Godrej Properties is defying a real-estate slowdown by leveraging consolidation trends, buying distressed opportunities, and using its legacy brand to expand aggressively. However, the same high-growth strategy may be affecting profitability and shareholder returns. The article points to a new business model that is helping it scale across markets, while also creating new performance risks.
Infra.Market says it will double down on a branded B2C approach even as infrastructure remains one of India’s most challenging sectors. In an interview, cofounder Aaditya Sharda highlighted how the startup has stayed profitable since launch and outlined its roadmap toward going public in 2025.
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UGRO Capital has stopped originating new loans in its low-yield, DSA-led book, marking a major shift toward profitability. The firm is cutting costs and exiting a model it says has offered thin margins, with an aim to lift yields and avoid future shareholder dilution. It plans to focus instead on MSME lending and merchant partnerships.
Licious has kicked off its pre IPO plans, bringing in a new CFO and building an omni channel strategy aimed at doubling down on profitability. But the company’s promise of 10 minute deliveries is adding operational pressure, raising questions about margins and scalability even as it positions itself for capital markets investors.
India’s largest cold-chain player Snowman says it will expand capacity by about 20% this financial year and aim for higher revenue. Its strategy leans on higher-yield sectors such as e-commerce and pharma while addressing profitability with an asset-light approach. The question is whether the growth push can translate into sustainable margins.
After breakneck expansion, quick commerce players Blinkit and Instamart are expected to show moderated growth in the January–March quarter. Analysts say the shift comes as firms move from pure expansion toward margin improvement and profitability, tempering growth metrics while strengthening financial discipline. The reset signals a new phase for the category’s competitive playbook.
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Vietnamese EV maker VinFast is expected to break even in 2027, Vingroup said. The company is targeting 300,000 vehicle deliveries this year, largely from domestic sales. VinFast also signaled it will not pivot back to petrol cars, reinforcing its commitment to an all-electric future even as it ramps up production and volumes.
Fashinza, a global fashion supply-chain platform, has reported EBITDA profitability in its first profitable quarter, a milestone it previously aimed for but could not sustain yet. The startup is now shifting focus from a single strong quarter to achieving full-year profitability in the upcoming financial year, signaling stronger cost control and execution.
Quick-commerce firms added a notable 21% rise in white-collar hiring in January, signaling a change in how these businesses plan to grow. Instead of prioritising sheer expansion, companies are now focusing on operational efficiency and profitability. Demand is rising for data analysts, product tech talent, and supply chain strategists as the sector realigns its workforce needs.
AI infrastructure startup WorkOnGrid has raised Rs 22.5 crore led by Transition Venture Capital, with participation from the Indian Angel Network. Tracxn data shows revenue climbing from Rs 69.7 lakh in FY21 to Rs 7.23 crore in FY25. The startup also reported a net profit of Rs 6.6 lakh in FY25 after losses in the prior four fiscal years.
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Six companies with market caps above Rs 1,000 crore reported declining EPS for four consecutive quarters through June 2025. The repeated drop points to persistent pressure on profitability and weaker financial performance rather than a one-off setback. Investors may reassess earnings durability and cost control as the trend continues into the latest reporting cycle.
Zepto has started talks with institutional investors ahead of its planned June-July IPO, seeking capital as quick commerce competition heats up. The company says it has sharply reduced quarterly cash burn and is targeting full-year profitability by FY2028-29, while expanding order volumes through demand growth rather than adding dark stores.
Bluestone’s Q4 performance surged as revenue from operations rose 48%, and the company shifted from loss to profit on a full-year basis. For FY26, revenue grew 38% to Rs 2,436 crore, turning net profit to Rs 13 crore versus a Rs 222 crore loss a year earlier. Its first-ever quarterly profit of Rs 68.8 crore arrived in Q3FY26.
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