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Out now - our Q1FY25 Report: blog.zomato.com/q1fy25 If you have any further questions or feedback, please email us at [email protected]. Always listening! Quick snapshots of how we’re powering India’s changing lifestyles: #Performance Our bottomline continues to grow with Adjusted EBITDA expanding to INR 299 crore - from INR 194 crore in the previous quarter. Happy to share that our quick commerce business sustained Adjusted EBITDA break-even (achieved in March) despite new store openings. #Growth YoY topline growth remained steady at 62% while GOV growth accelerated to 53%. Across our B2C businesses, the YoY growth in GOV stood at 27%, 130%, and 106% for the food delivery (Zomato), quick commerce (Blinkit), and going-out verticals, respectively. #QuickCommerce Average selection available to customers has increased 4-5x over the last 8 quarters. In some locations, we’re now offering up to 25k unique SKUs! Our plan is to get to 2,000 stores (from 639 currently) by the end of 2026 while remaining profitable. #GoingOut We see an opportunity to further expand our going-out offering than just dining-out, with use cases like movies, sports, shopping, staycations, etc. Our new app, District (by Zomato), will be a one-stop destination for all things going-out. But more on that soon 😉 #ESG Our emissions per km have reduced by 9.4% compared to FY22 - with a 4x YoY increase in orders delivered via EVs. Meanwhile, The Shelter Project has scaled to 600 rest points across the country, set up in partnership with fuel stations and restaurant partners. Under our First Responder Training Initiative, 30,000+ Zomato delivery partners are now professionally trained to provide first aid during critical roadside emergencies. #ThankYou That’s all for now. However, as always, we are just 1% done. We’re excited about the path we’re on and grateful for your continued support.

With the latest investment, Zomato has infused Rs 2,300 crore in Blinkit since it acquired the company in August 2022, as per the filings. Zomato acquired Blinkit, formerly known as Grofers in an all-stock deal for Rs 4,477 crore.. Read more 👇 and follow ProRider (Delivery Jobwala) for more such industry updates and LMD manpower sourcing !!! #zomato #blinkit #lastmiledelivery #quickcommerce #prorider #deliveryjobwala

Zomato - Powering India’s lifestyle revolution with unstoppable growth! 🚀 ⬇️ Q2FY25 Performance Snapshot 🚀 Performance Their consolidated Adjusted EBITDA saw a 289 Cr YoY increase, reaching 330 Cr in Q2FY25. This growth was fueled by improved margins in food delivery, while quick commerce margins remained near break-even, even with rapid store expansion. 📈 Growth They surpassed expectations with a 58% YoY Adjusted Revenue Growth, outperforming our 40% forecast. • GOV Growth across our B2C businesses: • Food Delivery (Zomato): 21% • Quick Commerce (Blinkit): 122% • Going-Out Vertical: 171% 🏬 Quick Commerce Expansion In Q2FY25, they expanded by adding 152 new stores and 7 warehouses. With consistent growth, expansion, and strategic focus, there’re shaping the future of how India eats, shops, and experiences life. #Growth #Q2FY25 #QuickCommerce #Performance #BusinessExpansion #IndiaTransformation

