Britannia's market share has consistently been inching up over the last decade or so. And its shares have doubled in value in the past five years. Apart from biscuits, the company also wants to crack the dairy business. But in the year ended March 2022, the biscuit giant’s revenue was nearly $1.7 billion and out of it only $60 million came from dairy. Despite this, the biscuit giant has grand plans to expand its dairy business. Tune in to find out more
Feb 08, 2023•10 min•Ep. 26
With a dipping market share and no leader in India, many in the industry say Google Pay is losing its agility in the country. While the reasons range from slow roll-out of new features to overlooking merchants, one has played a big role in Google Pay's current position. And it has a lot to do with the relationship it shares with its banking partners. Tune in
Feb 06, 2023•10 min•Ep. 25
Even with comparatively higher tax rates the old tax regime has remained popular amongst Indian taxpayers. The government, in the new budget, announced changes to incentivise the new regime. However, what will suit taxpayers still depends a lot on whether they find the changes attractive enough. Tune in.
Feb 03, 2023•10 min•Ep. 24
In the last three quarters, the revenues of India's largest telco have been seeing a steady slowdown. A Rajasthan government's free-smartphones-for-women project came along just in time and won Reliance Jio managed to bag 60% of the contract value. But now Jio is waiting, fingers crossed, for the new budget with reports of the government shelving the project. If the project does come through, what would it mean for Reliance Jio? Tune in to find out.
Feb 01, 2023•11 min•Ep. 23
From moment Nykaa went public on the stock exchanges in 2021, it became an investors’ favourite. Its stock had listed at an 80% premium to its issue price of Rs 2,001 per share on the BSE. Its parent company FSN e-Commerce Ventures hit a valuation of 1 lakh crore rupees. And founder Falguni Nayar’s net worth tripled and turned her into a billionaire. But lately, things have not been going so well for the fashion e-retailer. Its shares have been on a free fall. Tune in to find out why....
Jan 30, 2023•12 min•Ep. 22
BharOS is being launched at a time when the tech giant Google is under the government's scrutiny for adopting anti-competitive practices as the market leader in India. But this is not the first time India is trying to develop an indigenous operating system, both for mobile and computer devices. The failure of the OS projects in the past may hold some important lessons for anyone making a future attempt. Tune in for the details.
Jan 27, 2023•10 min•Ep. 21
The edtech industry in India is facing a host of challenges from all directions, from a decline in funding to the emergence of formidable competition. One that stands out, however, is the allegation of mis-selling and fraudulent loans. According to the Advertising Standards Council of India, 33% of the complaints filed with it in FY21-22 were related to the education sector. And one of the reasons for this is the overly aggressive sales playbook. Byju's mastered it so successfully that many of i...
Jan 25, 2023•12 min•Ep. 20
Despite winning the 'pharmacy of the world,' two out of five cancer patients in India have to borrow money and sell their assets to get treatment. The price of many innovative patented oncology drugs in India are as high as in developed countries making them inaccessible for a large section of patients. Where are Indian cancer patients turning to for cheaper cancer medicines? Tune in to find out.
Jan 23, 2023•13 min•Ep. 19
Unclaimed funds at the government-run Investor Education and Protection Fund (IEPF) are likely to have risen to Rs 50,000 crore ($6 billion) by now. But for an average investor, the settlement process is almost designed to discourage investors from claiming what's theirs. Now, after the Supreme Court took notice post the filing of a petition, the IEPF Authority has asked all stakeholders for suggestions to make the entire process more efficient. Tune in to find out why an average Indian investor...
Jan 20, 2023•14 min•Ep. 18
For Mahindra Finance, the RBI directive against it couldn't have come at a worse time. The rural financier had barely recovered from the effects of the lockdown since it had higher bad loans than its rivals. Add to that the dent on its reputation. How did the NBFC deal with the RBI's restriction on using third party agents for repossession? Tune in to find out.
Jan 18, 2023•12 min•Ep. 17
With the funding crunch and slow growth, edtechs like Unacademy and Vedantu are giving teachers monthly targets to sell online courses to students. Not meeting sales targets is reason enough for edtechs to fire teachers as part of cost-cutting exercises. Tune in to find out how teachers are being forced to become the new sales force in some edtech companies.
Jan 16, 2023•12 min•Ep. 16
In May 2020, McDonald's decided to launch the McSpicy Fried Chicken in the southern states of India where majority of the population consumes meat. Two year later, the shares of McDonald’s India franchisee, Westlife Foodworld, shot up by 40%. Tune in to find out how fried chicken was one of the key drivers behind the fast-food chain becoming a the top-choice among public-market investors.
Jan 13, 2023•12 min•Ep. 15
Last year, the CCI found Google guilty in two of the four antitrust cases against the tech giant. In one of the cases that involves Google's dominance in the Android OS market, the CCI has asked it to pay a fine of $161 million dollars. Google approached the NCLAT contesting CCI's order, asking the tribunal to squash it but NCLAT declined. Now, Google has moved the country's top court. What is the Android OS case all about? Tune in to find out.
