The TRUTH Behind Zomato's Turnaround - Startup Case Study

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Watch Zomato's Origin Story Here:
Part 1 - • He Couldn’t Get a Job,...
Part 2 - • Zomato Documentary: Pa...
0:00 - Intro
0:57 - Early Days
2:25 - Road To IPO
5:41 - Post-IPO Struggles
7:11 - Road To Profitability
8:31 - Zomato's Future Plans
The video talks about the journey of Zomato, India's first unicorn startup, from its turbulent IPO to its remarkable turnaround and ambitious future plans.
Initially facing financial strain and investor sell-offs due to a lack of profitability post-IPO, Zomato navigated challenges including the COVID-19 pandemic and geopolitical tensions.
However, strategic measures such as focusing on key cities, layoffs, and increasing commission rates from restaurants led to a turnaround, with the company transitioning from a net loss to a net profit in just two quarters.
Zomato's acquisition of Blinkit, a grocery delivery startup, aimed at tapping into the fast-growing quick commerce sector, further contributed to its revival.
Looking ahead, Zomato's CEO aims to achieve a valuation of $100 billion by 2030, envisioning growth beyond food delivery through ventures like Hyperpure (B2B vertical) and Blinkit's expansion into home services and high-commission product sales. The video underscores Zomato's resilience, adaptability, and ambitious aspirations amidst evolving market dynamics.
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Опубликовано:

1 июн 2024

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Комментарии : 246

@trillionarehustler2113 3 месяца назад

Wasn't good at studies but made it to iit delhi😂. What a joke

@Sugar_doctor 3 месяца назад

😂😂😂

@chamartisreekar4671 3 месяца назад

It is what luck is what followed after getting seat in IIT is a completely different thing but getting into IIT by not even being good in studies is just luck

@deadcool3466 3 месяца назад

lol

@mbahustlers 3 месяца назад

Not good in studies is a misnomer. Indeed he was an average student at some point in time at his school but worked hard to get in IIT-D. There are many students who don't fit into the regular societal template "You have to be a nerd to get into an IIT". In fact NV Sir of Motion had secured 72% in 12th but still made to IIT. Yes average students do get into IIT's and it's a reality.

@lightchamber2186 3 месяца назад

@@chamartisreekar4671 No luck can help you to get into IIT Delhi, if you are not good in studies.

@parvezali9549 3 месяца назад

High valuation doesn't mean good business byjus is the prime example. Zomato should focus on the livelihood of its delivery guys and restaurant partners.

@User.A.M 2 месяца назад

Bhai. Tu menial job ke liye 2 lakh rupees mehna lele. Ek toh useless logo ko bina education kaam do. Uske baad company ke CEO ka pagaar bhi do. Thoda realistic ho jao.

@chetanshukla768 2 месяца назад

Plus customer support is the worst. They have the same template response for every query and don't even bother to understand the problem.

@varunadas 3 месяца назад

It will be interesting to watch how they survive with almost no new funds from VC. We all know how Uber Eats survives due to its parent. With high inflation, delivery drivers will ask for increase and unless zomato can grab a bigger slice from the whole pie.

@thetrickytechguy3497 3 месяца назад

Really appreciate for such highly observations researched video. Highly recommended Thanks again

@unstoppable8838 3 месяца назад

I have found ur channel recently as an 18yr old who is interested about business and knowing thing ur channel is very helpful Thank you new subscriber here❤😊.

@rajgoyal108 3 месяца назад

I invested in Zomato last year in January, and my shares today are worth 2.6 times today.

@JeevanTV-do2hc 3 месяца назад

Zomato running at 155/share Wt is the avg value when u buyed

@rajgoyal108 3 месяца назад

@@JeevanTV-do2hc ₹60.25 per share.

@rajgoyal108 3 месяца назад

@@JeevanTV-do2hc 60.25

@rajgoyal108 3 месяца назад

@@JeevanTV-do2hc 60.25

@rajgoyal108 3 месяца назад

@@JeevanTV-do2hc I don't know why YT is deleting my comment. I bought the shares at 60.25 per share.

