Four retail-tech stocks post strong Q3 FY26 as India's retail market eyes Rs 215 trillion by 2035
A BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035, lifting retail-tech enablers. Eternal (Zomato) revenue surged 201.9% YoY to Rs 16,315 crore; Nykaa revenue rose 27% with profit up 156%; Delhivery grew 18%. Quick commerce, beauty and logistics show momentum.
BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035; analysis covers four retail-tech enablers—Eternal (Zomato), Nykaa, Delhivery, IndiaMART—reporting strong Q3 FY26 results across quick commerce, beauty, and logistics.