ZOM
ZOMATO
stock
60.0%
Accuracy
Recent Predictions
Incorrect: 4
Pending: 32
Unrated: 0
Prediction
Author
Predicted at
Status
Video
Near-term margins for the business are believed to have bottomed out and are expected to improve if the competitive environment remains stable.
"from long-term to near-term, it does feel that percentage margins have bottomed out means what? What..."
Jul 22, 2025
Correct
Blinkit is on track to reach 2,000 stores by December 2025, an acceleration from the previous target of December 2026.
"we are on track to get 2,000 stores by December 2025."
Jul 22, 2025
Incorrect
Quick commerce Net Order Value (NOV) is projected to surpass food delivery NOV on a quarterly basis.
"This was the first quarter where our quick commerce NOV exceeded food delivery NOV for the full quar..."
Jul 22, 2025
Correct
Food delivery NOV growth for FY26 is expected to be above 15% and trending towards 20% in FY27.
"for FY26 it looks unlikely that the business will deliver a 20% plus NOE growth but we should be nor..."
Jul 22, 2025
Pending
Achieving a 5-6% adjusted EBITDA margin is projected to result in a Return on Capital Employed (ROCE) of at least 40%.
"ROC should be at least 40% if we get to 5 to 6% of adjusted EBIDA margin."
Jul 22, 2025
Incorrect
Following the transition to an Indian-owned and controlled company status, a shift from a marketplace to an inventory-based model is planned over the next 2-3 quarters, which is expected to increase margins by approximately 1 percentage point.
"Because of this now they can shift from a marketplace model to an inventory based model. We expect t..."
Jul 22, 2025
Pending
Stocks with high Price-to-Earnings (PE) ratios are predicted to be the first to experience corrections if the overall market declines.
"please understand that if because of whatever reason if market starts to crack such stocks with heav..."
Jul 22, 2025
Correct
There is a visibility to expand Blinkit to 3,000 stores, with timeline details to be announced after reaching the 2,000 store milestone by December 2025.
"we have a visibility to get to 3,000 stores and we will communicate the timeline for getting there a..."
Jul 22, 2025
Incorrect
Despite a double downgrade and a target price of 275, Zomato's stock has fallen below 250.
"and in that in that report itself they have mentioned that the Target price is 275 when when they sa..."
Jan 9, 2025
Pending
Zomato has had a breakout today, forming a head and shoulder pattern. While the breakout is confirmed, volumes are considered average and not great.
"zomato also gave a breakout today it uh I think 2993 or 299 something let's check now people are als..."
Dec 5, 2024
Pending
Predicted that Zomato's Blinkit business will be EBITDA positive in the financial quarter immediately following the video publication date.
"I won't be surprised if dindar comes next quarter and says we are Abit positive on blinket and that ..."
Oct 30, 2024
Incorrect
Predicted that Zomato will have exciting prospects in the medium term (3-5 years).
"...that is the reason why I feel that a medium term something like a 3 to five years is what excites..."
Oct 10, 2024
Pending
Predicted that Zomato will not be a viable long-term investment (10-15 years).
"I personally feel it's not like a 10 to 15 years place story reason being very simple big giant some..."
Oct 10, 2024
Pending
Zomato management predicted Blinkit will expand to 2,000 stores by the end of 2026, while remaining profitable.
"Albinder says that if everything goes as planned... we plan to go to 2,000 stores latest by end of 2..."
Oct 4, 2024
Pending
Predicted Zomato's Q2 results would be announced between October 2024 and mid-November 2024.
"Q2 results will be announced in this month or Max to Max next month before the first 15 days."
Oct 4, 2024
Correct
Predicted that Zomato will achieve Profit After Tax (PAT) positive status in future quarters, after becoming EBITDA positive in 2024.
"we expect that we'll also go pack positive"
Sep 5, 2024
Correct
Zomato's management predicted that Blinkit's quick commerce business Gross Order Value (GOV) would overtake its food delivery business GOV in approximately one year from the video's publication date (June 26, 2024).
"Commerce BLINKET that can actually overtake the food delivery business is what their managemen..."
Jun 26, 2024
Correct
Zomato is demonstrating a trend of higher highs.
"zomato is reaching higher highs"
Apr 11, 2024
Pending
The speaker is explaining how to analyze Zomato's price action based on technical analysis.
"for Zomato as per technical analysis how can you actually see what happens with the price"
Apr 11, 2024
Pending
The speaker suggests that survival in the quick commerce space is very challenging.
"it's very difficult to actually survive in this space"
Jun 30, 2022
Pending
A significant related-party transaction, where a co-founder of Blinkit is married to a co-founder of Zomato, was not disclosed during the conference call, raising concerns about management transparency.