@Azad_Starz 3 месяца назад

As a Zomato delivery partner, this is not the truth! Zomato is making this much profit by looting Delivery partners, Zomato pays only 5-6rs per km... 🙄🙁 Imagine 10km delivery for 50rs! Other 50rs is added into Zomatos pocket.

@rakshit5001 3 месяца назад

can u pls tell do u have multiple order to deliver at a time or only one . and does ur next order's restaurant depend on your present location

@Azad_Starz 3 месяца назад

@@rakshit5001 I deliver about 20 orders a Day, some of them 2-3 orders will come multiple order, both orders may be of some hotel or orders of nearby 2 hotels.

@Azad_Starz 3 месяца назад

@@rakshit5001 yes next orders restuarant depends on my present location, nowadays i get to pick up orders as far as 4 to 5 kms... 🤐, I cannot even reject the pickup, if I do they will block my id for a day. This is about zomato. Swiggy is better but their MG and incentives are extremely hard to do, you have to complete 29 orders to earn 1350rs in Swiggy...

@toto_2k23 2 месяца назад

Are delivery partners get fixed salary? If yes then what is the minimum salary, other than 20rs/order commission?

@sandhyaupadhyaya3183 2 месяца назад

Then why are the delivery partners still working with Zomato? Find work at better wages somewhere else then. Zomato is simply using labour supply demand situation to its benefit like any other business.

@malhaargarg3296 3 месяца назад

You don't know how helpful this video is for me!

@HavishG 3 месяца назад

how was this helpful?

@joydas377 3 месяца назад

I have never seen any company which has more than 1lak cr mkt cap and continuously providing 70% topline growth. Its rare, outstanding.. Its 1 of the best performances in the history of stock market.. And that is why i have sold itc and bought zomato in November @102 for long term.

@dakshbanswal437 3 месяца назад

how much shares?

@aksar_khan 3 месяца назад

@@dakshbanswal437 10,000

@pinkpanther6228 3 месяца назад

so did wework. you made a huge mistake selling ITC.

@joydas377 3 месяца назад

@@pinkpanther6228 I knew itc will not gonna go anywhere although I love itc today also. Since November, itc saw 15% downside from my selling price.. My decision was correct. I bought zomato only bcz of it's 70% topline growth. I didn't care about it's PAT which was 2 cr only. Bcz any company which grows at the pace of 70% continuously, profit would be inevitable. Now it reaches to 138 cr pat.

@joydas377 3 месяца назад

@@dakshbanswal437 2000 shares initially. Then I sold partially on rise and bought zomato again in dips 2-3 times. So zomato is for long term and swing trading also for me..

@ayelojaibrahim2610 3 месяца назад

Urban company should tighten there belt

@AnkitG12 3 месяца назад

Thanks for the analysis.

@rajeshnair8872 3 месяца назад

very informative ... good going team

@Adhavmani 3 месяца назад

great and inspirational part.. When a founder formed a framework for business, he can leverage to any other product. In this case, yes there is lot possibilities to reach their goal

@ObscuredByCloud 3 месяца назад

Buy 50,000 rs worth share. I ll buy same day same value of ITC. I guarantee u will either A. Not go through with it B. Lose on a lot of money C. Lose on a big opportunity

@news-nashta 3 месяца назад

Zomato will get bigger year by year. Drone delivery is coming and will take everyone by storm.

@ipikluninja91 3 месяца назад

@@news-nashta yeah, the entire sky will get cluttered with drones flying here and there /s

@Adhavmani 2 месяца назад

@@ObscuredByCloud ENTREPRENEURSHIP and Investment are two different game.. Being a good investor, you may be right, but it’s my thought about their growth

@Shamaate 3 месяца назад

I believe it looks like more or other similar to what happened to cab services in Bengaluru and other parts, eventually the local realises that they’ve much more to save by uniting together and offer less commission to these folks. Although it’ll surely not gonna wipe out but would love to see if local people built their options via ONDC.

