Zomato/Eternal: Lower Foreign Ownership Limits & The BIG Passive Selling
Lowering the FOL from 100% to 49.5% will result in big passive selling. That could be offset by foreign buying in the short-term and covering via...
1k Views
Zomato (Initiating Coverage): The Safer Play on Quick Commerce, Fairly Valued. REDUCE
It’s probably an overreaction, but the more we learn about quick commerce (QC), the more this David Packard quote rings in our head: More...
365 Views
India Food Delivery | Old Habits Die Easy
Gen Z's focus on price loyalty over brand loyalty, increasing platform dominance, and discounting culture, companies evolving into data-driven...
298 Views
Zomato - Steady Revenue Growth; Blinkit Drags Profitability
Zomato logged a mixed performance in Q3FY25 – Revenue grew 12.6% QoQ, in line with our estimate, led by the Quick Commerce (QC), Hyperpure, and...
393 Views
Zomato - Short-Term Pain, Long-Term Gain
Zomato reported 3QFY25 revenues of INR54b, up 13% QoQ, in line with our estimate of 14% QoQ growth. Growth was led by Blinkit (GOV up 27% QoQ/120%...
308 Views