Zomato Annual Report Instant
Watch the Blinkit average order value (AOV) and Hyperpure contribution margin in the next two quarterly reports. If those improve, the thesis holds. If not, the report’s optimism will look like a prelude to a de-rating.
Watch the Blinkit average order value (AOV) and Hyperpure contribution margin in the next two quarterly reports. If those improve, the thesis holds. If not, the report’s optimism will look like a prelude to a de-rating.