“Bullish on the quick commerce sector, projecting over 40-50% annual growth for the next four to five years, significantly outpacing overall consumption. He anticipates quick commerce taking at least a third of the FMCG distribution market, with profitability expected in two to three years and potential for over 100% RoE due to low capital base.”

Raamdeo Agrawal’s track record: 5 graded calls · 95% CI 23–88%