Subscription Model Companies – Best Stocks to Track

Subscriptions = Predictable Cashflow

– Consumer tech shifts to subscription for stickiness
– Low churn = high customer lifetime value
– Investors love visibility & margin scalability

Indian Stocks with Subscription Models

– Info Edge (Naukri, premium hiring)
– Zomato Gold / Pro+ – Food loyalty programs
JustDial (now RIL) – Business listing subscriptions

Why It Works

– Easy to forecast revenue
– Add-on upsells improve margins
– Better CAC recovery over time

Subscription Model Risks

– Free competitors reduce value perception
Users cancel if value drops even slightly

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating