Bhavin Shah

Yesterday at Razorpay FTX 2026, Harshil Mathur, Shashank Kumar, Arif Khan, Rahul Kothari, Khilan Haria showcased a powerful glimpse of what the next decade of fintech infrastructure will look like. The message was clear — AI is moving from assistive systems to agentic systems, where software doesn’t just support workflows but can execute them autonomously. Some of the most interesting launches included Agentic Onboarding, agentic integrations across developer environments like Claude, Cursor, and others, along with an Agentic dashboard for reconciliation, disputes, and operational workflows. Concepts like Agentic Commerce and Agentic Business Banking signal a future where financial systems increasingly make decisions and execute processes automatically. 𝗪𝗵𝗮𝘁’𝘀 𝗳𝗮𝘀𝗰𝗶𝗻𝗮𝘁𝗶𝗻𝗴 𝗶𝘀 𝗵𝗼𝘄 𝘁𝗵𝗶𝘀 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗲𝘅𝘁𝗲𝗻𝗱𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝗳𝗶𝗻𝘁𝗲𝗰𝗵. Logistics especially cold chain logistics is one of the sectors where agentic AI will create transformational impact. Cold chain operations depend on time, temperature compliance, route efficiency, and operational coordination. Today, many of these decisions still rely on manual control towers, calls, spreadsheets, and fragmented systems. Now imagine an agentic logistics stack where AI automatically assigns the optimal vehicle, IoT telemetry predicts temperature deviations before they occur, systems trigger driver alerts and rerouting autonomously, and billing, reconciliation, and trip documentation are processed instantly after delivery. Control towers would evolve from manual monitoring centers to AI-driven exception management hubs. At JustDeliveries, the vision aligns closely with this shift. As logistics networks scale, the future will rely on AI driven automation, IoT intelligence, and agentic workflows across client apps, partner apps, fleet systems, control towers, and financial operations. In cold chain logistics, this could mean AI systems autonomously managing temperature sensitive supply chains end to end from dispatch decisions to compliance, alerts, and financial reconciliation. The convergence we are witnessing across AI, fintech infrastructure, developer ecosystems, and logistics platforms signals something bigger. The next decade will not just be about digitizing operations. It will be about building autonomous infrastructure that can run at scale with minimal manual intervention. And that shift has already begun. #AI #AgenticAI #Fintech #Automation #Razorpay #FTX2026 #JustDeliveries #ColdChain #SupplyChain #LogisticsTech #Technology

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Groww shares rise after Q3 FY26 results! The results: -Total revenue rose 26% YoY to about ₹1,261 crore. -Adjusted EBITDA increased 24% YoY and 19% QoQ. -Consolidated net profit fell 28% YoY. -User and trading metrics remained strong, with transacting users crossing 2 crore and a higher YoY market share in both cash equities and derivatives. The drop in reported net profit was partly due to a one-time gain recorded in the base quarter last year, which made the year-ago profit appear higher. The positive stock reaction suggests investors are looking beyond the headline profit drop and focusing on strong revenue growth, improving operating metrics, and expanding user engagement. Recently made positions on it with an avg of 165/share, and will closely monitor because the market breadth overall is still weak ! #groww #swing #trading #stockmarket

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India has abundant expertise across every domain - logistics operators, subject matter experts, local service providers, etc. What's scarce isn't capability. It's the systems that coordinate this capability at scale. Most companies see this fragmentation and default to vertical integration: build everything in-house, own all capabilities, control every aspect of delivery. This works if you have unlimited capital and time. Most companies have neither. But there's an alternative approach that we've noticed two of our portcos execute remarkably well, in completely different industries - 1. When Meesho looked at India's logistics, and they saw thousands of fragmented local operators. Instead of building warehouses and delivery fleets, they built Valmo - an orchestration platform coordinating existing partners. Individual pilots with smartphones earn sustainable incomes, small hub operators build viable businesses, and Meesho gets coverage across 15,000+ pin codes at 12% lower cost than traditional third-party-logistics. 2. Entri saw similar fragmentation in education. India has abundant teaching expertise already running offline/online programs. Entri partners with them for content while owning demand generation, platform infra, quality monitoring, and placements. This allows them to launch new categories in weeks and scale across languages without the capital intensity of building in-house teams for every vertical. If I had to pull a common thread, it's that in fragmented markets like India, the orchestration layer often matters more than asset ownership. Coordinate what exists rather than rebuilding from scratch.

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What we are focusing on right now is building a sharp pipeline of D2C companies ready for ₹100 Cr+ M&A. This is not for everyone only founders who are seriously exploring a strategic exit .Clear filter: minimum valuation ₹100 Cr+ and only founders open to selling full. Keeping this curated and execution focused. If this fits, let’s connect.Deepak MaheshwariSunita MaheshwariSubhash AgrawalSuman Majumder, Sena MedalNitin JainAbhishek SharmaShivam PruthiCA Deepanshi AggarwalCA Mohd Shariq

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Meitu's subscription rate increased to 6.5% in 1H26 (VS. 5.5% in 1H25), which was mainly driven by growth from overseas paying subscribers that carry higher ARPU. The company reported rev/ NI largely in line with guidance, with 1H26 revenues up 22% YoY to Rmb2.2bn and 1H NI up 40% YoY, driven by Photo, Video and design products growth at 31% YoY, supported by strong productivity application growth and the roll-out of new AI features. The company launched multiple AI-native tools including AI music generation MVLAND and AI photo retouching agent Picchi in June, and sees monetization opportunities on target user group (e.g. MVLand monthly ARPU reached Rmb220/ subscriber). We remain positive on rising adoption of Meitu's tools with new AI features based on its MoE model, and contribution from new products. Maintain Buy.

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