The Landscape

Unlocking a
$40 Billion Market

India's daily commute is broken. Over 70 million people face inefficiency, safety concerns, and unpredictable costs every single day.

$40 Billion

Total Addressable Market

Daily urban & intercity commute spend in India.

$15 Billion

Serviceable Market

Focus on Tier-1 & Tier-2 cities.

$2 Billion

Target Market (SOM)

Yellow Bus 5-year goal.

The Problem

A National Pain Point

Current options fail the middle class. Public transport is overcrowded; ride-hailing is too expensive; personal vehicles are stressful.

  • Time Loss Avg 90-120 mins lost daily in unpredictable traffic.
  • Safety Concerns Lack of tracking, unverified drivers, and poor conditions.
  • Cost Volatility Surge pricing and fuel costs make budgeting impossible.
Traffic Chaos

Why Now?

Macros are aligning for a disruption in mass transit.

Urbanization

Urban population to exceed 600M by 2030.

Digital First

Universal smartphone penetration enables app-based transit.

Green Push

Government support for shared & EV mobility.

Monetization

Business Model

Multiple revenue streams ensure resilience and scalability.

Subscription (B2C)

60%

Monthly & Quarterly passes for predictable revenue.

On-Demand (B2C)

25%

Dynamic pricing for occasional travelers.

Corporate (B2B)

15%

Long-term employee transport contracts.

Expansion Roadmap

  • Years 1-2
    Launch & Optimize

    Bangalore & Pune. Reach operational break-even.

  • Years 3-4
    Geographic Expansion

    Expand to 5-7 Tier-1 cities. Scale fleet to 200+.

  • Years 5-7
    Market Leadership

    Pan-India presence. 800+ Buses. Series B/IPO prep.

Growth Strategy

Scaling Nationwide

We are targeting a presence in 15+ key cities within 7 years, securing a leadership position in the organized commute sector.

15+

Cities

800+

Buses

25%

EV Fleet