@jackrulz08 3 месяца назад

I think in one of the podcasts Dipinder CEO of Zomato already said he created on app during his college days and was not sure how this pro type will work in coming years something

@MonuKumar44444 3 месяца назад

When are you making a case study video on elastic run?

@chess584 3 месяца назад

Truly an inspiring guy 🔥

@nirmalnahak02 3 месяца назад

If Zomato was struggling so much during COVID let's think about swiggy too

@Rahulll_jdv_20 3 месяца назад

can you make video of startups in Electronics or telecom sector?

@rajk7007 3 месяца назад

Valuation and profitability are nowhere linked in the current age..This will end badly before sanity prevails..

@ZAAZ4U 3 месяца назад

All the best 🎉

@yogee94 3 месяца назад

I’m still have lot of skepticism on zomato’s “profitability”. They’re using interest income to post paper profits. The food delivery business has still not proven to be profitable based on unit economics

@ARTHIK21 3 месяца назад

NEED A VIDEO ON ZEPTO

@ipikluninja91 3 месяца назад

Very interesting video. Where could I get the Zomato shareholder documents that you showed which shows Zomato's Financials?

@caraviagarwal1667 3 месяца назад

Zomato website- investor column

@sivasrinadhu 2 месяца назад

Ambitious plans with reealistic timelines looks achievable to me. Wishing Zomato all the best 👍

@Petrolhead11 2 месяца назад

Hyperpure is future, It will also ensure good income for farmers as well.

@Happysoul_3 3 месяца назад

Do some case study on swiggy as well whether they are profitable or not

@joydas377 3 месяца назад

Swiggy can't bcm profitable even in the distance future.. I bet..

@a6hijeet 3 месяца назад

@@joydas377any specific reason?? Idk anything about swiggy, as its founders don't appear in mainstream media unlike zomato's,,,

@joydas377 3 месяца назад

@@a6hijeet swiggy is losing mkt share to zomato, widen losses quater after quater, it's more than 4000 cr. There is no sign for turnaround in swiggy.. It should grow at 70% for the next few quarters, whereas it's topline growth is only 40% .

@dishantbhaskar4360 2 месяца назад

What r the threats for this sector you didnot mention.

@mohitbaid8148 3 месяца назад

Don't remember when was the last time I used zomato to order food. They don't have any good restaurants on board. Swiggy is fulfilling all the orders.

@funny_video690 3 месяца назад

Opposite in my case😂😂😂

@mohitbaid8148 3 месяца назад

@@funny_video690 I don't know why zomato delisted almost every physical restaurant for food delivery all of a sudden, it only has cloud kitchens now

@ohiogozaimasu 3 месяца назад

Opposite in my case 2

@adityasalunkhe1288 3 месяца назад

Opposite in my case 3

@soumyabratadhar6243 3 месяца назад

Opposite in my case 4😂

@sandeepmgp2175 3 месяца назад

Increasing their commission rate from 27% to 33% thus ditching the cloud kitchen’s who solely depend on them

@ChetnathakkarsBridalstudio 3 месяца назад

Till last Wednesday just ali pay had 400 Million worth of stock .. ..

@sanskarsikarwar7948 3 месяца назад

OYO Also Profitable Since Two Quaters

@RaghuJ-my9xw 2 месяца назад

You did a case study of a food delivery app and never mentioned "Swiggy". It's a duopoly in India. You should have compared the books of these companies because together they own most of the market.

@Gurujianddisciples 3 месяца назад

Zomato might be showing its losses now but it is acquiring the market thoroughly. It has all the data its gonna start its cloud kitchen soon and afterwards everything will be boom. Zomato delivery boys won't be there. Some technologies would replace it such a drones.

