Zomato, Nykaa lead 4 retail-tech stocks to watch as India's retail market eyes Rs 215 trillion by 2035
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. Four enablers—Eternal/Zomato, Nykaa, Delhivery and IndiaMART—are assessed on Q3 FY26 results, with Zomato's quick commerce hitting breakeven and adding 200+ net stores.
BCG-RAI report projects India's retail market at Rs 215 trillion by 2035. Article evaluates four retail-tech enablers—Eternal/Zomato, Nykaa, Delhivery, IndiaMART—on Q3 FY26 results, with Zomato's quick commerce reaching breakeven and adding 200+ stores.