Pranjal Dixit

From burn to break-even — Meesho’s turnaround story is redefining India’s ecommerce playbook In just two years, the Bengaluru-based unicorn grew its revenue 64% to ₹9,389 Cr while cutting losses down to just ₹108 Cr (excluding one-time costs). With 87% of its 213 Mn users coming from beyond India’s top cities, Meesho has become the voice of Bharat in digital retail. Now, as it readies for a ₹6,000 Cr IPO, Meesho isn’t just chasing growth — it’s proving that profitability and scale can go hand in hand. 📈 #Meesho #IPO #StartupIndia #Ecommerce #Inc42 #StartupEarnings #D2C #IndianStartups #financials #revenue #SEBI #stockmarket

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We’ve shipped ₹1 Cr worth of stock for Zepto. Yes, because Q-Commerce today is what E-Commerce was in 2016. Remember how boAT rode the E-Comm wave? They scaled fast, executed flawlessly, and built an empire. Q-Commerce is not just a new distribution channel—it’s a whole new game. The Real Question Are brands winning because of consumer pull or marketing push? With 𝗴𝗿𝗲𝗮𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗰𝗼𝗺𝗲𝘀 𝗴𝗿𝗲𝗮𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆. What Brands Need to Know - You need strong capital to invest in inventory. - Most Q-Commerce platforms start you on Sale or Return (SOR)—they only pay for what sells and return unsold stock. - Once brands show consistent traction, they might also move to Outright (OR), where they purchase stock upfront. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗶𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 - Your fill rate (ability to service purchase orders) is your scorecard. High fill rates ensure availability. - Getting appointments is tough. Follow up relentlessly to get your stock accepted on time. - Track every metric—which products are selling, which aren’t, and why. Finding Product Market Fit (PMF) in Q-Commerce is critical. - Leverage Ads. Zepto generates ₹1,000 Cr+ from ads; Q-Commerce ad platforms are still evolving. Regularly track performance on their ads dashboard, take insights from the ads team and your POC, and optimize what works. Ads will ultimately drive sales and scale. 𝗛𝗼𝘄 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 - Begin with bestsellers. Start small. Pick a few cities first. - This helps you learn, iterate, and manage cash flow better instead of sinking capital into massive inventory with long payment cycles. 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝗿 𝗣𝗶𝗰𝘁𝘂𝗿𝗲 Q-Commerce has leveled the playing field for D2C brands in India. You don’t need traditional General Trade (GT) or Modern Trade (MT) anymore—you can scale digitally. But don’t get caught in the hype. Q-Commerce is booming today, but 80% of food and beverage sales still happen offline. The next big shift might be Kirana 2.0. 𝗠𝘆 𝗧𝗮𝗸𝗲 Scale only after you’ve nailed PMF. Otherwise, it’s just a marketing push with weak repeat rates and low lifetime value, leading to bottlenecks. P.S. The video is from a Zepto warehouse. Their scale is contagious—it’s a reminder to always think bigger. FitFeast

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Difference between our smallest client ACV and largest one is 250x. That is the capability growth in past few years at Refrens For pay-as-you-go pricing this is normal but for feature based pricing, this is surprising for me also. The challenge is in growing the team's mindset to sell a 250x product. From few thousand rupees micro saas to few lakhs for mid market systems. Sales people need to go from talking about samosa chutney to cheesecake.

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PhonePe’s Pincode launch is being celebrated as the next frontier in healthcare delivery but I think it’s a dangerous sign 🚨 ⚠️ Because this ZERO DARK STORE model is irresponsible. You cannot treat healthcare like FMCG and you definitely can’t treat local chemists like mini-warehouses. Without dark stores, here’s what really happens 👇 1. Sourcing inconsistency will break trust at scale 1 out of 4 drugs in India are counterfeit or substandard & many Tier 2 chemists source from unofficial wholesale channels with 0 quality checks. → Imagine someone receiving a substitute for chemotherapy meds. That’s the risk we’re normalizing. 2. Cold chain compliance is not optional and yet, not traceable India already has a massive cold storage gap over 3.2M MT & temperature-sensitive drugs like insulin or biologics can degrade from a single lapse. In a pharmacy-led model, you have no temperature logs or last-mile validation or even an escalation protocol. If you can’t trace it, you can’t trust it. 3. Absence of FIFO Warehouse infra allows for automated inventory rotation based on expiry dates (FIFO: First In, First Out). And in this model, you’re betting that hundreds of 3rd-party stores will suddenly start doing inventory hygiene? Unlikely. Get ready for expired or near-expiry meds. 4. Batch traceability collapses in a decentralized model 69% of Indian pharma players can’t recall products effectively. Now remove centralised tracking too? You’ve created a system where no one knows who got what. 5. This model’s fulfillment logic is not scalable   You expect pharmacies to: Pick meds → Pack safely → Dispatch in 10 min → Coordinate delivery → All without logistics infra or training? And none of them are on performance SLAs. Unless PhonePe is ready to burn through capital with incentive-heavy subsidies, this model collapses the moment demand spikes So while this model might deliver on convenience and speed, what it gives up is trust, traceability, and long-term safety. PS: This might sound harsh but I’d rather say it now than wait till lives are impacted. Because with medicine, there’s no refund button. PPS: If Grofers evolved to Blinkit 3 years ago, aren't we going back in time?

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Food and grocery delivery giant Swiggy has launched a standalone app, #SNACC, to deliver quick bites, beverages, and meals within 15 minutes. The app, which debuted on January 7 in select parts of Bengaluru, is expected to expand nationwide in the coming months. SNACC represents Swiggy’s latest move to diversify its offerings as the food delivery sector sees increasing competition. Until now, Swiggy housed all its services—including food delivery, quick commerce, and hyperlocal delivery—under a single app. The quick food delivery space is heating up with rivals like Blinkit’s Bistro, Zepto Cafe, and emerging players like Swish doubling down on rapid delivery services. Many platforms, including Zomato-owned Blinkit, are launching dedicated apps to cater to specific use cases and broaden their customer base. With its distinct fluorescent green design and a focus on rapid service, #SNACC marks #Swiggy's attempt to capture the growing demand for instant food delivery across India. Team Swiggy👇 Sriharsha M. | Nandan Reddy | Rohit Kapoor | Abhishek Shetty | Girish Menon | Ayushi Anand | Nishtha Kathuria | Manish Desai | Ravi Loyal | Mayur Hola | #swiggy #snaccapp #snaccbyswiggy #startupnews #swiggyiponews #swiggylatestnews #startupro

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