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Poosarla Sai Karthik
Tech guy with a busi...Ā ā¢Ā 7m
Whatās Growing: ā¢ Blinkit NOV: ā¹9,200āÆcr (+127% YoY); users +123%; 1,544 dark stores (target: 2,000 by Decā25). ā¢ Food delivery: GOV +16%, NOV +13%, orders +10% QoQ. ā¢ District: ā¹8,000āÆcr annualised NOV, 2M users, ā¹1,700/order. ā¢ Hyperpure: +89% YoY. Whatās Lagging: ā¢ Net profit: ā¹25āÆcr (ā90% YoY); adj. EBITDA: ā¹172āÆcr (ā42%). ā¢ Blinkit margin: ā1.8% of NOV (slightly better QoQ). ā¢ Food margins hit by Q1 seasonality, low rider availability. Key Factors at Play ā¢ Aggressive expansion of dark stores and users is fueling Blinkitās scale. ā¢ Shift to inventory-led model promises stronger unit economics ahead . ā¢ Seasonality & delivery capacity limits hit margins temporarily, typical for Q1. ā¢ Strategic diversification into District and Hyperpure is broadening revenue base beyond just food delivery.
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