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Sector Thesis·4 min read·Week 25

Media & Entertainment: The Profitability Equation in India

India's media companies are burning cash on content and acquisition. Profitability requires ruthless unit economics: content spend must fall below 40% of revenue, and CAC payback under 18 months. Most won't survive the next downturn.

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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#media-entertainment#unit-economics#profitability-path#india-saas

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Media & Entertainment: The Profitability Equation in India · Aletheia Insights