Ashutosh

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

India’s e-commerce story is evolving from a battle for selection to a battle for time.

Traditional e-commerce was built around offering consumers greater choice at competitive prices. Quick commerce added another variable to that equation: immediacy. What began with groceries and daily essentials is steadily expanding into electronics, beauty, apparel, premium foods and other higher-value categories.

The numbers suggest this behavioural shift is becoming meaningful. India’s quick-commerce platforms are now processing over 9 million orders a day, while established e-commerce players such as Amazon and Flipkart are aggressively expanding their own instant-delivery networks.

But the next phase may be less about who can deliver in 10 minutes and more about who can make those 10 minutes economically valuable.

As networks mature, metrics such as order density, basket size, repeat frequency, dark-store productivity and contribution margins become increasingly important. Speed can acquire the customer; efficient fulfilment and purchasing behaviour ultimately determine the quality of the business.

India’s next chapter of digital commerce may therefore be defined not simply by how much consumers buy online - but by how fundamentally convenience changes what, when and how often they buy.

#QuickCommerce #Ecommerce #ConsumerTech #IndianMarkets #DigitalIndia #CapitalMarkets

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

India’s dairy story is gradually becoming much bigger than milk.

As consumption patterns evolve, the industry is seeing a structural shift towards organised and value-added categories—paneer, cheese, curd, yoghurt, ice cream and other branded dairy products. These categories offer companies greater scope for differentiation, branding and premiumisation than traditional liquid milk.

The recent listing of Milky Mist brings this transition into sharper focus. Its IPO saw strong investor participation, highlighting growing public-market interest in businesses positioned around value-added dairy rather than primarily commodity-like milk sales.

For the industry, the long-term opportunity lies at the intersection of rising protein consumption, formalisation of an enormous unorganised market, better cold-chain infrastructure and consumers increasingly paying for convenience and branded quality.

India has always been a dairy powerhouse. The next phase may be about how much more value can be created from every litre of milk.

#Dairy #IndianMarkets #Consumer #FMCG #CapitalMarkets #IndiaGrowthStory

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

One of the most overlooked aspects of investing is that markets don't reward good businesses—they reward businesses that perform better than expectations.

A company can report record revenues and profits, yet see its stock decline if those results were already priced in. Conversely, a company with modest growth can outperform if it surprises positively or demonstrates improving fundamentals.

This distinction becomes especially important during earnings season. Stock prices are driven not just by what a company has achieved, but by how those results compare with market expectations and what management signals about the future.

In the short term, expectations drive prices. Over the long term, fundamentals determine value. Successful investing requires understanding both.

#IndianMarkets #EarningsSeason #Investing #CapitalMarkets #LongTermInvesting

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723
India's food delivery industry is entering a new phase.

For years, the focus was on customer acquisition and order growth. Today, the competitive advantage is shifting towards execution—unit economics, dark store productivity, delivery density, and customer retention.

Recent developments, including Blinkit achieving operating profitability and Flipkart's planned entry into food delivery, suggest that the battle is no longer just about delivering food faster—it's about building a sustainable, high-frequency consumer platform.

The winners are unlikely to be those who discount the most, but those who can scale profitably while maintaining customer loyalty.

#QuickCommerce #FoodDelivery #IndianStartups #ConsumerTech #CapitalMarkets

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

The most interesting trend in India's dairy industry isn't higher milk consumption—it's the shift from milk to value-added dairy.

Products such as paneer, cheese, yogurt, probiotic drinks, and premium ghee are growing significantly faster than liquid milk and now account for an increasing share of industry revenues. Industry estimates suggest value-added dairy products could grow 16-18% in FY26, materially outpacing the broader dairy market.

This matters because value-added products typically command stronger brands, higher margins, and greater customer loyalty.

India may be the world's largest milk producer. The next phase of value creation could come not from producing more milk, but from processing it better.

#Dairy #FMCG #IndianMarkets #Consumer

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (a scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

The recent market volatility has largely been attributed to geopolitical tensions and rising crude oil prices. While these factors matter, history suggests that their impact on equity markets is often more temporary than investors expect.

For India, the more durable drivers remain domestic consumption, infrastructure spending, manufacturing investments, and financialization of savings. These trends are measured in years, not weeks.

Market corrections driven by uncertainty can change sentiment quickly. Structural economic trends, however, tend to persist much longer and ultimately determine earnings growth.

As investors, distinguishing between cyclical noise and structural change remains one of the most important aspects of capital allocation.

#IndianMarkets #Investing #CapitalMarkets

[Skyridge Growth Fund @SkyridgeFund]

Skyridge Growth Fund (A scheme of Skyridge Investment Trust) | SEBI Reg. No. IN/AIF3/24-25/1723

Indian markets are displaying a rare combination of resilience and caution.

Despite elevated geopolitical tensions, higher crude oil prices, and continued FII selling pressure, the Nifty remains supported by strong domestic liquidity. SIP inflows, insurance flows, and DII buying have fundamentally altered market dynamics compared to previous risk-off cycles.

What's also changing is market leadership. Over the last 12 months, capital has gradually shifted from broad-based momentum trades toward sectors with visible earnings drivers—financials benefiting from credit growth, defence from rising order books, industrials from capex expansion, and power from growing electricity demand.

The key takeaway: the market is no longer rewarding mere participation. It is increasingly rewarding earnings visibility, balance sheet strength, and sector-specific tailwinds.

That's a sign of a maturing bull market, not a weakening one.

#IndianMarkets #Nifty #CapitalMarkets #Investing

[Ashutosh @bazzzinggaaa]

When in doubt, assume @rajat_012

[Ashutosh @bazzzinggaaa]

@thybhatta @aissistant @aissistant
#image #quote

[Ashutosh @bazzzinggaaa]

@thybhatta @aissistant #screenshot

[Ashutosh @bazzzinggaaa]

@rajat_012 Right

[Baagad @EkKaamKartaHu]

Bhatta chutiya hai

[Ashutosh @bazzzinggaaa]

@djautoplay @sundarpichai @thybhatta Nahi bhai 🤦‍♂️ Country ka naam in French is Maroc, isiliye MAR. Kal ko tum India ko DEL kar doge aise toh 😶

[Ashutosh @bazzzinggaaa]

@malikgarv @thybhatta @djautoplay

[Ashutosh @bazzzinggaaa]

@NoContextBrits @rajat_012 @thybhatta Get ready for Global domination boys! Seems like this is a universal problem 🙄

[Ashutosh @bazzzinggaaa]

@ANI @thybhatta

[Ashutosh @bazzzinggaaa]

@baagad_bihari TMI

[Ashutosh @bazzzinggaaa]

@thybhatta Chal theek hai, will wait for Twitter to roll out edit option now.

[Ashutosh @bazzzinggaaa]

Ee saala cup namde!
#T20WC2022
#ViratKohli