The Ledger
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Lunia: Most Indian tech unicorns remain capped at $1B to $2B valuations
“I mean, even companies like Nica, PTM, Zomato, they have still remained in even by and large, a single digit billion outcome. And these are horizontals. They're not a lot of them. Most other unicorns also are in the one or two billion range.”
Taneja: Platform rivalry matters more to founders than consumers
“I think competition plays more in our heads as founders and management teams than it plays in the heads of a consumer. Consumers, you know, are not as wedded to this category like, you know, probably we are.”
Shenoy: Nykaa's 18x oversubscription reflects massive 2021 market froth
“Naika got 18 times oversubscribed. It was valued, I think, more than 40% higher than what it was valued in February of this year. And relatively speaking, you know, this is froth.”
Chadha: Early Nykaa exiters missed out on 10x returns
“And they made good money. Maybe, you know, they made three X, four X, but had they stayed for another two years, three years, you know, they would have made a 10 X from them.”
Early D2C Brands Should Leverage Marketplace Trust Before Driving Website Traffic
“Even when we start, we will not be website only because I don't want them to build trust on my website experience. They already trust Amazon. Let me be on Amazon and let me only fight the battle of helping them trust the brand. So even at launch, we were on ou…”
Bansal: Nykaa was one of earliest personal investments alongside TPG deals
“Came back with one of my earliest investments would have been Nika in a personal capacity other than TPG, of course, and TPG have been involved with Lenscart and a number of other successful, both in India and overseas investments.”
Offline Sales Reached 10% of The Moms Co. Revenue by March 2021
“Offline went from zero to about 10% in March. And within online our website and Amazon and Ika are pretty much similar numbers depending on months and depending on activations that we do, they flip positions, one, two, and three, but those are our three bigges…”