Resurfacing an April 2026 report: India retail seen hitting Rs215 trillion by 2035; Zomato, Nykaa, Delhivery, IndiaMART flagged as tech plays
Per a BCG-RAI projection resurfacing from April 2026, retail market is seen more than doubling from Rs90-95 trillion in 2025 to Rs210-215 trillion by 2035. Eternal (Zomato) had posted Q3 FY26 revenue up 201.9% YoY to Rs16,315 crore and net profit up 102.9% YoY to Rs102 crore, adding 200+ net stores; shares were up 13.5% YoY as of that report.
BCG-RAI report projects India's retail market hitting Rs 215 trillion by 2035; analysis spotlights Eternal (Zomato), Nykaa, Delhivery, IndiaMART as key retail-tech enablers with Q3 FY26 earnings review.