"there is a connection between Zomato's co-founders and Blanket co-founders Okay one of the co-founde..."
Jun 30, 2022
Pending
Blinkit is a loss-making entity, and Zomato plans to fund its losses, estimating an amount of 18,750 million (1875 crore rupees) over the next 18 months.
"blinkit is a loss making company and now if it is making losses we need to fund those losses right....."
Jun 30, 2022
Pending
Zomato acquired Blinkit for a consideration of 44,475 million (4447.5 crore rupees).
"they have paid forty four thousand four seventy five million consideration for acquisition of blanke..."
Jun 30, 2022
Pending
Zomato's expenses are growing at a faster rate (81%) than its sales growth (73%), leading to increasing losses.
"expenses increased at 81 percent char... expenses are growing at a pace higher than the sales growth..."
Jun 30, 2022
Pending
Using the EV/Revenue valuation model, Zomato's EV/Revenue ratio is 25, which remains higher than its peers even after a decrease to 14.62.
"based on ev revenue valuation model zomato has ev by revenue of 25... still it is higher than the pe..."
Jun 30, 2022
Pending
Zomato's average order value (AOV) has seen minimal growth, increasing by only 1 rupee from 397 to 398 in INR over the last two years.
"average order value is increased only from 397 inr... to only 398"
Jun 30, 2022
Pending
Zomato had attempted to enter the grocery delivery market twice and exited both times, citing scalability issues.
"they had already tried to enter into the space of delivering grocery and other essentials and they t..."
Jun 30, 2022
Pending
Before the acquisition, Zomato had provided Blinkit with a debt of 11,328 million (1132.8 crore rupees).
"Blinkit wanted to raise some money and Zomato had already given them a debt... 11328 million"
Jun 30, 2022
Pending
Zomato paid an additional 11,527 million (1152.7 crore rupees) over and above the implied value for the acquisition of Blinkit.
"they paid 11 000 527 million extra only"
Jun 30, 2022
Pending
Zomato is planning to fund approximately 1875 million (1875 crore rupees) of Blinkit's losses over the next 18 months.
"Zomato has planned to fund their losses to the extent of eighteen thousand seven fifty million in th..."
Jun 30, 2022
Pending
Zomato's contribution margin, which was previously negative, turned positive in FY21.
"contribution earlier it was minus 24 then minus 11 percent now at least it came into positive in fy ..."
Jun 30, 2022
Pending
The acquisition of Blinkit by Zomato was finalized for a consideration of 44,475 million (4447.5 crore rupees).
"the deal was sealed at a consideration of what of forty four thousand four hundred and seventy five ..."
Jun 30, 2022
Pending
Zomato's management claims Blinkit's proprietary tech platform, scale, brand relationships, seller ties, and dark store network differentiate it from Zomato's past experiences in grocery delivery.
"blinkit has their proprietary tech platform they can they have the scale of business they have relat..."
Jun 30, 2022
Pending
The speaker predicts that the Blinkit acquisition will lead to further losses for Zomato, making its future path difficult.
"I personally believe that whatever this Blanket acquisition has has offered on the plate that's goin..."
Jun 30, 2022
Pending
The speaker questions Zomato's decision to re-enter the grocery delivery market, given their previous exits from the space due to scalability issues.
"why does it want to enter again into the same space where they themselves have exited the same space..."
Jun 30, 2022
Pending
Zomato's valuation is considered significantly higher than its global competitors, suggesting it is overvalued.
"still they are way expensive as compared to the peers"
Jun 30, 2022
Pending
The speaker states they would not invest in Zomato due to concerns that the Blinkit acquisition will lead to increased losses for the company.
"I personally will not take this delivery of zomato uh because I personally believe that whatever thi..."
Jun 30, 2022
Pending
The speaker believes the acquisition of Blinkit will be very challenging for Zomato in the near future due to its perceived difficulties.
"my personal opinion is this seems really really difficult in the coming few months at least"
Jun 30, 2022
Pending
The speaker expresses doubt about Zomato's ability to become profitable in the near future, citing the losses of global competitors and the company's own financial situation.
"I really failed to understand as to when this company would really turn profitable."
Jun 30, 2022
Pending
When asked about profitability, Zomato's management expressed confidence in their path to profitability being sooner rather than later, without providing specific details.
"when will you be profitable so as any management i mean i can say as many of the managements would a..."
Jun 30, 2022
Pending
Zomato is currently experiencing significant losses, amounting to approximately 16,921 million (1692.1 crore rupees).
"Zomato itself is in losses now... sixteen thousand nine twenty one million losses"
Jun 30, 2022
Pending
The speaker believes that both food delivery and quick commerce businesses are likely to continue burning cash indefinitely.
"food delivery and camp business are the two businesses that will be burning cash forever"
Jun 30, 2022
Pending