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When Ozempic began changing how the world lost weight, most slimming companies panicked. But VLCC didn’t. Backed by Carlyle, it’s opening more clinics than ever before.
Because to Carlyle, Ozempic isn’t a threat—it’s just another doorway into India’s beauty economy.
In this episode, we look at how VLCC’s new owners are turning an existential challenge into expansion, why its products are taking a back seat to real estate, and what the future of India’s weight-loss industry looks like in the age of GLP-1 drugs.
Tune in.
*This episode was originally published on November 12th 2025
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
By The Ken5
99 ratings
When Ozempic began changing how the world lost weight, most slimming companies panicked. But VLCC didn’t. Backed by Carlyle, it’s opening more clinics than ever before.
Because to Carlyle, Ozempic isn’t a threat—it’s just another doorway into India’s beauty economy.
In this episode, we look at how VLCC’s new owners are turning an existential challenge into expansion, why its products are taking a back seat to real estate, and what the future of India’s weight-loss industry looks like in the age of GLP-1 drugs.
Tune in.
*This episode was originally published on November 12th 2025
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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