Daybreak

The Ken
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Mar 6, 2024 • 10min

How Blinkit's turned around its fortune under Zomato

From struggling to thriving, Blinkit's journey under Zomato's ownership is a tale of financial success and strategic impact. Despite challenges, the company emerged as a quick commerce leader, boasting a 40% share and impressive revenue surge. Through transformation and growth strategies, Blinkit optimized operations, broadened offerings, and focused on boosting repeat orders to drive success in the competitive market.
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Mar 4, 2024 • 11min

The curious case of India's antitrust investigation against Google

Discover the impact of Google's app removals on popular platforms like Bharat Matrimony and Shaadi.com, the stock market repercussions, and the government intervention. Delve into Google's billing policy enforcement, unfair treatment of developers, and the irony of its own anti-competitive practices in India. Explore the legal battles and global implications of India's anti-trust case against Google.
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Mar 1, 2024 • 10min

Why Tata Motors doesn't want to make the Indigo-Indica mistake with its passenger EVs

Tata Motors' successful EV market position in India, Xpres-T sedan's impact on cab market, IPO plans for TPEML, revenue growth, dominance in passenger EV market against rivals like Mahindra & Mahindra, and Tata Motors' cautious approach to EV sedan market.
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Feb 27, 2024 • 11min

How Amul is making "whey" for protein in India

National Protein Day in India raises awareness of protein deficiency. Amul utilizes whey as a key dairy byproduct for protein products. The podcast delves into Amul's successful entry and pioneering role in the Indian protein market.
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Feb 26, 2024 • 10min

Your AC bill is unlikely to go down anytime soon. Here's why

The podcast discusses the impact of rising temperatures on electricity demand, the surge in AC sales in India, the challenges of energy efficiency, and innovative technologies struggling in the market.
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Feb 23, 2024 • 11min

Why Swiggy's pre-IPO ad-revenue strategy has its restaurant partners complaining

Explore Swiggy's aggressive ad-revenue strategy pre-IPO, causing discontent among restaurant partners. Advertisements, including banners and videos, are key for revenue growth. Discover the balancing act between ad revenue and maintaining restaurant relationships.
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Feb 21, 2024 • 11min

The govt wants to move nutraceuticals under drug regulator's domain. Here's why

India’s nutraceutical market is estimated  to be worth $4-5 billion and the government expects it to be worth almost five times more in the next two years. As important as it is to monitor the rapidly growing market, regulations have not really kept up. In a post-pandemic world where preventive healthcare has become all the rage, a dangerous situation is being created. Health supplement makers are flouting RDA guidelines and consumers have been paying little attention.Now, the health ministry of India is planning to move nutraceuticals from under the ambit of FSSAI, the food regulator to CDSCO, the drugs regulator. According to reports, the Ministry has also proposed forming a committee chaired by the Secretary of Health to address overlapping concerns between Nutraceuticals and Drugs. Tune in to find out more.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories
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Feb 19, 2024 • 12min

Is tech the only answer to Bengaluru's traffic troubles?

Bengaluru is best known for two things: great weather and terrible traffic. The Silcon Valley of India is the sixth slowest city in the world! How come no one has come up with some innovative tech-based solutions?Actually, they have.  But you’ll be surprised to know that one the key reasons why the city's traffic troubles never end is because the focus has mostly been only on tech driven efforts. Tune in.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories
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Feb 16, 2024 • 11min

Why Licious had to lay off after all

While most startups were facing a reckoning earlier last year with mass layoffs, Licious, the meat delivery platform, was sitting proud, unaffected. Both the founders, Hanjura and Gupta, were giving interviews talking about how their company had made no job cuts and how they did not want that kind of bad karma. It became the anomaly in a market that was seeing a bloodbath that going on all around.But to be honest, the  strategy of not laying off, didnt really help Licious. In fact, it saw some of its top talent at leadership positions leave the company.And now, as it turns out, it may not be all good karma for Licious founders after all.  The company has laid off 80 of its employees as a part of what its calling an operational reset. What’s going on? Tune in.Recommended read: California usersDaybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories
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Feb 14, 2024 • 10min

What will Paytm do now?

The Reserve Bank of India has barred Paytm from continuing all its banking services via Paytm Payments Bank after February 29. It's been operational since 2017 and its services include current and savings accounts, fixed deposits with partner banks, and balance in wallets, UPI, and FASTag, among other services.The RBI has basically said it cannot take any more deposits or conduct credit transactions. This also means no top-ups on any customers accounts, prepaid instruments, wallets, and cards for paying road tolls. And this means, Paytm has three challenges it needs to win…and all of it by the end of this month. First, it needs to figure out a nodal banking partner where it will hold fund on behalf of its customers. Then, it needs to untangle its business from Paytm Payments Bank. And finally, it needs to do all of this without losing its existing customers.Each of these is more important than the other.Tune in

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