External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Swiggy currently lags Zomato on key metrics, but its innovation DNA and possible improvement in execution could unlock massive value We analyze key metrics from Swiggy’s recently filed DRHP and compare them with those of Zomato.</li><li>A cursory glance through the numbers indicates that Zomato now has market leadership in food delivery and quick commerce, the two key battleground areas for the players.</li><li>While Zomato is undeniably Primus inter pares, the war for the wallet share of the urban affluent consumer has just begun, and it is too early to call the game.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Swiggy currently lags Zomato on key metrics, but its innovation DNA and possible improvement in execution could unlock massive value We analyze key metrics from Swiggy’s recently filed DRHP and compare them with those of Zomato.A cursory glance through the numbers indicates that Zomato now has market leadership in food delivery and quick commerce, the two key battleground areas for the players.While Zomato is undeniably Primus inter pares, the war for the wallet share of the urban affluent consumer has just begun, and it is too early to call the game.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Zomato - Swiggy Vs. Zomato: Sizing up the Giants

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>In Q1FY25, Zomato Ltd. (Zomato) reported revenue of Rs 4,520 Cr, up 17% on a QoQ basis (in rupee terms), exceeding expectations.</li><li>On a YoY basis, revenue growth was 62%. The company reported operating profits of Rs 299 Cr and operating margins of 6.6%, up 160 bps QoQ, due to superior execution and lower overhead costs.</li><li>Net profit grew strongly by 40% QoQ, reaching Rs 253 Cr.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In Q1FY25, Zomato Ltd. (Zomato) reported revenue of Rs 4,520 Cr, up 17% on a QoQ basis (in rupee terms), exceeding expectations.On a YoY basis, revenue growth was 62%. The company reported operating profits of Rs 299 Cr and operating margins of 6.6%, up 160 bps QoQ, due to superior execution and lower overhead costs.Net profit grew strongly by 40% QoQ, reaching Rs 253 Cr.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Zomato Ltd - Superior Execution; Robust Demand

<ul><li>We initiate coverage on Zomato with a BUY recommendation and a Target Price (TP) of Rs 280/share, implying an upside of 23% from the current levels.</li><li>We are confident that Zomato's expansion in the Quick Commerce sector is supported by a consistent enhancement in profitability and a notable reduction in losses within the hyperpure and quick commerce domains.</li><li>The urban population in India currently accounts for ~34-35% of the total population</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We initiate coverage on Zomato with a BUY recommendation and a Target Price (TP) of Rs 280/share, implying an upside of 23% from the current levels.We are confident that Zomato's expansion in the Quick Commerce sector is supported by a consistent enhancement in profitability and a notable reduction in losses within the hyperpure and quick commerce domains.The urban population in India currently accounts for ~34-35% of the total populationContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Zomato Ltd - Food-Delivery & Quick Commerce to Ensure a Robust & Sustainable Growth

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>After a meteoric rise of benchmark indices in FY24, the bull run continues unabated in FY25, notwithstanding general election-led market volatilities</li><li>So far in FY25, the benchmark indices Nifty 50, Nifty midcap 100 and Nifty Small cap 100 have delivered remarkable returns of 9%, 18% and 23% respectively</li><li>These performances follow massive returns of 29%,60% and 70% respectively generated by these indices in FY24</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

After a meteoric rise of benchmark indices in FY24, the bull run continues unabated in FY25, notwithstanding general election-led market volatilitiesSo far in FY25, the benchmark indices Nifty 50, Nifty midcap 100 and Nifty Small cap 100 have delivered remarkable returns of 9%, 18% and 23% respectivelyThese performances follow massive returns of 29%,60% and 70% respectively generated by these indices in FY24Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Earnings Vs Multiples: PE re-rating far outweighs earning upgrades

India

Eternal Limited is an online restaurant guide and food ordering platform. The Company offers platform connects customers, restaurants, and delivery partners to search and discover restaurants, read and write customer generated reviews, order food delivery, book a table, and make payments while dining-out at restaurants. Eternal serves customers worldwide.

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Eternal (ETERNAL IN)

Zomato - Swiggy Vs. Zomato: Sizing up the Giants

While Zomato is undeniably Primus inter pares, the war for the wallet share of the urban affluent consumer has just begun, and it is too early to...

Motilal Oswal

Zomato Ltd - Superior Execution; Robust Demand

In Q1FY25, Zomato Ltd. (Zomato) reported revenue of Rs 4,520 Cr, up 17% on a QoQ basis (in rupee terms), exceeding expectations.

Axis Direct

Zomato Ltd - Food-Delivery & Quick Commerce to Ensure a Robust & Sustainable Growth

We initiate coverage on Zomato with a BUY recommendation and a Target Price (TP) of Rs 280/share, implying an upside of 23% from the current levels.

Axis Direct

Earnings Vs Multiples: PE re-rating far outweighs earning upgrades

After a meteoric rise of benchmark indices in FY24, the bull run continues unabated in FY25, notwithstanding general election-led market volatilities

HDFC Securities

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