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PODCAST

Daybreak

Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.

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All Episodes

10:46

The death of the independent doctor

Daybreak ·

2025/03/03

Young independent doctors in India are stuck between a rock and a hard place. Take F M, a 32-year-old psychiatrist who has a clinic in South Mumbai. She’s spent a third of her life slogging through medical schools and internships to finally earn her super-specialised degree. But two years into her private practice in a posh South Mumbai area, she wonders if being a doctor is really worth it.Nearly 50% of the total medical seats in India are in private and deemed medical colleges, which

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19:08

Trump's tariff spree and what it means for India

Daybreak ·

2025/02/28

In this episode we fill you in on some of the biggest business and tech stories from around the world. We’ll talk about US President Donald Trump’s trade war threat and what it means for India and why Meta is suddenly doubling down on its Indian market. Finally we will take you through some of our favourite offerings from The Ken’s newsroom this week. Check out the stories and podcasts we mentioned in this episode: Netradyne made a $1.3B business out of surveilling drivers. Now, it must

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12:17

How Wooden Street is challenging furniture giants in...

Daybreak ·

2025/02/27

Ten years in the business and the custom furniture maker Wooden Street has left its older peers far behind. If you ask the company’s founder and chief executive Lokendra Singh Ranawat, he will tell you that the Covid pandemic was when the company's fortunes changed. Within two years of the pandemic, the company’s top line nearly quadrupled to Rs 130 crore. It also claims to have closed the 2024 financial year with a revenue of Rs 340 crore. The company has also managed to attract global

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9:55

Why Wework India is moving away from what it knows...

Daybreak ·

2025/02/26

By now, we are all aware of the WeWork story. We know how the company grew to become synonymous with coworking spaces thanks to its lavish network of offices around the world. How these offices were once packed with young techies playing pool and sipping beer. And how, eventually, it all came crashing down. The company, once valued at 47 billion dollars, was brought to its knees.But here in India, the WeWork story has been playing out drastically differently. The workspace provider’s India

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12:34

Diamonds with a side of champagne — how Zoya finally...

Daybreak ·

2025/02/25

How do you sell diamonds to the ultra rich? Well, Zoya, the luxury jewellery brand from Tata-owned Titan Company can give you a masterclass. The Zoya playbook isn't focussed solely on designing and selling premium jewellery. Turns out, it’s all about the experience. From champagne brunches, to luxury cruises — the brand stops at nothing when it comes to nurturing its client relationship. For 15 years, Zoya, the ultra-luxury jewellery brand from Tata-owned Titan Company, wasn’t so much a

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12:59

How the govt gave the elderly free health cover, and...

Daybreak ·

2025/02/24

In October 2024, the government of India launched the Ayushman Bharat Pradhan Mantri Jan Arogya Yojana, a health insurance coverage for all senior citizens aged 70 and over, regardless of income. This is big news for healthcare in India because for the longest time, this is exactly the age group that has pvt insurance companies have been ignoring.To give you a clearer picture, a person aged over 60 years pays anything between Rs 30,000–50,000 as annual premium for coverage as low as 5 lakh

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17:40

In the run-up to IPL, there's a conflict brewing...

Daybreak ·

2025/02/21

In November 2024, one of India's biggest FMCG companies, Hindustan Unilever, started getting a barrage of complaints from its consumers, who said they were seeing the same Dove and Surf Excel ads repeatedly on OTT platforms during a single watch session. Some of them were shown the same ads as many as 150 times within a week. Now, with the IPL around the corner, HUL—which spends nearly Rs 4,000 crore on ads annually—couldn’t afford to ignore these complaints. So what followed was a series

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13:14

How Tata landed a Punch on Maruti and also buried...

Daybreak ·

2025/02/19

Back in 2009, Tata launched an egg-shaped four seater hatchback that it was convinced would redefine mobility for the masses, Tata Nano. Initially priced at just Rs. 1 lakh, it was designed as the dream ride for the lower middle class. It was a bold and ambitious that unfortunately didn't quite take off. Auto experts say it was because of a combination of factors. But perhaps the biggest learning from the Nano fiasco was that car ownership in India isn’t just about wheels. It’s about

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12:53

How a four-year-old homegrown company is helping...

Daybreak ·

2025/02/19

The global fashion industry is shifting dramatically. Brands like Zara that once ordered a minimum of 6,000 pieces per style, have dramatically reduced their orders to about 600 pieces. And it isn’t just a quantity thing, production timelines have shrunk from 150 days to less than half of that. The result? Well, fresh designs every two weeks. This shift in the industry was made possible because of middlemen like Groyyo, who get small factories to manufacture clothes in small batches in

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12:11

A hair away from unicorn status, but Juspay just...

Daybreak ·

2025/02/17

It has been a confusing year so far for the payment processor, Juspay. On the upside, it is one step closer to unicorn status thanks to a possible 150 million dollar funding round. But at the same time, it has also been getting the cold shoulder from several fintechs that once were a core part of its business. It all began just a few months ago, in December, when the Walmart-owned payment aggregator Phonepe said it would discontinue support from all third-party payment orchestration

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10:23

Every summer in India is a race against AC shortage....

Daybreak ·

2025/02/17

Last year’s heatwave was great for the AC business—demand was over the roof and inventories were wiped out. Voltas, which sells the most room air conditioners in India, saw revenue jump 60% in the March quarter. Contract manufacturers like Blue Star, Amber Enterprises, and PGEL made 50–100% more money. This year too is going to be a long, hot summer. Air-conditioner makers know this. But they also know that, despite all their efforts to prepare this time, they might run out of air

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30:51

Inside the world of parent-approved desi dating apps

Daybreak ·

2025/02/13

Desi dating apps are vying for parental approval. And their strategy seems to be working.A couple months ago, Agrima Srivastava, a 29-year-old media professional from Lucknow, had an awkward conversation with her mother. She wanted to know if Agrima had ever heard of Indian dating apps, Aisle and Better Half.That was the first time Agrima had an open conversation with her mother about her love life. She told her that she was on dating apps, but homegrown ones like Aisle and Better half,

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12:39

Netradyne built a $1.3 B empire tracking drivers. Now...

Daybreak ·

2025/02/13

Last month, Netradyne, the logistics AI startup, became India’s first unicorn of 2025 after it raised 90 million dollars in series D funding. You see, it did not take it long to realise that its sweet spot is the long-distance trucking segment. It serves over 3,000 customers across eight countries, including the likes of Amazon, Shell, Indian Oil and Greenline Mobility. And it all began with one rather primitive prototype. Of course, now it has morphed into a compact device with a built-in

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10:43

What does it take to sell makeup to men?

Daybreak ·

2025/02/11

It’s 2025 and the idea of “masculinity” has undergone a complete overhaul. You see, after several product life cycles, the men’s grooming business has reached a stage where brands aren’t just formulating shampoos and body washes exclusively for men. They are also coming up with compacts and concealers, and a bunch of other makeup products targeted at men. In fact, in the last decade or so, India has actually become the biggest market in the Asia Pacific region for beauty products for men

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11:53

Zepto to its employees — 'Who wants to be a...

Daybreak ·

2025/02/10

Over the next three to five years, Zepto wants to be known as the startup that created the most multimillionaires. Which is why these days, the standard pitch that people applying for VP-level roles at the startup get is as follows: "Would you like to create generational wealth? Think 50-100 crores in just four years." That’s what Zepto HR has been promising these applicants. They’ve been making it seem like bagging a job at Zepto is like winning a lottery ticket. And it’s not just bravado

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10:59

How facial-recognition firms turn public deals into...

Daybreak ·

2025/02/10

Indian startups are making the most of the increasing demand for surveillance by securing high visibility government contracts. But while these can boost a startup's profile, government projects are unpredictable and often difficult for smaller startups to win. As a result, there is a shift underway — private clients are becoming increasingly crucial for profitability. This divide between public and private contracts is forcing these surveillance startups to do a fair bit of monkey

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14:54

Can an army of Indian engineers help Microsoft take...

Daybreak ·

2025/02/06

Nvidia’s dominance in the AI market is forcing Big Techs like Microsoft to produce chips of their own. So, the software giant is changing its tack in hiring from Indian colleges. The Ken reporter Abhirami G joins host Rahel Philipose in this episode. Tune in. Listen to 'One Billion in 10 Minutes', our new mini series based on The Ken's inaugural case competition. The Ken app Apple Podcasts Spotify

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12:19

All you need to know about your Cibil score

Daybreak ·

2025/02/05

CIBIL or Credit Information Bureau (India) Ltd is one of only four credit information providers in the country that is licensed by the RBI. It is considered the oldest and the most reliable. It essentially calculates your credit score, a three digit number between 300 and 900, and provides it to banks so they can judge your creditworthiness. Usually, anything over 700 is considered good. But this whole process is anything but straightforward. In fact, it is shrouded in mystery. Each of

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14:12

Subway is slowly doing away with what makes it...

Daybreak ·

2025/02/04

*This episode was originally published on 17 September, 2024. Subway, the globally popular sandwich-eatery chain, is now grappling with sweeping changes in India—and not for the better. For one, the world’s largest quick-service restaurant (QSR) brand is moving away from the franchise model it has operated under for the past 25 years. In doing so, it’s also shedding the very thing that made it popular in the first place: choice.Tune in. Listen to 'One Billion in 10 Minutes', our new mini

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10:44

Why India's scheme to make every Indian fly never...

Daybreak ·

2025/02/03

Back in 2016, the government launched a scheme called UDAN. It stands for Ude Desh Ka Aam Nagrik, which roughly translates to every ordinary citizen will fly. This was a scheme that promised affordable, hassle free air travel to tier-2, 3 and 4 cities across the country. But eight years later, flying in and out of smaller towns and cities could not be more cumbersome. Direct flights are rare, and cancellations and delays are constant. So, that prompts the question – where did Udan go

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