India retail to hit Rs 215 trillion by 2035; Eternal, Nykaa, Delhivery, IndiaMART in focus
A BCG-RAI report projects India's retail market roughly doubling from Rs 90-95 trillion in 2025 to Rs 210-215 trillion by 2035, powered by retail-tech enablers. Eternal (Zomato) posted Q3 FY26 revenue of Rs 16,315 crore, up 201.9% YoY, with net profit up 102.9% and quick-commerce nearing breakeven.
BCG-RAI report projects India's retail market to hit Rs 215 trillion by 2035, driven by retail-tech enablers. Highlights four stocks—Eternal/Zomato, Nykaa, Delhivery, IndiaMART—with Eternal posting strong Q3 FY26 growth and quick-commerce breakeven.