margin drivers

margin drivers

Vested FinanceFY 2024 earningsIndian FintechZomatoLoyalty programsCredDecember 2024Bistro by BlinkitGrocery deliveryMay 2026BBNowINDmoneyUs stocks investingQuick commerceBlinkitDigital paymentsFood deliveryQ3 FY2025 earningsNovember 2024WebvanSwiggyFebruary 2025GrowwDistrict by ZomatoNykaa earningsOctober 2024PaytmQ4 FY2026 earningsJanuary 2025FLDG as a featureFY 2025 earningsSwiggy InstamartQ2 FY2025 earningsLive eventsFi MoneyIndian startupsZeptoSwiggy IPOmargin drivers
May 2026May 2026
+5+5
Nykaa's Q4 FY26: Running vs Selling brands

Nykaa's Q4 FY26: Running vs Selling brands

Better margin, quicker delivery, and diversified retail footprint

Arjun Juneja
Arjun Juneja
Indian FintechIndian Fintech
+5+5
Paytm's Q4 FY2026 earnings: Back to basics for profitability

Paytm's Q4 FY2026 earnings: Back to basics for profitability

Payments at its Core, Lending drives Growth, and Big Bets get time to mature

Arjun Juneja
Arjun Juneja
District by ZomatoDistrict by Zomato
+4+4
Going out with Zomato's District (in theory)

Going out with Zomato's District (in theory)

Margin boosters, throttlers and drivers for District by Zomato

Arjun Juneja
Arjun Juneja
FY 2024 earningsFY 2024 earnings
+4+4
Cred and the art of boring

Cred and the art of boring

October 2024: Overview of Cred's margin drivers and margin accretive opportunities following its FY 2024 earnings

Arjun Juneja
Arjun Juneja