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Sector Thesis·3 min read·Week 24

Cold Chain: India Stack Native Beats Legacy Wrappers

India's cold chain sector divides into two: legacy logistics companies adding temperature control, and India Stack natives building from Aadhaar/UPI foundations. Natives capture 3-4x better unit economics by encoding compliance into infrastructure, not bolting it on.

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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#india-stack#cold-chain-logistics#supply-chain#sector-thesis

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Cold Chain: India Stack Native Beats Legacy Wrappers · Aletheia Insights