Zomato’s active restaurant base declines as LPG disruption squeezes smaller kitchens
Zomato averaged 328,000 monthly active restaurant partners in Q1FY27, down from 344,000 in the March quarter, as commercial LPG shortages and higher cylinder costs disrupted smaller operators. Food-delivery NOV still rose 20.1% year on year to Rs 10,769 crore.
Zomato’s active restaurant partners fell sequentially for the first time to 328,000 in Q1FY27 as commercial LPG shortages and elevated cylinder prices strained smaller Indian kitchens, despite 20.1% food-delivery NOV growth and rising transacting customers.
Why this matters
The decline follows recent signals naming Zomato and Nykaa as retail-tech stocks to watch as India’s retail market reached ₹215 trillion, shifting attention from market-scale optimism to restaurant-partner supply pressure.
retail-company is accelerating, up 1,125,700% QoQ.