Zomato Share Price: Jefferies ne bola 'Buy', Target ₹480! 78% Upside ka Chance!

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Overview

Zomato ke investors ke liye ekdum dhamakedaar khabar hai! Global brokerage Jefferies ne company par 'Buy' rating di hai aur target rakha hai **₹480** ka. Iska matlab hai ki stock mein **78%** tak ka upside dikh raha hai. Ye sab food delivery business ki tagdi growth aur sustained profitability ke karan hai. Lekin haan, Blinkit mein competition kaafi zada hai aur valuation bhi kaafi high hai. Stock pichle **5** din mein **10%** gir bhi gaya tha.

Jefferies ne Zomato par apna bharosa dikhate hue 'Buy' rating di hai aur price target ₹480 rakha hai, jo current levels se 78% tak ka upside de sakta hai. Brokerage ka kehna hai ki Zomato ka core food delivery business 20% tak grow karega aur margin bhi 5-6% tak pahunchega. India mein food delivery market $45.15 billion ka hai aur Zomato ka share ismein ~58% hai, yeh kaafi bada number hai!

Ab baat karte hain Blinkit ki, jo ki quick commerce mein hai. Yeh ek bada growth area hai jismein Blinkit ka market share ~46% hai. Lekin yahaan Zepto aur Swiggy Instamart jaise players se bhari takkar hai. Quick commerce market $9.95 billion tak pahunchna expected hai, aur management disciplined pricing par focus karega, par takkar toh rahegi hi.

Profitability ki baat karein toh Zomato ne Q3 FY26 mein ₹102 crore ka net profit kamaya hai, jo pichhle saal se 73% zyada hai. Company debt-free ho gayi hai aur FY24 ke Q1 se consistent profit bana rahi hai. Leadership mein bhi change aaya hai, founder Deepinder Goyal ab Vice Chairman bane hain aur Albinder Dhindsa Group CEO ka charge sambhal rahe hain, jo company ko naye initiatives mein madad karega.

Ek cheez jo dhyan dene wali hai woh hai Zomato ka valuation, jo kaafi high hai. P/E ratio 1,000x se bhi upar hai, matlab future ki growth already price mein included hai. Stock pichle 5 din mein 10% gira bhi tha, isliye thoda caution bhi zaroori hai. Lekin overall, Jefferies ko Zomato ke future par full confidence hai, lekin investors ko competition aur valuation ko bhi nazar mein rakhna hoga.

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