2025-06-05Ravi Mehta
Zepto has delayed its much-anticipated IPO until 2026, citing rising competition and a need to improve financials. This move appears to be benefiting rival Zomato, which is now gaining investor confidence and market momentum.
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2025-06-05Niranjan Ghatule
Eternal, the parent company of Zomato, has become the latest market favorite as its stock continues to rally sharply. From its recent inclusion in the Nifty 50 to a massive block deal by BNP Paribas and an upgraded outlook by Morgan Stanley, multiple catalysts are driving investor optimism
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2025-06-03Niranjan Ghatule
This blog post provides an in-depth analysis of Morgan Stanley’s latest report on Indian food delivery and quick commerce companies, Swiggy and Eternal. It covers the brokerage’s investment rationale, growth projections, technical outlook, and market sentiment.
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2025-05-03Ravi Mehta
Mukesh Ambani’s Reliance Retail is shifting gears—from rapid expansion to rapid profitability. With over 3,650 underperforming stores already shut and new outlets given just 6–12 months to break even, the company is streamlining operations ahead of its much-anticipated IPO. This blog explores the reasons behind the strategic shift
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