Consumer Discretionary / QSR & Platform Stocks – Zomato (Nifty‑200) 🛵 🔍 Insight: Karan Taurani (Elara Capital) is bullish on

highlighting that quick commerce losses are stabilizing and profitability is projected to return within a few quarters. He also expects GOV growth to accelerate in FY27 toward 22 % from around 17–18 % in Q1 FY26. 📌 Learning: Study platform-based consumer discretionary models—focus on scalability and return trajectory.