Zomato Surpasses Swiggy: A Market Share Surprise! For years, Swiggy and Zomato were closely in this race of food delivery business in fact in 2020, Swiggy was ahead with 52% market share, but Zomato has turned things around. In 2023 Zomato's market share went up to 54%, and in the latest report, it's now around 60%, leaving Swiggy behind at 40%. Zomato's smart moves and hard work have pushed it to the top of the food delivery game. Every year, it keeps getting stronger, changing how things work in the industry and showing others how it's done. Not only does Zomato lead in food delivery, but it is quick commerce too, Zomato's Blinkit has a comfortable lead with a 45% market share. Others like instamart and Zepto follow behind with 27% and 21% respectively. This shows Zomato's strength not just in delivering food but also in quick shopping, making it a top choice for many. Even in Bangalore, Swiggy's stronghold, Blinkit has surpassed Instamart in market dominance. so why is this happening? First, Zomato is in more cities—over 800, compared to Swiggy's 580. This means Zomato can reach more places and serve more people. secondly, Zomato's strategy of focusing on food delivery and and quick commerce as distinct businesses sets it apart from Swiggy. While Swiggy offers both services within a single app, Zomato's separate focus allows for targeted strategies and enhanced customer experiences to each segment's unique demands. Also, Zomato keeps improving. They're always coming up with new ideas and making sure deliveries are fast and food is good. Plus, Zomato is really good at letting people know about them. They have strong ads and people trust them. Zomato is winning because they're everywhere, they focus on what they do separately, they keep getting better, and they're good at telling people about it. What are your thoughts? which app do you prefer most for ordering food online? ✅ Follow Naresh Purohit 🇮🇳 for more insights! 😀 LinkedIn Guide to Creating Guide to Networking for LinkedIn LinkedIn Guide to Networking LinkedIn News India LinkedIn #Zomato #Swiggy #FoodDelivery #MarketLeadership

Blinkit is not just a vertical for Zomato, it could soon become larger than food delivery. In fact, analysts such as Bernstein estimate that Blinkit will have larger revenue than Zomato’s food delivery by FY30💸👇 This remarkable surge is attributed to Blinkit's strong performance. Here are some key highlights of Blinkit’s FY24: 🔸 Blinkit reported total revenue of over INR 2,300 Cr for the year, and turned adjusted EBITDA positive in March 2024! 🔸 Blinkit's standalone revenue soared 186% YoY, significantly outperforming the food delivery segment's 40% YoY growth. 🔶 Blinkit's share of Zomato's total revenue grew from 11% in FY23 to nearly 20% in FY24, showcasing its increasing importance. 🔶 Delhi NCR is Blinkit's biggest market and the biggest contributor to Blinkit’s GOV and revenue. 🔶 Beyond the numbers, the focus on Blinkit was clear from the fact that Zomato’s now-signature ‘Shareholders’ Letter’ was largely dedicated to the quick commerce vertical! 🔸 The rapid growth seen in the quick commerce business has compelled Zomato to double down on Blinkit. It is looking to nearly double its store count by the end of FY25. The quick commerce industry in India is experiencing explosive growth, with Goldman Sachs estimating the addressable market size in the top 50 cities alone to be a whopping $150 billion as of 2023. What are your thoughts on this? Let us know your thoughts in the comments 💭 #blinkit #zomato #fooddelivery #revenue

📢 Swiggy vs Zomato: The Battle for Your Next Meal - Who Are You Choosing? 🍽️ The Indian food delivery market is dominated by two giants: Zomato and Swiggy. With both platforms competing fiercely, every new feature, discount, or service expansion keeps customers and investors watching closely. 👉 Zomato: Known for its restaurant discovery roots, it has evolved with cloud kitchens, Zomato Pro, and even international expansion. Higher Average Revenue Per User and larger restaurant partnerships give it a strong edge in core food delivery, making it a favorite for long-term investors. 👉 Swiggy: Starting with food delivery, Swiggy has diversified into grocery delivery (Instamart) and local errands (Swiggy Genie). Its efficiency in customer acquisition and emphasis on quick commerce provide unique advantages, but profitability remains a challenge. Both companies face ongoing competition and regulatory pressures but are well-positioned as consumer demand rises. While Zomato has shown impressive revenue growth, Swiggy’s efficient customer acquisition strategy keeps it in the game. 💼 Investment Insight: Zomato’s focus on revenue and high-margin services makes it a more compelling long-term choice, but Swiggy’s diverse services continue to attract a broad customer base. Stay tuned for an in-depth breakdown on the future of food delivery in India! #SwiggyVsZomato #FoodDeliveryBattle #InvestmentAnalysis

In a world where convenience is king, Zomato and Swiggy have yet again decided to dig deeper into our pockets by increasing their platform fees by 20% – from ₹5 to ₹6 per order in key markets like Bengaluru and Delhi. But what does this really mean for us, the customers? 🤔 The increase in platform fees by Zomato and Swiggy, though seemingly minimal in absolute terms, reflects a broader strategy to squeeze out more revenue from users. This comes despite significant funding and investment these companies have received from investors. Regular users who rely on these platforms for convenience are now burdened with additional costs. The incremental hike can add up, especially for frequent users diminishing their savings and altering the monthly budgets. There's a lack of justification and transparency about why the fee hike is necessary. Is it to improve services, cover operational costs, or simply to show profit margins to investors? Personally, I feel after years of burning investors' money and launching IPOs (Zomato), it's now desperate measures of display profits justification to investors. It's time to ask – are these hikes justifiable or are they simply a tactic to paint a rosier picture for investors? As customers, we deserve clarity and fairness, not just another line item on our bills. Your thoughts ? #convenienceatacost #zomato #swiggy #fooddelivery #customerexperience #hiddencosts #financialtransparency #consumerrights

🌟 𝐙𝐨𝐦𝐚𝐭𝐨’𝐬 𝐦𝐚𝐫𝐤𝐞𝐭 𝐜𝐚𝐩 𝐭𝐨𝐩𝐬 $𝟐𝟎 𝐛𝐧 𝐨𝐧 𝐪𝐮𝐢𝐜𝐤-𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 🌟 Zomato, the food delivery platform, in India has reached a milestone as its market value has crossed the $20 billion mark (over Rs 169,000 crore) on Friday, April 5, 2024 ! This remarkable feat showcases the company's performance and rapid advancement in the q-commerce or quick commerce sector. By attaining profitability in its core food delivery business year and expanding its q-commerce branch, Blinkit and Zomato are strengthening its position as a leader in the market. The acquisition of Blinkit (previously known as Grofers) has proven to be a move that significantly contributes to Zomato's overall value. As anticipated by Zomato's CEO Deepinder Goyal, Blinkit is on track to emerge as a player in the quick commerce industry potentially surpassing food delivery soon. The recent valuation of Blinkit at $8 billion highlights its impact on Zomato's market value making up around 40% of the worth. A recent report from Goldman Sachs underscores Zomato's presence in both food delivery and online grocery sectors emphasizing growth opportunities, within these areas. With Blinkit aiming for adjusted EBITDA profitability by June 2024 the company is well positioned for achievements and expansion. What an impressive accomplishment ! The journey of Zomato truly highlights their determination, creativity and dedication to providing value to their customers and partners. Kudos, to the Zomato team, for reaching this milestone ! 🎊 #zomato #blinkit #quickcommerce #market #leadership #milestone #achievement #innovation #resilience #connection #ksrm #kiit

The Indian food delivery space is currently a duopoly with Zomato holding about a 55% market share and the rest being cherished by Swiggy. However, IPO-bound Swiggy is far behind its listed rival👇 🔶 In the Q1 of FY25, Zomato’s food delivery GOV stood at INR 9,264 Cr, while Swiggy’s stood at INR 6,808.3 Cr. In Q1, Zomato also had a higher average monthly transacting customers at 20.3 Mn users compared to Swiggy’s 14.03 Mn. 🔶 Notably, in FY24, Swiggy posted a GOV of INR 8,068.6 Cr in quick commerce, up over 57% YoY. Meanwhile, Zomato’s Blinkit clocked INR 12,469 Cr in FY24 GOV, up 93% YoY. This was despite an equal number of dark stores at around 520 at the end of FY24. 🔶 Quick commerce has become the dominant force in India’s ecommerce structure – however, Swiggy is trailing behind Zomato in this area, too. 🔶 Meanwhile, #Zomato is way ahead of Swiggy in the going-out segment. Given this, and the fact that #Swiggy has hefty losses on the books along with a high valuation – will the foodtech major be able to replicate Zomato’s success on the bourses? Let us know your thoughts in the comments! #ipo #quickcommerce #delivery

