📊 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 acquire a few more apps no one asked for.
💸 Stock Performance: Tandoori Hot
| Indicator | Value |
|---|---|
| CMP | ₹192 |
| 52-Week High | ₹209 |
| 52-Week Low | ₹55 |
| Gain from Low | 🔺 +250% |
If you bought when people were comparing Zomato to MySpace… congratulations, your portfolio is now in the green chutney zone.
🧠 EduInvesting Analyst Thoughts
“Zomato is like that friend who used to be broke but now owns 3 scooters, 2 startups, and says things like ‘CAC to LTV ratio matters’.”
🔮 What’s Next on the Plate?
- Expand Blinkit further — maybe deliver dreams next
- Increase monetization of Zomato Gold — might start charging for napkins
- Maybe even profits every quarter? Too spicy?
✅ Pros
✔️ Actually profitable now
✔️ Blinkit scaling fast
✔️ High-margin subscription growth
✔️ Massive revenue growth — not just a “discounts” play anymore
❌ Cons
❌ Q4 profit slump = margin drama
❌ Too many moving parts = potential indigestion
❌ Shareholders now expect consistency — LOL
🧾 EduInvesting Verdict
“Zomato is no longer just a food delivery app — it’s India’s most relatable consumer tech stock. Messy, ambitious, slightly annoying, but damn good when it works.”
Buy if:
- You believe convenience is king
- You enjoy watching 2-wheeler armies fulfill your caffeine urges
- You missed Nykaa and need redemption
Avoid if:
- You think 78% profit fall in Q4 is a red flag
- Or if you’re still salty about that missing samosa in 2021
