Whalesbook
New labour codes may slightly increase costs for food delivery and quick commerce platforms like Zomato and Swiggy, estimated at ₹2.5-3 per order. However, analyst Karan Taurani believes the impact is manageable and unlikely to hurt demand. He predicts a significant 30% upside for Zomato, driven by the undervalued Blinkit business, and maintains positive outlooks for Jubilant Foodworks and Restaurant Brands Asia.