Whalesbook
Revenue Toh Bhaga, Par Kharcha Bhi Badha!
Licious ne FY26 mein apna revenue ₹1,166 crore tak pahuncha diya, jo pichle saal ke comparison mein 47% zyada hai. Iska credit jaata hai cities mein deeper penetration aur ekdum solid omnichannel strategy ko. Online sales ne toh ₹1,000 crore ka figure paar kar liya, aur offline outlets se bhi ₹177 crore ka revenue generate hua.
Paisa Lagaya Bahut, Burn Bhi Hua Zyada
Magar asal khiladi toh ye hai ki company ne apna EBITDA burn bhi ₹187 crore tak badha diya hai FY26 mein, jo FY25 mein ₹168 crore tha. Ye paisa infrastructure scale karne aur offline stores badhane mein lagaya gaya hai. Plan hai ki dark stores 130 se 400 tak pahunchayein, jisme FY27 mein hi 70 naye stores khulenge. Achhi baat ye hai ki ye burn ab net revenue ka 5.2 percentage points kam share hai, matlab efficiency shayad sudhar rahi hai. Aur customers toh loyalty dikha rahe hain, 94% business repeat customers se aata hai, aur 1.5 million se zyada monthly users hain. Inka 'Flash' 30-minute delivery service 55% online customers tak pahunch raha hai, aur average order value ₹675 hai.
Indian Food Tech Market Ka Scene
Licious India ke badhte hue food tech aur online grocery market mein hai, jahan zabardast competition hai. Food delivery sector toh profit de raha hai, par quick commerce mein bhari takkar hai. Licious meat and seafood mein leader hai, lekin FreshToHome jaise competitors bhi peecha nahi chhod rahe.
Growth Aur Profitability Ki Challenges
₹187 crore ka EBITDA burn dikhata hai ki expansion, physical stores aur dark fulfillment centers mein kafi investment ho raha hai. Ye hybrid model kaafi capital expenditure mangta hai. Company repeat customers par depend karti hai, jo nayen buyers ko attract karne mein challenges ho sakti hain. Aur agar economy slow hui toh premium food items par log kharcha kam kar sakte hain.
FY27 Target: ₹1,800 Crore Ki Udaan
Licious ka agle saal FY27 ke liye target ₹1,800 crore revenue ka hai. Iske liye unhe cities mein aur expand karna hoga aur dark store network badhana hoga. Current customers ko engage rakhte hue aur online-offline model ka fayda uthate hue ye target achieve karna hai. Competition aur badhti costs ko manage karna ek bada challenge hoga, aur ye dekhna hoga ki Licious growth ko consistent profit mein kaise badalti hai.