Delivering sharp, original, insightful, analytical journalism about business and start-ups across India since 2016.
Joined June 2016
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May 8
Phones. TVs. Refrigerators. Homes. Hair transplants. MRI machines.
Bajaj Finance has lent for all of them — and somewhere along the way, became bigger than the business it was once a footnote to.
Episode 2 of Intermission → May 11.
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The Ken retweeted
"Free the rupee. Let it go. It'll come back"
An economist (@anupammanur) and a market investor (@deepakshenoy) come together to propose solutions to break out of the current SIP funding FII exit loop.
It's a fun discussion, with some provocative points.
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Jun 12
Firstcry’s winning formula is running out of road. It keeps doubling down on it anyway
The babycare retailer spent years building stores and private labels. Even when the world around it was changing rapidly
Read in today's story: the-ken.com/story/firstcrys-…
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Jun 12
Ideally, it shouldn’t be a problem. Private labels typically carry better margins. And Firstcry remains one of the largest specialised retailers for baby products in India. In FY26, it clocked revenues of over Rs 8,500 crore.
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Jun 12
Yet, the company hasn’t impressed everyone.
Read in today's story: the-ken.com/story/firstcrys-…
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Jun 12
Zepto wants Rs 8,100 crore—and investors to trust the numbers it won’t disclose
Revenue is up 5X since FY24. So are losses. Yet the IPO filing leaves investors without key customer metrics and answers on FDI risks
Read in today's story: the-ken.com/story/zepto-want…
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Jun 12
But is growth alone enough to inspire investor confidence? Perhaps not. And a closer look at Zepto’s draft red herring prospectus (DRHP) suggests the company knows it.
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Jun 12
Can Adani do with apples what Mahindra did with grapes?
Adani built the cold chain for fruits. Now it's ready to collect
Tune in to today's Daybreak.
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Jun 12
Listen on Spotify: open.spotify.com/show/2N3NVn…
Or Apple Podcasts: podcasts.apple.com/in/podcas…
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Jun 11
Anand Mahindra built an elite engineering university. It isn’t attracting elite students.
Mahindra University is offering generous scholarships to address the problem. It may not be enough
Read in today's story: the-ken.com/story/anand-mahi…
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Jun 11
That, after all, is what history suggests.
The private university bankrolled by the billionaire industrialist Anand Mahindra launched 6 years ago seeking to disrupt elite engineering education in India, much like Ashoka and OP Jindal Global universities did with liberal arts.
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Jun 11
India's mango paradox
India grows half the world's mangoes. It just got banned from two export markets — Nepal and Japan — in the same season
Listen to today's Daybreak
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