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Script · Indian business commentary
Why Zomato's stock dropped 12% in 90 minutes today.
- 00:00
Q4 numbers beat estimates on revenue but missed on margins.
- 08:08
Blinkit losses widened, 38% wider quarter on quarter.
- 16:16
Street worried about Swiggy Instamart pricing pressure.
- 24:24
Founder commentary: 'fastest growth ever,' margin path unchanged.
- 32:32
Bottom line: market is paying for growth, but only if margins arrive.
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