Aditya Shejwal’s Post

You know what they say—most investors tend to think that putting their money into the reigning champ automatically equals success. But hold up! When you're stepping into the exciting world of fresh tech stocks like Swiggy and Zomato, a little bit of detective work is definitely in order. So, let's break this down. 🥳 𝗭𝗼𝗺𝗮𝘁𝗼 is absolutely crushing it right now, boasting a whopping 58% share of the food delivery market. Seriously, their growth is insane—just look at that 𝟭𝟮𝟮.𝟯𝟳% surge in share price over the last year! But that's not all; they're also stepping up their game in the quick commerce arena. Analysts like 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆 are jumping on the bandwagon too, rating Zomato as 'overweight'. This signals not just a strong performance but hints at a potential upside of over 𝟯𝟭%! Now, onto 𝗦𝘄𝗶𝗴𝗴𝘆, which holds a solid 42% of the market share. What’s their secret sauce, you ask? Well, it's all about their clever strategies—like cross-selling and jazzing up their 𝗜𝗻𝘀𝘁𝗮𝗺𝗮𝗿𝘁 delivery model—that hint at some serious growth potential in the long haul. Even though their valuation is lower, their nifty integrated approach—combining food delivery with grocery services into one seamless app—is sparking interest among analysts like 𝗠𝗮𝗰𝗾𝘂𝗮𝗿𝗶𝗲, who are all in with a bullish outlook for the future. So hey, before you go all-in on Zomato just because they're riding the wave right now, maybe take a moment to appreciate the growth potential that Swiggy is bringing to the table. Their appealing valuation could just be what you need to consider! What’s your take on these tech giants? Are you more into snagging those quick wins, or do you prefer to play the long game with sustainable growth? I’m all ears and would love to hear your thoughts! #Investing #TechStocks #Zomato #Swiggy #FoodDelivery #InvestmentStrategy #Finance #LongTermInvesting

Is Zomato worth it’s juice? I’ll break it down the way I would any company if I would invest in it. • For every ₹100/- revenue it generates, ₹3/- is their profit. Which means a profit margin of 3% How do you value the business? Is it a.. • A platform business? • A retail business? • A retail business that runs logistics and delivers food and groceries? The answer, is left to you.. • There isn’t any integration of BlinkIt and Zomato delivery fleet as of now. On the flip side, Swiggy utilises an integrated fleet for food delivery and quick commerce. When the Swiggy IPO hits, we’ll decide who wins..😮💨 • Paying over 450x past year’s earnings or 120x FY 2025 earnings for Zomato is a decision every investor needs to make. And add the razor thin margins of 3% that can’t be sustainable for quarters to come Operating leverage matters, which might boost profitability, but there are murmurs of discontent among BlinkIt’s partners. • At these numbers, there are many other businesses that are available for far lesser earnings multiples. Zomato's share price seems to be sustaining more on “hope at these stratospheric levels.” = Opinions are mine, I have no investments or positions in the company. = {This is not Investment advice} 🔔 Follow me for more interesting takes on companies and finance.

𝐁𝐥𝐢𝐧𝐤𝐢𝐭: 𝐙𝐨𝐦𝐚𝐭𝐨’𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐃𝐫𝐢𝐯𝐞𝐫👏👏 𝐙𝐨𝐦𝐚𝐭𝐨'𝐬 𝐥𝐚𝐭𝐞𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫𝐬 𝐚𝐫𝐞 𝐨𝐮𝐭, and one thing that everyone is talking about is the growth of 𝐁𝐥𝐢𝐧𝐤𝐢𝐭. Its revenue has increased almost three times since last year, but the biggest news is it turning 𝐄𝐁𝐈𝐓𝐃𝐀 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞. See, Zomato acquired Blinkit in 2022, at a time when its core business of food delivery was making losses. According to 𝐃𝐞𝐞𝐩𝐢𝐧𝐝𝐞𝐫, one key reason to acquire Blinkit was to defend its food delivery business, as any well-established quick commerce player could pose a threat to it. 🛒🍽️ At the time, analysts did not like this decision, but it seems Deepinder's bet has now paid off. Not only has Blinkit turned EBITDA positive, but it is also the main driver for Zomato's growth right now. In fact, analysts at 𝐆𝐨𝐥𝐝𝐦𝐚𝐧 𝐒𝐚𝐜𝐡𝐬 have claimed that Blinkit is already bigger than Zomato's food delivery business. 📈🚀 Out of Zomato's total valuation of $𝟐𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧, $𝟏𝟑 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐢𝐬 𝐁𝐥𝐢𝐧𝐤𝐢𝐭, which is a big deal. 💰 Let me know what you think of Blinkit's growth in the comments! 💬 #Zomato #Blinkit #Growth #EBITDA #QuickCommerce #BusinessStrategy #GoldmanSachs #FoodDelivery #Valuation #StartupSuccess

