India’s growth story is unfolding at a remarkable pace. With a resilient economy, robust infrastructure expansion, and a rapidly evolving digital ecosystem, the country is cementing its position as a global powerhouse. As incomes rise and more consumers enter the digital economy, e-commerce is thriving, premium and luxury segments are expanding, and new-age brands are scaling faster than ever. 250 Bn dollar digital economy. across categories.  

But do you know what’s the real game-changer? Investor confidence is back! India’s funding landscape for new-age companies is set to grow year-over-year, crossing $25B+ in private and public capital—1.6x of 2024 levels, driven by: 

• A robust IPO pipeline, with India emerging as a global leader in new-age listings. 

• Ongoing revival in private funding rounds is already evident in early 2025 trends. 

• Generally high-quality companies that have improved their economics significantly and are poised to now solve for future growth 

While it’s undeniable that the country is growing well, what is next in store for us?  

1. The next big challenge—and opportunity—lies in building business models that solve for customer loyalty. With rising competition and increasing acquisition costs, long-term success will depend on retention, engagement, and the creation of lasting value for consumers. Brands that crack this code will drive sustained growth in the evolving digital economy and, 

2. Over the past few years, digital adoption in Tier 2+ cities has been outpacing metros, driven by greater affordability, improved infrastructure, and changing consumer behavior. The demand for localized entertainment and India-first content has led to over 100% scaling in this segment, with platforms catering to regional audiences witnessing exponential adoption. Notable trends include: 

• A surge in Tier-2+ digital consumption, with over 50% of users engaging in regional content. 

• Rapid expansion of FaithTech, gaming, and vernacular video platforms, driving engagement at unprecedented levels. 

• The emergence of new monetization models, such as virtual tipping and social gifting, is expected to become a $700-800 million market by FY29. 

Our deep expertise in the consumer internet space enables us to decode evolving market trends and deliver data-driven insights that help businesses unlock Bharat’s digital boom. Our deep understanding of consumer behavior, digital adoption, and emerging monetization models allows brands to craft tailored strategies to engage and monetize the next billion users. 

Redseer has been at the forefront of India’s most successful IPOs and marquee private transactions, providing strategic advisory that positions businesses for sustainable growth and investor confidence. 

As a trusted partner to leading digital-first companies, we continue to empower businesses with cutting-edge insights and growth strategies, helping them navigate this transformative phase with clarity and confidence. 

This newsletter presents highlights from our annual report “India Internet Economy Review 2025”, capturing the funding revival, unicorn growth, Bharat’s digital boom, and much more. Through this, we aim to provide industry leaders with strategic intelligence to navigate the next wave of digital transformation. Download our annual report now!