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Sector Thesis·3 min read·Week 24

CleanTech Unit Economics: Three Levers That Actually Work

CleanTech margins in India collapse because founders ignore hardware realities. Three specific levers—component sourcing, installation density, and financing structure—move gross margin 15-25 points. Timing matters: India Stack maturity now makes unit economics viable.

ByAmit Tyagi·Fitoor Capital
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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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#cleantech#unit-economics#solar#india-stack

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CleanTech Unit Economics: Three Levers That Actually Work · Aletheia Insights