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Sector Thesis·3 min read·Week 25

Vertical Telemedicine Beats Horizontal in India. Here's Why.

Horizontal telemedicine platforms have failed to generate unit economics in India. Vertical plays—focused on specific conditions or customer segments—show 3-5x better retention and gross margins above 40%. Timing, India Stack maturity, and insurance penetration determine which wins.

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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#telemedicine#india-stack#unit-economics#vertical-vs-horizontal

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Vertical Telemedicine Beats Horizontal in India. Here's Why. · Aletheia Insights