Podcasts//Daybreak
Daybreak

Daybreak

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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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Épisodes25
Lenskart succeeded where Zomato, Ola stumbled

Lenskart succeeded where Zomato, Ola stumbled

Dec 10, 2025·

Lenskart is now a public company, and its first real market test just arrived. The shares fell a little over 3% on December 8 as the shareholder lock-in expired, putting the company back in the news and making it a good...

India’s innovation engine works. About 5% of the time

India’s innovation engine works. About 5% of the time

Dec 9, 2025·

India's Atal Incubation Centres promised to be the backbone of government innovation. With 500 crore rupees in initial funding and support from Niti Aayog, these 72 centres were supposed to nurture startups with grants...

Free cricket was Jio’s big play. It’s also why the maths stopped mathing

Free cricket was Jio’s big play. It’s also why the maths stopped mathing

Dec 8, 2025·

Yesterday, the Economic Times reported that JioStar has told the ICC it wants to exit its India media rights deal for cricket events, even with two years still left in the cycle. The company also doubled its provisions...

How TISS became IIM-lite

How TISS became IIM-lite

Dec 7, 2025·

Manoj Kumar Tiwari had a tough job: transform the Tata Institute of Social Sciences into something that looks more like a management school. In his two year term? Mission accomplished. TISS now uses the same entrance...

The stress test that IndiGo failed

The stress test that IndiGo failed

Dec 4, 2025·

IndiGo had one of its worst weeks ever with hundreds of flights cancelled across major airports. New pilot rest rules kicked in on November 1, 2025 and the airline’s tight schedules and lean crew planning could not...

How Physicswallah avoided the typical startup conveyor belt

How Physicswallah avoided the typical startup conveyor belt

Dec 3, 2025·

Physicswallah grew with almost no funding kept most of its ownership and built a huge following around its founder Alakh Pandey. Then it shifted gears and started buying companies expanding offline and spending more to...

The Government wants to be on your phone. It's not asking nicely

The Government wants to be on your phone. It's not asking nicely

Dec 2, 2025·

The Indian government quietly mandated that all smartphones sold in the country must come pre-installed with Sanchar Saathi, a state-owned cybersecurity app that users cannot delete or disable. The app tracks lost...

Zepto isn't just faster anymore. It's also something else

Zepto isn't just faster anymore. It's also something else

Dec 1, 2025·

Zepto is getting cheaper and everyone has noticed. But the real story is what the company is trying to fix behind the scenes. Aadit Palicha wants Zepto to feel like Dmart for quick commerce: lower prices, better...

India's e-bus ambitions are running on borrowed power

India's e-bus ambitions are running on borrowed power

Nov 30, 2025·

India wants 50,000 electric buses on the road by 2030. It's a clean mobility revolution that should clear the air in crowded cities. But there's a problem: the power grid wasn't built for this. Cities are plugging bus...

Your phone number is at the center of a fight between Zomato and Indian restaurants

Your phone number is at the center of a fight between Zomato and Indian restaurants

Nov 27, 2025·

India's restaurants just won a four-year battle for customer data access from Zomato and Swiggy. But here's the twist: this "victory" comes precisely as the industry becomes more platform-dependent than ever. While the...

Big AI is writing India’s startup rules faster than the regulator can read them

Big AI is writing India’s startup rules faster than the regulator can read them

Nov 26, 2025·

There's a quiet tension underlying India’s AI boom. Startups are swiftly building bold products on foundations they don’t control. From synced ride-hailing fares to the regulator with only a single office, we look at...

The price Havells paid to become a household name

The price Havells paid to become a household name

Nov 25, 2025·

Eight years ago, Havells acquired Lloyd to become a household name in consumer electronics. Today, that dream has become its biggest headache. Lloyd's revenue dropped 18% in the September quarter. Warehouses are jammed...

Who wants instant fashion more? You or Myntra and Ajio?

Who wants instant fashion more? You or Myntra and Ajio?

Nov 24, 2025·

Instant fashion is everywhere now. Open Myntra or Ajio and you will see the option to get clothes delivered in minutes. But who is this really for? Are shoppers truly demanding 30 minute outfits? In this episode, we...

