I presented on the Indian agrochemical space last week, you can find the presentation below. To understand the background that went behind the presentation, you can read my detailed post that summarizes and compares different business models (link at the end). There is also a short twitter summary.
We are contemplating posting videos of presentations on youtube, this will be our way of giving back to the broader VP community. I will keep this thread updated with more details.
https://twitter.com/theHarshFolio/status/1510224158424289283?s=20&t=0vWXOnsqpXmeK7h3bMCxDQ
Presentation.pdf (2.7 MB)