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![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.4K followers
Created: 2025-07-22 12:19:32 UTC

🛍️ Blinkit > Zomato: Quick Commerce > Food Delivery?

A structural shift is underway at Zomato Ltd – and the numbers speak for themselves. Let’s break it down 🧵👇

▪️ For the first time ever, Blinkit 🥇 has outpaced Zomato’s core food delivery biz in revenue in Q1FY26.

➡️ Quick commerce revenue > food delivery revenue
➡️ Blinkit is no longer a side hustle – it's now the growth engine.

📊 Jefferies View:
"Mgmt commentary is significantly positive despite a mixed Q1"

▪️ Competitive pressure easing

▪️ Margins improving

▪️ Food delivery growth moderating

▪️ Expecting margin pickup ahead

🎯 Target Price: ₹400 | CMP: ₹300 | BUY

🧠 Insight:
Zomato’s business narrative is pivoting from food to essentials.
Grocery > Food may not just be a temporary blip, it could be the new default.

🛒 Blinkit’s faster inventory turns, smaller ticket sizes, and higher frequency may create a stickier user base than food delivery.

💬 The game just changed. Are you still playing by the old rules?

🚫 No Buy/Sell Recommendation. 

#Zomato #Eternal #Blinkit @suryachaudhary1

![](https://pbs.twimg.com/media/GwdhhlibEAEGYB5.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947632602665582961/c:line.svg)

**Related Topics**
[india](/topic/india)
[hustle](/topic/hustle)
[underway](/topic/underway)
[$zomatobo](/topic/$zomatobo)
[investment](/topic/investment)

[Post Link](https://x.com/Anvith_/status/1947632602665582961)