ETERNAL

Zomato has surprised investors with its turnaround to profitability, thanks to cost discipline and growing order volumes. Blinkit’s strong performance in quick commerce is boosting the overall growth trajectory. The company’s focus on improving delivery efficiency and monetization through ads is paying off. With food delivery penetration still low in India, Zomato’s long-term growth runway looks strong. Investors are now treating it as a serious tech play with sustainable unit economics, rather than just a cash-burning startup.