The stock price of the original firm of Food Agriculture Zomato increased by 10.34% to ₹ 299.8 on Tuesday, yet Q1Fy26 dipped 90% in net profit. 25 crores. The last time the stock was the same quantum, three days after being listed on July 26, 2021. The performance of the stock assumes the importance between 993 days of trade, it was on a decline in 49% days. Quick Commerce Platform Blinking carried the zomato forward in revenue, leading to an increase in eternal stock price.
A lot of excitement occurred due to an increase in the gross order value (gov) of the blinkit, which exceeded double in the reporting quarter based on one year. Brokerage cited the capacity of the blinkit to increase and close the difference with zomato, which currently contributes the most behind their purchase recommendations for stock. A report by Elarla Securities states, “In a high competitive landscape, the grip over contribution margin (percent of the village) was commendable, +11bps QOQ to 3.1%.”
Despite the declining benefits, analysts recommended that investors buy stocks as they believed the loss was down. “The management believes that the full loss is at the peak and the margin will continue to improve as the recently opened stores are mature … The count is expected to increase from ~ 1,550 to 2,000 December. Brokerage had estimated a revenue growth of 62% on a year-to-year basis, but the company exceeded.
Elara was cautious about the possibility of mild increase in loss in FY 2026, recommending investors to analysts, investors to buy stocks. “We expect the blinkit to maintain the user’s development and to maintain the industry-agni show on Gov.” According to the research note.
Published – July 22, 2025 10:37 pm IST