Whalesbook
Zepto ka Stock Market mein dhamaka!
Jaldi delivery karne wali company Zepto ab apna Rs 11,000 Crore ka IPO lane ki puri taiyari mein hai, aur ye July mein launch ho sakta hai. SEBI se approval mil chuka hai aur company month-end tak list hone ke liye ready ho rahi hai. Iske saath hi Zepto, Zomato aur Swiggy jaise publicly traded competitors ke beech mein shaamil ho jayegi. 2021 mein start hui Zepto ne August 2023 mein unicorn status achieve kiya tha.
Strategy: City mein hi ghus jao!
Zepto ka funda thoda alag hai. Ye har jagah failne ke bajaye, cities ke andar hi apni reach badha rahe hain. Ek city mein lagbhag 21 dark stores hain, jo competitors ke average 9 stores se kaafi zyada hai. Isse delivery fast hoti hai, orders zyada aate hain aur customers bhi khush rehte hain. Zyada density wale areas mein ye strategy kamyabi dilayegi, aisa lagta hai.
Paisa aur Market Share
IPO se pehle, Zepto ne kaafi funding raise ki hai. October 2025 mein $450 million raised kiye the, jisme company ki valuation $7 billion thi. Usse pehle, August 2023 mein $200 million raised kiye the, valuation $1.4 billion thi. Total ab tak $2.3 billion raise kar chuki hai company.
Early 2026 tak, Zepto ke paas India ke quick-commerce market ka 28% share hai. Blinkit (40-45%) se thoda peeche hai, lekin baaki sabse aage hai. India ka quick commerce market 2026 tak $6.94 billion tak pahunch jayega, aisa prediction hai.
Competition aur Loss ka Rona
Zepto ko Blinkit (Zomato ka support hai) aur Swiggy Instamart se zabardast competition mil raha hai. Blinkit market mein sabse aage hai, lekin Zepto bhi ek strong contender hai.
Quick commerce companies ke liye profit banana ek bada challenge hai. Zepto ko FY25 mein ₹3,367 crore ka loss hua, jo pichle saal se zyada hai. Company ka target FY26 tak profitable banne ka hai. Lekin operational costs aur competition ki wajah se margins par pressure hai. Brands ke liye platform fees kabhi kabhi selling price ke 35% se bhi zyada ho jati hai.
Aage kya?
Zepto ka IPO aane se company ko aur paisa milega, jisse wo competition mein tik sakegi aur technology aur operations mein invest kar payegi. Company apne dark stores badhane aur AI capabilities ko improve karne ki plan bana rahi hai. Zepto ka IPO investors ke liye ek bada indicator hoga ki kya woh India ke tech startup aur quick commerce sector par bharosa karte hain.