Synopsis: Eternal shares rose over 4% after foreign ownership surpassed 25%. This brings the stock nearer to receiving full MSCI weighting. If MSCI includes Eternal in its February review, it could attract around Rs 3,510 crore in passive inflows. The shares of...
Synopsis:- A global brokerage sees 32 percent upside with a target of ₹375, citing low ~5 percent quick-commerce penetration and leadership with 45 percent market share. Expansion to 2,100 stores and expected EBITDA breakeven by early FY27 are key catalysts, though...
Synopsis: Eternal has attracted attention after Jefferies assigned a ₹480 target, pointing out a solid long-term growth perspective in quick commerce and food delivery, significant barriers to entry, and a rise in profits even if there are some...
SYNOPSIS: India’s growing “dangerous duopolies” across aviation, telecom, ride-hailing and food delivery – highlighting how two-player market dominance reduces competition, impacts pricing, and increases risks for consumers and the overall market. The concept of...
New-age companies like Zomato, Nykaa, Paytm, Delhivery, Ixigo (Le Travenues) and Lenskart often trade at very high P/E ratios, even though their current profits don’t always justify those numbers. Yet the market still values them far above traditional businesses. This...
The country’s leading food delivery and quick commerce giants are in focus with their Q2 results announced recently. Q2 was sweeter for Zomato, as it reported record revenue growth with continued profitability momentum. However, Swiggy, even though it posted over 50%...
Companies with 0% promoter holdings stand out because they are entirely driven by professional management and broad investor participation. For investors, this can mean greater transparency, reduced promoter influence, and governance driven by performance. For the...
Can a market really quadruple in the next six years? Would you dare to believe it? Analysts have projected that India’s food delivery market is expected to explode up to US$140 billion by 2030. It is at a boiling 28% CAGR. The driving force behind: Lifestyle...
India’s online food delivery space has become a two-player battlefield dominated by Zomato and Swiggy. Both companies have diversified significantly in FY25, expanding into quick commerce, B2B supplies, and more. With both firms vying for market dominance, their...
The shares of Eternal, parent company of Zomato, surged to hit its day high of Rs 239.50 per share, i.e, 8.83 percent up from its day low of Rs 220.05 per share. With a market capitalisation of Rs 2,27,314 crores, the shares of Eternal Ltd is currently trading at Rs...