Discover and read the best of Twitter Threads about #zomato

Most recents (24)

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.
Read 10 tweets
.@CCI_India has reportedly made a change in its interpretation of the ‘relevant market’, leading to several digital platforms facing #antitrust probes.

The development comes at a time when a lot of tech companies are under the antitrust body’s scanner🔍

👉 #Amazon, #Flipkart, #Google, #Zomato, #Swiggy, #Apple and more

@CCI_India @akgupta_cci
🔎@CCI_India 👉 #Google

The CCI is conducting an investigation against Google for alleged abuse of its dominant position in the online news publishing business. ⏬…
Read 6 tweets
Valentine’s Day’2k22 - A Thread for her 💕
I’m not WhatsApp but your secrets are end to end encrypted with me
I’m not Facebook but I’m free for you and will always be
Read 21 tweets
Changing dynamics of Indian QSR(Quick Service Restaurants) Industry!!

A🧵 to understand India's QSR Industry which is the largest contributor to Indian Food Service sector!!

Like and retweet for maximum reach
#qsr #dominosindia #Mcdonalds #BurgerKing
Indian food service industry : 4.2 Tr ($58 Bn)
Expected Growth(upto 2025) : 9% 6.5 Tr by Fy25
Organized player growing faster than industry, their expected growth rate : 15%
Contribution of Organised player inc to 38% in fy20 from 29% in fy15.
Expected to go 50% in fy25 Image
In the food sector, QSR and CDR (Casual Dining Restaurants) expected to see highest CAGR of 23% & 19% by fy25.
QSR also expected to see their market share in food industry to reach 54% from existing 47%. Image
Read 16 tweets
#SalilTripathi, a 38-year-old restaurant manager, who also worked as a @zomato delivery executive to make ends meet for his family, died after a #DelhiPolice constable allegedly rammed his SUV into him. The incident took place in Rohini on Saturday night.
Salil worked as a manager at Ricos in Hudson Lane and had taken on the #Zomato job to earn extra, said his family. Police said the constable, Zile Singh, allegedly rammed his car into Salil’s bike near Baba Saheb Ambedkar hospital before hitting a DTC bus.
Videos from the incident uploaded on social media show locals taking photos of the damaged car. Constable Singh is seen sitting inside in his police uniform and is surrounded by onlookers, who catch hold of him. Locals alleged he was speeding and driving rashly.
Read 8 tweets
Zomato நிறுவன ஊழியர் இந்தி தேசிய மொழி என்று வாடிக்கையாளர் ஒருவரிடம் கூறி சமூக வலைதளங்களில் பேசுபொருளான சில நிமிடங்களில் அந்த ஊழியர் நிறுவனத்தில் இருந்து வெளியேற்றப்பட்டதாக தனது twitter handle இல் வெளியிடுகிறது.அதாவது எந்த முன்னறிவுப்புமின்றி அந்த ஊழியர் பணியிலிருந்து…

'Natural justice' என்றொரு பதம் இருக்கிறது.குற்றம்சாட்டப்பட்டவரும்தன்‌ பக்கம் இருக்கிற நியாயத்தை முன் வைப்பதற்கான வாய்ப்பு அது‌.எப்பேர்ப்பட்ட வழக்குகளில் சிக்கியவருக்கும் தன் பக்கம் இருக்கிற நியாயத்தை முன்வைக்க முழு உரிமை உண்டு.
Zomato விவகாரத்தில் வெளியேற்றப்பட்ட ஊழியருக்கு தன் பக்க நியாயத்தை முன்வைக்கிற வாய்ப்பே கொடுக்கப்படாதது அவலம்.அவருடைய பிரச்சினையை பேசுவதற்கு அமைப்போ,சங்கமோ இல்லாமல் போனது அவலத்திலும் அவலம்.'What is our national language' என்று ஒட்டுமொத்த Zomato ஊழியர்கள் மீது cyber bullying…
Read 7 tweets
What did @zomato do better than @swiggy_in, @ubereats in terms of marketing?

A Thread on how @zomato used the power of #Storytelling to encourage orderers to tip the delivery guys.
#branding #marketing #startup
It all started with a random catch up with friends over cafe. We were talking about how habitual we've become w.r.t ordering food. Be it a coffee or bhelpuri, everything's just a tap away (1/9)
Gradually, we started discussing which app we prefer to order often -@zomato, @swiggy_in or @UberEats. While most of us used all 3, there was an Uncanny pattern wrt to delivery tips: Most of us have tipped @zomato delivery guys more than the delivers from other platforms. (2/9)
Read 10 tweets
I have a very logical strategy cum observation for those who like investing in IPOs but not getting allotment

And just watching the price of the IPO going up up and up

Typically what happens

The #IPOs which are very good are #oversubscribed and we don’t get any allocation
And those IPOs which are not so good then we get the location and then the #IPO get #listed at lower price..

