Four retail-tech stocks in focus as India's retail market races toward Rs 215 trillion by 2035
A BCG-RAI report projects India's retail market more than doubling from Rs 90-95 trillion in 2025 to Rs 210-215 trillion by 2035. Analysts flag Eternal (Zomato), Nykaa, Delhivery and IndiaMART as key enablers, with Eternal posting Q3 FY26 revenue of Rs 16,315 crore (+201.9% YoY) and Blinkit hitting breakeven.
BCG-RAI report projects India's retail market to hit Rs 215 trillion by 2035. Analysis profiles four retail-tech enablers: Eternal (Zomato), Nykaa, Delhivery, IndiaMART, with Eternal posting strong Q3 FY26 revenue growth and Blinkit reaching breakeven.