Eternal, Nykaa, Delhivery, IndiaMART flagged as retail-tech plays on Rs 215 trillion market bet
BCG-RAI report projects India's retail market doubling to Rs 210-215 trillion by 2035 from Rs 90-95 trillion in 2025. Four listed enablers span discovery, demand, platform and logistics—with Eternal's quick-commerce arm Blinkit reaching Q3 FY26 breakeven, revenue up 201.9% YoY to Rs 16,315 crore.
BCG-RAI report projects India's retail market at Rs 215 trillion by 2035. Article audits four retail-tech enablers—Eternal/Zomato, Nykaa, Delhivery, IndiaMART—covering discovery, demand, platform and logistics, with Eternal's Q3 FY26 quick-commerce breakeven highlighted.