Zomato has started Everyday offering in my area (Rohini, Delhi). I ordered just to try and it told me 2.7 lac orders today (mind you I ordered breakfast). So taking an avg of 7 lac orders per day, AOV of 100 bucks, this is c7r per day or 210cr per month.
Not sure how revenue works, since this is not with restaurant partners, but directly with home owners. Assuming a higher take rate (say 30%), we get to around 70crs per month of added revenue.
Plus there is cross sell assuming a lot of these orders would be to new customers (need to watchout for MTU growth).
Overall looks positive if they can scale up the offering. I’ve taken conservative numbers.
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