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Decoding Zepto's DRHP: Can Quick Commerce Ever Profit? ft. Jayant Mundhra | सीVCism EP 9
What happens when someone actually reads the fine print of India's biggest consumer IPO filing?
Jayant Mundhra has built his reputation doing exactly that. In Episode 9 of सीVCism, he joins hosts Sriharsha Bandaluppi and Shashvat Somany for a conversation that starts with Zepto's DRHP and ends with the case for patient capital in India.
The Zepto section is the sharp end of it. Roughly ₹22,600 crore of revenue against losses in the ₹5,000 crore range — and average order value, arguably the metric that decides whether the business works, mentioned just twice in the whole document. Jayant…
The skinny
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