Tune in to listen to Zomato’s Q1 earnings call live and check real-time transcript<\/a><\/strong><\/p>\n\n\n\n\u201cWe think this was aided by increased participation from Zomato Gold members. We estimate marginal improvement in food AOV (0.8% QoQ), as we think higher cart sizes should more than compensate for lower blended delivery charges (-2% QoQ). We estimate food ordering contribution margin to expand by 50 bps QoQ led by restaurant take rate improvements,” ICICI Securities said.<\/p>\n\n\n\n
The brokerage estimates Hyperpure business (B2B) to grow 12% QoQ and Blinkit to grow 13.6% QoQ in Q1FY24 as both network density and reach improve.<\/p>\n","protected":false},"excerpt":{"rendered":"
Food Delivery giant Zomato is poised to report is Q4 FY24 earnings today. Zomato\u2019s adjusted revenue growth is expected to be 10.2% QoQ and 47% YoY and overall adjusted EBITDA margin to improve to -3.9% as a proportion of adjusted revenue versus -7.2% in Q4FY23. Its food delivery gross order value (GOV) is expected to […]<\/p>\n","protected":false},"author":1863,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[5],"tags":[],"class_list":["post-150945","post","type-post","status-publish","format-standard","hentry","category-latest"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":141356,"url":"https:\/\/alphastreet.com\/india\/zomato-reported-a-net-loss-of-inr-347-crores-in-q3fy23\/","url_meta":{"origin":150945,"position":0},"title":"Zomato reported a net loss of INR 347 Crores in Q3FY23","author":"Chirag Gupta","date":"February 13, 2023","format":false,"excerpt":"Zomato\u2019s consolidated net loss for Q3FY23 widened to Rs 347 crore against Rs 63 crore registered in the same quarter last year, the online food delivery platform announced on February 9. For Q2FY23, the net loss stood at Rs 251 crore. The Gurugram-headquartered company\u2019s revenue from operations zoomed 75 percent\u2026","rel":"","context":"In "Earnings"","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"earnings preview","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2019\/04\/Earnings-preview-1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2019\/04\/Earnings-preview-1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2019\/04\/Earnings-preview-1.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2019\/04\/Earnings-preview-1.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2019\/04\/Earnings-preview-1.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":140755,"url":"https:\/\/alphastreet.com\/india\/zomatos-q3fy23-net-loss-widens-to-rs-347-crore\/","url_meta":{"origin":150945,"position":1},"title":"Zomato’s Q3FY23 net loss widens to Rs 347 crore","author":"Chirag Gupta","date":"February 9, 2023","format":false,"excerpt":"Zomato's consolidated net loss for Q3FY23 widened to Rs 347 crore against Rs 63 crore registered in the same quarter last year, the online food delivery platform announced on February 9. For Q2FY23, the net loss stood at Rs 251 crore. The Gurugram-headquartered company's revenue from operations zoomed 75 percent\u2026","rel":"","context":"In "AlphaGraphs"","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/02\/bfc6db61-50cb-4cc5-b9d0-45805fc19045.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":130927,"url":"https:\/\/alphastreet.com\/india\/zomato-q4-fy-2022-research-tear-sheet\/","url_meta":{"origin":150945,"position":2},"title":"Zomato Q4 FY 2022 Research Tear Sheet","author":"sreerupa","date":"July 1, 2022","format":false,"excerpt":"Zomato is an Indian food delivery company. It was incorporated in the year 2008. The founders are Deepinder Goyal and Pankaj Chaddah. The service is delivered in 24 countries and in more than 10,000 cities. Zomato was initially named as FoodieBay. But due to some confusion with the name it\u2026","rel":"","context":"In "Research Summary"","block_context":{"text":"Research Summary","link":"https:\/\/alphastreet.com\/india\/category\/research-summary\/"},"img":{"alt_text":"Research Summary","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/04\/Research-summary.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/04\/Research-summary.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/04\/Research-summary.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":130126,"url":"https:\/\/alphastreet.com\/india\/zomato-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":150945,"position":3},"title":"Zomato Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 25, 2022","format":false,"excerpt":"https:\/\/youtu.be\/JgcWD51y2A4 Key highlights from Zomato Ltd (ZOMATO) Q4 FY22 Earnings Concall Q&A Highlights: Chirag Shah from CLSA 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\u2026","rel":"","context":"In "Concall Highlights"","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":161151,"url":"https:\/\/alphastreet.com\/india\/zomato-ltd-q4-fy24-earnings-conference-call-insights\/","url_meta":{"origin":150945,"position":4},"title":"Zomato Ltd Q4 FY24 Earnings Conference Call Insights","author":"Praveen","date":"May 14, 2024","format":false,"excerpt":"Key highlights from Zomato Ltd (ZOMATO) Q4 FY24 Earnings Concall Quick Commerce Expansion Blinkit plans to double its store count in the next 12 months. Expansion will be focused on top metro cities like Bangalore, Hyderabad, and Mumbai. Target is to increase penetration in under-served areas within these cities. Delhi\u2026","rel":"","context":"In "Concall Highlights"","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/10\/CC_Image_1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/10\/CC_Image_1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/10\/CC_Image_1.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/10\/CC_Image_1.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":129975,"url":"https:\/\/alphastreet.com\/india\/earnings-infographic-highlights-of-zomatos-q4-2022-results\/","url_meta":{"origin":150945,"position":5},"title":"Earnings Infographic: Highlights of Zomato\u2019s Q4 2022 results","author":"Nishad","date":"May 24, 2022","format":false,"excerpt":"Online food delivery giant Zomato Ltd\u00a0(NSE: ZOMATO)\u00a0reported its fourth-quarter 2022 results. The company reported consolidated revenue of \u20b91,350 crores for the full year ended on 31st March 2022. Zomato suffered a net of \u20b9360 crores or \u20b90.47 per share compared to a previous year\u2019s loss of \u20b9134crores or \u20b90.21 per\u2026","rel":"","context":"In "AlphaGraphs"","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/05\/ZomatoQ422.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/150945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1863"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=150945"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/150945\/revisions"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=150945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=150945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=150945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}