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Sector Thesis·4 min read·Week 23

Beauty & Personal Care: Moving Gross Margin in India

The Indian beauty market grows 12% annually but most brands operate at 35-40% gross margins. Three mechanical levers—procurement consolidation, direct-to-consumer shift, and SKU rationalization—can push margins to 55-60% within 18 months. Timing matters: India Stack tools now enable this.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#beauty-personal-care#unit-economics#gross-margin#india-stack

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Beauty & Personal Care: Moving Gross Margin in India · Aletheia Insights