A Search Engine with Solution Delivery

0 clicks

From query to completed action

LLM + agents

Underlying execution layer

₹4.2L cr

Indian e-commerce GMV by 2030

ONDC

Open commerce rails we plug into

Overview

Type "hotel in Goa for next weekend under ₹5,000" into Google and you get ten links. Type the same query into BIDUA's solution-delivery search engine and it returns three hotels with prices, availability and a one-tap booking — the transaction completes inside the search interface.

The thesis: large language models combined with structured API access (ONDC for commerce, IRCTC for trains, Goibibo/MakeMyTrip for travel, payment rails for transfers) make it possible to skip the ten-blue-links era entirely. Search becomes an agentic interface — you state the outcome, the engine executes it.

BIDUA's edge is not building a frontier LLM (we won't). It is owning the execution layer — the BIDUA-first inventory (Naploo, BIDUA Beauty, Virtual RDP), the wallet (FinWault), and the ONDC integration that turns a query into a transaction. Status is idea — concept in early R&D through 2026-2027.

Search engines were designed for a web of documents. The web is now a web of actions — book, order, transfer, submit. The next search engine doesn't return links. It returns outcomes.

Why now

The opportunity, on its own terms.

01

LLMs can finally do tool use reliably.

GPT-4-class models with function calling can chain APIs, parse availability, and execute payments — none of this was viable in 2022.

02

ONDC is live.

India's Open Network for Digital Commerce gives any new search engine immediate access to thousands of merchants without bilateral integrations.

03

UPI makes one-tap payment universal.

The execution leg of "complete my booking" is the easiest part in India — UPI handles it.

04

Google's search UX is unbundling.

Perplexity, ChatGPT, You.com — the moat is eroding fast. Indian-context, India-rails search has a real opening.

Market opportunity

Sized in three rings.

Total addressable

~₹6 lakh cr expected by 2030

Indian search advertising + commerce TAM
Ads + commerce-take-rate combined

Serviceable

~₹85,000 cr potential

Agentic-commerce share
Emerging — if validated

BIDUA share aim

10M MAU expected, ~₹400 cr GMV

BIDUA Search 2032 target
Sub-1% of Indian search queries

Indian users do ~5B Google searches/day — even 0.1% capture is meaningful.
ONDC processed 50L+ orders/month by 2025 — a search engine sitting on ONDC inherits supply instantly.
Perplexity reached 10M MAU globally in under two years — answer-style search has demonstrable PMF.
Indian booking commerce (travel + food + groceries) was ~₹1.8 lakh cr in 2024 and growing 18% CAGR.

Business model

How it works, end to end.

01

Answer-first interface

Natural language input. Engine returns a structured answer with execution buttons — book, order, pay, schedule — not just links. Sources cited transparently.

02

ONDC + first-party catalogue

All ONDC commerce is plumbed in by default. BIDUA's own inventory (Naploo, BIDUA Beauty, Virtual RDP) gets first-class placement when relevant.

03

Agentic execution

Multi-step actions — "book a Goa weekend, including return train, hotel and an Ola for the airport" — orchestrated as a single agent task with one user confirmation.

04

Wallet + payments

FinWault wallet preloaded for instant checkout. UPI fallback. Pre-authorised limits for trusted recurring actions (groceries, bills).

05

Revenue model

Commerce take rate (3-8% on ONDC categories), sponsored placements (clearly labelled), and a BIDUA One subscription for ad-free + higher-tier agentic actions.

Revenue streams

Three compounding phases.

Year 1–2

Prototype & PMF

Commission on Naploo + BIDUA Beauty bookings
ONDC pilot commerce share
Early subscription pilots
API access for ISV partners

Year 3–4

Scale

Commerce take rate across all categories
Sponsored answer placements (labelled)
Premium subscription (BIDUA One)
Travel & ticketing commissions

Year 5+

Platform

Agent-task subscription tiers
API/SDK licensing to OEMs
Enterprise search-as-a-service
Vertical specialisations (legal, medical, finance)

Timeline

Patient cadence, deliberate steps.

Q3 2027

Closed R&D phase. Prototype agentic search on Naploo and BIDUA Beauty inventory only.
Q1 2028

Closed alpha — 1,000 BIDUA customers. ONDC integration live.
Q4 2028

Open beta. Travel and food-delivery agentic flows shipped.
2029

Public GA. Voice and Hindi-first interface.
2030

10M MAU target. Sustainable on commerce take rate.
2032

Vertical specialisations (legal, medical). Enterprise search-as-a-service launches.

Competitive landscape

Who else is here — and why we're different.

01 Google + Gemini Incumbent + frontier LLM: Strongest global search + best LLM. Slow to integrate transactional flows in India outside ads.

02 Perplexity Answer-first search: Great UX. No transactional layer. Not India-rails native.

03 ChatGPT Conversational LLM: Best general-purpose AI. Plugin/agent layer is general — no ONDC, no UPI-first design.

What BIDUA does differently

India-rails native — ONDC, UPI, Aadhaar e-KYC all first-class.
Owns first-party inventory through BIDUA's portfolio — guaranteed supply on day one.
Agentic by design — multi-step task orchestration, not just better answers.
Transparent sourcing and labelled sponsorship — trust-first design vs. ad-cluttered search.