Zomato Q3 Results: October-December Quarter ke Highlights (Q3FY25)
Zomato ne apne October-December quarter ke results (Q3FY25) ka announcement Monday, 20 January 2025 ko kiya. Company ka net profit 57.3% girkar ₹59 crore ho gaya, jo pichle saal ke ₹138 crore ke comparison mein kaafi girawat hai. Yeh girawat mainly margins par pressure aur Blinkit platform ke liye naye centers kholne ke high spending ki wajah se hui.
Table of Contents
Revenue aur Growth Details:
- Revenue from Operations:
Zomato ka revenue current fiscal ke third quarter mein 64.4% badhkar ₹5,405 crore ho gaya, jo pichle saal ₹3,288 crore tha. - B2C Business ka GOV:
B2C (quick commerce, food delivery, aur going-out services) ka gross order value (GOV) 57% badhkar ₹20,206 crore ho gaya. - Food Delivery Revenue:
Food delivery business ka revenue quarter mein 22% tak badha. - Blinkit Growth:
Blinkit, jo India ke quick commerce space mein leader hai, ka revenue 2x badha.
Operational Performance aur Expenses:
- EBITDA Growth:
Zomato ka earnings before interest, taxes, depreciation, aur amortization (EBITDA) ₹162 crore tak pahucha, jo pichle saal ke ₹51 crore se kaafi zyada hai. - Total Expenses:
Company ke total expenses ₹5,533 crore ho gaye, jo pichle saal ₹3,383 crore the. - Blinkit Performance:
- Blinkit ka net loss quarter mein ₹103 crore raha.
- Blinkit ne December quarter mein 1,000-store milestone cross kiya aur ab December 2025 tak 2,000 stores tak pahunchne ka target rakha hai, jo initially December 2026 tha.
- EBIT Margin:
Zomato ke EBIT margin 3% tak badh gaye, jo pichle saal 1.6% the. - Blinkit EBITDA Loss:
Blinkit ka EBITDA ₹30 crore ka loss tha, jo pichle saal ke ₹48 crore positive EBITDA ke mukable girawat dikhata hai.
Competition aur Market Position:
- Blinkit kaafi fast grow kar raha hai, par uska competition Swiggy Instamart, Zepto, Flipkart aur BigBasket jaise players ke saath kaafi tough hai.
- Zomato ki market share 46% hai quick commerce segment mein, aur woh aggressively discounts aur free deliveries offer kar raha hai.
Brokerages ka View:
Brokerages ka kehna hai ki Zomato hyperlocal delivery space mein sabse resilient player hai. JM Financials ke experts ka maanna hai ki Zomato free cash flows generate kar raha hai bina apne topline growth ko compromise kiye.
Analysts Recommendation:
“Swiggy ke comparison mein, Zomato better position par hai (BUY, ₹550) post recent stock correction,” analysts ne kaha.
Stock Performance:
Zomato ke shares Monday ko 3.14% girkar ₹240.95 par settle hue BSE par, jab Q3FY25 ke results declare huye.
Summary:
Zomato ka revenue aur growth impressive hai, par Blinkit ke losses aur expenses management ke liye challenge bane hue hain. Lekin, market mein apni execution capability aur leadership position ke wajah se Zomato long-term mein ek strong player bana rahega.
