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India 1

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 7, 2023 by Kishore Biyani · across every show →

Everything said about India 1, oldest first

May 7, 2023 neutral
Insight
Biyani: India's consuming class is outnumbered 3-to-1 by its serving class
“India one is the consuming class. Anybody who has a domestic help, for me, is the consuming class. Because consuming means not basic consumption, but some value-added consumption. India two is the serving class, which makes our lives better. The driver, the he…”
Kishore Biyani May 7, 2023 ▶ 1:00:21 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Oct 7, 2023 neutral
Assertion Contradicted
Biyani: India's top 120 million people account for 70% of FMCG consumption
“Another research which we found out was the total package good consumption in India, FMCG package good in value terms, is 70% of excess is by this India one.”
Kishore Biyani Oct 7, 2023 ▶ 59:45 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
Jun 25, 2026 bullish
Prediction Open · timeframe Jun 2031
Screwvala: India's top consumer segment will double in four to five years
“This India one is gonna grow, right? So whatever India one is today, by the time you get into real business in four or five years, that India one will double.”
Ronnie Screwvala Jun 25, 2026 ▶ 1:20:58 Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | The Foundery · Nikhil Kamath
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