impact and Way forward

Drive by 3x growth in user base and likely increase in average spends per user especially in prescription drugs and consultations, we are very bullish that the eHealth market is on track to achieve ~300+% growth y-o-y in 2020.

EdTech – COVID Tailwinds – The Time is Now

EdTech companies too have been agile in responding to the crisis by making their offerings free – resulting in almost 2x rise in EdTech users within a couple of months to make the user base to 90Mn in April’ 20

Tiki Sendo Merger – Implications for VN eCommerce

Tiki has a high share of captive logistics concentrated in HCM and Hanoi while Sendo fulfils supply though 3PL and has a wider geographic reach – Integrating these logistics capabilities to cross leverage efficiencies could prove challenging.

The Rise of US $50 Billion e-Baazar

The e-tail market in India has also experienced significant growth in recent years, with the rise of e-commerce platforms and the increasing adoption of online shopping. The growth of the e-tail market in India has been driven by several factors, including the increasing use of smartphones and the internet, the availability of affordable data plans, […]

All roads Lead to Kirana

1. India has 15+Mn Kirana stores that face four big challenges in daily operations- each of which is a massive opportunity for tech start-ups Indian retail market is marked by the presence of 15Mn Kirana stores which has penetrated into the nook and corner of the country. However, this traditional distribution structure is highly fragmented leading […]

Short-form: Rising amidst cluttered content space

Short-form video has emerged as a popular format for content consumption in India in recent years. With the rise of affordable smartphones and high-speed internet connectivity, a large number of people in India now have access to online video content. Platforms like TikTok, Instagram Reels, and YouTube Shorts have gained significant traction in India, offering […]

India internet x profitability: What to watch in 2020

1. Changing macroeconomic and funding scenario in 2020 will see two big themes playing out for India’s internet start-ups Given the macroeconomic trends and the funding environment globally, we were keen to explore how do India’s internet start-ups look like on unit economics at the start of the new decade in 2020. Scanning through our […]

User perspective on eB2B platforms

eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven significantly strong awareness for their offerings, via both organic and inorganic approaches. And this has led to a high share of ‘willing to use’ users as well, which […]

Organized Grocery Retail In India

Of India’s retail basket, Food & Grocery (F&G) category comprising fresh fruits & vegetables, packaged food, personal care & home care and utilities is a significant 65% ($525 Bn) of the wallet spend whilst the organized share is marginal, at lowest penetration factor of 3.6% contribution.

November Online Festive Sales Expected to Soar

There are four key insights that we want to highlight from our study: Published on: Nov 2019 Customer excitement for the November sales season in both UAE and KSA is at its highest with 90% of digitally active customers showing interest in this year’s sales season. November Festive days online GMV is expected to clock […]

Omnichannel adoption across major retail categories in India

1. The omnichannel adoption journey includes both experiential technologies along with basic features and restructured business models Published on: Nov 2019 Omnichannel adoption is facilitated by the implementation of certain features, technology and restructuring in one’s business model that enables the integrated approach across channels. Across businesses, inventory integration becomes a major need for omnichannel […]

Unlocking the Indian eB2B retail opportunity

Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2019 Despite the current economic slowdown and our expected normalized real GDP forecast of 6 to 7%, we expect the private consumption expenditure to […]