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Kundan Motwani

12th Jun 2025 ¡ SEBI-Registered Analyst

🚨 Quick Commerce War: Is Zomato Under Siege? ⚔️

Zomato’s Blinkit is feeling the heat as India’s rapid-delivery battleground heats up. With razor-thin margins and aggressive expansion by rivals, the pressure is mounting. 🔍 Key Highlights • Profit pinch: Blinkit’s rapid growth has come at a cost—Ebitda continues to stay in the red as losses grow 📉 • Food vs Essentials: Traditional food delivery remains steady, but Q-commerce demand (groceries, snacks) is stealing share • Heat from all sides: Swiggy’s Instamart, Zepto, BigBasket, Flipkart, and Amazon are all racing to dominate the 10‑minute delivery space • Regulatory watch: Deep-discounting tactics have drawn antitrust scrutiny—the CCI is investigating Blinkit, Instamart & Zepto for predatory pricing 🤔 What It Means for You Quick commerce is shaping up to be the next big battlefield—fast, disruptive, and capital-intensive. For consumers, convenience is king. But for delivery platforms, the war could be costly. Can deep pockets and scale overcome margin erosion? Time will tell.

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