The Insight Labs Daily.

On August 10, Vodafone Idea reported its June quarter. The loss narrowed 43% to ₹3,754 crore, revenue rose 6% to ₹11,689 crore, and the subscriber base grew to 193.1 million from 192.8 million — the first quarter of positive net additions since the 2018 merger.

The number underneath is ₹195: average revenue per user, up 10.2% in a year. Vi is finally earning more per customer while no longer bleeding customers to earn it.

For a company that has lost users every single quarter for nearly eight years, the direction change matters more than the size of it. The bleeding has stopped; the debt has not.

On August 8, Bengaluru-based Sarla Aviation received Design Organisation Approval from the DGCA, handed over at the inauguration of its new headquarters. The approval qualifies the company to take its electric air taxi into formal type certification.

The aircraft is designed to carry six passengers and a pilot on seven electric motors — six for vertical lift, one for forward push. Full flight testing is expected to pick up next year, and the government has said publicly it wants these machines flying by 2028.

The read: India is trying to regulate a new mobility category before importing it — building the certification pathway around a domestic manufacturer rather than waiting for a foreign one to arrive.

A consumer-sector tracker published August 10 projects FMCG demand will grow 9–11% between August and November, with the festive window doing the heavy lifting.

The driver is purchasing power. A stretch of low inflation has quietly restored real incomes, and the tracker's read is that shoppers enter this festive season with more room in the wallet than they have had in three years.

The same report carries the warning: input costs are climbing again, quick commerce is squeezing trade margins, and the growth is shifting toward premium and channel-led products rather than lifting every brand equally.

Gurugram-based Typsy Beauty announced a ₹20 crore round led by Saama Capital, with Genesis Luxury founder Sanjay Kapoor and the SRF family office participating.

The brand is four years old and sells 27 products across lip, eye, face and fragrance — on its own site, on Nykaa and Amazon, and increasingly on Blinkit and Zepto. The new money goes to skincare, hybrid skincare-makeup products, and more than ten launches in the coming months.

The structural read: beauty capital in India is now flowing to brands built for the ten-minute shelf — small assortments, high repeat, quick-commerce-first distribution — rather than the hundred-SKU catalogues of the last cycle.

Info Edge reported June-quarter standalone billings of ₹737 crore on August 10, up 14.4% from a year earlier. Naukri did the work: recruitment billings rose 17.5% to ₹553 crore, three-quarters of the total.

Consolidated net profit rose 43% to ₹490 crore — though ₹136 crore of that was exceptional gains, so the underlying operating growth is closer to the billings line than the profit line.

The read: white-collar hiring demand is holding up better than the layoff headlines suggest. Companies pay Naukri when they intend to recruit, and the intent number is growing at double digits.