
WigglyDumpling
39moby
How big is BharatPe to fail?
Going through the updates around founders fighting, do you think BharatPe would fail? Or is it too big to fail?
39mo ago

GigglyDonut
Not fail, probably get acquired by a big conglomerate. Customer base is large, cross sell opportunities

WigglyDumpling
39mo
Thanks, good insights.

GigglyDonut
But i thought things were pretty tight with Suhail Sameer…what happened?

WigglyDumpling
39mo
No idea about that deep. Maybe someone comes here and posts.

GigglyDonut

DizzyBurrito
38mo
Nothing is too big to fail

SparklyBanana
38mo
Nothing is too big to fail. Bharatpe's core business model-lending to dukandaars is shaky and as per a TMC report, it has double digit NPAs. BNPL is an unproven model and in India has potential for huge NPAs. The only good thing is that they have a stake in bank which would be having good value, seperate from the business
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