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Sector Thesis·4 min read·Week 21

Medical Devices: Supply-First Beats Demand-First in India

India's medical device market is $11B today, growing 12% yearly. Platform aggregators are emerging, but supply-side consolidation will unlock value faster than demand-side grab. The constraint isn't patient awareness—it's fragmented, unverified manufacturers.

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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#medical-devices#platform-aggregators#b2b-india#supply-side-strategy

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