Zomato

Motilal Oswal Wealth Management Research Desk is bullish on QC platforms in 2QFY27 with improving growth momentum, as competitive intensity moderates and demand benefits from festive seasonality.

AI agents could soon handle shopping decisions and transactions for consumers, forcing ecommerce, travel, and insurance platforms to rethink pricing, customer engagement, and security

Eternal's share price hit a 11-month high of ₹339.80, gaining 1.4% on the BSE in Tuesday's intra-day deals amid heavy volume.

India is a functional duopoly when it comes to food delivery though there are challengers to Eternal (Zomato) and Swiggy

Social media users have reported the cash-on-delivery fee going up to ₹20 in some locations, adding another charge for customers who choose to pay for their food orders in cash

Healthy dishes now account for 7.5% of orders on Zomato, up from 5.3% two years ago, with users below 25 recording faster growth in adoption than older customers

The affected employees work through third-party service providers as Zomato increasingly adopts AI and automation for customer support through its in-house Nugget platform

Food delivery platform delists dishes declared as containing analogue dairy and says restaurant partners that remain non-compliant will also be removed

The platform has ordered restaurants to verify ingredient labels and remove analogue dishes as regulators intensify scrutiny over food safety and labelling

Eternal share price: The stock price of a food delivery (FD) and quick commerce (QC) platform company quoted at its highest level since October 2025.

Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.

Thus far in the calendar year 2026, Eternal outperformed the market by soaring 12 per cent, compared to an 8.7 per cent decline in the BSE Sensex.

Chandan Taparia of Motilal Oswal Financial Services has recommended three stocks to buy today: Divi's Laboratories, MCX, and Eternal.

Proposed changes could require delivery platforms to run EV fleets, track vehicles, provide insurance, and contribute 2% of each ride's fare to a driver welfare fund

Eternal leads on market share, profitability and scale, but Swiggy's faster Ebitda growth, improving retention and product innovation could support a valuation re-rating

Flipkart's reported food delivery plans point to a shift in India's consumer internet sector, where companies are expanding beyond core businesses to up customer engagement, unlock new revenue streams

Blinkit currently leads the quick commerce market, with a market share of 52 per cent, followed by Zepto at 27 per cent and Instamart at 21 per cent.

Bengaluru's restaurant bodies have flagged concerns over commissions, discounts, ad fees and payout deductions, saying the charges are squeezing margins and hurting profitability

The Union government may raise thresholds under the proposed Digital Competition Bill. Here's what the law seeks to do, who may fall within its scope and why the changes matter

Thus far in July 2026, the market price of Eternal and Swiggy outperformed the market, gaining 12 per cent and 11 per cent, respectively.