Streaming Market Share for India, Q1 2025
Drawing from user behavior across JustWatch's platform, the data highlights significant trends in the country's competitive streaming space.
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From Concept to Scale: The Rise of Intune Fashion by Shoppers Stop
Intune has scaled from 3 to 75 stores, achieving ₹68 crore in quarterly revenue with a 5,000 sq. ft. store format and ₹1,600 average basket value - proof that affordable fashion and profitability can grow together.
Just Dial Q2 FY26: Growth Stabilizes, Monetization Strengthens, and Tier-2 Expansion Deepens
Just Dial’s Q2 FY26 marks a shift toward steady, efficiency-led growth - with stable revenues, rising realizations, and deeper Tier-2 market momentum.
UPI Gaming Boom: Indians Spent $36 Billion on Digital Games Between 2023 and 2025
Between Jan 2023 and Aug 2025, Indians spent over ₹3 lakh crore on digital gaming via UPI. Fueled by IPL, fantasy sports, and real-money play, payments surged through 2024 before stabilizing post-regulation -revealing India’s growing digital spending appetite.
Festive Sales Reached ~₹60,000 Crore in the First Week
India’s 2025 festive season opened with a strong start, driven by front-loaded sales, GST-driven price cuts, and the growing role of quick commerce. In the first week alone, platforms generated ~₹60,700 crore GMV - up 29% YoY -capturing over half of the season’s projected ₹1.2-lakh-crore sales.
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Muted Consumer Demand Keeps Bata’s Sales Flat at ₹900 Cr Run Rate
Bata India’s revenue slipped to ₹801 crore in Q2 FY26, down 4.3% YoY - the brand’s third consecutive quarter of negative growth. Despite steady topline around ₹900 crore, Bata’s recovery remains uneven amid muted consumer sentiment in discretionary retail.
India’s Eating-Out Market Normalises After Record FY25 Surge
Swiggy and Zomato’s out-of-home GOV surged past ₹3,500 crore in Q1 FY26, underscoring a still-expanding dining economy. After an exceptional FY25, growth is now stabilising at healthier, sustainable levels - signalling market maturity rather than slowdown.
Low- and No-Sugar Products Now Dominate Varun Beverages’ Portfolio
Healthier choices are reshaping India’s beverage market. Low- and no-sugar products now form over 55% of Varun Beverages’ portfolio, up from 42% two years ago, underscoring a strategic pivot toward better-for-you beverages and a more resilient product mix amid rising consumer health awareness.
Varun Beverages’ Growth Shifts Toward Non-carbonated beverages (NCB) Amid Weakness in Water Segment
Non-carbonated beverages powered Varun Beverages’ growth in early CY25, rising 175% YoY in Q1 amid portfolio expansion and higher energy drink consumption. CSD maintained steady single-digit growth, while the water segment contracted sharply (-28.6% in Q3 CY25) due to seasonality.