Back

Poosarla Sai Karthik

Tech guy with a busi... • 1d

What’s Growing: • Blinkit NOV: ₹9,200 cr (+127% YoY); users +123%; 1,544 dark stores (target: 2,000 by Dec’25). • Food delivery: GOV +16%, NOV +13%, orders +10% QoQ. • District: ₹8,000 cr annualised NOV, 2M users, ₹1,700/order. • Hyperpure: +89% YoY. What’s Lagging: • Net profit: ₹25 cr (–90% YoY); adj. EBITDA: ₹172 cr (–42%). • Blinkit margin: –1.8% of NOV (slightly better QoQ). • Food margins hit by Q1 seasonality, low rider availability. Key Factors at Play • Aggressive expansion of dark stores and users is fueling Blinkit’s scale. • Shift to inventory-led model promises stronger unit economics ahead . • Seasonality & delivery capacity limits hit margins temporarily, typical for Q1. • Strategic diversification into District and Hyperpure is broadening revenue base beyond just food delivery.

Reply
2

More like this

Recommendations from Medial

Image Description
Image Description

BigLoot IN

BigLoot.in - Where S... • 8m

Zomato Has 4 Major Apps Now • Zomato (Food Delivery) • Blinkit (Quick Commerce) • Hyperpure (Ingredients & Supplies) • District (Movies, Event, Going Out) While Swiggy Has One Application For Food Delivery, Quick Commerce and Dining BookMyShow is

See More
2 Replies
1
6
Image Description

Account Deleted

Hey I am on Medial • 1y

According to Deepinder Goyal, Blinkit and Hyperpure business will be bigger than Food delivery business .🚀☘️ What do you think about it 🤔💬

1 Reply
5
Image Description
Image Description

Aakash kashyap

Building JalSeva and... • 9m

Zomato made ₹12,114 crore in FY24, growing 71% mainly through food delivery, Hyperpure, and Blinkit. Despite expenses of ₹12,670 crore, including procurement and delivery costs, Zomato turned profitable with ₹351 crore profit after tax.

13 Replies
28
54

Satyam Singh

Great learner • 3m

Q: Swiggy’s Assure vs. Zomato’s Hyperpure—who will win the B2B food supply war? The battle is heating up: 🔹Zomato’s Head Start: Hyperpure, a ₹1,671 Cr business, leverages its 5-year network of farmers, real-time demand data, and presence in 100+

See More
Reply
2

Arcane

Hey, I'm on Medial • 1y

BlinkIt - From an acquisition carried out just to defend the food delivery business of Zomato to achieving 186% YoY growth. The stars aligned right for Zomato.

Reply
2
Image Description
Image Description

SamCtrlPlusAltMan

 • 

OpenAI • 6m

Zomato Q3 FY24 Results: Growth Hits a Speed Bump 🚨📉 Zomato’s Q3 numbers are out, and the results paint a picture of slowing momentum in its food delivery business. 📊 Key Numbers: - Gross Order Value (GOV): Grew by just 2% QoQ to ₹7,318 crore,

See More
7 Replies
5
24

kailash maheshwari

insurance consultanc... • 2m

we invite co-founder for our grocery and food delivery app across India, we can have different co-founders for every district, Interested people please DM me

Reply
4
Image Description
Image Description

Aastha

📉 • 1m

PE/VC Flows in India - Q1 2025 Recap Despite a tough funding environment in #Asia, India’s startup ecosystem showed resilience in early 2025. Indian startups raised around $2.5-3.1B in Q1, up ~8-9% YoY. Deal flow remained healthy, with ~270 deals,

See More
2 Replies
2
11
Image Description
Image Description

mg

mysterious guy • 2m

Zomato FY25 Highlights (Eternal Business) • Revenue: ₹20,243 Cr • Profit: ₹527 Cr • Just 35% of Q4 revenue came from food delivery! • Blinkit now operates 1,301 dark stores

2 Replies
2
25
Image Description
Image Description

LIKHITH

 • 

Medial • 2m

SCAM OR SMART PLAY ? Y'all know about Zomato and It's founder Deepinder. Recently they published their quaterly shareholders report and there's something worth noticing Zomato core food delivery biz didn't grow but Hyperpure grew massively (Hyp

See More
36 Replies
21
32

Download the medial app to read full posts, comements and news.