Eternal, Nykaa, Delhivery, IndiaMART flagged as retail-tech picks on Rs 215-trillion market outlook
A BCG-RAI report projects India's retail market will more than double to Rs 215 trillion by 2035 from Rs 90-95 trillion in 2025. Eternal (Zomato) led the enablers with Q3 FY26 revenue up 201.9% YoY to Rs 16,315 crore and net profit up 102.9% to Rs 102 crore, as quick commerce hit breakeven.
BCG-RAI report projects India's retail market at Rs 215 trillion by 2035. Article highlights four retail-tech enablers—Eternal (Zomato), Nykaa, Delhivery, IndiaMART. Eternal's Q3 FY26 revenue surged 201.9% YoY with quick commerce reaching breakeven.