ETERNAL

Zomato has demonstrated sharp improvements in profitability, driven by higher order frequency, better delivery cost structure, and rapid growth in Blinkit. The company is gradually transitioning from a cash-burning model to a sustainable growth phase. Valuations remain high, which makes future execution crucial. Investors who believe in India’s digital consumption story may consider allocating a portion of their high-risk portfolio to Zomato, with a long-term view.