Zomato to Nykaa: 4 retail-tech stocks in focus as India's retail market races to Rs 215 trillion
A BCG-RAI report projects India's retail market at Rs 210-215 trillion by 2035. Eternal (Zomato) posted Q3 FY26 revenue of Rs 16,315 crore, up 201.9% YoY, with Nykaa, Delhivery and IndiaMART also in the spotlight on store expansion and quick-commerce momentum.
BCG-RAI report projects India's retail market at Rs 215 trillion by 2035. Article profiles four retail-tech stocks: Eternal (Zomato), Nykaa, Delhivery, IndiaMART, detailing Q3 FY26 earnings, store expansions, and quick-commerce/logistics performance.
Why this matters
Eternal (Zomato) anchors a cohort of retail-tech names benefiting from India's projected Rs 215 trillion retail market, with quick-commerce momentum and store expansion driving the sector's outlook.
Retail-company signals accelerating, up 787800% QoQ.