Muskaan Gupta

Excellent stories from our Middle East edition. -Careem's super app ambition takes a hit. -Talabat, Spinneys and hypermarket operator Lulu Retail earnings define consumption amidst disruption in a roller-coaster quarter. @Harveen_A @djmaanav @MorningContext

You'd imagine drone demand to be at an all time high. Listed drone players, however, aren't doing very well. Both DroneAcharya and ideaForge have had poor results. Now a third drone company, Garuda Aerospace wants to list. @MorningContext

Taking over listed, dormant companies, rebranding them as new age, businesses and then doing a pump and dump is at its peak in India. 115 of these happened in 2025. 38 this year already, while regulator is chilling. @CharuSingh_345 @MorningContext. themorningcontext.com/business/india…

Excellent edition this morning. Cars24 is running on fumes. Vedanta great quarter but concerns remain. @MuskaanGupta_ @PRINCE0879 @MorningContext themorningcontext.com

Fast&Up has ridden two structural tailwinds: the post-pandemic shift towards preventive healthcare and the rapid expansion of online and quick commerce. Most companies struggle after they get here. Story in @MorningContext, @MuskaanGupta_.

Within roughly 60 days, four senior leaders have walked away from their daily roles at Cars24, a unicorn with a valuation of roughly $2.6 billion. The truth is that the company's business is running on fumes. Why should this company IPO? @MuskaanGupta_ @MorningContext

Top level exits, including of co founders, before an IPO is not a good sign. At Cars24, senior leadership exits reveal a delicate financial position. @MorningContext @MuskaanGupta_ themorningcontext.com/internet/as-le…

Epigamia & its turnaround story. In today's @MorningContext

Captain Fresh's remarkable turnaround story makes it a good IPO candidate. But there's a catch. Will investors in India warm up to a company whose 90%+ revenue comes from overseas? Not to talk about the huge debt. @MuskaanGupta_ @MorningContext themorningcontext.com/internet/an-in…

Captain Fresh is remarkable in the sense that 95% of its business and customers are outside India, and yet the company wants to list in India. Company has low cash, high debt, a slow growth sea food business in Europe/US. Public market should bailout VCs, founder.

Captain Fresh grew fast by buying overseas seafood firms, but its debt surged. Now it plans an IPO, asking investors to back a risky, low margin business. @MuskaanGupta_ Writes: themorningcontext.com/internet/an-in…

Free Read: Delhivery posts gains, but in-house e-commerce logistics and low-value shipments limit growth. @MuskaanGupta_ Writes: themorningcontext.com/internet/delhi…

Enjoy this story free for a short time. Subscribe for insights on startups and the Middle East. Ferns N Petals built a successful gifting brand, offering lessons on expansion and growth. @Harveen_A Writes: themorningcontext.com/internet/insid…

Brands are racing to build rapid delivery on their own channels. There are good reasons. Better margins is one. But the economics is unclear and there's no proven success stories. Will they succeed? @MorningContext @MuskaanGupta_ themorningcontext.com/internet/d2c-b…

Go direct. Easier said than done. Excellent copy on the dilemma of D2C brands. Quick commerce has changed customer behaviour and increased business complexity. @MorningContext @MuskaanGupta_

“It was a shrewd move from Bhatia. The airline’s ops had stabilized after the disruption in Dec. In the interim, he has got his next man too." I write what went behind the scenes & more in today's story @MorningContext themorningcontext.com/business/rahul…

Test prep may very well become among the first in India’s edtech sector to witness an AI overhaul through and through. Coming first for publishers and their entire supply chain. @MorningContext, @MuskaanGupta_.

As always @SushantSin is on point. In @MorningContext

There's something seriously wrong with Yes Bank's board and its decision making. CEO Prashant Kumar has just two months left in his tenure. There's no inkling of his successor. @MorningContext @imFmoharkan themorningcontext.com/business/yes-b…