Discover and read the best of Twitter Threads about #ZOMATOQ4
Most recents (1)
Zomato Ltd Q4 FY22 Earnings Concall Insights
#ZOMATO #ZOMATOQ4 #ZomatoLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵
#ZOMATO #ZOMATOQ4 #ZomatoLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #Markets
🧵
Q&A Insights: Chirag Shah of @CLSAInsights asked what proportion of incremental customer acquisition is organic. Akshant Goyal CFO replied that more than 50% of new users every quarter are still organic, which means CAC is lower vs. standalone food delivery players.
Q&A Insights: Chirag Shah of @CLSAInsights enquired that as ZOMATO looks for adding adjacencies to its core food delivery business, what are the thoughts on the super app structure. Deepinder Goyal MD answered that ZOMATO haven't seen the super app work in India so far.
