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Sharp analysis on Indian startups, quick commerce, and financial markets — the same depth as our research desk, in a format you can listen to on your commute.
EP 09 — The 10-Minute P&L: A Research Summary of Quick Commerce Unit Economics
One host, one deep dive — earnings calls, unit economics, and strategy unpacked in 30 minutes.
Macro strategists, fund managers, and researchers on the questions that move markets.
Every quarter, the numbers that matter — IPOs, earnings, flows — with no noise.
Our institutional research notes, distilled into a listenable 30-minute brief.
Blinkit is EBITDA-positive, Zepto is IPO-bound, Instamart is closing the gap. This research summary walks through the full unit economics of a 10-minute delivery order — the P&L line by line.
India’s UPI just crossed 20 billion monthly transactions. This research summary distills what that number means — for banks, fintechs, and the economics of a national payments rail — into a 30-minute listen.
Kunwar Analytics started as a research desk publishing institutional-grade notes on Indian markets. The podcast is that same desk, out loud — every episode built from primary filings, unit-economics models, and earnings-call transcripts, not headlines.
“The only India-focussed finance podcast that reads like a research desk, not a news feed.”
“I started with the Blinkit EBITDA episode. Now I listen to every drop — the unit-economics breakdowns are gold.”
“Quarterly trackers are the first thing I share with my team. Clean, fast, and no filler.”
Market intelligence in 30 minutes, delivered to your favourite podcast app. Subscribe free — no spam, ever.