Siddharth Vishwanath

Urban Company has officially gone public, now valued at over ₹15,000 Cr with ₹4,500+ Cr revenue in the last fiscal year and a service base of 12+ million homes. When I founded Vehiclecare, I watched companies like UC struggle with consistency — onboarding, partner quality, customer trust. Now seeing UC convert all that into IPO performance reminds me of how far we’ve come, and how far the journey still is. The marketplace and tech startups often brag about disruption, but too often ignore what really builds sustainable scale: Margin discipline (UC’s cost per acquisition fell by ~30% in past year) Quality control across thousands of partner vendors Transparent service delivery These are operational heavy-lifts, not glamorous features — but they make or break IPO readiness. Here are 3 hard lessons startups can take from UC’s IPO success: Show scalable financials — Investors want profit metrics (EBITDA / cash-flow) not just GMV. We’re optimizing for that. Operational rigor — Punching above your weight means building a repeatable engine for quality: audits, customer feedback loops, claims TAT. Build for lifetime value first — Cross-sell warranty, insurance, maintenance. UC’s average customer spend after acquisition is up by over 40% via these value adds. UC’s IPO success is another signal: Indian consumers are ready to invest their trust (and their rupees) in services that deliver consistently. What’s one operational metric you think every founder in services should lock down before going public? #UrbanCompanyIPO #StartupLessons #Vehiclecare #ServiceEconomy #BuildForScale

50

2 Comments

MAHINDRA shows aggresive growth in commercial vehicle sales ahead of TATA. FADA SALES july. July 2025 commercial-vehicle sales were essentially flat year-on-year (76,439 vs 76,261; +0.23%), but beneath the headline lie meaningful shifts that merit strategic attention. Tata remains the market leader (25,244 units) but recorded an 8.6% decline, while Mahindra & Mahindra (20,442) grew 7.4%, narrowing the gap. Ashok Leyland and VECV posted modest gains, Maruti’s CV entry shows steady traction, and Daimler saw a notable drop (-9.7%). “Others” surged ~89% from a low base — a sign of fragmentation and emerging niche players. Implications: the segment is sensitive to fleet replacement cycles, freight demand and financing availability. OEMs must balance volume protection with margin management, accelerate product / powertrain differentiation (incl. BEV & CNG), and strengthen customer financing and after-sales. For fleets, total-cost-of-ownership and resale value are increasingly decisive

48

Understand present to be in future... Whether you are startup or a large organization, scalability and expansion are truly possible by understanding your present strengths and building future capabilities. Business scalability is not about doing more, it's about doing more with effectiveness and efficiency of what you're already great at. Expansion becomes sustainable only when it's rooted in a deep understanding of your current strengths; the capabilities, assets, and value propositions that already work and flexible enough to modify further without compromising on Core and Ethical Values. Identify present strengths with respect to: 1. Customer Insight 2. Financial Drivers 3. Team Capabilities 4. Process Excellence 5. Brand Strength Ensure these to earn sustainable performance and growth.

239

18 Comments