All Posts By

Smartkarma Content

PhonePe Tearsheet – India’s SuperApp Ambition

By | Smartkarma Originals
  • Phonepe Pvt Ltd (1732974D IN) runs a digital payment and technology App in India and is currently the leader in terms of UPI transactions processed. 
  • Our channel feedback suggests the possible disruption from initiatives like ONDC to be positive for payment apps like PhonePe, with the possible acceleration towards the SuperApp Journey. 
  • Revenues are always growing, and so are losses. With ONDC, there is a possibility this may change faster than anticipated and hence warrants close attention. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Browserstack Tearsheet – India’s SaaS Behemoth

By | Smartkarma Originals
  • Browserstack (1573804D US) is a web and mobile testing platform company that aids developers to test their products for bugs and glitches across multiple desktops and mobiles.    
  • Channel feedback is encouraging and positive. The company is leveraging India’s unique tailwinds, creating products that are global from Day 1.
  • Profitable from the first 6 months of operations, financials remain robust and the company’s plan to cross $200 mn AAR this year is likely to materialise. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Apna Tearsheet – LinkedIn for the Masses

By | Smartkarma Originals
  • Apna (1826169D IN) ‘s is India leading networking and jobs platform primarily targeted towards the +250 million grey and blue collared workers, who usually are not on Linkedin. 
  • Channel feedback is mixed, Apna is not the only platform of choice. Community initiatives and vernacular interface are key differentiators along with simplicity. 
  • Profitability could remain a challenge, Monetisation is work in progress. The model is interesting, but making money off the bottom of the pyramid has never been easy. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Groww Tearsheet – Simplifying Investments and Savings

By | Smartkarma Originals
  • Groww (1573648D IN) is a wealth management and investment platform designed to simplify investing especially for first-time investors. 
  • Channel feedback indicates Groww’s simple UI, and lower cost/fees as the primary reasons for them investing via the platform. 
  • Revenues have seen a COVID-led sharp jump, and growth with low marketing expenses and operational profitability offer a compelling narrative. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Entities 31201-31300

By | Entity Directory
Entity
Insights
Analytics
News
Discussion
Filings
Reports

Dailyhunt Tearsheet – News For “Bharat”

By | Smartkarma Originals
  • DailyHunt (1449267D IN) is one of India’s leading vernacular content curation and engagement platforms and also one of the most funded content startups. 
  • Channel interactions indicate a challenging competitive position that requires constant cash burn. 
  • In terms of financials, there is no sight of profitability in the near term. Unless that changes, it is best to remain cautious. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Smartkarma Partners with e27 to Empower the Next Generation of Asia’s Startup and Tech Businesses

By | Press Release

Up-and-coming innovators will benefit from the Smartkarma network’s depth of insight and investment intelligence, and e27’s thought leadership content and ecosystem connection platform.  

SINGAPORE, 29 JULY 2022: Smartkarma, the independent investment research network, has partnered with leading Asia-focused tech ecosystem platform e27 to empower emerging and disruptive businesses across Asia-Pacific.

Smartkarma and e27 will collaborate on serving innovative businesses through the production and distribution of research-driven thought leadership services such as white papers and bespoke research projects, and marketing services such as event planning and sponsored content creation. Clients will benefit from the insights produced by Smartkarma’s pool of independent Analysts as well as e27’s considerable reach and influence in the region’s tech sector.

In addition, selected content from e27’s signature coverage of Asia’s tech business ecosystem will be available to Smartkarma users, providing deeper insights and access to business opportunities into this space for all segments of Smartkarma’s network, from institutional and private investors to corporates and research providers.

“Smartkarma champions the distribution and democratisation of knowledge, as evidenced by our numerous collaborations from large financial institutions to tech innovators worldwide. We are excited to come together with e27 to serve and give back to the region’s vibrant tech business ecosystem, out of which Smartkarma itself was born,” says Raghav Kapoor, CEO and Co-Founder of Smartkarma.

“From insightful content to facilitating business matching and access to corporate programs, e27 has continued to provide the tools and resources to stakeholders in Asia’s tech ecosystem. We look forward to working with Smartkarma in bringing our community and theirs the resources they need to build sustainable and impactful companies solving problems at scale ,” says Mohan Belani, CEO and Co-Founder of e27.

—–ENDS—–

Media contact:

Michael Tegos

Email: [email protected][email protected]

 

About Smartkarma

Smartkarma is the independent investment research network that provides differentiated, independent analysis on companies, markets, and industries across the world. Smartkarma’s online platform empowers asset managers and private accredited investors who want to access market-moving, differentiated intelligence; corporates who need to maximise their outreach; and analysts who wish to reach global investors with their written reports and bespoke services. In 2021, Smartkarma received the Knowledge Enterprise Award at the Singapore FinTech Festival Global FinTech Awards. Smartkarma is backed by notable investors such as Sequoia Capital, SGX, Wavemaker Partners, Jungle Ventures, and Enterprise Singapore.

About e27

e27 is a platform that allows key stakeholders of Asia’s tech and startup ecosystem to connect with each other, and empower them with tools to discover and share insightful content and business-building opportunities. With over 15,000 connections made within the online platform, e27 provides entrepreneurs, startups, investors, corporates, and other tech community enablers opportunities to boost their growth with access to tools that lets them search for, discover, and connect with partners relevant to their business needs. Learn more at e27.co.

Mamaearth Tearsheet – Going Beyond D2C

By | Smartkarma Originals
  • Mamaearth (1652951D IN)‘s in one of foremost D2C personal care brands. Initially started with baby products, the brand now offers a full range of toxin free, natural products.  
  • Channel feedback suggests good products and premium pricing, but chasing traditional retail is not easy and will test Mamaearth’s execution capabilities. 
  • COVID has boosted financials. Revenues have skyrocketed and the company has become profitable. The way forward for traditional retailing and its execution will be the key.  

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



Pepperfry Tearsheet – Banking on Discovery

By | Smartkarma Originals
  • Pepperfry (0096696D IN) is one of the largest furniture and home decor marketplaces in India. Recently also started offering appliances to serve as a one-stop home shop. 
  • Our channels indicate higher AOVs and different customers compared to Swedish giant IKEA. Marketplaces like Pepperfry solve the problem of discovery for customers looking for furniture in a new location. 
  • The WFH tailwind is fading away. With revenues declining, profitability is distant, and with the financial position that is yet to improve caution is warranted.  

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.



FirstCry Tearsheet – India’s Only “Surviving” Baby Products Retailer

By | Smartkarma Originals
  • FirstCry (0172540D IN) is one of the leading and only surviving Omni channel retailer that specialises in baby products. 
  • Channel feedback is positive, the strategy of opening company-owned and operated stores, and segregating online and offline operations is working well.  
  • Increasing revenues, profitable operations and limited competition make FirstCry a compelling narrative that should be on the watchlist. 

India Independent Insight • Consumer Analyst / Channel Surveillance Specialist • (Opens in a new window) ⧉

Get Straight to the Source on Smartkarma

Smartkarma supports the world’s leading investors with high-quality, timely, and actionable Insights. Subscribe now for unlimited access, or request a demo below.