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Kesar & Clay

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Your investor update, Michael.

September 2026, ready to send

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Investor update · September 2026

Kesar & Clay

From Michael

Cash in the bank
₹17.03Lat 30 Sep
Net burn
₹2.69L/mo3-month average
Runway
6.3 monthsat the recent burn
Revenue, Sep
₹8.73Ldown 14% on Aug

Since August

  • Cash down 12%: ₹19.26L → ₹17.03L
  • Burn up 36%: ₹1.98L → ₹2.69L
  • Runway down 35%: 9.7 months → 6.3 months

Highlights

  • Sales held steady on the 3 months before
  • Spending fell 14% on the 3 months before
  • Sales +8.7%, spending -14% on the 3 months before

What we’re working on

  • One customer paying slower over timeFixing it: +1.1 months of runway
  • Marketing efficiency fallingFixing it: +1.7 months of runway
  • Gross margin shrinkingFixing it: +0.7 months of runway

Asks

None this month.