✶ Investors · Thesis
Why we're building UniExim now
UK–India trade is structurally undervalued. The CETA agreement removes 23% of friction overnight. Container freight is normalising back to 2019 levels. UK Customs is digitising (CDS now mandatory). The bonded-warehouse model captures the duty-deferral value buyers pay 23% extra for elsewhere. There's a 10-year window to build the post-Brexit trade-house brand that defines the lane.
Macro tailwinds
UK–India CETA effective mid-2026 (23% average duty reduction). UK DCTS preferential scheme for emerging markets (in force). Container spot rates normalised (Drewry WCI back near 2019). UK customs fully digitised (CDS replaces CHIEF). India DGFT digital-first export filings (ICEGATE 2.0).
Unit economics
Indicative cycle: £100k cargo cost + £8k freight + £4k clearance + £2k warehousing = £114k landed. Sold to UK buyer at £150k = £36k gross margin. Cycle length 35–55 days. 9 cycles per year compounded gives an unleveraged IRR of ~18.4% on deployed capital.
Risk
Demand risk (held inventory) + currency risk (GBP/INR) + counterparty risk (buyer payment) + regulatory risk (CETA tier slippage). Mitigations: pre-sold orders before purchase / FX hedges via partners / Lloyd's trade credit insurance / scheduled CETA tier reviews documented.
Last reviewed 2026-05-28.