So here is the simple logical observation cum strategy


1. Whenever a good company IPO get listed, just observation for next one month.. it should trade above the allocation price by 20-30%

2. Just after one month Anchor investors gets an opportunity to book their profits..

3. Observe the #stock price for next week

Read 9 tweets
What if stocks could talk to each other? 🤔
- but, only through memes 😉

Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets

#SBI to #YesBank - Image
#AdaniGroup to #ITC -
Read 9 tweets
திரு : @qc7d0ysmMqcBksJ தம்பி அவர்களே... இது உங்களுக்கு உரிய பதிவு ஆகும். இந்த பதிவுக்கான link கீழே நகளிட்டுள்ளேன் தம்பி .…
சமூகத்தின் மத்தியில் சகோதரத்துவத்தை ஊக்குவிக்கும் கருணாநிதியின் இந்தி வசனங்கள் மத்திய சென்னையில் உள்ள வட இந்திய மற்றும் உருது பேசும் முஸ்லீம் வாக்காளர்களை ஈர்க்கும் முயற்சியில் கூடுதல் தூரம் சென்றது.
இந்த மக்கள் குழு - குறிப்பாக சவுகார்பேட்டையில் உள்ள மார்வாடிகள் பல தசாப்தங்களாக சென்னையின் ஒரு பகுதியாக இருந்து வருகிறது. ஆனால், சென்னையில் வேறு இடங்களில், இந்தி பேசும் புலம்பெயர்ந்த தொழிலாளர்கள் சராசரியாக சென்னைவாசியின் சகிப்புத்தன்மையை இந்திக்கு விரிவாக்க உதவியிருக்கிறார்கள்.
Read 12 tweets
Joke laam illa bro. Irunga andha service provide pannura proofs eh kaamikraen paarunga. keela iruka link open panni paarunga service providers list iruku.…
And link kulla poga virupam illa na indha keela iruka screenshots paarunga bro.
Yendhendha websites la andha services iruku nu paarunga bro .
Read 4 tweets
@zomato sales team:
(2/10) Zomato marketing team:
Read 13 tweets
#Zomato Analysis 3/8/21:
Grab a cup of coffee and enjoy my notes:

Zomato Shareholding as on July 22nd:
Promoter holding: 0%
Non institutions: 83.67%
(58% holding by foreign companies)

Positives First:
*Almost debt free
2/n #Zomato

*Massive growth potential, Scalable.
*Current Ratio: 9.3 (Excellent)
*Strong Network in place
*Hyperlocal data
*Strong brand image
*B2C Food delivery business
*Hyperpure B2B business
*Paid Zomato Pro Membership
*Cloud Kitchen opportunity scalable
3/n #Zomato

*All in one platform business for food restaurant search, menu, ordering, payments, online track delivery, feedback, customer support.
*35 subsidiaries (including Zomato's abroad businesses)
*Possibility to replicate their food delivery success to new businesses.
Read 7 tweets

Target Achieved 132.25 🎯- and going for more 💰💰 Image
#TATAMOTORS - Melting like ice cream 🍨 Image
Read 4 tweets
Stock prices respond disproportionately to free float availability (or lack thereof) than to theoretical Excel valuations. The growth rate x float decides the PE multiple, that's why every co. can't be 15PE. A co. with just 10% float will deviate that much from its DCF valuation.
If there's 2 similar co.'s, one listed (with 15% float available to investors) vs another co. unlisted. The market will arrive (rightly so) at wildly divergent valuations for both. The second co.'s valuation is based on 100% ownership, while the 1st one on a limited supply basis.
If both were listed with 100% float available to free-market forces, or if both were unlisted, then one can do a side by side DCF, otherwise sharing social media infographics comparing stats of Nestle vs Amul, vs ITC without considering locked up float shows lack of wit.
Read 6 tweets
Are #Startup valuation any way justified?

Closing price of #Zomato on #BSE today was Rs. 132.60 at this price, Market cap of Zomato (Total valuation of Company) is at Rs. 1,04,027 Crores. Which means #Zomato is already in top 50 Companies of India market cap wise (1/n) Source: BSE India
#GodrejConsumer which was listed on 18-06-2001 and having a track record of giving constant profit for atleast 10 years (…) is valued just below #Zomato. despite comparatively much stronger performance and track record of Profit and Dividend (2/n) Source: BSE IndiaSource:
On the other hand #Zomato has accumulated loss of 56,00,30,00,000 INR (Source: Zomato RHP - in INR Million) as on 31/3/21 and still it is valued at such a higher price. Zomato is valued higher than #TataMotors #Britannia #BergerPaints to name few (3/n)… Source: Zomato RHP
Read 12 tweets
This is slowly becoming like a bubble. It will break once #Byju goes public in India. This company is trying to grow in an inorganic manner. Its revenue was ₹20.16 crores in FY19. For a company that's valued in $Billions, the revenue is just a trickle.
#Byju claims that they have added 13.5 million customers but they have not provided the split of paid accounts vs free accounts. As per Fintrackr, its total expenses had grown 2.6X from Rs 537.4 crore in FY18 to Rs 1,376.5 crore in FY19.
#Byjus advertising and promotion accounted for about 1/3rd of its expenses. They have not provided any expenses/revenue details on their paid courses. Any guesses as to where their primary revenue comes from ??

