Eternal, Nykaa, Delhivery, IndiaMART: 4 retail-tech stocks as India's market nears Rs 215 trillion
A BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035, up from Rs 90-95 trillion in 2025. Eternal (Zomato) posted Q3 FY26 revenue of Rs 16,315 crore (+201.9% YoY) and net profit of Rs 102 crore, with quick commerce reaching breakeven and 200+ net stores added.
BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035. Article evaluates four retail-tech enablers—Eternal/Zomato, Nykaa, Delhivery, IndiaMART—on Q3 FY26 results; Eternal's quick commerce reached breakeven with strong revenue growth.