Four retail-tech stocks in focus as India's retail market eyes Rs 215 trillion by 2035
A BCG-RAI report projects India's retail market doubling to Rs 210-215 trillion by 2035 from Rs 90-95 trillion in 2025. Eternal (Zomato), Nykaa, Delhivery and IndiaMART are flagged across demand, discovery, logistics and platform layers. Eternal posted Q3 FY26 revenue of Rs 16,315 crore (+201.9% YoY) with quick commerce hitting breakeven.
BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035. Four retail-tech stocks highlighted: Eternal/Zomato (demand), Nykaa (discovery), Delhivery (logistics), IndiaMART (platform). Eternal posted strong Q3 FY26 results with quick commerce reaching breakeven.