📊 Zomato’s FY25 Combo Meal
| Item | FY25 | Change |
|---|---|---|
| Revenue from Ops | ₹20,243 Cr | 🍽️ +67% |
| Net Profit | ₹697 Cr | 🤑 From loss to biryani bonus |
| Q4 Revenue | ₹5,833 Cr | 🥘 +64% |
| Q4 Profit | ₹39 Cr | 😶 Down 78% (Waiter dropped the tray) |
Yes, they finally made profit. No, it didn’t last the whole year. Yes, we’re still ordering.
🍴 The Menu: What’s Cooking?
1. Zomato Food Delivery
- Steady like your mom’s cooking.
- Margins stable. Volumes growing.
- Your midnight momos are paying off.
2. Blinkit: The 10-Minute Grocery Gamble
- Revenue up 3.7x YoY 🚀
- Contribution margin: +5.3% (finally in green!)
- They’re now delivering faster than you swipe left on dating apps.
3. Zomato Gold
- Revamped. Now includes food, groceries, and existential crisis management.
- Subscriber base up 2.3x. People love to feel exclusive while saving
- ₹50.
🤕 The Bitter Aftertaste — Q4 Shock
Net profit in Q4: Just ₹39 Cr
Down 78% QoQ because:
- Blinkit hiring sprees
- Marketing spend went burr
- Probably gave out 11th free pizza offer too generously
Market said, “Bro… margin bhi kuch hota hai.”
Stock said, “Bhai thoda profit to kamaya na.”
💰 Cash in Hand: Not Bankrupt, Not Flashy
- Still holding ₹11,000 Cr in cash + investments
- Enough runway to lose money, regain composure, and lose money again.
- Or maybe
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