Zomato hasn’t made profits till date
Total Addressable Market : Only 4% of all the food served in India happens online. There is a huge untapped market
Zomato’s Gross Merchandise Value (GMV) increased by 25% in Dec 2020
It delivers in non-metro cities where
Avg. Order Value (AOV) is 20% lesser
BUT
Avg. Delivery Cost is 50% lesser
Avg. Delivery Cost (Jun 2020) — Rs 41
Contribution Margin — Incremental revenue generated after deducting variable cost(Jun 2020) — Rs 27
Commission charged from restaurants — 22% (approx)
ADvertising cost: 14% of revenue
Other offerings: Zomato Gold (now Zomato Pro)
HyperPure: B2B offering services 30,000 restaurants with groceries etc, brings in 4% of revenue
— — —
Zomato acquired Uber Eats in exchange for 10% stake
Funding raised — $1.9 Billion at $3.85 Billion valuation
Cap Table
Founders — 7%
InfoEdge (Naukri) — 20%
Ant Group(Alibaba) — 21%
Sequoia, Tiger, ESOP & others — 52%
Source: The Ken & Tracxn
