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Saturday

7 stories you need to know from India's startup ecosystem.

7Stories
4Min Read
01
SaaS & Tech 4 min read

eGain's AI Revenue Rose 20% While Its Total Revenue Rose 3%

Three per cent and twenty per cent in the same sentence is the number to sit with. If a company's AI revenue grows nearly seven times faster than its total revenue, one of two things is happening. Either AI is a small en…

02
SaaS & Tech 5 min read

TCS Plans a 1 GW AI Campus in Hyderabad, Roughly India's Entire Existing Capacity

The number that gives this its scale is not the rupee figure. It is the gigawatt. India's entire installed data centre capacity sits in the region of one and a half gigawatts, accumulated across two decades in Mumbai, Ch…

03
SaaS & Tech 5 min read

India's Tier-2 Tech Openings Nearly Doubled To 41,000 In A Year

An 18-month high is worth measuring against what came before it. Indian tech hiring peaked above 260,000 active openings in early 2022. It fell to 103,000 by January this year and 93,000 in June. At 117,000 the sector ha…

04
SaaS & Tech 4 min read

Caterpillar Partners With FieldAI To Put Robot Foundation Models On Jobsites

That final paragraph is the one to hold onto. No efficiency gains quantified. No cost savings. No financial terms. No rollout date. For a company that turned over $67.6 billion last year, an announcement carrying none of…

05
Policy 4 min read

FSB Chair Names AI Cyber Risk The Most Immediate Threat To Global Finance

The word carrying the argument is economics, and most of the coverage has skipped past it. Bailey's case is not that attackers acquire better tools. It is that the cost of mounting a sophisticated attack falls. Those are…

06
Policy 4 min read

L&T, Adani And JSW Are In The Frame For ISRO's Heaviest Rocket, With Bids Due In October

The bidder list is the most informative part of this, and it is worth reading carefully. Larsen & Toubro. Adani. JSW. Mahindra. Bharat Forge. Solar Industries. Inox India. Industrial conglomerates, every one. India's ven…

07
Markets & IPO 4 min read

RentoMojo's IPO Is Priced At 41 Times Earnings, Or 63 Times Without The Tax Credit

The published multiple of 40.7 times uses reported FY26 profit of ₹104.2 crore. That figure includes a one-time tax credit of ₹36.6 crore. Recurring earnings were therefore closer to ₹67.6 crore. Against a market capital…

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