@shreyanshmankar3052 3 месяца назад

Not by 2030 but i fell dipendra goyal is insane he can reach 100Billion mark at any point

@Yashwanth_FURY 3 месяца назад

❤

@scaratb8810 3 месяца назад

The rise of Zomato is nothing to celebrate. The simple truth is that here in India there are plenty of good hotels within 2KM of most houses, it's only chronic laziness that makes you order Zomato. You're unhealthy lifestyle is further promoted and commercialized for rich men to get richer

@akhilnandakumar3564 3 месяца назад

Lol 😂😂

@backstagewithmillionaires 3 месяца назад

Agreed. In fact, I would take it a step further and boycott hotels - the business owners that operate such establishments are only in it to profit on the societal collapse that is dining out. You'll be healthier and happier cooking at home. As for ingredients, it's best not to rely on grocery stores or markets, they profit on humanity's weakness. Instead, it's advisable to grow everything for home cooking in your garden! That said, I have been contemplating switching over to foraging and hunting, as farming is a modern invention and basically equates to playing life on easy mode, and only chronically lazy people do that. -©

@prasadamit1765 3 месяца назад

Lol 😂।

@user-on1ek3pe9b 3 месяца назад

@@backstagewithmillionaires😂

@arsh_kun 3 месяца назад

@@backstagewithmillionairesMan you didn't had to go this far 💀

@ChetnathakkarsBridalstudio 3 месяца назад

33% commission straight is not gonna work for any restaurant for long run .. 2030 zamato might not even exist Lol

@MdIbrahim-bk3vy 3 месяца назад

There future plan contains a bigger market for blinkit and hyperpure than food delivery so they will be all good

@anonymousguy2946 29 дней назад

Don't ever give tips to Zomato and Swiggy delivery guys.

@amitverma-vu5sh 2 месяца назад

Zomato is creating a ecosystem with blinkt and hyperpure and people will adopt to it eventually because it is more comfortable and fast and people happily spend for comfort ! And approach of internet and growing cities in india , it can be indians amazon- and if he is smart enough and little bit of luck , he is going to hit a centtury before 2030. Keep buying zomato every 30rs jump- and you will never forget this comment

@pratyakshrastogi 3 месяца назад

ive been a long subscriber of this channel since the past 2 or more years , but wasnt watching since a few months where is caleb?

@backstagewithmillionaires 3 месяца назад

I'm here! My wife and I had our first child in October, so haven't been able to be as active with content lately. But you can still catch me in the weekly news videos, as well as Top 10 videos! -Caleb

@pramodkrish 3 месяца назад

I had my baby in September 😊

@backstagewithmillionaires 3 месяца назад

Congrats Pramod! 👏👶 -©

@BeingEmpty 3 месяца назад

Dipendrar should wear zomato's tshirt in shark tank. ❤️

@Lucifer30798 3 месяца назад

They cannot promote their companies in Shark tank openly.

@shreyanshmishra8295 3 месяца назад

Even doordash is not 100 billion company - doordash is food delivery company started in usa which Zomato swiggy and many Chinese startup are based

@-rate6326 3 месяца назад

Bhai kuch bhi. Doordash 2012 me start hua tha. Google Karo Google. Doordash ka restuarant network toh bahut chota hai. 50 billion market cap hai doordash ka.

@destorydiamond 3 месяца назад

zomato reported a 138 crore profit in Q3

@ManishBisht090 3 месяца назад

👍👍👍

@trekzindia7141 3 месяца назад

Zomato k pta nii lekin yeh billionaire zarur ban jayega

@sunithkumar2632 3 месяца назад

Pumping the stock, retail investors be careful

@aatefkamal 2 месяца назад

It is difficult to take anything said in this video after hearing "He was not good at studies, but somehow made it to IIT-D!!!

@NoName-xf8hy 3 месяца назад

You're audio is low

@mehuljain4370 2 месяца назад

Inmobi was India's first unicorn

@TusharKarki 3 месяца назад

Bro what are you mean at 3:29 correct your words use martyr

@dreadpirateroberts94 3 месяца назад

Wait, Can a loss making company be made company? 🤔

@-rate6326 3 месяца назад

What do you mean?

