Eternal Ltd (Zomato) - Quick Commerce Led Growth; Competitive Intensity Remains
NOV Growth: Zomato’s B2C operations delivered a strong 57% YoY rise in Net Order Value (NOV) to Rs 23,164 Cr, underscoring broad-based demand...
738 Views
Eternal (1QFY26 Results Review): Zomato Print In-Line, Blinkit Beats Expectations
Food delivery (FD) NOV growth at 13% (INR89.7bn) remained subdued (largely in-line), primarily impacted by sluggish discretionary demand, which led...
219 Views
Eternal Ltd (Zomato) - Growth Bottoming Out; Competitive Intensity Remains
NOV Growth: Zomato's B2C business reported a 16% QoQ and 55% YoY increase in net order value (NOV), reaching Rs 20,183 Cr.
231 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
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