Ankur

I invested 100% of my liquid net worth into a single stock just to prove I belong at @_groww. No standard PDF resume. No generic LinkedIn "InMail." Just skin in the game and a 19.7% return in 14 days. 🧵

@anmolm_ It’s wild to look back. India’s digital evolution had two massive catalysts: Jio’s pricing disruption and COVID’s forced migration. We’re definitely due for a third act - any guesses on what triggers it?

the 10 year jio launch anniv is upon us. feels insane visualizing how much data consumption has actually changed

@tarunsmehta Incredible update, Tarun! Proud shareholder here - it’s rewarding to see my investment double down. This is proof that pure execution without compromising quality wins. I’m betting on the Ather Stack and new products for those bumper profits ahead. Kudos to the team! @atherenergy

At the start of FY26, we were clear about what we wanted to do: ramp up demand through new products. Scale that demand through new stores, distribution. Coming up on the anniversary of Ather going public - happy to repor that FY26 has been about executing on exactly that! We saw strong growth across all key metrics, with scale and operating leverage starting to come through meaningfully. • Units sold: ~2.63 lakh 🔼69% YoY • Total income: ₹3,823 crore 🔼66% YoY • Adjusted Gross Margin: ₹925 crore 🔼116% YoY • EBITDA: ~(6.7%) 🔼~1630 bps YoY Q4 was our strongest quarter yet. • Volumes: 83,418 🔼76% YoY • Total income: ₹1,214 crore 🔼76% YoY • Adjusted Gross Margin: 25% 🔼~700 bps YoY • EBITDA: ~(2.5%) 🔼~2080 bps YoY This growth came from getting both product and distribution right. Rizta helped us unlock a much larger addressable market, especially in underpenetrated regions. At the same time, we scaled our footprint to 700 Experience Centres and ~548 service centres, with strong participation from existing partners. Geographically, the shift is clearly visible. Middle India scaled to ~17.3% market share. Rest of India grew to ~12.1%. South retained leadership at ~23.5%. Our ecosystem continues to strengthen alongside our vehicles. Non-vehicle revenue is now ~13% of total income, and software adoption remains high with ~93% attach rates in Q4. Grateful to our customers for trusting us, and to the team and partners for executing consistently through the year! @atherenergy

@radika_agarwal Spot on. Though I’d say founders are building for Bharat - just one layer at a time. They start with the version they know (Blinkit for urban speed, Slice for Gen-Z access). The white space fills as they scale and learn the language of the rest of India.

most founders build for themselves
which is great - lived experience, bottoms up thinking but that leaves massive white spaces building for Bharat is a different muscle. less product, more distribution. aesthetics, language, trust- everything changes

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I invested 100% of my liquid net worth into a single stock just to prove I belong at @_groww. No standard PDF resume. No generic LinkedIn "InMail." Just skin in the game and a 19.7% return in 14 days. 🧵