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.
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
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