It's from the sale of Tablets and course materials.
Read 7 tweets
1) Creating a two-sided network requires both buyers and sellers to show up if they believe the other side will also be present. Once it is established, it actually becomes stronger as more participants from either side engage.
2) Businesses such as #Shopify, eBay, and Airbnb have built up strong two-sided networks over time.
For eg. If an additional recruiter/ job seeker comes to #naukri , the Servicing costs are low compared to #Zomato which has more or less same servicing costs due to delivery costs.
3) We feel unless #zomato expands to other lines of biz incl. advertising/ecommerce/hotel booking/ bike sharing like #Meituan or, true network effects won't play out as unit economics of verticals like food delivery are not as promising
Read 4 tweets
My thoughts on the Zomato IPO

The company’s biggest value add in my understanding isn’t delivery. If you value it as a delivery company, you’re doing it fundamentally wrong. The moat is logistics, marketing and service quality.

#ZomatoIPO #Zomato #IPO
Zomato is a marketing company where cloud kitchens and delivery places will pay for marketing and discovery. Established restaurants have spent 30% of revenues on marketing for years. A big chunk of similar marketing spends will go to Zomato and Swiggy.
Another big thing is that now most of the places that are on Zomato are restaurants. This ratio will change in favour of delivery and cloud kitchens who will have much better margins because of location and eating space not being a factor. They benefit from Zomato and vice versa.
Read 8 tweets
A deep dive on Zomato ahead of its IPO-

Zomato is a food tech platform that connects customers with restaurants to serve several needs like food delivery, restaurant table reservation, new restaurant discovery.

#Zomato #zomatoipo
The platform also offers customers to rate, review and upload pictures of the restaurant. On the flip side, they offer restaurant partners with industry-specific marketing tools that enable them to acquire more customers & grow their business.
In 2018, Zomato launched a one-stop procurement solution called Hyperpure, which supplies high-quality ingredients and kitchen products to restaurants.
They are diversifying into nutritional supplements, cloud kitchen, etc.
Read 12 tweets
We've recently seen the case of #Zomato where a woman was allegedly assaulted by the zomato's delivery man. Furthermore, we got to know that the delivery man was allegedly assaulted by that woman.However, this is a matter of investigation, so let's not jump to any conclusion.
And any kind of violence by any gender is condemnable.But since we're talking about this violent thing ,let's talk about how our Indian laws are biased towards females. Section 375 of IPC says "A man is said to commit 'rape' if he(further circumstances are explained)" now the
question that arises here is why the word 'Man' is used in the Indian Penal Code? Isn't it against Article 14(Right to Equality) of the Indian Constitution? Why only man will rape, why won't a woman do it? Why will only a woman be raped? Why not a man?
Read 19 tweets
2021 could finally be the year of India’s #TechIPOs as startups like @zomato, @delhivery, @policybazaar head for the public markets…

By @SanchDash
@zomato @delhivery @policybazaar @SanchDash Multiple Indian startups like @zomato, @delhivery @policybazaar, @FreshworksInc, @Flipkart, @MyNykaa are reportedly eyeing the public markets in 2021.

#TechIPO #IPOs
@zomato @delhivery @policybazaar @SanchDash @FreshworksInc @Flipkart @MyNykaa India’s market regulator Securities and Exchange Board of India (SEBI) too is looking to ease norms to facilitate startup #IPOs in the country.

Read 10 tweets


@dmuthuk @RBI @FinKrypt @Rishikesh_ADX @DividendGrowth Image
The banking sector, in India, has been under stress for several years now.

Both the NBFCs and banking institutions (predominantly, public sector banks) have seen substantial deterioration in their asset quality.

#banknifty #nifty50 #nifty #NASDAQ #writerslife #writing
Over the past two years, we have seen many well-known names within these sectors.

The latest in the series being is the 93-year old #LakshmiVilasBank

#StockMarket #stockstowatch #sharemarket #Zomato
Read 12 tweets
.@zomato's takeaway service will see the foodtech unicorn offer zero-commission to restaurants

@deepigoyal @zomatoin…

By @SanchDash
@zomato @deepigoyal @zomatoin @SanchDash .@zomato has started a new takeaway service through which customers can pick up orders themselves from the restaurants.
For those orders, the foodtech unicorn will operate under no commission and will also forego payment gateway charges.
@zomatoin #zomato #fooddelivery
@zomato @deepigoyal @zomatoin @SanchDash .@zomato said that it is now at over 110% of pre-covid GMV run rate in the #fooddelivery business.

@zomatoin #zomato
Read 5 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!