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Sector Thesis·3 min read·Week 21

Pharma Tech D2C vs Channel: India's Infrastructure Math

D2C pharma tech in India faces a brutal unit economics problem. Channel distribution—chemists, distributors, logistics—remains 60% cheaper at scale. The India Stack enables D2C speed, but infrastructure still favors density.

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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#pharma-tech#india-logistics#unit-economics#d2c-strategy

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Pharma Tech D2C vs Channel: India's Infrastructure Math · Aletheia Insights