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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.
Two giants, one market, and a race to prove food delivery can be sustainably profitable. We dissect Zomato and Swiggy’s P&Ls — delivery fees, platform fees, ad revenue — and ask who wins the endgame.
India’s EV two-wheeler market flipped from a one-horse race to a three-way war. We analyse Ola Electric’s retreat, Bajaj’s rise, and TVS’s quiet compounding — and what the FAME subsidy phase-out means for every player.
Zepto is racing toward India’s biggest quick-commerce IPO in a decade. We break down the numbers behind the ₹20,000 crore filing — dark stores, delivery costs, and the valuation maths that will decide if the market says yes.
Blinkit’s first‑ever positive EBITDA is a watershed moment for Indian quick commerce. We break down the unit‑economics drivers, the path to profitability, and what it signals for the broader Q‑Commerce sector.
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.”
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