Zomato's District App/Quick Commerce vertical is expected to remain loss-making for the next 1-2 years (from video publish date 2025-04-28).
"Zomato has indicated that it will continue these investments and the company expects this vertical to remain loss-making for the next year or two while it focuses on scaling."
Zomato's management expects the company to continue incurring short-term losses across business segments due to store expansion.
"Zomato management has indicated that the company will continue to incur losses in the short term and across business segments. Primarily because of its ongoing store expansion strategy."
Zomato's store expansion is predicted to feed into consolidated profits within the next 1-2 years (assuming 'hotels' is a transcription error for 'years', from video publish date 2025-04-28).
"This expansion involves scaling up under-utilised stores which will feed into consolidated profits in the next one or two hotels."
Zomato's management expects Gross Order Value (GOV) growth to exceed 100% for fiscal years 2025 and 2026 (assuming 'Jio' is a transcription error for 'GOV').
"Management expects Jio growth to be over 100% for FY25 and FY26."