2026 Agritech Predictions
State of Agritech - 5th January 2026
In Today’s Edition:
1/ 2026 Agritech Predictions and Reconciling 2025/2024/2023 Predictions
Shall we look at green shoots for agritech founders and agritech investors in 2026? Shall we reconcile 2025/2024/2023 predictions and examine them in hindsight retrospectively?
2/ Has Amul strayed from its fundamental purpose?
Amul is no longer about milk. They are now an FMCG behemoth. They are democratizing organic. Is there something called too much diversification in agritech? What is the fundamental purpose of Amul? Is Amul diversifying to survive inflation?
3/ Captain Fresh withdraws IPO Papers and Arya.Ag raises Rs. 725 crores in Series-D Round
Follow-up to my “Meet the Indian Agritech IPO Contenders”. While Captain Fresh’s listing plans remain active, what is the strategic play underneath? What is the essential paradox we are dealing in making sense of Arya.Ag?
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