
Zomato
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Search complete. 45 mentions across 20 episodes found for "Zomato".
Nov 3, 2026
Session 1A: Introduction and Valuation Themes
A
21:01Aswath DamodaranHOST
I never waste anything I write, so I slapped a title on it, The Dark Side of Valuation, Can Amazon.com be valued? It's still on my website, the original journal.
A
21:13Aswath DamodaranHOST
And when you see my valuations of Paytm and Zomato last year, or Airbnb or Palantir the year before, you're going to see what I did in Amazon play out on young countries.
A
21:26Aswath DamodaranHOST
Then you get to 2008, and you get a crisis.
A
21:30Aswath DamodaranHOST
A crisis created by banks behaving badly.
Uncertainty in Investing and Valuation: What if questions, Scenario Analysis and Simulations
A
53:41Aswath DamodaranGUEST
So when you look at, and I'm very quickly going to hit you with three valuations across the life cycle, you can see the kinds of things I worry about with each company are different.
A
53:50Aswath DamodaranGUEST
So the first company I'm going to show you a picture of is a company called Zomato.
A
53:55Aswath DamodaranGUEST
Those of you not familiar with Zomato, it's an online, it's a food delivery.
A
54:00Aswath DamodaranGUEST
It's an online food delivery app in India.
A
54:04Aswath DamodaranGUEST
The company went public about a year ago and I valued at the time of its IPO.
A
54:11Aswath DamodaranGUEST
Tremendous amount of uncertainty in the valuation Because it actually has about a 40% market share of the Indian food delivery market, but the Indian food delivery market is about one-tenth the size of the US food delivery market and about one-twenty-fifth the size of the Chinese food delivery market.
A
54:33Aswath DamodaranGUEST
So the uncertainty here is not so much about Zomato, but about how food delivery in India will evolve over time.
A
54:42Aswath DamodaranGUEST
is going to be a function of Indian food.
Why Uber Fails to Disrupt
S
10:15speaker_0HOST
The combined value of these private shares allowed Uber to magically convert a $3 billion operating loss in 2018 to a positive net income of $997 million.
S
10:27speaker_0HOST
When Uber Eats pulled out of India in 2021, Uber pocketed $154 million worth of equity from Zomato and recognized those shares as income.
S
10:37speaker_0HOST
Uber then sold off its European freight business to a German startup in exchange for their shares that were worth $77 million at the time.
S
10:45speaker_0HOST
When Uber sold off its self-driving division that same year, the company took a 26% equity stake in the buyer Aurora, worth $1.6 billion at the time.
S
10:55speaker_0HOST
Uber once again recognizes the net combined value of Aldi's private shares as additional income to inflate the bottom line, turning a $3.8 billion operating loss in 2021 into a $496 million net loss.
S
11:12speaker_0HOST
Every single one of these companies, Didi, Aurora, Zomato, and Grab have since debuted on the public markets and have seen their once-lofty private valuations and equity wiped out.
S
11:23speaker_0HOST
Aurora IPO'd in 2021 with an opening price of $10 a share.
S
11:28speaker_0HOST
The company today is in danger of being delisted with a current share price of $1.
Ep 29: How to Raise a Reader in a Screen World ft. Kranti Gada, Founder of Neown Library
S
0:55speaker_0UNKNOWN
how you kind of stumbled upon this idea.
S
0:58speaker_0UNKNOWN
Everything arrives at home when you order from your phone, whether it's on Swiggy or Zepto or Zomato or whatever it is.
S
1:05speaker_0UNKNOWN
Similarly, why can't library books arrive at home and why can't we have that vast a catalogue available for them to choose from? Excuse, intent and priority.
S
1:14speaker_0UNKNOWN
What is your concept of excuse, intent and priority? today we're going to discuss something that every mom thinks is very very important for their children reading we all know that our children should read we've read the research we've heard the advice we want our children to choose books over all the other noise that surrounds them the book sits on the shelves but somewhere between bedtime drama and a million gazillion classes and a ton of extracurricular activities.
19 MINS LATER
S
21:03speaker_0UNKNOWN
But I think a healthy balance is what we can all aim for.
S
21:07speaker_0UNKNOWN
Yeah.
S
21:08speaker_0UNKNOWN
And also, of course, the other thing is that today when everything arrives at home, when you order from your phone, whether it's on Swiggy or Zepto or Zomato or whatever it is.
