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We are committed to be working with our portfolio companies on their ESG and sustainability journeys. We know there is a long way to go, but we hope to contribute to their progress . Sustainability is a journey and not a sprint and we hope to be transparent about this journey through various modes of communication from challenges to small wins.

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Business models

Truth that's easy to swallow

Sandeep Murthy , Maansi Vohra

Apollo and Medplus have strong store economics and significant scale However, despite their scale and profitability, their current store economics do not support providing discounts upto 60% on trade generics. Since discounts of at least 10% at the pharmacy level have become normalized, retail chains will also attempt to move revenue share from branded to trade generics to offset the margin lost from discounting.

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Spaces and trends
The Ear Economy
Sandeep Murthy
17th September 2021

There is something unique about audio-only content. Unlike Video content which captures our eyes and ears, audio targets only one of our senses: Hearing. Think about it- If you’re watching a movie on Netflix with terrible content but with a decent soundtrack and a background score, chances are, you’ll keep watching the film. If you’re out jogging and a terrible song comes on, you will quickly forward to the next one...

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Brand and design
Advertising in the IPL
Sid Talwar
15th September 2021

“IPL is like cricket on drugs. And these drugs keep getting better. Entertainment is a drug fueled by advertisers, and IPL is the one drug loved the same by men, women, and children of all ages. Don’t get me wrong, drugs are not all bad. Some might save your life if you have COVID-19. Some might change the way you look at life. But what’s common is that all of them alter your lifestyle. And that’s exactly what advertisers spend money to do.”

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Business models
Furlenco - saving the planet one sofa at a time....
Sid Talwar
30th August 2021

Furlenco runs some of the country’s largest refurbishment centers. These renewal and restoring procedures allow them to put a product back to its original condition or in many cases even modernize them. With remanufacturing processes on board, Furlenco reduces materials and energy consumption, compared to the original production. And believe it or not, this actually increases their margins.

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The monthly Gazette is your source of happenings within Lightbox - updates, blogs, deep dives, opinion pieces and all things consumer tech