Jan 11, 2023•11 min•Ep. 14
PVR, the country’s largest multiplex chain, made up for the pandemic-induced revenue loss by raising the prices of tickets and food and beverages. But it saw its occupancy fall to the lowest levels in a decade even after movie theatres reopened at full capacity. What is keeping India's theatres empty? Tune in to find out.
Jan 10, 2023•10 min•Ep. 13
ZestMoney, the BNPL platform, is in the final stages of being acquired by online-payments giant PhonePe. But ZestMoney has been unable to get enough scale online. Even after going offline, it failed to manage risks. It saw its losses shoot up by 3X in the last financial year. PhonePe, meanwhile, has ambitions to expand by venturing into lending. Can ZestMoney's loss be PhonePe's gain? Tune in to find out.
Jan 06, 2023•12 min•Ep. 12
The packaged-food market is rapidly growing in India and along with it so is the edible oil market. It was estimated to be worth nearly Rs 2 lakh crores by the the end of March 2021. Meanwhile, oil companies have been using the media and sneaky branding techniques for decades to tell consumers that their products are healthy. But are they? Tune in to find out.
Jan 04, 2023•12 min•Ep. 11
After 23 years of business in India, Sula has grown to become the giant that dominates the Indian wine market. Last month, the wine-maker decided to go public through an IPO. The money, however, went straight to some of the investors who cashed out. And on Dec 22, when it listed on the stock exchanges, Sula’s stock opened flat and fell into discount. What does the IPO mean for Sula's public-market shareholders then? Tune in to find out With inputs from Aayush Agarwal...
Jan 03, 2023•13 min•Ep. 10
While the Indian telecom sector is expected to grow by 12.5 billion dollars every three years, the rate of attrition in the industry is at a six quarter high. But the nature of the exodus is slightly different at Bharti Airtel, the country’s second largest telco. Its regional CEOs who helped it fight the big war against Jio are leaving the company. Tune in to find out why.
Dec 23, 2022•11 min•Ep. 9
70% of Metro AG’s business in India is made of kirana or mom and pop stores. But despite being Metro’s core customer base in India, kirana stores are actually turning out to be the straw that's breaking the German retailer’s back. Tune in to find out why. With inputs from Aayush Agarwal
Dec 21, 2022•13 min•Ep. 8
The looming threat of a recession, rising interest rates, and the RBI’s new guidelines for digital lending are proving to be a roadblock for buy now, pay later (BNPL) platforms. But many new startups are using this as an opportunity to push consumers away from the more credit-centric models that encourage impulse buying towards a new, planning-based purchase model called save-now, buy-later (SNBL). How does it work? Tune in to find out.
Dec 20, 2022•13 min•Ep. 7
India's most valuable startup breached the loan terms, including a September deadline for filing its results for FY 2022. Byju's filings for the previous financial year, too, were delayed by one and a half years. And their last audit report does not paint a pretty picture of the company's financials for FY 2021. Tune in to find out what is causing this lack of confidence amongst the creditors of the edtech giant With inputs from Gaurav Tyagi
Dec 16, 2022•12 min•Ep. 6
More than 70% of the cigarettes that are sold in India are sold in loose and yet, no alarm bells went ringing in the tobacco industry when a ban on the sale of loose cigarettes was announced. Will the ban even succeed in pushing down cigarette sales? Tune in. With inputs from Ayush Agarwal
Dec 14, 2022•11 min•Ep. 5
It’s been two weeks since the RBI launched a pilot version of the e rupee. But many things are still up in the air about it, including concerns about the anonymity of transactions and if it will hold against one of the largest digital payment systems in the world. Tune in. For more read: How will the e-rupee beat UPI?
Dec 13, 2022•11 min•Ep. 4
The draft telecom Bill introduced by Communication Minister Ashwini Vaishnaw in September this year had a lot of hopes pinned on it. The telecom sector in India is governed by archaic laws. One of them even goes as far back as 1885. But the draft bill left the industry divided. Why? And what are the changes that the government might be forced to introduce to the new bill? Tune in to find out. For more on this, read this report by Pratap Vikram Singh: 900 comments on draft telecom Bill may force ...
Dec 09, 2022•11 min•Ep. 3
In the year that ended in March 2022, Apple saw its India revenue shoot up to an all-time high by 45%. But for the longest time Apple's growth in India was sluggish. What's making Apple's fortunes in India turn around so drastically? Tune in to find out. For more on this, read this report by Soumyajit Saha: Indians’ love for the iPhone is stronger than ever. But Apple retailers are not happy...
Dec 07, 2022•11 min•Ep. 2
More than 53 lakh NDTV shares were tendered when Adani's open offer ended on Monday. But many of NDTV’s public shareholders sold their shares to Adani Enterprises at a price lower than the current market rate. Why? Tune in to find out. Also, read this edition of Ka-Ching by Anand Kalyanaraman: The puzzling case of NDTV investors selling shares below market price .
Dec 05, 2022•15 min•Ep. 1