Zomato's Q1 FY25 results are on fire! 🔥 The company saw a mouth-watering 53% YoY increase in overall B2C gross order value, reaching a whopping ₹15,455 crore. Food delivery is on a roll with a 27% jump, and quick commerce is absolutely masaledar, skyrocketing 130% YoY. Blinkit is racing ahead like a rickshaw in traffic, growing 20% without breaking a sweat! Revenue is cooking up a storm with a 62% YoY increase to ₹4,520 crore, and the EBITDA is a tasty ₹299 crore. Zomato's ventures are on a dhansu growth spree, from food delivery to quick commerce, with big plans for the future. Blinkit is not just delivering groceries; it's giving a solid takkar to the competition with its plan to scale to 2,000 stores by 2026. Meanwhile, Zomato's going-out business is ready to turn more weekend plans into epic food adventures. #Zomato #BusinessGrowth #QuarterlyResults #QuickCommerce #FoodDelivery #IndianStartup #TechInnovation #BusinessNews #EBITDA #LinkedInUpdates

Blinkit, which was acquired by Zomato in a 2022 deal valued at $568 million, is now evaluated at a staggering $13 billion by Goldman Sachs, surpassing Deepinder Goyal-led Zomato's core food delivery business. The valuation marks a substantial rise from $2 billion in March 2023. Initially perceived as a liability that caused a 20% drop in Zomato's shares, Blinkit has become its most valuable division. "We note that Blinkit's implied valuation in our Zomato's sum of the parts [SOTP] is [close to] $13 billion now, versus $2 billion in March 2023, with a per-share implied value of Rs 119 higher than food delivery, at Rs 98, for the first time," the Analysts said in a note. The valuation methodology employed, known as the sum of the parts (SOTP), is used to calculate the valuation of a company by assessing the value of each of its business segments (or subsidiaries) separately and then adding them up to get the total value of the firm. For Zomato, which currently boasts a market cap of around $20 billion, Blinkit stands as the largest segment, accounting for a substantial $13 billion total market capitalisation. Other divisions, such as Hyperpure and Dining Out, contribute to the remainder. The increase in valuation is attributed to a surge in gross order value, which is 50% higher than previous estimates, and improving market dynamics in the quick commerce sector. #zomato #blinkit #goldmansachs #startup #food #grocery #delivery #business #indianstartupnews

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I've been geeking out reading the in-depth well curated deep dives called Company Arc on Indian startups in The Arc. Great job Aditi Shrivastava and team. I was studying Swiggy (feeling bullish on its upcoming IPO, more on that soon) and this one pager on Zomato is the best I think there is on the web currently. Clear summary on all you need to know about Zomato, especially the sections on: 1. *Valuation & Recent financials*: the formatting is clear and catchy. The company is currently valued at $20bn, with Goldman Sachs recently valuing the quick commerce arm itself at about$13bn, more than half the valuation. The food delivery arm has about 19 mn monthly transacting users, with quick commerce catching up fast at about 6mn 2. *Monetisation*: Succinct summary on its business strategy: a. Commission of about 20-25% from restaurants, b. delivery, packaging and platform fees, c. advertising and d. subscriptions fees 3. *News and Analysis* for further deep dives on the company. Quick links to double dark stores in a year or more details on its ongoing discussions for Paytms ticketing business. https://lnkd.in/giK3RVKf

🔔 Deepinder Goyal said Blinkit will soon be bigger than Zomato, and he’s right. Here’s why: In June 2022, Zomato bought Blinkit for $569M. Many, including me, were surprised and skeptical. Why buy a cash-burning business when your own isn’t profitable? Zomato’s valuation dropped below $5B, and people were doubtful. But Albinder Dhindsa and Deepinder Goyal didn’t give up. They worked hard to turn things around. April 2024: Zomato’s valuation jumped to $20B and it became profitable. Blinkit’s valuation rose to $8B, reducing its cash burn per order from ₹150 to ₹15. Blinkit’s future growth is huge, which is why I’m optimistic about Zomato. Zomato will thrive because of Blinkit, not just its food delivery service. Nomura predicts Blinkit’s order value will surpass Zomato’s food delivery by FY28. What a turnaround! 🚀 #Ecommerce #Growth #QuickCommerce #Blinkit #Zomato #SuccessStory

Both the food delivery companies Zomato & Swiggy increased platform fees by 20% from 5 Rs to 6 Rs per order. What is the purpose of the platform fees? - Direct revenue generation for the companies. - It also improves take rates (amount earned per order) What is the major reason behind the fee increase? - Both companies need to improve overall profitability and unit economics and as we all know they have limited ability to increase commissions from restaurants, so this is the only way they can make more money in the existing market share. It is estimated that Zomato will make additional revenue of Rs 25 lakh per day alone. Do you guys think platform fees can reach up to double-digits and still people will pay it without any questions? #zomato #swiggy #indianstartups #indianconsumer #business