@deepakbajaj6420 3 месяца назад

How many delivery riders killed in zomato every years for 30 rs income only shame shame gig companies. Modern slavery employer aathuuu

@PremchandNSDC 3 месяца назад

Thinks like they can fo it

@uday4717 3 месяца назад

Still I think the valuation of Zomato is high

@user-cj1bf5km2f 3 месяца назад

Yes Zomato will worth 100 billion in 5-10 years

@olivetheboxergirl9549 3 месяца назад

Kesa hoga btao Zara

@priyanshuvishwakarma4812 3 месяца назад

@@olivetheboxergirl9549agar company accha perform krti h profit generate krti h to log invest krnege or jaise log invest karenge share price badega jab share price badega to mcap badega Now they stands close to 20 billion dollar If there share price rises then they became a 100 billion dollar brand That's it It's not hard but not so easy

@joydas377 3 месяца назад

@@olivetheboxergirl9549 by february next year, EPS of zomato will be 1.5-2/-. PE-200-250. Stock price- 350-400 . Mkt cap - $40 billion. Likewise by fy26. EPS of zomato will reach 6/-. Stock price will hit 600 even if PE is 100. Mkt cap-$70 billion. Likewise zomato will expand further up to $100 billion and beyond. .

@user-cj1bf5km2f 2 месяца назад

@@olivetheboxergirl9549 he is ceo and all the things are mentioned in the video

@mayukh_ 3 месяца назад

I think the founder is just fooling around here. The business model and asset of zomato can not have such valuation without pumping investor’s money to inflate the company.

@a6hijeet 3 месяца назад

zomato reported a 138 crore profit in Q3

@deepaktheproudindian 3 месяца назад

Would this $100 billion Zomato make profits??

@nikhilraj8460 3 месяца назад

"One student who was not good at study somehow ended up in IIT Delhi" - Okay!

@rhulkumr7298 3 месяца назад

your vision is 100cr (money) i cannot relate to it so i am out. 😂 will exit zomato stocks now

@prasannathapa1024 3 месяца назад

It saddens my heart that, instead of doing innovation and helping the society (and making business in the process) these entrepreneurs are only chasing the valuation and investors. Please don't be another Byjus that outright started scamming parents just to reach $100B startup. It ended in tragedy. Investors get their money, founders make money and the only one to lose is the customers

@divyanshparmar6925 3 месяца назад

you can replace 'Turnaround' with 'comeback'

@a6hijeet 3 месяца назад

fancy words you know!

@rajeshchinchankar3861 3 месяца назад

Zomato is -ve in profits & high market cap...dont understand ratio..Remmember late Rakesh Junnjunwala kept away. Globally they should down all the places.

@mugdhaarora8595 3 месяца назад

In the section "Zomato's Future Plans", you compare 100B valuation target to 35B revenue market size! 🤷‍♀

@-rate6326 3 месяца назад

You are stuck in present. There's future. Market will grow + there's international market too

@MdIbrahim-bk3vy 3 месяца назад

And they will be expanding in various market so 60 b$ will be whag i believe will be possible till 2030

@Satnamoto 3 месяца назад

I challenge him to order food from zomato for 1 month and he will change his mind ,after eating the shirt food for one month and falling sick multiple times he will say I am going to zero .

@techwithnithin1005 3 месяца назад

i will made my startup worth 1 trillion by 2040

@Aditya__Vats 2 месяца назад

Try learning english properly till 2040.

@happy45466 2 месяца назад

@@Aditya__Vats 😂

@faizan27984 3 месяца назад

How did he make into iit delhi, if he was not in studies😂

@MdIbrahim-bk3vy 3 месяца назад

Average people do get in iit

@Satnamoto 3 месяца назад

After kim kadershian became a billionaire , i realized that making it big has nothing to do with intelligence anymore

@locomate818 2 месяца назад

Dude what will you contribute to India by building zomato to 100b company ? Make youths as delivery boys think long term . This is just a delivery system people should think of innovations and problem solving . Water crisis is so bad in Bangalore does zomato solve it ?

