Adding the EMI feature can be an exciting optionality and opportunity. Can push the AOVs higher leading to higher take rates. Consumers would be more than happy to avail the convenience of the quick delivery as well as the EMI feature, especially around the Diwali season. Helps them avoid the crowd and queues. A clear fight for the leadership position with players like Amazon and Flipkar. While the other two are trying to find their feet in QC, Zomato is now trying to step in / disrupt the Ecom as well as the Retail space too.
Need to closely track the execution from them here as EMIs could be tricky to handle.
Disc: Invested
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