The Core

Yves Padrines, CEO at the Nemetschek Group spoke to Govindraj Ethiraj about how technology and AI are being incorporated in construction processes to tackle inefficiency and mitigate CO2 emissions. Tune in to the full interview: https://lnkd.in/ddXPBsWj 

The killing of UnitedHealthcare CEO Brian Thompson has put the spotlight back on the structural problems with the health insurance industry in America. TK Arun writes✍️ #unitedhealthcare

In 2025, the auto industry may see slowing sales, costly EV shifts, consolidation and rising competition from outsiders. Will it face a perfect storm? Govindraj Ethiraj writes✍️ #Nissan #Honda #Volkswagen #Automobile #Toyota

In an interview with Govindraj Ethiraj, Cashify co-founder Mandeep Manocha spoke about how the device collection process, who the Cashify customer is and why using a refurbished phone is good for the planet and the customer’s pocket.

A strong demand for data centres across India will lead to investments crossing the $100 billion mark in 3 years, according to a new report by commercial real estate services and consulting firm CBRE. Anshuman Magazine, Chairman & CEO (India, South East Asia, Middle East & Africa) at CBRE India India talks to Govindraj Ethiraj about the report. Tune in to the full interview: https://lnkd.in/dkaWE43k

Tarun Pathak, Research Director at Counterpoint Research spoke to Govindraj Ethiraj about how its still early days for GenAI on smartphones and there is potential for how it can change the smartphone market for consumers. Tune in to the full interview: https://lnkd.in/dkaWE43k 

Did Mamaearth's Pre-IPO Inventory Push Mask Deeper Financial Troubles? #Mamaearth's post-IPO journey has raised some eyebrows, with recent financial results prompting a closer look at the company's pre-IPO activities. The Core's latest article explores potential revenue recognition issues, focusing on a significant increase in inventory held by distributors leading up to the IPO. ⚡ Key takeaways: 👉 A pattern of aggressive pre-IPO inventory pushing, followed by significant returns and concerns from distributors. This raises concerns about whether reported revenue accurately reflects actual sales to end consumers. 👉Our reporting reveals concerning accounting practices where initial sales to distributors were booked as revenue, even with potential returns. This could have created an artificially inflated picture of their financial health. 👉 Experts we spoke with highlight inconsistencies in Mamaearth's narrative. While the company attributes losses to a distribution model change, evidence suggests a pre-IPO push of inventory to present a rosier picture to investors. This raises serious questions about transparency. 👉 We also explore the implications of these practices for investor confidence and the broader D2C sector. Full article linked in the comments below: #Mamaearth #IPO #D2C #Startups

Mamaearth's aggressive inventory push before its IPO and subsequent struggles with unsold stock raise questions about its financial health and transparency, jeopardising its transition from an online brand to a retail powerhouse. Salman SH writes ✍

Gurgaon-based Cashify, which deals in refurbished phones, put out a survey on smartphone consumer trends. Mandeep Manocha, Co-founder and CEO at Cashify, spoke to Govindraj Ethiraj about some of the survey’s key findings. Tune in to the full interview: https://lnkd.in/dsHjXcgd 

Big players in FMCG cannot really afford to lag Big Retail such as Amazon in anticipating consumer demand, lest they lose market share to new and smaller players fostered by Big Retail, writes TK Arun previous week's #JanusView https://lnkd.in/gdz-WcFp