Model · 2026-07-02
India Mid-Market Cobot — Serviceable Model
A serviceable-base model for Indian mid-market cobots, structured to be updated when the in-progress primary research returns a plant count by state.
Model structure
Serviceable revenue is built bottom-up: plants by state, cobot-suitable lines per plant, attach rate, and ASP. The plant-by-state input is the swing variable and is being firmed up by primary research.
| Driver | Assumption | Source |
|---|---|---|
| Serviceable plants | Placeholder — pending field research | res-india-human |
| Attach rate | Comparable mature markets | ev-cobot-opp |
| ASP trajectory | Falling to mid-market hurdle | ev-cobot-wage |
Headline
At current assumptions the serviceable window is ~$180–240M by 2029, midpoint $210M — the figure the Find Growth Opportunities run ranked first. The band tightens once the plant-by-state count lands.
- ·Range $180–240M
- ·Midpoint $210M
- ·Sensitivity dominated by plant count and field coverage