@akash_k_3002 Месяц назад

Zomato app loooks more better and premium than swiggy

@AkashSharma-oe9no 3 месяца назад

Not India's first unicorn

@umeshchandekar 3 месяца назад

First up of all zomato primary objective is to earn profit this startup is not a profitable

@SA-cb2it Месяц назад

15 sal purani company startup hoti hai kya?! kuch bhi. 2008 main found hui thi zomato

@MdAslam-gb7fv 3 месяца назад

No one will watch this video in 2030 ,even if it doesn't make it 100 B$ views are for granted, no one will question you that you are wrong

@Lakshay-nm5ed 3 месяца назад

People just can't stand someone's growth, it's only natural to do so , there's no misinformation just uncertainty...

@AkashBhalla 3 месяца назад

it will fall down again wait and watch

@wth12345 2 месяца назад

Dude by taking 25% commission and 30% promotion fees. Your game is not going to last long

@karthikjp6837 2 месяца назад

Mark my words zomato will not be a 100billion company infact he will be replaced by an AI

@ramveerrana5814 3 месяца назад

Zomato nahi zeroto

@train_xc 3 месяца назад

Another Vijay Shekhar ?

@popcron41 3 месяца назад

Delivery boys ka gala ghot ke app to profit kamaoyage hi..

@sushilaarya1331 2 месяца назад

Bhai itne lachaar apni luck if skills ki wajah se hain , deepinder ne toh kisi ko nahin kaha hoga ki delivery karo . Aur bhai tune kitti samaaj seva kari hai.

@saurabhchoudhary1902 Месяц назад

they plan to go global thats how they reach 100 B

@rahul-om1xi Месяц назад

Zomato me complaint karo gye to zomato id band kar deti h Zomato ko haram pal raha h

@rohanthapa5747 2 месяца назад

Working as a Customer Support on Zomato I can gladly say it's very horrible. 100 billion my ass

@jdesters 3 месяца назад

I sincerely hope they go broke.. cheated me thrice!!! I gave upon them after the 2nd cheating episode where they didn't even deliver the food and then claimed it was delivered. But then they started sending coupons and offers, so after 7 months I tried again. On my third order after that, they delivered wrong items, and that too 103mins(at night 11:20) after the order was placed. The customer support did absolutely nothing when I called them.

@visheshb7695 3 месяца назад

Don't byju...

@user-cz4lb6wv4n 3 месяца назад

From not good in studies to IIT. What crap? Kuch V? Kuch V?

@priyanshuagrawal6915 3 месяца назад

Sounds a lot like fiction under the facade of storytelling and case study

@princegoyal3162 3 месяца назад

1 view

@user-bf6xr7tm2l 3 месяца назад

I swear,these startups will fails massively apart from that of zerodhas,and PWs

@ANKITKUMAR-ff9ic 3 месяца назад

It's not a piece of cake😂😂😂

@user-bf6xr7tm2l 3 месяца назад

@@ANKITKUMAR-ff9ic 😂😂😂bs haso,how much do you know about the startups, securities and business buddy,bhavanayo me bah kr bol Diya kuch bhi,go and check their balance sheets we can talk later

@slayergaming3166 29 дней назад

@@user-bf6xr7tm2lthey r profitable now why don't u start ur own company then

@Doctor....7772 3 месяца назад

Ye sab dogalapan he Shayad pura hindustan subah sam order kare to bhi nahi kar sakti

@karthick5843 3 месяца назад

😅 he will not bro if he will donate to bjp

@yosup125 3 месяца назад

for the algo

@myWealthSkills 3 месяца назад

Please pinned my comment Sab samajh jayenge mera intention😊 Great to watch here.....❤

@uditbaweja2340 3 месяца назад

Profit khan h kab tak investor ka psa jaloge

@growing3105 2 месяца назад

Zomato loot raha hai customers ko . Good bye Zomato

@rashidshaban16 2 месяца назад

Pehle bacha le bhai .....saari unicorn doob hi rahi hai

@balah28 3 месяца назад

Khareedlo Zomato shares.

@mumair975 3 месяца назад

Tell us about profitability not valuation!! That’s what you and several others are doing for years… burning others money on growth at all cost stupidity!