RedCloud Partners with Dheer for $120 Million Joint Venture in India

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Jun 24 2026

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RCT-4.18%

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Source: Newsfilter

Strategic Partnership Agreement: RedCloud Holdings plc has signed a 20-year joint venture and licensing agreement with Dheer Marketing India, valued at up to $120 million, aimed at deploying its RedAI infrastructure in India, marking the company's first foray into the Asian market.
Significant Market Potential: This collaboration targets India's consumer goods market, exceeding $564 billion, covering FMCG, apparel, and footwear sectors, and is expected to drive the first commercial deployment of RedAI in India, further expanding its influence in the global consumer goods market.
Joint Venture Structure: The newly formed RedCloud India Private Limited will be 51% owned by RedCloud and 49% by Dheer Marketing, headquartered in New Delhi, aiming to combine RedCloud's intelligent trade infrastructure with Dheer's established distribution network to enhance market competitiveness.
Future Outlook: RedCloud's CEO stated that India represents the largest consumer market they have entered, and through the multi-category deployment of RedAI, they expect to meet rapidly changing market demands, thereby achieving significant business growth over the next decade.

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Analyst Views on RCT

Wall Street analysts forecast RCT stock price to rise

2 Analyst Rating

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 0.239

Low

4.50

Averages

4.75

High

5.00

Current: 0.239

Low

4.50

Averages

4.75

High

5.00

Roth Capital

NULL -> Buy

maintain

2026-01-20

Reason

Roth Capital

Price Target

AI Analysis

2026-01-20

maintain

NULL -> Buy

Reason

Roth Capital raised the firm's price target on RedCloud to $5.50 from $4.50 and keeps a Buy rating on the shares after its better than expected 2025 results. The firm was impressed by the management's execution over the past few months with material new joint ventures and product launches and sees several catalysts in the near term, including Agentic trading platform launch and potential incremental infrastructure license agreements, the analyst tells investors in a research note.

Roth Capital

Rohit Kulkarni

Buy

downgrade

2025-12-16

Reason

Roth Capital

Rohit Kulkarni

Price Target

2025-12-16

downgrade

Buy

Reason

Roth Capital analyst Rohit Kulkarni lowered the firm's price target on RedCloud to $4.50 from $5 and keeps a Buy rating on the shares. The company's first-half results came a tad bit below Roth's expectations, though the overall FY25 estimates remain unchanged, and the management sounded confident on near-term traction driven by recent software licensing plus marketplace deals in Turkiye and Saudi Arabia, the analyst tells investors in a research note.

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About RCT

RedCloud Holdings plc is a United Kingdom-based company. The Company has developed and operates the RedCloud platform (the Platform), which facilitates the trading of everyday consumer supplies of fast-moving consumer goods products across business supply chains. Through the Platform, it enables retailers in these markets to use data-driven insights backed by artificial intelligence (AI) to help make faster business-to-business purchases and inventory decisions from brands and distributors by breaking down complex purchasing behaviors of large product inventory catalogs. Additionally, its Platform has AI and machine learning capabilities that provide its brands, distributors and retailers with trading and product insights and data to help them make better commercial decisions regarding their business operations. It has approximately 729 distributors, 6,765 brands, 184,713 products and 33,767 retailers on its Platform. It operates in Argentina, Brazil, Nigeria, and South Africa.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Historical Trading Advantage: The agreement provides seven years of continuous trading history, enabling RedAI to conduct more accurate demand seasonality forecasting, thereby enhancing its competitiveness in the rapidly evolving consumer goods market.
Data Ownership Assurance: RedCloud retains ownership of all derived data, models, and analytical outputs generated through the agreement, which not only provides a continuous revenue stream but also strengthens its influence in the data-driven market landscape.
Market Potential Unleashed: With the implementation of the data agreement, RedCloud anticipates engaging with multiple FMCG companies, leveraging the intelligence generated by the RAID engine to support commercial interactions with apparel and footwear brands, further driving growth in the Indian market.

RedCloud Signs $120M JV and Licensing Deal in India

Jun 24 2026seekingalpha

Joint Venture Overview: RedCloud Holdings has signed a 20-year joint venture and licensing agreement worth up to $120 million with Dheer Marketing, marking the launch of RedAI in its first Asian market, which is expected to significantly enhance the company's market share in the region.
Annual Licensing Fee: The deal includes a $6 million annual licensing fee plus a share of profits generated in India, providing RedCloud with a stable revenue stream while enhancing its profitability in the rapidly growing Indian market.
Market Opportunity Analysis: The joint venture will target India's $427 billion FMCG, $117 billion apparel, and $20 billion footwear markets, representing a total consumer goods opportunity exceeding $564 billion, highlighting substantial market potential and strategic value.
Historical Agreement Comparison: This agreement marks RedCloud's third major licensing deal following those in Turkey ($50 million) and Saudi Arabia ($30 million), bringing the company's total contracted JV and licensing revenue pipeline to $200 million, further solidifying its global expansion strategy.