Bullish Signal: Zomato (ZOMATO) Q4 Profit to Surge 430% YoY on
Analyzing: “Eternal Q4 Preview: Will over 400% YoY profit growth help dominate Swiggy?” by et_markets · 27 Apr 2026, 2:17 PM IST (about 2 hours ago)
What happened
Zomato is anticipated to deliver a robust Q4 performance, with revenue projected to increase by 180% year-on-year and profit by an impressive 430%. This significant growth is largely attributed to the strong momentum of its quick commerce arm, Blinkit, and enhanced operating leverage across its businesses.
Why it matters
This preview is highly significant for investors as it indicates Zomato's successful strategy in leveraging Blinkit's growth and improving profitability in its core food delivery business. Such strong financial results could solidify its market leadership in India's competitive food and quick commerce landscape, potentially impacting valuations and investor sentiment for the broader internet services sector.
Impact on Indian markets
The news is overwhelmingly positive for Zomato (ZOMATO), suggesting a potential upside in its stock price post-earnings announcement. The strong performance of Blinkit could also indirectly benefit other quick commerce or logistics-related companies, though Zomato remains the primary beneficiary. Competitors like Swiggy, if listed, might face increased pressure.
What traders should watch next
Traders should closely monitor Zomato's official Q4 earnings release for confirmation of these projections. Key metrics to watch include actual revenue and profit figures, Blinkit's growth trajectory, and management commentary on future expansion plans and margin sustainability. Any guidance on market share gains against competitors will also be crucial.
Key Evidence
- •Zomato is likely to report strong Q4 growth.
- •Revenue is expected to rise about 180% YoY.
- •Profit is anticipated to be up nearly 430% YoY.
- •Growth is driven by Blinkit’s continued momentum and operating leverage.
- •Core food delivery business expected to remain steady with 17–18% NOV growth.
Affected Stocks
Expected strong Q4 revenue and profit growth driven by Blinkit and improved operating leverage.
Sources and updates
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