The Indian Dream

On this episode of Quick Takes, we talk about the USD 100 Bn B2B E-Commerce Market in India and the recent entry of Grasim into this market. 

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This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

This is Part 2 of two part episode on Wine Industry in India and Sula's impending IPO.

In the previous episode, we discuss about the Business of Wines in India and a brief history about Sula. In this episode, we take a deeper look at the business of Sula Wines based on the IPO prospectus that they filed.

Sula is a ~Rs. 450 Crore business with ~Rs. 52 Crore in Profits. It's been built over the last 20+ years by Mr. Rajeev Samant and the stellar team. We discuss how Sula has been able to dominate the market through a mix of great marketing, product and distribution strategy along with retaining key talent with generous compensation.

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If you like the content we create, I need 30 seconds of your time to help us reach more people. Do one or more of the following, depending on how much you love The Indian Dream.

Subscribe on Youtube (Posting 5 Videos every week)
Follow us on Instagram (Posting 3 Reels every week)
Follow us on Twitter @sahil071 & @sidbetala (Trying to figure out Twitter!)
DM us on Whatsapp

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**This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce businesses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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(01:40) - What will it take to build Sula 
(06:28) - Sula's People Strategy and Executive Org Structure
(10:51) - Sula's Investments in Property, Plant and Equipment is their Moat
(17:35) - Analysis of Sula's Working Capital Cycle
(24:51) - Sula's Strategy of moving away from Imports/Distribution of Foreign Brands to focus on building their own domestic brands
(29:23) - Sula's Brand Strategy - House of Brands
(33:52) - Sula's Distribution Strategy
(36:24) - Alternative Marketing, Sula Fest, Wine Tourism
(44:13) - Closing Comments on Business of Sula

This is Part 1 of two part episode on Wine Industry in India and Sula's impending IPO.

Wine is a Rs. 1500 Cr ($200 Million) market in India that's growing fast. Sula's DRHP filings are a great read to understand about this market and what it takes to operate in complex alco-beverage sector in India.

In this episode, we focus on the market as it stands today, talk about the global trends that might shape trends within India and what the future could look like.

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If you like the content we create, I need 30 seconds of your time to help us reach more people. Do one or more of the following, depending on how much you love The Indian Dream.

Subscribe on Youtube (Posting 5 Videos every week)
Follow us on Instagram (Posting 3 Reels every week)
Follow us on Twitter @sahil071 & @sidbetala (Trying to figure out Twitter!)
DM us on Whatsapp

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**This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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(02:12) - Overview of Wine Market in India
(06:00) - Why Maharashtra and Karnataka are major wine producers (Hint: Policies)
(08:43) - Why winemaking is a capital intensive business, thanks to the large land holding required
(11:13) - Global Wine Market, special focus on chinese market
(17:44) - A Case for why the wine market in India will grow
(19:11) - History of Sula

This is Part 1 of the series where we discuss India's Digital Infrastructure.

Over the last few years, the Indian Government along with the support of iSpirt,  have build India Stack. We're now close to seeing the full potential of India Stack with the recent launch of Account Aggregator, which will soon be followed by Open Credit Enablement Network.

In today's episode, we deep-dive into the world of OCEN and discuss how it has the potential to unlock the $300 Billion MSME Lending market.

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If you like the content we create, I need 30 seconds of your time to help us reach more people. Do one or more of the following, depending on how much you love The Indian Dream.

Subscribe on Youtube (Posting 5 Videos every week)
Follow us on Instagram (Posting 3 Reels every week)
Follow us on Twitter @sahil071 & @sidbetala (Trying to figure out Twitter!)

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**This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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Episode Timeline:
(02:02) - What is India Stack and how it's been the foundation for India's Digital Infrastructure
(04:49) - The $300 Billion Credit Gap in India's MSME Sector
(07:26) - The current models of BNPL are NOT the lending market that we need to develop the country
(08:46) - The Challenges with MSME Lending - High Costs
(10:04) - Why MSME's prefer to take Loans from Informal sources
(17:07) - What are Account Aggregators?
(22:07) - Why we've not seen a true Loan marketplace and why API Standardization is important to unlock the lending market
(28:54) - What will the lifecycle of loan look like when its powered by India Stack
(33:14) - 'Lending as a Feature'
(40:26) - Lend & Forget model vs. Lend, Monitor, Collect Model (Balance Sheet vs Cash Flow Lending)

Here are some research notes that we compiled or referred to for this episode:

ISPIRT - First Open House on OCEN
Loan Service Providers & Cashflow Lending
The Indian Dream's Research on India's Fintech Infrastructure

On this episode of Quick Takes, we talk about the ban on Single Use Plastic by the Indian Government and the investments that are happening in the alternatives of these products.

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This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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On the episode today, we have with us  Amit Khatri, Co-Founder of Noise

Checkout our Youtube Channel and Subscribe! 

A couple of themes I’ve tried to focus on in the discussion:

• Ofcourse, we speak at length about bootstrapping. The decision to bootstrap, and how it impacted the journey of Noise
• We also talk about Product Differentiation and how important it is to focus on Customer Needs to launch products
• Lastly, we talk about Manufacturing of Electronic Goods within in India

This is a fun episode with a company that’s not been covered by the traditional media houses, coz they haven’t raised any funding.

In this episode of Business Munchies, we talk about Battery Swapping & The Business of Petrol Pumps . 

Battery Swapping Research
Business of Petrol Pumps Research

If you like the content we create, I need 30 seconds of your time to help us reach more people. Do one or more of the following, depending on how much you love The Indian Dream.

Subscribe on Youtube (Posting 5 Videos every week)
Follow us on Instagram (Posting 3 Reels every week)
Follow us on Twitter @sahil071 & @sidbetala (Trying to figure out Twitter!)

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**This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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Episode Outline:
(00:48) - Battery Swapping - The Policy, Importance, Future
(26:54) - The Business of Petrol Pumps

Very excited to launch the first episode of a new segment that we'll be experimenting with on the podcast. 

These Quick Takes are going to be less than 15 minutes where we discuss all the interesting market trends, government policies or anything that we believe could be interesting for people who are interested in all things business! 

In this episode, we discuss the Resurgence of the Toy Industry in India. 

Here's the link previous episode where we predicted the resurgence of the Toy Industry: 

• Feb 2021 - Predicting the resurgence in Toy Industry in India

You can also check out the newsletter where we talk about the Toy Industry.  Link Here.

In this episode of Business Munchies, we talk about the Sneaker Reselling Market in India and the state of the Mental Health market in India.  We also do a quick take on the Ethanol Market in India.

Sneaker Reselling Research
Mental Health Research

If you like the content we create, I need 30 seconds of your time to help us reach more people. Do one or more of the following, depending on how much you love The Indian Dream.

Subscribe on Youtube (Posting 5 Videos every week)
Follow us on Instagram (Posting 3 Reels every week)
Follow us on Twitter @sahil071 & @sidbetala (Trying to figure out Twitter!)

------------------------------------------------------

**This episode is brought to you by PushOwl.
PushOwl is a web push marketing app built for e-commerce busiensses. Trusted by more than 25000 brands across the globe, PushOwl lets you turn one-time store visitors into subscribers, send highly-visible web push notifications, and increase customer retention!

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Episode Outline:
(08:36) - The Rise of Sneaker Reselling in India
(32:33) - The State Of Mental Health Market in India & Opportunities 
(58:00) - Content Recommendation for the Week