How to Build a Profitable Consumer Business in India | Singularity One | ft Arindam, Nikhil, Rishabh скачать в хорошем качестве

How to Build a Profitable Consumer Business in India | Singularity One | ft Arindam, Nikhil, Rishabh

Consumer trends 2026 (India) are being shaped by one big shift: brand awareness is high, but loyalty is collapsing — which makes disruption possible in almost every category. We unpack the operator + investor playbook for building a profitable consumer business in India and what it takes to reach ₹100 Cr EBITDA. This is a candid roundtable on consumer brand building in India: distribution changes, profitability mechanics, offline vs online, and where the next winners will come from. (If you work in FMCG / D2C / consumer tech, this is a practical watch.) What you’ll learn: 1) “Brand loyalty low, awareness high” — why incumbents are now vulnerable (and what replaces old moats) 2) Distribution has democratised — from 12M retail outlets being the moat → multi-channel reality 3) Why “next Unilever” is harder: business life cycles shrinking (40–50 yrs → ~20–25 yrs) and what that does to strategy 4) The Atomberg-style path: differentiation → dominate one channel → retention → offline scale 5) Unit economics: how gross margins can actually improve over time (+1000 bps in ~4–5 years) 6) The ₹100 Cr EBITDA question: can a new-age brand do it without going offline? 7) What’s next: M&A integration, AI in consumer, and 2026 category bets Featuring: • Avnish Anand: Singularity AMC (Investor lens) • Arindam Paul: Co-founder, Atomberg (Operator scaling lens) • Rishabh Mariwala: Marico / Family Office + Sharp Ventures (Builder + capital allocator lens) • Nikhil Vora: Founder, Sixth Sense Ventures (Consumer investing lens) Resources / links: • Full Singularity One playlist:    • Singularity One Deep Dives   • Guest profiles Avnish Anand:   / avnishanand   Nikhil Vora:   / nikhil-vora-07713622   Rishabh Mariwala:   / rishabhmariwala   Arindam Paul:   / paularindam   Chapters 00:00:09.882 – 00:01:32.638 Patanjali To Atomberg: Next Consumer Disruptors 00:01:39.162 – 00:29:10.798 India’s D2C Wave: Low Loyalty, High Disruption 00:29:12.042 – 00:30:36.558 Global Tastes And Brands Enter India’s Mainstream 00:30:37.642 – 00:42:58.318 Gen Z Signalling: Health, Fitness, And Status 00:43:00.122 – 00:56:37.798 Scaling To Tier 2: Distribution And PMF Expansion 00:56:38.842 – 01:06:41.678 Atomberg’s Margin Playbook: Backward Integration And Scale 01:06:42.722 – 01:13:23.558 Storytelling Without Product Fails: Execution And Retention 01:13:25.602 – 01:15:51.598 Why D2C Hits EBITDA Limits Without Offline 01:15:52.602 – 01:32:16.998 Distribution Consolidation, M&A, And AI’s Next Wave 01:32:19.882 – 01:41:31.598 AI In Offline Retail And Future Categories