Zomato Share Target Price 2025 : Zomato, a leading player in India’s food delivery and quick-commerce sectors, has been the subject of varied analyses by brokerages and asset management companies (AMCs) regarding its share price target for 2025.
These projections are influenced by the company’s market performance, strategic initiatives, and the evolving landscape of the quick-commerce industry.
Brokerage Insights on Zomato Share Target Price 2025
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ICICI Securities: In April 2024, ICICI Securities reiterated a ‘BUY’ recommendation for Zomato, setting a Zomato Share Target Price 2025 of ₹300. This projection was based on an anticipated 20% year-on-year growth in food delivery from FY24 to FY33, coupled with a significant improvement in profitability metrics.
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Bernstein: By February 2025, Bernstein maintained an ‘Outperform’ rating on Zomato, assigning a target price of ₹310. The brokerage highlighted Zomato’s leadership in quick commerce, driven by early market entry and robust execution.They noted that despite increased competition delaying Blinkit’s breakeven by 12-18 months, Zomato’s growth profile remained strong, with an expected upside potential of 35%.
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CLSA: In December 2024, CLSA issued an ‘Outperform’ rating for Zomato, setting a price target of ₹370 per share. The brokerage compared Swiggy’s earnings with Zomato’s results, noting that while the gap between Swiggy and Zomato had stopped widening, Zomato remained 81% larger in quick commerce Gross Order Value (GOV).
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Morgan Stanley: In December 2024, Morgan Stanley maintained an ‘Overweight’ stance on Zomato, revising the Zomato Share Target Price 2025 to ₹355 from earlier ₹288. The firm expected Zomato to maintain its near 40% market share despite rising competition and projected adjusted EBITDA breakeven in the next two to four quarters.
Asset Management Companies’ Perspectives on Zomato Share Target Price 2025
While specific price targets from asset management companies are less frequently disclosed, their investment strategies provide insight into their views on the quick-commerce sector:
- TVS Capital Funds: Gopal Srinivasan, Chairman of TVS Capital Funds, expressed skepticism about the sustainability of India’s quick-commerce boom, labeling it a “passing fad” reliant on private equity and venture capital funding. He suggested that the current growth trajectory might not be economically viable in the long term.
Conclusion
Brokerages have provided optimistic projections for Zomato’s share price by 2025, with targets ranging from ₹300 to ₹370.
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These forecasts are underpinned by expectations of sustained growth in food delivery and quick-commerce sectors, alongside improvements in profitability.
However, some asset management perspectives caution about the long-term sustainability of the quick-commerce model, emphasizing the need for investors to consider both growth potential and inherent risks.
As always, investors should conduct comprehensive research and consult financial advisors before making investment decisions. We don’t offer any kind of advice regarding investments, we just summarize the already available information for you.
