The Waggle Dance

The monthly newsletter of strategy boffins

Startup Strategy

“Poker, Fantasy Sports, Multi-Gaming, or Streaming – Who’s Leading India’s Gaming Revolution?”

  • PokerBaazi – India’s top poker platform for high-stakes tournaments and cash games.
  • Paytm First Games – A multi-gaming giant with fantasy sports, rummy, and casual games.
  • My11Circle – A top fantasy sports platform with cash contests in cricket, football, and kabaddi.
  • Loco – India’s premier game streaming and esports hub, creating opportunities for streamers and gamers.

As competition in India’s gaming industry intensifies, expect more strategic partnerships, AI-driven personalization, and expansion into international markets. The race is just getting started!

Startup Strategy

“Zupee, MPL, Baazi Games & WinZO: Who’s Leading India’s Gaming Revolution?”

  • Zupee: Specializes in skill-based Ludo and Snakes & Ladders with real-money tournaments.
  • MPL: Offers 70+ games, including fantasy sports, arcade, and esports, with real-money contests.
  • Baazi Games: Focuses on poker and rummy, catering to high-stakes card game players.
  • WinZO: Targets regional and casual gamers with a wide variety of accessible games.

The battle for dominance in India’s online gaming market is far from over, and each platform is betting big on innovation, user acquisition, and monetization strategies to stay ahead. 🚀

Startup Strategy

Summary: “Online Rummy in India – A High-Stakes Game of Strategy & Innovation”

  • Market Size: $8.6B by 2027, with 30% YoY growth.
  • Top Players: RummyCircle (Games24x7), Junglee Rummy, Adda52 Rummy, Ace2Three (A23).
  • Challenges: Legal restrictions, taxation policies, competition from poker & fantasy sports.
  • Future Trends: AI-driven fair play, blockchain for security, AR-based social gaming.
  • Final Outlook: The industry remains highly competitive, with innovation and compliance being key to long-term success.
Value Investing

Vinati Organics stands tall in profitability and niche dominance, while Gujarat Fluorochemicals leads in clean-tech and fluoropolymer scale. Aarti Industries combines breadth and MNC contracts, showing margin recovery. Camlin Fine is smaller but cost-effective with potential in food antioxidants. Valuations and investor preferences diverge based on segment risk and growth themes.

Value Investing

HUL leads India’s FMCG space with premium branding and operational strength. Dabur shines with Ayurveda focus and rural trust. Godrej Consumer emphasizes innovation and global expansion. Jyothy Labs grows rapidly in fabric and home care. This strategic comparison reveals which FMCG stock holds the best value and growth potential in 2025.

Value Investing

Sumitomo Chemical India leads with strong growth and margins backed by its Japanese parent. Dhanuka Agritech offers efficient domestic exposure. Sharda Cropchem thrives in exports with an asset-light model but faces regulatory risks. Excel Industries remains a niche player with stable returns but limited scale. Each caters to distinct investor profiles.

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