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Sector Thesis·4 min read·Week 25

Supply Chain Tech Unit Economics: The India Margin Lever

Name: AletheiaAI
Author: Amit Tyagi

Supply chain tech in India faces a margin crisis—most platforms operate at 40-60% gross margins. Three concrete levers—API-first architecture, logistics data arbitrage, and hyperlocal density—can push margins to 70%+ within 18 months. We dissect the unit economics that actually work.

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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#supply-chain-tech#unit-economics#logistics-india#gross-margin

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