ilmscore | Zomato Q1 Results Breakdown | What Lies Ahead ? | CA Rachana Ranade

Zomato Q1 Results Breakdown | What Lies Ahead ? | CA Rachana Ranade

Published: 2025-07-22
Status: Analyzed

Predictions from this Video

Total: 8
Correct: 1
Incorrect: 5
Pending: 2
Prediction
Topic
Status
Blinkit has visibility to expand to 3,000 stores, with the timeline to be communicated 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 after we get to our current milestone of 2,000 stores by December 25."
ZOMATO.NS
Incorrect
Zomato has provided a long-term guidance of achieving a 5% to 6% margin.
"long-term guidance of 5 to 6% margin."
ZOMATO.NS
Incorrect
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 north of 15% and hopefully trending towards 20% YI in FY27."
ZOMATO
Pending
Stocks with high Price-to-Earnings (PE) ratios, like Zomato, are considered high-risk and likely to be the first to correct if the market declines.
"if because of whatever Whatever reason if market starts to crack such stocks with heavy PE are the first ones to correct."
ZOMATO.NS
Incorrect
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."
ZOMATO
Incorrect
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? Whatever worst was to happen has happened. Near-term margins that they have bottomed out. If the competitive environment stays the same, we should see margins getting better from here."
ZOMATO
Correct
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 to see about 1 percentage point margin increase or expansion over time as a result of this transition. But when are they doing this over the next two to three quarters."
ZOMATO
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."
ZOMATO
Incorrect