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Zomato: Building India's Consumer Delivery Ecosystem

Zomato has emerged as a leading player in food delivery and quick commerce through its strong market position and technology platform. Its expanding ecosystem, which includes Blinkit, benefits from network effects, customer engagement, and operational scale. Continued growth in online food ordering and hyperlocal delivery creates significant long-term potential.

Investment Memo

Zomato: Building India's Consumer Delivery Ecosystem — PDF

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