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Morgan Stanley on Zomato

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MS on Zomato Buy, TP Rs 95 Solid combination of growth & improving margins Indian food delivery market can expand to 3-4x current size, driving est. of 31% GMV & 33% rev CAGR (FY23-26e) With FY24e EV to sales (including Blinkit for 1st time) at 3.9x, believe vals are attractive

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