Zomato (Eternal) Aur Swiggy Ke Shares Ne Pakdi Speed! Kya Hai Asli Reason?

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AuthorIshaan Verma|Published at:
Zomato (Eternal) Aur Swiggy Ke Shares Ne Pakdi Speed! Kya Hai Asli Reason?
Overview

Yaar, Zomato (Eternal) aur Swiggy ke shares aaj phir se mast bhagte hue dikhe hain. Heavy trading volumes ke saath ye rise investors ka interest dikha raha hai ki market mein phir se excitement aa gayi hai.

Stock Market Mein Dhamaka!

Dekho, Zomato jise hum Eternal bolte hain, uska share price aaj 6% badh kar ₹306.45 tak pahunch gaya. Pichle do din mein toh 8% ka jump laga hai bhai! Aur trading volumes bhi full thi, lagbhag 6.47 crore shares trade hue. Swiggy bhi peeche nahi hai, uska share 5% upar ₹351.15 par pahunch gaya, aur pichle do din mein 10% ka gain de diya, woh bhi lagbhag 1.93 crore shares trade hone par.

Yeh sab tab ho raha hai jab pichhle 6 mahine mein Eternal 1% gira tha aur Swiggy 13%, jabki BSE Sensex 5% badha tha. Lagta hai ab log food delivery ke growth aur quick commerce mein market leadership par phir se believe kar rahe hain.

Kaun Hai King Aur Kaun Hai Chhupa Rustam?

Eternal toh apne Blinkit ke through India ke quick commerce market mein sabse aage hai, lagbhag 50% se zyada share ke saath! Aur food delivery ka toh woh already raja hai, jisme Net Order Value (NOV) toh 55% saal-dar-saal badh raha hai. BNP Paribas India ke analysts toh keh rahe hain ki yeh consolidation buying ka mauka hai aur Eternal ko 'Outperform' rating dekar ₹420 ka target diya hai. Motilal Oswal ne bhi 'Buy' rating ke saath ₹360 ka target rakha hai, Blinkit ko toh 'generational opportunity' bol rahe hain.

Swiggy ki revenue toh 35% badh kar ₹15,226.8 crore ho gayi hai FY25 mein, par bhai, nuksaan bhi badh raha hai. Instamart, jo unka quick commerce wala business hai, uska Gross Order Value (GOV) toh double ho gaya ₹7,938 crore tak December quarter mein, par adjusted EBITDA losses ₹578 crore se badh kar ₹908 crore ho gaye. Phir bhi, Instamart ka quick commerce mein share 25-32% ke aas paas hai. Motilal Oswal ne 'Buy' rating aur ₹440 ka target diya hai, aur Elara Capital ne toh ₹425 target ke saath 'Buy' kar diya.

India ka e-commerce market toh bahut tezi se badh raha hai, 2030 tak USD 363.3 billion hone ka estimate hai. Quick commerce bhi USD 3.65 billion se USD 6.64 billion tak ja sakta hai 2031 tak. Lekin yahan competition bahut hai, Zepto, Flipkart Minutes, JioMart jaise log bhi peeche nahi hain, jisse pricing pressure aur marketing ka kharcha badh raha hai.

⚠️ Asli Challenges Kya Hain?

Sabse badi problem hai profit ki. Eternal ka P/E ratio 110 se zyada hai aur TTM P/E 449 ke aas paas hai January 2026 tak. Return on Equity (ROE) sirf 7.13% hai aur EBITDA margin toh -11.47% (5 saal ka average) hai. Swiggy ka toh haal aur bhi patla hai, EBITDA ₹-2,389.7 crore hai aur ROE -255.36%! Instamart mein jo loss ho raha hai woh chinta ki baat hai. Quick commerce mein Blinkit ( 46-50% share) ke saamne Swiggy ka Instamart ( 25% share) bahut peeche hai. Competition aur inflation bhi pressure bana rahe hain.

Aage Kya Hoga?

Analysts ko abhi bhi Eternal se ₹420 aur Swiggy se ₹440 tak ka target dikh raha hai. India mein online business badhne hi wala hai. Lekin asal challenge hai consistently profit kamana. Dekhte hain yeh log competition aur kharche ko kaise manage karte hain aur market share ko profit mein kaise badalte hain.

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