India's farmers got faster loans. Then the prices crashed

India's farmers got faster loans. Then the prices crashed

Nov 23, 2025·

Arya.ag helped India's farmers escape the grip of moneylenders. They could now store their grain in proper warehouses, get loans in seven minutes, and wait for better prices instead of selling at harvest-time lows. But...

The AI running India isn't Indian. Can that still change?

The AI running India isn't Indian. Can that still change?

Nov 20, 2025·

India is using more AI than ever. But most of that intelligence is not Indian. OpenAI, Google and others are expanding in India fast. They already shape how millions work, learn, and search. Meanwhile, India’s own...

Why foreign stents still rule Indian hearts

Why foreign stents still rule Indian hearts

Nov 19, 2025·

A cardiologist in Nagpur performs two similar angioplasties. But the stents inside his patients tell two very different stories. One gets Indian-made devices under a government scheme. The other insists on an imported...

Why PVR Inox wants to run its cinemas like hotels

Why PVR Inox wants to run its cinemas like hotels

Nov 18, 2025·

India’s largest cineplex chain, PVR INOX, has pulled off a major financial reversal, posting a ₹100 crore profit this quarter, a drastic recovery after bleeding nearly ₹12 crore last year. Over 40 million people showed...

How Trump became Indian apparel makers’ unlikely saviour

How Trump became Indian apparel makers’ unlikely saviour

Nov 17, 2025·

Tiruppur, Tamil Nadu, India’s knitwear capital, has long depended on massive U.S. orders that shaped its factories, products, and growth. But when the Trump administration imposed a 50% tariff on Indian garment imports...

India wants third graders to learn AI. The teachers are not loving it

India wants third graders to learn AI. The teachers are not loving it

Nov 16, 2025·

India's largest school board, CBSE, has announced that students as young as Class 3 will begin learning Artificial Intelligence. This isn't the first time. The board rolled out an AI elective for Class 9 in 2019, long...

Olympic swimmer Nisha Millet on why some goals should feel out of reach

Olympic swimmer Nisha Millet on why some goals should feel out of reach

Nov 13, 2025·

What does it take to perform at your best — not once, but over and over again? Olympian Nisha Millet has spent her life answering that question. In sport, as in business, success isn’t about one big win — it’s about...

SoftBank’s Nvidia move amid the AI frenzy is bringing India’s measured growth into view

SoftBank’s Nvidia move amid the AI frenzy is bringing India’s measured growth into view

Nov 12, 2025·

SoftBank just sold about $5.8 billion worth of Nvidia shares earlier this week. The move frees up cash for new AI bets and comes as AI stocks power most of this year’s market rally. Nvidia’s rise has been spectacular...

Why VLCC is still opening weight-loss clinics in the Ozempic era

Why VLCC is still opening weight-loss clinics in the Ozempic era

Nov 11, 2025·

When Ozempic began changing how the world lost weight, most slimming companies panicked. But VLCC didn’t. Backed by Carlyle, it’s opening more clinics than ever before. Because to Carlyle, Ozempic isn’t a threat—it’s...

Who benefits from the influx of foreign universities in India? Not students

Who benefits from the influx of foreign universities in India? Not students

Nov 10, 2025·

In 2025, the University of Southampton became the first British university to open a campus in India. It was more than a milestone. After a single policy change, foreign universities are rushing to claim their place in...

How AI turned banks’ risk data into advertising

How AI turned banks’ risk data into advertising

Nov 9, 2025·

Across India, lenders like HDFC and Kotak are repurposing the same algorithms that once judged credit risk to run hyper-personalised marketing campaigns. These systems now predict who’s ready for a credit card, or...

After a year of contrasts, Zepto readies for the public markets

After a year of contrasts, Zepto readies for the public markets

Nov 6, 2025·

India’s quick-commerce poster child, Zepto, is racing to the public markets after a festive season high. The company clocked 20 lakh daily orders during Diwali — coming only second to Blinkit. But behind that surge lies...

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