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WA
Consensus Narrative from 22 Analysts
New Ventures Like Ginger May Improve Future Profitability, But Reliance On One-Time Gains Risks Uneven Revenue
Key Takeaways The company's capital-light strategy and high-margin management fees are poised to significantly enhance future profitability. Expansion in new business verticals and portfolio growth plans are expected to drive revenue and market share growth.
View narrative₹750.14
FV
17.3% overvalued intrinsic discount17.20%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 26 Analysts
Expanding Beyond NCR Into Quick Commerce And New Markets Will Increase Customer Reach And Operational Efficiency
Key Takeaways Zomato's expansion into quick commerce and new categories enhances revenue potential and broadens customer appeal. Increasing operational capacity and targeting underserved metropolitan markets are set to boost market penetration and improve margins.
View narrative₹300.65
FV
1.3% undervalued intrinsic discount36.96%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 30 Analysts
Aggressive Expansion And Fee Waivers Threaten Margins, But Technology Investments And New Products Like Cheesiken Could Boost Growth
Key Takeaways Aggressive expansion and waiving delivery fees may increase revenue but pressure margins and impact short-term profitability. Investments in new products and markets carry high upfront costs, potentially affecting ROI and margins due to macroeconomic challenges.
View narrative₹624.97
FV
9.3% overvalued intrinsic discount16.36%
Revenue growth p.a.
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8 days ago author updated this narrative