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Expect bigger delta for Zomato versus QSR stocks in IPL, T20 season: Karan Taurani
Karan Taurani explains the impact of T20 World Cup and IPL on QSR companies, emphasizing Zomato's performance compared to other QSR companies, highlighting market fragmentation and delivery contribution challenges. On a QoQ basis, we will see a delta for Zomato. As far as QSR companies are concerned, there is not much of a big respite.