Post IPO, Brokerage Just Called It One of the Most Interesting Fintech Bets in India

2 million POS devices, 866 million prepaid cards issued, online payments growing 56%, and an AI architecture built for the next decade of commerce  There is a payments company sitting quietly in India’s listed fintech space that processes transactions for Flipkart, Myntra, DMart, Apollo Pharmacy, Marriott International and over twenty global airlines — and most … Read more

It’s Losses Are Narrowing Quarter by Quarter. Risk-Reward Is Hard to Ignore.

Food delivery profitable, Instamart contribution break-even weeks away, revenue up 45% year-on-year — the path to profitability is becoming clearer, even if the timeline has shifted Loss-making technology companies require a different kind of reading from investors. The question is never whether profits exist today — they don’t — but whether the trajectory of losses … Read more