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VIDEO INTRODUCTION -
What if India’s biggest problem could become its biggest opportunity?
In this episode of the Indian Business Podcast, we dive into India’s electricity crisis and why it could actually turn into a trillion-dollar opportunity.
We break down the power sector, from blackouts and DISCOM losses to smart meters and solar energy. Ayush Sinhal (Founder, Kimble), Arvind Kothari (Founder, Niveshaay & Equity Investor), and Vivek Jain (Founder, Action Tessa & Equity Investor) join us to explain why India’s electricity system is broken and what can be done to stop losses that cost roughly 2% of the country’s GDP.
Here’s what we talk about in this episode:
Why India still faces power cuts even with surplus electricity
Why DISCOMs are losing money and what’s wrong with the grid
How smart meters could save lakhs of crores
The story of Kimble: From a small startup to an energy-tech leader
Why the energy sector could be India’s next trillion-dollar opportunity
Watch how, India’s biggest energy crisis could spark its next trillion-dollar revolution!
Timestamps -
00:00 – Introduction
03:53 – The Agenda
09:33 – Why India Still Faces Power Crisis?
16:04 – Is India’s Power Grid Broken?
19:15 – Electricity Supply Chain
20:54 – Why Discoms are in Losses?
22:13 - Why is India so far behind?
25:13 – The Solar Revolution Begins
35:12 – Origin of Kimble
40:20 – Why India Needs Smart Meters
40:44 – Smart Meter vs Dumb Meter
42:44 – Rolling Out Smart Meters
43:29 – Regularization of Smart Meters
46:59 – Are Smart Meters for Everyone?
49:45 – The Hidden Goldmine in Power
50:48 – Why Power is the Best Bet
1:05:47 – Investing in Kimbal
1:15:13 – Making Companies Profitable
1:27:12 – Key Takeaway for Investors
1:30:14 – Controversy about Smart Meters
1:32:16 – Final Words for Investors
1:33:15 – Summary
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