Traction
AgriSenseeQuantum is a B2B platform (MSME, mid-market and large enterprise) with three revenue surfaces: per-acre SaaS, metered AI-Quantum inference, and a take-rate on credit and insurance originated through our bio-collateral rails. We therefore run one scorecard spanning recurring revenue, engagement, transaction throughput, unit economics and verified field outcomes. Every figure below is the current measured value with its definition, review cadence and target.
Compounding across the four metrics that matter most to our model.
| Quarter | ARR ($K) | MAU (K) | Txns/day (K) | GMV ($M ann.) | NRR | ARR growth |
|---|---|---|---|---|---|---|
| Q1 FY26 | 96 | 3.1 | 21 | 0.2 | 104% | — |
| Q2 FY26 | 148 | 5.8 | 44 | 0.5 | 111% | +54% |
| Q3 FY26 | 236 | 9.7 | 79 | 0.9 | 118% | +59% |
| Q4 FY26 | 318 | 14.2 | 112 | 1.5 | 124% | +35% |
| Q1 FY27 | 412 | 18.6 | 142 | 2.1 | 128% | +30% |
B2B SaaS + usage hybrid: per-acre platform subscription (MSME/Mid-Market), enterprise licence + API metering (Large Enterprise), and a take-rate on financed/insured value.
Contracted subscription + committed API metering, annualised, excluding one-off pilots and grants.
Why we track it: Primary north-star for the SaaS layer; 2019–2025 cumulative revenue is $350K, FY2026 booked $100K.
Normalised monthly recurring revenue across all active B2B contracts.
Why we track it: Tracks compounding of the 14 signed clients across MSME, mid-market and enterprise tiers.
Expansion + upsell − contraction − churn on the trailing-12-month cohort base.
Why we track it: Expansion is acre-led: clients add parcels and modules (ND-BSI, finance rails) without new sales cycles.
Blended annual contract value across the three customer segments.
Why we track it: Mix shift toward large-enterprise agri-processors and lenders lifts ACV without raising CAC proportionally.
Active paying B2B accounts; logo churn measured on annual renewal windows.
Why we track it: Zero logo churn to date — the platform sits inside operational workflows, not reporting layers.
Two distinct user populations: enterprise operators inside the console, and field-level farmer/extension users on the advisory surface.
Unique authenticated users performing ≥1 meaningful action (run, review, approve, act) in 30 days.
Why we track it: Blends 640 enterprise console operators with ~18K farmer/extension advisory users across village hubs.
Daily actives and the DAU/MAU ratio — our best proxy for habit formation.
Why we track it: Daily irrigation, heat-stress and spray directives create a genuine daily reason to open the app.
Share of issued L6 directives marked acted-upon or verified in the outcome ledger.
Why we track it: Actioned advisories are the causal link between usage and the measured yield/water outcomes.
Parcel-level digital twins with fresh telemetry in the last 14 days.
Why we track it: Twins are the unit of value delivery — each one is a recurring inference and advisory subscriber.
The platform is transactional at its core: every sensing window produces inference runs, ledger writes and, increasingly, financial events.
L1→L6 pipeline executions producing a scored ND-BSI state and a ledger write.
Why we track it: Drives both COGS and the API-metering revenue line; median end-to-end latency 14ms at p50.
Gross value of credit sanctioned and sum-insured written through the finance & insurance rails.
Why we track it: We earn a take-rate rather than balance-sheet risk; GMV is the scaling lever for the fintech layer.
Platform fee earned on financed and insured value (origination + underwriting-as-a-service).
Why we track it: Automated bio-collateral underwriting costs ₹41/decision vs ₹2,000+ legacy manual cost.
Deployed ESP32-S3 soil/biosensor nodes and daily telemetry rows ingested into TimescaleDB.
Why we track it: Hardware coverage is the moat — proprietary biological ground truth no satellite-only rival holds.
Pipeline availability and share of runs inside the 14ms latency SLA.
Why we track it: Enterprise contracts carry SLA credits; reliability gates large-account expansion.
Capital efficiency of growth — what an account costs, what it returns, and how fast the money comes back.
Fully-loaded sales & marketing spend ÷ new paying farmer-equivalents acquired.
Why we track it: Village-hub and FPO channel partners keep acquisition community-led rather than paid-media-led.
Gross-margin-weighted lifetime value per account, and its ratio to CAC.
Why we track it: Long retention plus module expansion; well above the 3× venture benchmark.
Months of gross profit required to recover fully-loaded acquisition cost.
Why we track it: Village hub CapEx (<$45) amortises inside the first season, shortening payback as density rises.
Revenue less inference compute, connectivity, hardware amortisation and field support.
Why we track it: Quantised SLM inference at the edge cuts cloud cost per directive as volume scales.
Net burn ÷ net new ARR, plus months of runway at current burn.
Why we track it: The ₹20 lakh grant (80% to AI-Quantum R&D) extends runway without diluting equity.
90+ DPD share of credit originated through our bio-collateral underwriting.
Why we track it: Materially below the agri-portfolio norm — the core proof that ND-BSI is real collateral signal.
Verified field outcomes are our commercial proof: lenders, insurers and processors buy the outcome, not the dashboard.
Cumulative acreage with an active twin and at least one scored season.
Why we track it: The billing unit for most contracts and the denominator for every impact claim.
Yield delta vs matched control parcels in the same district and season.
Why we track it: Independent control-plot verification is what converts pilots into paid renewals.
Irrigation volume avoided via ET-scheduled and VWC-gated directives.
Why we track it: Anchors ESG-linked enterprise contracts and public-programme eligibility.
Median hours from trigger-index breach to payout instruction.
Why we track it: Speed is the product in parametric insurance; legacy assessment cycles run 90–120 days.
Farmers completing at least one climate/microbiology training module.
Why we track it: Training is the lowest-cost acquisition and retention channel toward the 500M-family goal.
Verified acre-seasons under autonomous advisory. One acre, one season, with directives issued and outcomes verified in the ledger. It is the single number that couples revenue (per-acre billing), engagement (directives acted upon), transaction volume (inference runs) and impact (measured yield/water outcome) into one unit.