Romesh Gupta’s Post

Zomato announced an interesting Q4 result yesterday. Volumes continue to accelerate for the company registering a 51% YoY growth. The company has made rapid progress in scaling Blinkit to a hypergrowth model. I sense that Hyperpure by Zomato will be the next big thing for the company. Q4 EBIDTA: Rs. 86 Cr Market Cap: 167,000 Cr Zomato P/E Multiple: 485 Nifty50 P/E Multiple: 21.5 PS: Not an investment advice/idea

Zomato is diving into the movie-ticketing scene by acquiring Paytm’s ticketing business for a whopping INR2,048 crore!🍿 This means they’re gearing up to challenge BookMyShow’s long-standing dominance. This isn’t just a new chapter—it’s a whole new script in the entertainment industry. Imagine Zomato stepping into the spotlight and taking on BookMyShow. How’s that for a plot twist? Dive into the carousel for the full scoop on how Zomato’s latest acquisition could rewrite the rules! #Finance #Linkedin

Zomato has quickly introduced some new features: 1. Ticket Reselling:- Customers can now sell their tickets for twice the original price. 2. Order Scheduling:- You can schedule your food orders up to two days ahead. 3. Zomato for Enterprise:- Companies can manage their food expenses more easily. These updates show Zomato’s fast pace in rolling out new services. Zomato Deepinder Goyal

Foodtech platform Zomato, which began charging platform fee on orders from last August, has collected INR 83 Cr through the new levy till March, as per the company’s annual report 👇 The platform fee was among the three key factors driving Zomato’s Adjusted revenue. The other two are revenue from operations and customer delivery charges. Notably, Zomato’s adjusted revenue for the financial year 2023-24 (FY24) grew to Rs 13,545 Cr from INR 8,693 Cr in the previous fiscal year, representing 55.8% growth for the given period. 📎 To read more in detail, click here: https://lnkd.in/gtx3JBnj #news #zomato #platformfees

Zomato and Blinkit pull off a craziest turnaround ever Goyal sees Blinkit surpassing Zomato. Zomato's Blinkit acquisition for $569M in 2022 caused a valuation dip. Despite doubts, Zomato's value surged to $20B by April 2024. Blinkit reached $8B with reduced cash burn. Nomura forecasts Blinkit's dominance over Zomato's food delivery by FY28, marking a remarkable turnaround. #smartmove Dr. John william

Sanjeev Bikhchandani and Deepinder Goyal discuss why “Blinkit will be bigger than Zomato in some months'', how “quick commerce is a better and cheaper business model than ecommerce”, and what gives Zomato an enduring strategic advantage over rivals By Neha Bothra https://lnkd.in/gy_Tk9Z8

Zomato’s platform fee move feels like a scene right out of Batti Gul Meter Chalu movie.. 🧐🤔 In Batti Gul Meter Chalu, Shahid Kapoor’s character takes on the power company, exposing how they make ₹78 crore a year with a tiny light in the meter—claimed to be an “authenticity mark” but actually of no use to customers. Zomato just increased its platform fee from ₹7 to ₹10, right before the festive season. -> At first, it seems like a small change. -> But when you think about Zomato handling 12-14 lakh orders a day, that extra ₹3 adds up fast. -> That’s ₹42 lakh of additional revenue, every single day! -> If this continues for the next 3 months, it means an extra ₹38 crore in revenue. And most of it likely goes straight to boosting profits. This isn’t just Zomato’s play. Many platforms: Swiggy, Zepto, Blinkit, Uber, Ola, are quietly introducing more fees. #BusinessStrategy #RevenueGrowth #FoodTech #PlatformEconomy #CustomerExperience

🚀 Zomato Hits 52-Week High with 6% Intraday Jump! 🚀 Today, Zomato’s shares soared by 6%, reaching a new 52-week high of INR 280 on the BSE. 🎉 Although the stock slightly retraced, currently trading at INR 270.70, the momentum remains strong. Zomato is making waves with its innovative strategies, including the recent launch of the ‘Group Ordering’ feature, which promises to enhance the user experience. Additionally, the company is piloting new initiatives like an all-electric large order fleet and a pure veg fleet as part of its commitment to sustainability and customer satisfaction. Exciting times ahead for Zomato and the food delivery industry! 🍽️ #Zomato #StockMarket #Innovation #FoodTech #Sustainability #ElectricFleet #GroupOrdering #FoodDelivery

Paytm is reportedly in discussions with Zomato to sell its movie ticketing business, a move that could streamline Paytm's operations and allow Zomato to diversify its offerings. The potential deal, as reported by The Economic Times, could significantly reshape the landscape for both companies. Strategic Focus: For Paytm, offloading the movie ticketing segment could mean a sharper focus on its core financial services and digital payments business. This aligns with its broader strategy to strengthen its position in the fintech space. Diversification for Zomato: Acquiring Paytm’s movie ticketing business would enable Zomato to expand beyond food delivery, potentially integrating entertainment into its platform. This diversification could drive higher user engagement and offer bundled services. Market Dynamics: The deal reflects the ongoing consolidation in the Indian tech ecosystem, where companies are streamlining operations to focus on profitability and growth. It also showcases the dynamic strategies tech giants are adopting to stay competitive. User Impact: For consumers, this could mean a more integrated service experience, with the possibility of booking movie tickets and ordering food through a single app. Enhanced convenience and seamless user experience are key potential benefits. Stay tuned for more updates as this story develops! 📈 #Paytm #Zomato #TechNews #BusinessStrategy #Fintech #DigitalTransformation #StartupNews #Innovation Feel free to share your thoughts on this potential deal in the comments below!

Most of my friends' circle were delighted looking at Zomato turning a profitable quarter. A huge win for a start-up ecosystem in our country. 😎 Here 3 important key ingredients which helped the story unfold: 😍 1. Data + Tech 👨💻 : Wise or unwise to say this but like Tesla, Zomato is data and tech-driven. AI tools will enable the giant even more to optimise for the customer needs. 2. Subscription Model 💵 : Zomato has geared up for a subscription model using its Gold and Gold mini offerings. This is also a great step forward as cashflows and revenue drivers become a little predictable. More on Zomato gold and mini can be read here - https://lnkd.in/gSVcH_uw 3. Blinkit 🚚 : Turning around the quick commerce Blinkit is a great feat by the management amidst the competition from swiggy and dunzos of the world. Its presence is so impactful now in the market and I wouldn't be surprised if it expands more into E-commerce - a recent example being the Sony PS5