How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave

ASYMMETRIC
15/08/2025 1h 1min Temporada 1 Episodio 40
How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave

Listen "How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave"

Descargar episodio Ver en sitio original

Episode Synopsis

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessChirag Taneja: Founder, GoKwikDarshit Vora: GP, Sparrow CapitalChapters00:00 Coming Up01:10 Intro & Welcome, Darshit02:28 Paytm Financials (Q1 FY 2026)07:14 Soundbox Scale & CAC Payback09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics13:27 How Fintechs Can Scale Without Risk21:21 Retention Is Key Going Forward25:26 Why CRED Lending Works So Well28:29 Paytm vs PhonePe vs Google Pay vs BharatPe34:17 Bluestone IPO Journey39:01 Omnichannel Works in Jewelry42:30 Gold vs Diamond Jewelry: Market & Gross Margin47:47 Lab-Grown Diamonds & Consumer Psyche54:11 Bluestone Unit Economics: Store Throughput, SSSG57:56 July MF Inflows & Risk-On TiltPaytm analysis:https://gamma.app/docs/Paytm-Analysis-Asymmetric-e4rigwq2uzkpnzg?mode=present#card-h0s04ivkgcb0hgc

More episodes of the podcast ASYMMETRIC

Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha 14/11/2025
Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build 07/11/2025
Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat 31/10/2025
Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast 24/10/2025
Deep Dive into India’s Consumption Story This Festive Season: Signalling Changes in Hiring Dynamics 17/10/2025
Creator Brands & Content 2.0: Reflections as BSC Turns 10 | Episode 50 10/10/2025
Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs 03/10/2025
H-1B Pullback & GST Push: Long-Term Macro Risks, Q-Comm Plays, & India’s Changing Consumption Story 26/09/2025
On Urban Company’s IPO, China, and the United States of AI with Avnish Bajaj of Z47 19/09/2025
Breaking Down India’s Fragrance Obsession & How Startups Are Creating a ₹10,000-Crore Market 12/09/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA