hariharan premkumar
@hariharan_pk
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‘Enduring brands take time to build’. This line comes up in our meetings with every consumer founder and it evokes a range of responses from ‘That’s the first time I heard a VC talk about patient business building’ to ‘Are you out…
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At DSGCP, we believe:. • The founder is the X factor.• Grace is a moat.• Focus compounds.• Fundamentals > vanity growth.Thanks to Kshitij Sheth, Vijay Dhanuka and Suyash Saraf for joining us at #InsurgentBrandForum hosted by @dsg_consumer.
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7. You Don’t Have to Chase ₹2000 Cr.“If the next phase doesn’t excite you, it’s okay to sell. That’s a win too.” — Kshitij.Success ≠ never stopping. It’s knowing what excites you — and acting accordingly.
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6. Business Fundamentals Matter Early.• Gross margin ≠ contribution.• 60%+ sales on advance = market trusts your brand.• Don’t wait on backend systems — build like you’re a ₹1000 Cr company today.
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5. Focus Compounds.“You don’t need to win everywhere. Just win where it matters — and compound.”.Even today, Dot & Key earns 50%+ of its revenue from one wedge: sunscreens.
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4. Moats That Compound.From Dot & Key’s playbook:.• In-house R&D → Speed + margin.• Design IP → Shelf presence.• Custom media mix → Lower CAC.Kshitij’s test: Can you pass on 70–75% RM inflation in 2–3 quarters? That’s pricing power.
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3. 0–75 vs. 75–500 Cr is a Different Game.Suyash:.• First leg = Hustle + control.• Next leg = Systems + delegation.They “rehired themselves” every year — redefining roles. That unlocked 20%+ EBITDA margins.
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2. Know Your Blind Spots.“If you think you can do it all at ₹500 Cr, you’re already in trouble.” — Kshitij.Self-aware founders hire around their gaps. Scale demands humility + delegation.
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1. Founder Quality > Business Quality.Vijay's filter:.• Hunger.• Competence.• Execution.• Grace.Grace = acting beyond contracts. Standing by vendors, teams, and stakeholders. The best founders do this instinctively.
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What does it really take to scale a consumer brand from ₹75 Cr to ₹500 Cr in India?. We posed this to 3 sharp minds at the Insurgent Brand Forum — and their answers were gold. Here are 7 insights every founder should read 🧵👇.
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Thank you @Rahul_J_Mathur ! Great summary! Glad you found our report useful!.
If you’re building a consumer brand out of India, I would highly recommend reading the 2nd edition of the Insurgex report by DSG Consumer Partners. Per DSG, 3000+ consumer brands have been created in India in the past 15 years (that is almost one per day!) - with over 1,000 F&B.
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Amazing lessons from Steve Jobs:.Love the product obsession and his emphasis on being focused on the product and never letting sales become more important than product. "My passion has been to build an enduring company where people were motivated to make great products.".
Lessons Steve Jobs wanted to pass on. Written right before he died. In his own words: . 1. ON BUILDING A REAL COMPANY: . I hate it when people call themselves “entrepreneurs” when what they’re really trying to do is launch a startup and then sell or go public, so they
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"The game is a process of discovering: who you are, what you’re interested in, what you’re good at, what you love to do, then magnifying that until you gain a sizable edge over all the other people.".One of the best quotes I have read! It is a journey of self-discovery!.
Sage advice from Li Lu . (Charlie Munger’s favorite investor). "Part of the game is to come into your own. You must find some way that perfectly fits your personality. It is a competitive game, so you’re going to run into a lot of hardworking fellows. The only way to gain
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Great thread on how Japanese companies survived multiple generations and centuries by staying true to their purpose and with unwavering focus. I have been interested in the history of Japanese companies ever since I found the impact they had on Steve Jobs and Apple!.
Japan has over 52,000 companies that are 100-plus years old while the US has barely a thousand such businesses. These ancient companies called ‘Shinise’ in Japanese unconsciously figured out the philosophy of the big question: "How to run a company". THREAD
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RIP Charlie Munger! Massive influence on me!.
My favorite Charlie Munger story: . In 1953, Munger was 29 years old. Recently divorced. Lost the house. Huge social stigma of divorce back then. His 8-year-old son, Teddy, was diagnosed with cancer. The leukemia was incurable. No medical insurance - Munger paid for all
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RT @EdGrapeNutZimm: THREAD FOR LPs/GPs in VC:.1) I've been talking to VC fund managers (GPs)& the limited partners ("LPs") who invest in th….
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Agree 200%.
I explain this all the time at work.
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Links to podcast episode:. Apple: Google: Spotify: Website Video:
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- Emphasis on profitability in determining product market fit.- Focus on 'Army waali' culture in the sales team.- Three closings a month enabling tighter monitoring & quicker course correction.- Winning the retailer's trust by stocking less.
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Offline playbook for the first two years, the product market fit framework for offline channel and best practices in building the sales team. Loved the discussion on: (2/n).
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New #BrickbyBrick Podcast episode launch:. The 1st episode of #brickbybrick in 2023 was with @VirajBahl on 'Cracking the offline code'. A must listen for founders considering offline expansion. Viraj shared great insights and tactical inputs on: (1/n).@DSGCP @dishahdadpuri.
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