How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave from ASYMMETRIC

ASYMMETRIC

Shantanu, Chirag and Revant

Episodes

About

Reviews

Promote

How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave

1 hour 1 minutes Posted Aug 15, 2025 at 2:17 pm.

Coming Up01:10 Intro & Welcome, Darshit02:28 Paytm Financials (Q1 FY 2026)07:14 Soundbox Scale & CAC Payback09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics13:27 How Fintechs Can Scale Without Risk21:21 Retention Is Key Going Forward25:26 Why CRED Lending Works So Well28:29 Paytm vs PhonePe vs Google Pay vs BharatPe34:17 Bluestone IPO Journey39:01 Omnichannel Works in Jewelry42:30 Gold vs Diamond Jewelry: Market & Gross Margin47:47 Lab-Grown Diamonds & Consumer Psyche54:11 Bluestone Unit Economics: Store Throughput, SSSG57:56 July MF Inflows & Risk-On TiltPaytm analysis:https://gamma.app/docs/Paytm-Analysis-Asymmetric-e4rigwq2uzkpnzg?mode=present#card-h0s04ivkgcb0hgc

0:00

1:01:27

Download MP3

Share at current time

Show notes

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessChirag Taneja: Founder, GoKwikDarshit Vora: GP, Sparrow CapitalChapters00:00 Coming Up01:10 Intro & Welcome, Darshit02:28 Paytm Financials (Q1 FY 2026)07:14 Soundbox Scale & CAC Payback09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics13:27 How Fintechs Can Scale Without Risk21:21 Retention Is Key Going Forward25:26 Why CRED Lending Works So Well28:29 Paytm vs PhonePe vs Google Pay vs BharatPe34:17 Bluestone IPO Journey39:01 Omnichannel Works in Jewelry42:30 Gold vs Diamond Jewelry: Market & Gross Margin47:47 Lab-Grown Diamonds & Consumer Psyche54:11 Bluestone Unit Economics: Store Throughput, SSSG57:56 July MF Inflows & Risk-On TiltPaytm analysis:https://gamma.app/docs/Paytm-Analysis-Asymmetric-e4rigwq2uzkpnzg?mode=present#card-h0s04ivkgcb0hgc

← See all 60 episodes of ASYMMETRIC