Blinkit ne lagai Zomato ke profit mein aag!
Zomato ka stock aaj 4% bhaga aur intraday mein ₹265.25 ka high banaya. Iska reason Q4 FY26 ke results hain, jisme Blinkit ne kamaal kar diya. Company ka net profit 346% year-on-year badh kar ₹174 crore ho gaya hai.
Blinkit ka performance dekhne layak hai!
Blinkit ne toh bhai record tod diya, uska Net Order Value (NOV) 95.4% grow hua! Aur toh aur, unhone 216 naye stores khole hain, ab total 2,243 stores ho gaye hain. Zomato ka food delivery business bhi piche nahi raha, usme 19% NOV growth mila aur margins 5.5% par stable rahe. Company ka total revenue toh 196% badh kar ₹17,292 crore ho gaya hai!
Analysts ko dikh raha hai abhi aur upar jaane ka scope!
Market mein quick commerce mein competition bahut hai, lekin Zomato Blinkit ke saath ek mazboot position mein hai. Kai bade brokerage firms jaise Nirmal Bang Institutional Equities, MOFSL, aur Nuvama Institutional Equities ne 'Buy' rating di hai aur target price ₹334 se lekar ₹380 tak set kiya hai. Matlab, experts ko lagta hai ki stock mein abhi 34% tak ka upside aa sakta hai.
Quick Commerce mein challenges aur Zomato ka plan
Quick commerce mein paisa banana abhi bhi thoda challenging hai, aur Swiggy ke Instamart jaise competitors se lagaataar pressure bana rehta hai. Lekin Zomato ka target hai ki NOV mein 60% se zyada annual growth maintain karein aur margins 5% ke aas paas rakhein. Unka goal FY29 tak $1 billion ka adjusted EBITDA kamana hai. Analysts ko is sector mein badi opportunity dikh rahi hai aur unhe umeed hai ki Blinkit ki unit economics aur behtar hongi.
