Eternal, Nykaa, Delhivery, IndiaMART in focus as India retail heads to Rs 215 trillion
A BCG-RAI report projects India's retail market nearly doubling to Rs 210-215 trillion by 2035 from Rs 90-95 trillion in 2025. Eternal (Zomato) led the pack with Q3 FY26 revenue up 201.9% YoY to Rs 16,315 crore, net profit up 102.9%, quick commerce reaching breakeven and 200+ net new stores added.
BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035. Piece highlights four retail-tech stocks—Eternal (Zomato), Nykaa, Delhivery, IndiaMART. Eternal Q3 FY26 revenue up 201.9%, quick commerce hit breakeven, 200+ net stores added.