Indian companies

11 statements across 10 episodes · 6 bullish · 3 bearish · 10 people on the record · first statement Dec 28, 2020 by Siddhartha Ahluwalia · across every show →

Everything said about Indian companies, oldest first

Dec 28, 2020 neutral
Assertion Supported
Ahluwalia: Indian companies have historically taken 20 years to reach an IPO
“In India, Indian companies have historically taken India mark for 20 years for an IPO.”
Siddhartha Ahluwalia Dec 28, 2020 ▶ 56:14 Shailesh Ghorpade on Exfinity's journey to partner with the best SaaS startups of India
Dec 1, 2023 positive
Disclosure
Bagaria: Indian startups and SMEs are actively pursuing female workforce retention
“Earlier, it was usually just the large MNCs that were driving this change. Now it's like every Indian company also, SMEs, startups, all of them are coming to us and talking to us, then how do we get more women in and how do we get more women to stay and rise?”
Neha Bagaria Dec 1, 2023 ▶ 30:19 The BRUTAL TRUTH About Working Mothers in India I HerKey Founder Neha Bagaria I Neon Show
May 17, 2024 negative
Opinion
Sethi: Relying on US tech giants to acquire Indian startups is a bad strategy
“I think if you're relying on US companies buying Indian companies, that's a pretty bad strategy. To me, that's akin to just hope as a strategy, which is pretty poor.”
Arjun Sethi May 17, 2024 ▶ 55:02 VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show
May 17, 2024 neutral
Assertion Contradicted
Sethi: Five companies drive the majority of the Indian stock market
“If you look at the Indian companies, you actually have five companies driving the majority of the public market today.”
Arjun Sethi May 17, 2024 ▶ 40:28 VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show
Jul 20, 2024 bearish
Assertion Contradicted
Garg: Only a handful of Indian tech companies exceed $30M–$40M ARR
“A lot of Indian companies are, have started to reach A million to million type of ARRs, but have not a lot of companies beyond a few that you can count on your hands are beyond the 30, forty million ARR today.”
Nishit Garg Jul 20, 2024 ▶ 26:06 Flipkart’s Success Secrets, VC Power Law, And IPO Market : RTP Global Partner, Nishit Garg
Oct 23, 2024 bullish
Prediction Not checkable as stated
Mobius: More Indian companies will list in the US as they expand
“And I believe more and more Indian companies will be listed in the U S as they grow. And as they expand globally, that's already beginning to happen.”
Mark Mobius Oct 23, 2024 ▶ 33:02 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
May 30, 2025 bearish
Opinion
Indian SaaS startups receive lower M&A valuations than their Israeli peers
“I would benchmark ourselves against more, more with, say, Israeli companies, right, and I think I've seen more examples where I think the Indian companies are, say, somewhat similar ARR In multiple cases, the product is much, I think, better, but I think the v…”
Saurya Prakash Sinha May 30, 2025 ▶ 57:36 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
Jun 20, 2025 positive
Insight
Manickam: Indian chip startups must conquer local market before going global
“We have an opportunity to create Indian companies and the Indian companies should focus on the Indian market first, right? Because this is where you learn how to build products or you learn how to improve on a product, right? You know, quality performance, how…”
Raja Manickam Jun 20, 2025 ▶ 28:12 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
Oct 10, 2025 positive
Insight
Dodda: Six-figure ACVs from Indian companies validate PMF
“If you are able to get Indian companies pay a hundred K plus and even half a million dollar plus kind of in terms of ACVs. I mean, it's a big, I would say validation of the product market fit.”
Raviteja Dodda Oct 10, 2025 ▶ 22:24 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Nov 4, 2025 bullish
Prediction Open · timeframe Nov 2035
Bhushan: Two to three multi-billion-dollar Indian tech acquisitions will happen within 10 years
“But hopefully two, three of this should happen in the next 10 years, and I'm guessing that one of the Indian companies that are going public, or have gone public, would be the ones leading the charge.”
Brij Bhushan Nov 4, 2025 ▶ 1:11:04 Why Finding Your ‘Rapido Bet’ and Surviving Your ‘Meesho Miss is the Best Job | Pratik & Brij
Dec 26, 2025 positive
Assertion Not checkable as stated
Tata's Tetley Deal Was First Major Global Brand Acquisition by Indian Firm
“Until then, no Indian company had acquired a global brand of any significance. This had not been done before.”
Harish Bhat Dec 26, 2025 ▶ 17:37 How TATA Acquired Jaguar, Tetley, Corus and Redefined Indian Ambition | Harish Bhat
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