Quick Services 🚨

☀️ Morning, folks!

We took a breather yesterday to recharge.

Hope you kicked off the year feeling refreshed too.

Got resolutions or just a long to-do list? Either way, we’re here for it.

📈 Markets kicked off steady, with the, Sensex and Nifty holding their ground.

📊 The S&P and Nasdaq pulled back.

Couple of stories from the day that caught our eye.

Let’s hit it.

1 Big Thing: Blinkit Rushes into Emergency Care 🚨

Blinkit launched its "ambulance in 10 minutes" service in Gurugram yesterday, marking its entry into emergency medical services.

The deets: the service includes ambulances equipped with essential life-saving gear, staffed with trained personnel. Blinkit plans to expand the service to more cities over the next two years.

Zoom out: as tech-driven companies look for new growth opportunities, this move signals a broader shift toward hyper-local services that combine convenience with critical, real-time solutions.

But more importantly, this marks a credible expansion of the 10-minute model to the services market, which expands the addressable market at the disposal of the quick commerce platforms.

Bottom line: in healthcare alone, the opportunity is amazing. India’s healthcare market is expected to reach $638 billion by 2025, with emergency services playing a key role.

Mr. Market was pleased with this announcement and Zomato’s stock closed just over ₹285.3 yesterday, up 3.2%.

2. India’s biggest IPO 📈

Mota Bhai plans to take Jio public in 2025, aiming for a whopping $120 billion valuation.

The deets: the IPO aims to raise ₹35,000–40,000 crore ($4-$5B), potentially becoming India’s biggest, surpassing Hyundai’s ₹27,870 crore debut last year.

The hype: Jio is India’s telecom leader with 479 million subscribers, thanks to a freebie induced growth spree the company undertook a while back. But the road has been bumpy—most recently the company lost 16 million subscribers following a rapid tariff hike.

But despite this, it holds a 40% market share and is expected to see revenue gains from the tariff hikes by mid-2025.

Worth noting: the ₹120 billion valuation also factors in its investments in cutting-edge tech, including a partnership with Nvidia to develop AI language models—positioning it as a leader in next-gen innovation.

The bottom line: telecom infrastructure is the backbone of the India growth story, but so far the theme has not worked in the public markets. But that could change with Jio, particularly given the company’s dominant rise thus far.

Markets however have higher expectations from Jio, particularly given the company’s tact and dominance thus far.

3. The betas are here 🫡

Just when Gen Z thought they had a handle on all the trends, a new generation is stepping into the spotlight called Generation Beta.

Babies born on New Year’s Day 2025 mark the start of this new cohort.

We’re talking about kids whose first words might just be “Hey ChatGPT.”

GenBeta will include children born through 2039, and they’ll be the second group born entirely in the 21st century. Their parents will mostly come from Gen Z and younger millennials.

Experts predict that future generations will be named using the Greek alphabet, signifying a new era of tech integration.

Generation Beta will grow up in a world dominated by AI, automation, and virtual tech. By 2035, they’re expected to make up 16% of the global population.

4. Quick market bites 📝

Maruti Suzuki India’s shares surged 5.5% to ₹11,839 after reporting record December production of 1.5L vehicles. This is a 30% increase from last year. Believed by many to generally be a loser in the new-age Indian auto market, Maruti continues to dominate with a 45% market share. FY24 revenue was ₹37,449 crores. Moreover the company’s entry into the electric vehicle market with the e-VITARA SUV is being received very well.
RailTel’s shares rose 4.5% to ₹423 after securing a ₹78 crore IT security contract from Bharat Coking Coal Limited. The project marks a milestone in RailTel’s evolution from a railway telecom provider to a major digital infrastructure player. RailTel now covers 70% of the population across 6,000 railway stations, with one of India’s largest fiber networks. Recent Q2 FY25 results showed a 41% revenue growth to ₹843 crores.