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Shouryamoy's avatar

Thanks Ramu!

Couple of questions:

1. What do you think of the number of food delivery orders increasing as the disposable incomes rise?

2. What about the fact that the middle-class is increasing in size- how fast do you see the 1.7 cr families increasing in size?

On the quick delivery of groceries business- I think there will be consolidation in the segment and that is when either Zomato will sell out and hopefully earn cash; or be an acquirer to turn Blinkit into a profit making entity.

A high risk investment if one were to make it, but may work out in the long term as people look to outsource day to day activities.

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Anshuman Pandey's avatar

Very good article. keep it up.. I agree that InfoEdge is a much much better investment opportunity than Zomato.

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