Going through the updates around founders fighting, do you think BharatPe would fail? Or is it too big to fail?
Not fail, probably get acquired by a big conglomerate. Customer base is large, cross sell opportunities
Thanks, good insights.
But i thought things were pretty tight with Suhail Sameer…what happened?
No idea about that deep. Maybe someone comes here and posts.
Nothing is too big to fail
Nothing is too big to fail. Bharatpe's core business model-lending to dukandaars is shaky and as per a TMC report, it has double digit NPAs. BNPL is an unproven model and in India has potential for huge NPAs. The only good thing is that they have a stake in bank which would be having good value, seperate from the business
ET just published a story on BharatPe raising $100M soon (or at least beginning the process to). I’ve heard business is growing well despite exits. How do you feel?
Do you think the company is going to come good and stabilize as a fint...
