PaperVC

Amazon infuses Rs 1,125 crore into India marketplace ahead of festive sale cnbctv18.com/retail/amazon-i…

Ahead of the festive sale, Amazon pumps Rs 1,125 crore into its India unit business-standard.com/articl… #retail #ecommerce #fdi #amazon #jeffbezos

Ahead of festive season, Amazon Seller Services gets another fund infusion from Singapore parent financialexpress.com/industr… #retail #amazon #JeffBezos

Tencent marks its Singapore landing with a splash --> paper.vc/tencent-marks-singa… #flipkart #venturecapital #startups #china

What's new in paper.vc collections? --> checkout Kalaari Capital's portfolio paper.vc/collections/kalaari… (over time) #venturecapital #startups #entrepreneurship #funding

*The Insurgent Manufacturer* An Asian giant's bruising battle with Procter & Gamble may upset Naukri's plans for an exit from a portfolio company paper.vc/insurgent-manufactu… #challenger #fmcg #startups #venturecapital

Softbank's pound of flesh humble.paper.vc/softbank-s-p… @InMobi

A key investment by one of @MorganStanley 's Asia-focussed funds in India’s food sector appears to be in less than promising condition - *Morgan Stanley’s unhealthy Indian food play* paper.vc/morgan-stanleys-unh…

Impresario has truly done it all as a pure-play F&B co 🍾 - Developed kick ass brands in-house. (Social, Mocha +more) - Grown consistently. (From $5M to $47M REV over 7 years) - Found backing from an investor that knows the sector. (L Catterton) - Controlled losses. (LossM <2%)

IndiaBulls did just 1/10th business in Q4 ('20) than it typically does in final quarters. YoY revenue dropped 34%. Mumbai-based 'Blu Estate' residential project accounts for over 66% of the company's $390M worth of unsold inventory. Its delay will further affect Q1 ('21).

Syngene was Biocon's hero in Q4 💪 💰 Highest REV generating segment (~35%) 🧪 Re-purposed old lab to offer free covid-19 testing using RT-PCR tech 🤝 Partnered with Mylab to supply reagents for kits 🔬 Designed an Elisa-test kit 💉 Scientists involved in R&D for vaccines

Yum! Brands takes a slip in India 🍕🍔🌮 Not as fatal as expected. But likely to stay down with less than average demand. India sales contributed ~1% of @kfc and @pizzahut's global system sales in 2019. Stay around the same levels this year too.

The favorites for this year's edition of Indian Game of Drones: 🛸 Lone warriors: 💪 Asteria ('11) (backed by RIL) Tag-teams: 🤝 Throttle ('16) + SpiceJet Throttle + Dunzo ANRA ('14) + Swiggy Omnipresent ('10) + ShopX Winners to get 💰 after the trial run ends in Sep 2020

Hetero partnering with Gilead despite being a relatively smaller player is no coincidence. They're globally recognized for manufacturing a wide range of anti-retro viral drugs at affordable prices. And, they were among the first ones to develop an API during HIV/Aids crisis.

Exclusive 🔔 @jake_zeller (AngelList) is investing $200K in collections platform Numberz. Last month, they raised $650K from existing inv Sequoia, Kae and Kalysta Capital. This is part of the Delhi-based startup's bridge round. Comes after almost 2 years of no-fund raising.

Lenskart may end up doubling revenue in current FY from '19 levels if: - They maintain the 6-yr avg CAGR of 51% for ‘20 - Their expected growth rate of 20% for '21 is not overestimated

Nestle India beats coronavirus 🥊🥊🥊 Earned $449M Q1 2020 (end Mar 31st). Slightly better YoY growth than last year. NPM increased to 15.57%. Likely to extend for this quarter as people stock more food going into Lock-down 4.0

📑 Bandhan Bank files Q4 '20 results: Despite growing revenue, NPM falls from 29% to 15%. 439% ⬆️ in Provisions and 103% ⬆️ in Interest expended affected profitability the most.

Procol is gearing up to take off 🚀🚀🚀 📁show that they're prepping for a $3.7M round. Surge, Beenext & Blume are investing. Likely to be deployed for growing clientele. Their procurement solution has always been promising. Already serving big 🐟's like BigBazaar & Haldiram.

@Sequoia_India loves healthcare startups, but Pristyn Care is its quickest bet till date⚡️⚡️⚡️ Founded Sep '18 | Provides elective surgeries Asset light model - Partnered with 250+🏥 in 20 cities Raised $15M TD (Angellist + Hummingbird) --> 𝗩𝗮𝗹𝘂𝗲𝗱 𝗮𝘁 $𝟳𝟯𝟬 𝗠 👀