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Search complete. 45 mentions across 20 episodes found for "Zomato".

Nov 3, 2026

Aswath DamodaranHOST
21:01
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.
Aswath DamodaranHOST
21:13
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.
Aswath DamodaranHOST
21:26
Then you get to 2008, and you get a crisis.
Aswath DamodaranHOST
21:30
A crisis created by banks behaving badly.
Aswath DamodaranGUEST
53:41
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.
Aswath DamodaranGUEST
53:50
So the first company I'm going to show you a picture of is a company called Zomato.
Aswath DamodaranGUEST
53:55
Those of you not familiar with Zomato, it's an online, it's a food delivery.
Aswath DamodaranGUEST
54:00
It's an online food delivery app in India.
Aswath DamodaranGUEST
54:04
The company went public about a year ago and I valued at the time of its IPO.
Aswath DamodaranGUEST
54:11
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.
Aswath DamodaranGUEST
54:33
So the uncertainty here is not so much about Zomato, but about how food delivery in India will evolve over time.
Aswath DamodaranGUEST
54:42
is going to be a function of Indian food.
speaker_0HOST
10:15
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.
speaker_0HOST
10:27
When Uber Eats pulled out of India in 2021, Uber pocketed $154 million worth of equity from Zomato and recognized those shares as income.
speaker_0HOST
10:37
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.
speaker_0HOST
10:45
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.
speaker_0HOST
10:55
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.
speaker_0HOST
11:12
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.
speaker_0HOST
11:23
Aurora IPO'd in 2021 with an opening price of $10 a share.
speaker_0HOST
11:28
The company today is in danger of being delisted with a current share price of $1.
speaker_0UNKNOWN
0:55
how you kind of stumbled upon this idea.
speaker_0UNKNOWN
0:58
Everything arrives at home when you order from your phone, whether it's on Swiggy or Zepto or Zomato or whatever it is.
speaker_0UNKNOWN
1:05
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.
speaker_0UNKNOWN
1:14
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

speaker_0UNKNOWN
21:03
But I think a healthy balance is what we can all aim for.
speaker_0UNKNOWN
21:07
Yeah.
speaker_0UNKNOWN
21:08
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.
speaker_0UNKNOWN
21:18
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.
Amit RamaniGUEST
13:15
And so flex in India is here to stay below 300 seats.
Amit RamaniGUEST
13:19
This is a Zomato moment.
Amit RamaniGUEST
13:21
The behavior has changed forever.
Amit RamaniGUEST
13:23
So two parts, one co-working for smaller cohorts, five seats to 250 seats.
Cyrus BroachaHOST
55:53
Kunal.
Cyrus BroachaHOST
55:54
yesterday fell asleep after ordering a Zomato and the food was lying at four and I was walking my dogs outside his house.
Cyrus BroachaHOST
55:59
Oh, you all live in the same building.
Karan TackerGUEST
56:01
Oh,
Varun MayyaHOST
31:44
Those matter more.
Varun MayyaHOST
31:45
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.
Varun MayyaHOST
31:56
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.
Varun MayyaHOST
32:06
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.
Varun MayyaHOST
32:16
Actually, easier for you to go from being an engineer to running a company.
Varun MayyaHOST
32:20
It's cheaper to do it.

Unknown podcast

Reliance Jio Listing Surge + Auto Sector Margin Warning | The Beat 26 October 2026

Oct 26 · 1 Mention

ShubhHOST
19:34
Even as these investors turned net sellers in the broader equity market, they poured more than Rs 20,000 crore into consumer services.
ShubhHOST
19:42
Their top picks include Lenskart Solutions, Misho Limited and Eternal Limited, the parent company of Zomato.
ShubhHOST
19:49
For Lenskart, foreign holdings rose by 5.5 percentage points, driven by rapid store expansion and a 273% jump in net profit.
ShubhHOST
19:58
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.
Bijay GautamHOST
61:54
How much different content will you bring in your house every day? In your case also, it's like very repeatable.
Bijay GautamHOST
62:00
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.
Bijay GautamHOST
62:11
These 15 contents are like
Aayush SapraGUEST
62:12
that.

Unknown podcast

Jio Platforms $108B Valuation | New Gold Tax Warning | The Beat 22 October 2026

Oct 22 · 1 Mention

ShubhHOST
14:14
Established technology firms are also unveiling privacy-focused products to capture this value.
ShubhHOST
14:19
Eternal, the parent company of Zomato, launched Dark as a new frontier product.
ShubhHOST
14:25
This launch comes months after the group chief executive stepped down to pursue higher risk exploration.
ShubhHOST
14:30
The product takes the company beyond the no-code customer support platform called Nugget.

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