Four retail-tech stocks in focus as India's retail market heads to Rs 215 trillion by 2035
A BCG-RAI report projects India's retail market to nearly double from Rs 90-95 trillion in 2025 to Rs 210-215 trillion by 2035. Enablers Eternal (Zomato), Nykaa, Delhivery and IndiaMART are positioned to ride the shift. Eternal's Q3 FY26 revenue rose 202% YoY to Rs 16,315 crore, with quick commerce hitting breakeven and 200+ net stores added.
BCG-RAI report projects India's retail market to reach Rs 215 trillion by 2035. Article profiles four retail-tech enablers—Eternal, Nykaa, Delhivery, IndiaMART. Eternal Q3 FY26 revenue jumped 202% YoY, quick commerce hit breakeven, adding 200+ stores.