Brandtheorymag

The business of what India buys 🛒
Funding, launches & power moves in Indian CPG🇮🇳

[Brandtheorymag @Brandtheorymag]

The Pizza Bakery and Paris Panini parent Popo Global has raised ₹532 Cr from Artal Asia at a reported valuation of ~₹1,250 Cr.

The previously bootstrapped company is now gearing up to expand beyond Bengaluru.

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Triptii Dimri has joined Peep Beauty as an investor and co-creator as the eye beauty brand raises ₹12 Cr in pre-seed funding.

Another celebrity moving from brand endorsement to brand ownership.

#PeepBeauty #TriptiiDimri

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Apple has unveiled its first-ever foldable iPhone, starting at ₹2.99 lakh in India.

Would you spend ₹3 lakh on a foldable iPhone? 👀

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RentoMojo’s ₹1,256 Cr IPO was fully subscribed on Day 1.

The issue includes ₹150 Cr in fresh capital and ₹1,105.57 Cr through OFS, with the company targeting a valuation of around ₹4,246 Cr.

[Brandtheorymag @Brandtheorymag]

TAC raised ₹125 Cr. Then shut down.
Expanded too fast, hired too early, systems never caught up.
Growth without infrastructure isn't a strategy — it's a countdown.
#D2C #StartupLessons

[Brandtheorymag @Brandtheorymag]

Pet nutrition brand Lickicious has raised ₹19 Cr to scale manufacturing, R&D and its omnichannel presence as India’s pet care market grows.

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10-minute food delivery startup Swish is set to raise ~₹225 Cr at a reported ₹1,653 Cr valuation.

India’s quick-commerce race is moving beyond groceries.

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Women’s wellness brand Nua has raised $50M in Series C funding led by Peak XV Partners and Filter Capital.

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Nykaa has acquired an additional 24.2% stake in D2C personal care brand Earth Rhythm, deepening its bet on India’s beauty market.

[Brandtheorymag @Brandtheorymag]

Mokobara has reportedly raised ₹170 Cr in Series C funding led by https://t.co/bvZSxYcLE5.

Another major raise for the homegrown premium luggage brand as it scales its presence in India’s growing travel category.

[Brandtheorymag @Brandtheorymag]

Indian sneaker brand Comet has raised ₹100 Cr in Series B funding led by Verlinvest.

The fresh capital will help the brand expand retail, product development and R&D as it scales its presence in India’s growing sneaker market.

[Brandtheorymag @Brandtheorymag]

SUGAR Cosmetics has raised ₹144.5 Cr from A91 Partners, but at a reported valuation nearly 80% lower than its 2024 round.

A fresh raise, but a major valuation reset for one of India’s best-known D2C beauty brands.

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Reliance is entering the ice cream business with Bombay Creamery. 🍦 Another category, another big Reliance move.

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Deepinder Goyal backs clean air startup YOGa as it raises ₹20 crore.

The company plans to use the funding to expand across Tier 1 and Tier 2 cities.

#DeepinderGoyal #IndianStartup

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Astrotalk hits a $1B valuation via an ESOP buyback, entering India’s unicorn club. 🦄🔮

From traditional astrology to a billion-dollar digital consumer business.

#Astrotalk #IndianStartup

[Brandtheorymag @Brandtheorymag]

Voice AI startup https://t.co/1R30UVMNuX has raised $13M in Series A funding to scale its ultra-low-latency voice AI platform globally. 🎙️

The AI race is moving beyond chatbots—and voice could be the next big frontier.

#VoiceAI #AI #Startups #Funding #india

[Brandtheorymag @Brandtheorymag]

Zepto has hit pause on its IPO plans.

But the bigger question is what it does with the extra runway — improve margins, control cash burn and strengthen its position in India’s quick-commerce battle.

#Zepto #QuickCommerce #IndianStartups #D2CIndia #BrandTheoryMag

[Brandtheorymag @Brandtheorymag]

Former Myntra CEO Nandita Sinha has been appointed CEO of Swiggy Instamart.

As quick commerce expands beyond groceries, her ecommerce experience could shape Instamart’s next phase.

#SwiggyInstamart #QuickCommerce

[Brandtheorymag @Brandtheorymag]

GoKwik & PayU are bringing D2C shopping to ChatGPT in India, with Hyphen, Beardo & KILRR among the first brands reported to be live.

AI is moving from product discovery to commerce. Is conversational shopping the next big D2C channel?

#D2CIndia #BrandTheory

[Brandtheorymag @Brandtheorymag]

Reliance just entered the beauty battle. 💥 AJIO Beauty is officially live — and things just got interesting for Nykaa & Myntra.

Who’s your bet to win this space? 👇 Follow @brandtheorymag for more CPG India updates