Whalesbook
Flipkart ab sirf shopping app nahi, balki ek 'super app' banna chahta hai. Isi mission par, woh India mein movie aur concert ki ticketing services ke alawa, food delivery bhi launch karne ki planning kar raha hai. Expected hai ki yeh sab May tak shuru ho jayega. Is move ka main goal hai customers ko ek hi platform par sab kuch offer karna, taaki user engagement badhe aur company potential India IPO ke liye strong ho sake.
Ticketing market ki baat karein toh yeh India mein kaafi tezi se badh raha hai. Iski value ₹12,000 crore se zyada hai aur aagey yeh 19% CAGR se grow karega. Yahan pehle se BookMyShow jaise bade players hain jinhone FY25 mein ₹1,869 crore revenue aur ₹192.5 crore profit kamaya tha, jismein live events aur movie ticketing ka bada share hai. Zomato ka 'District' bhi is race mein hai.
Lekin, food delivery ka sector toh aur bhi zada competitive hai. Yeh market around $45.15 billion ka hai aur 22-23% CAGR se 2030 tak grow karne wala hai. Yahan toh Zomato (market cap ₹2.43 lakh crore) aur Swiggy (value $11.3 billion se zyada) ka hold hai. In companies ne saalon se bahut paisa lagaya hai aur deep discounting chalti hai, isliye naye players ke liye profitable hona ek bada challenge hai.
Flipkart ke liye yeh sab easy nahi hoga. Dono hi sectors mein margins kam hain aur competition zabardast. Flipkart ko apne logistics network, 'Ekart', aur existing customer base ka smart use karna hoga. Zomato ka P/E ratio 337.58 hai, jo dikhata hai ki market usse future mein bahut growth expect karta hai. Swiggy bhi bahut cash-intensive environment mein kaam karta hai. Walmart ko bhi bahut invest karna padega. Jab Flipkart IPO ke liye jayega, toh investors yahi dekhenge ki kya woh apne bade scale ko sustainable profit mein convert kar paata hai ya nahi.