“Zomato’s target of reaching a double-digit contribution margin in the long term hinges on a rise in commissions from restaurants (we expect it to rise from 15 per cent in FY22 to nearly 17.5 per cent in FY31F) and charging higher customer delivery fees (we believe this would be difficult, and expect it to remain steady at 6 per cent),” it said.
Sandip Sabharwal optimistic on auto stocks despite challenges in two-wheeler demand
The acquisition also seems to be reasonably priced. So, it will only add value to the company because the acquiree SML ISUZU has a good
April 28, 2025