Zomato vs Swiggy: What’s in Store for Food Delivery Stocks in 2025?
Zomato vs Swiggy: The renowned international brokerage firm, Bernstein, has recently expressed a positive outlook on Indian internet companies, setting the stage for 2025. Within this sector, the brokerage house has identified ‘quick commerce’ as the most promising sub-sector.
In the previous year, 2024, Indian internet stocks experienced significant growth, with returns exceeding 50%. Bernstein anticipates that this trend will continue into 2025, maintaining the sector’s strong performance.
For the year 2025, Bernstein favors scaled platforms, highlighting companies like subject companies in the quick commerce segment, as well as Info Edge in the classifieds field. The brokerage firm has given an ‘outperform’ rating to Zomato, setting a target price of ₹315 per share. This rating reflects their confidence in Zomato’s potential for profitability and growth in the food delivery vertical.
Similarly, Bernstein has also assigned an ‘outperform’ rating to Swiggy, with a target price of ₹635 per share. They believe that Swiggy, as a recent entrant in the market, is well-positioned to benefit from various growth opportunities.
In the case of Info Edge India, Bernstein has initiated an ‘Outperform’ rating, with a target price of ₹8,630 per share. They foresee Info Edge India benefiting from the IT hiring upcycle and the real estate sector’s strengths.
Additionally, Bernstein has given a ‘market perform’ rating to the internet retail company Nykaa, indicating a neutral stance on its performance.
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Disclaimer: This blog post is for informational purposes only and should not be considered financial advice. Investors should conduct thorough research and consult with a qualified financial advisor before making any investment decisions.