S
21:18speaker_0UNKNOWN
Similarly, why can't library books arrive at home and why can't we have that vast a catalog available for them to choose from? So that's the other gap that Neon fills, that a great digital catalog available to choose and then the books get home delivered.
India’s Flex Revolution & Why Robots Will Redesign the Office
A
13:15Amit RamaniGUEST
And so flex in India is here to stay below 300 seats.
A
13:19Amit RamaniGUEST
This is a Zomato moment.
A
13:21Amit RamaniGUEST
The behavior has changed forever.
A
13:23Amit RamaniGUEST
So two parts, one co-working for smaller cohorts, five seats to 250 seats.
Karan Tacker on Special Ops, Khakee, Bhay & His Bollywood Journey | Cyrus Says
C
55:53Cyrus BroachaHOST
Kunal.
C
55:54Cyrus BroachaHOST
yesterday fell asleep after ordering a Zomato and the food was lying at four and I was walking my dogs outside his house.
C
55:59Cyrus BroachaHOST
Oh, you all live in the same building.
K
56:01Karan TackerGUEST
Oh,
Gemini 3 Full Review and Mind-Blowing Use Cases
V
31:44Varun MayyaHOST
Those matter more.
V
31:45Varun MayyaHOST
And actually, if you look at India's IPOs recently, look at Lenskart, look at even Zomato's of the world, even if you look at Grow's of the world, even if you look at Physicswala's of the world, they are not pure tech.
V
31:56Varun MayyaHOST
If you want to start a stockbroking platform tomorrow, do you know how many licenses you need to get? Do you know how closely you need to work with all the government bodies? That's a business moat, right? That's a relationship moat.
V
32:06Varun MayyaHOST
If you wanted to build Zomato, do you know how much of it is product, how much of it is logistics, how much of it is people management? Like, these are all synthesis businesses, right? And it's now easier to do synthesis.
V
32:16Varun MayyaHOST
Actually, easier for you to go from being an engineer to running a company.
V
32:20Varun MayyaHOST
It's cheaper to do it.
P
Unknown podcast
Reliance Jio Listing Surge + Auto Sector Margin Warning | The Beat 26 October 2026
Oct 26 · 1 Mention
S
19:34ShubhHOST
Even as these investors turned net sellers in the broader equity market, they poured more than Rs 20,000 crore into consumer services.
S
19:42ShubhHOST
Their top picks include Lenskart Solutions, Misho Limited and Eternal Limited, the parent company of Zomato.
S
19:49ShubhHOST
For Lenskart, foreign holdings rose by 5.5 percentage points, driven by rapid store expansion and a 273% jump in net profit.
S
19:58ShubhHOST
similarly misho saw an increase of 4.65 percentage points in foreign holding as its user base grew to 274 million eternal also attracted significant interest with net profit rising 92 though management expects food delivery margins to remain flat for the next one or two years this divergence suggests a flight to specific growth pockets even while overall liquidity slows Valuations remain high across these names, with Lenscar trading at a price-to-earnings ratio of 165.5 times compared to an industry median of 30.3 times.
How Aayush Sapra Turned Food Content Into Daily Entertainment?
B
61:54Bijay GautamHOST
How much different content will you bring in your house every day? In your case also, it's like very repeatable.
B
62:00Bijay GautamHOST
In fact, in one of your videos, Your own wife has said in the video that your videos are like Swiggy vs Swiggy, Swiggy vs Zomato, Zomato vs Swiggy, Zomato vs Zomato.
B
62:11Bijay GautamHOST
These 15 contents are like
A
62:12Aayush SapraGUEST
that.
P
Unknown podcast
Jio Platforms $108B Valuation | New Gold Tax Warning | The Beat 22 October 2026
Oct 22 · 1 Mention
S
14:14ShubhHOST
Established technology firms are also unveiling privacy-focused products to capture this value.
S
14:19ShubhHOST
Eternal, the parent company of Zomato, launched Dark as a new frontier product.
S
14:25ShubhHOST
This launch comes months after the group chief executive stepped down to pursue higher risk exploration.
S
14:30ShubhHOST
The product takes the company beyond the no-code customer support platform called Nugget.
10 more episodes mention Zomato.
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