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Blue Tokai Coffee Roasters

also referred to as: blue tokai

13 statements across 1 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 3, 2025 by Matt Chitharanjan · said 22 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Nikhil Kamath (16), Matt Chitharanjan (2), Zorawar Kalra (1)

tap a year for its mentions
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011202320242025episodes it came up in
00130.5251202320242025episodesmentions per episode
2025 21 mentions in 1 episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Blue Tokai Coffee Roasters, oldest first

Mar 3, 2025 positive
Disclosure
Blue Tokai operates at a 400 crore rupee run rate
“We're at a 400 crore run rate.”
Matt Chitharanjan Mar 3, 2025 ▶ 20:10 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Disclosure
Blue Tokai spends roughly 4% of revenue on marketing and content
“We, ad spends is one and a half percent. Then the team would be another three percent or so.”
Matt Chitharanjan Mar 3, 2025 ▶ 3:08:33 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Assertion Supported
Blue Tokai operates 135 outlets across India
“If I had to do that, I would replicate it across our 135 outlets, but”
Matt Chitharanjan Mar 3, 2025 ▶ 1:11:09 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 positive
What-if
Rahul Reddy: Subko would not have succeeded without Blue Tokai
“Look, I think Lutokai has changed The palette of coffee consumption in India. And that's, I mean, without that having happened, Subco wouldn't have had a shot, to be honest.”
Rahul Reddy Mar 3, 2025 ▶ 45:29 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 positive
Insight
Matt Chitharanjan: Building a coffee brand without physical cafes is very difficult
“Without a cafe, it's very difficult to have a coffee brand without a cafe.”
Matt Chitharanjan Mar 3, 2025 ▶ 2:37:58 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Opinion
Matt Chitharanjan: Blue Tokai is mass-premium, while Subko is niche premium
“We, I would say, are more mass premium. They're more niche premium. I think the customers are slightly, I mean, I would say we're more, we try to be more accessible.”
Matt Chitharanjan Mar 3, 2025 ▶ 43:30 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Assertion Not checkable as stated
Chitharanjan: Blue Tokai survey shows ₹250 is the consumer price sensitivity threshold
“So we've done a survey and it's two 50 rupees is kind of the, they won't notice anything up until two 50 rupees is above two 50 rupees, then they, then they'll start to pay attention.”
Matt Chitharanjan Mar 3, 2025 ▶ 1:25:50 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Assertion Not checkable as stated
Blue Tokai co-founder: Coffee growers doubted Indian consumers would pay for specialty coffee
“Even when we went and talked to the growers, they felt that Indian consumers weren't ready to pay for good quality coffee, that you'd have to cut it with Robusta or do a commodity Arabica offering in order to bring the price down so that you could get acceptan…”
Matt Chitharanjan Mar 3, 2025 ▶ 5:34 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Insight
Chitharanjan: 1,000 sq ft is the optimal coffee shop footprint
“2000, the capex becomes too large to fit it out. And the incremental revenue is not justifying the increase in rent as well. Below 800, then tables become occupied, and people don't want to wait for a coffee shop, though. If they see it's full, they'll just go…”
Matt Chitharanjan Mar 3, 2025 ▶ 2:54:05 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Disclosure
Blue Tokai: 45% of sales are drinks, 40% are food
“For us, we sell 45% is beverages, 40% is food, and then 15% is the retail packets and bread.”
Matt Chitharanjan Mar 3, 2025 ▶ 50:56 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Insight
Chitharanjan: Record coffee bean prices only add 2–3 rupees per cafe cup
“In a coffee shop, even now, coffee prices are at a 50 year high right now. You know, add two, three rupees to the cost of a cup of coffee. So it's very easily absorbed in a coffee shop. In a packet of coffee, it's not very easily absorbed.”
Matt Chitharanjan Mar 3, 2025 ▶ 2:48:10 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Assertion Not checkable as stated
Blue Tokai: Plant-based milk accounts for only 2% to 3% of sales
“Two, three percent.”
Matt Chitharanjan Mar 3, 2025 ▶ 1:15:01 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Disclosure
Chitharanjan: Delivery generates 35% of Blue Tokai's revenue
“We're at 35% of the revenue is delivery.”
Matt Chitharanjan Mar 3, 2025 ▶ 2:55:56 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
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