📈 Zomato vs. Swiggy: Navigating Profitability in India's Competitive Food Delivery Market🍽️ Hello LinkedIn Community! The battle between Zomato and Swiggy in India's food delivery market is heating up, and it's fascinating to observe their distinct paths to profitability. Here are some key insights: 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞: - Zomato: Significant improvements in EBITDA, driven by the strategic acquisition of Blinkit. This move has expanded service offerings and optimized costs, reducing losses compared to Swiggy. - Swiggy: Heavy investment in Instamart & Swiggy Mall incurred significant losses. While the upfront costs are high, this strategy might lead to sustainable profitability over time. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬: - Zomato's Acquisition Strategy: Growth through acquisitions like Blinkit, providing immediate scale and capabilities despite integration challenges. - Swiggy's Growth Approach: Internal development of quick commerce platforms, ensuring control over operations and customer experience. 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐂𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐁𝐞𝐡𝐚𝐯𝐢𝐨𝐫: - The resurgence of the dine-in restaurant business post-2022 poses challenges for food delivery apps. Consumers seek dining experiences that apps can't replicate, impacting high-value orders. - To counter this, Zomato and Swiggy may need to offer exclusive deals or partner with restaurants for unique at-home dining experiences. 𝐓𝐡𝐞 Open Network For Digital Commerce (ONDC) 𝐈𝐧𝐢𝐭𝐢𝐚𝐭𝐢𝐯𝐞 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐏𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬: - The Indian government's ONDC initiative aims to democratize digital commerce, potentially reshaping the competitive landscape. - Local restaurants could benefit from lowered entry barriers, challenging Zomato and Swiggy's dominance. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 & 𝐌𝐚𝐫𝐤𝐞𝐭 𝐄𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧: - Both companies are making strides toward profitability with increasing order volumes and revenue. - Long-term success will depend on adaptability to market dynamics and consumer behavior. - The evolving landscape, including rising dine-in preferences and ONDC impact, will require agility and customer focus. As the competition intensifies, it will be fascinating to see how Zomato and Swiggy leverage their strengths to navigate the challenges ahead and achieve sustainable profitability. 🔍 𝑊ℎ𝑎𝑡 𝑎𝑟𝑒 𝑦𝑜𝑢𝑟 𝑡ℎ𝑜𝑢𝑔ℎ𝑡𝑠 𝑜𝑛 𝑡ℎ𝑒 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑒𝑠 𝑜𝑓 𝑍𝑜𝑚𝑎𝑡𝑜 𝑎𝑛𝑑 𝑆𝑤𝑖𝑔𝑔𝑦? 𝐻𝑜𝑤 𝑑𝑜 𝑦𝑜𝑢 𝑠𝑒𝑒 𝑡ℎ𝑒 𝑓𝑢𝑡𝑢𝑟𝑒 𝑜𝑓 𝑓𝑜𝑜𝑑 𝑑𝑒𝑙𝑖𝑣𝑒𝑟𝑦 𝑖𝑛 𝐼𝑛𝑑𝑖𝑎 𝑒𝑣𝑜𝑙𝑣𝑖𝑛𝑔? 𝑆ℎ𝑎𝑟𝑒 𝑦𝑜𝑢𝑟 𝑖𝑛𝑠𝑖𝑔ℎ𝑡𝑠 𝑎𝑛𝑑 𝑙𝑒𝑡'𝑠 𝑑𝑖𝑠𝑐𝑢𝑠𝑠! #FoodDelivery #Zomato #Swiggy #Profitability #ONDC #QuickCommerce #ConsumerBehavior #Innovation