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KARAN TAURANI
Zepto overtakes Instamart in order count, trails Blinkit in scale and profitabilityFor the January-March quarter of FY26, Blinkit reported a net order value of Rs 14,386 crore, compared with Zepto’s calculated net order va...
Odd timing of FIFA matches may keep bars, restaurants from joining partyIndian sports bars and restaurants anticipate lower customer numbers for the 2026 FIFA World Cup. Unfavorable match timings, with late-nigh...
Listed new-age internet firms brace for a costly ride as war clouds mathThe March quarter was largely stable for companies, with most firms reporting revenue growth in line with expectations and improving operat...
PVR INOX says nostalgia & FOMO brings audiences back to theatresMovie re-releases are gaining traction in theatres. Nostalgia and the fear of missing out are key drivers. Multiplexes are showcasing class...
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
India’s TV industry faces deeper pressure as viewers, advertisers move onlineIndia's television industry is facing significant challenges. Advertising demand is slowing, and fewer people are subscribing to pay-TV. Vi...
Quick commerce turns the corner; Karan Taurani picks Eternal, Trent, and Nykaa as top consumption betsIndia's consumption sector is changing. Companies are now focusing on profits, not just growth. Quick commerce players like Blinkit are lea...
Amazon CEO on Now growth; Big Tech dials up AI spendIn India’s hypercompetitive quick commerce space, Amazon CEO Andy Jassy said Now is growing fast. This and more in today’s ETtech Top 5.
ETtech Explainer: What does Blinkit’s growth moderation mean for rivals?The platform recently reported its second straight quarter of positive adjusted Ebitda (earnings before interest, taxes, depreciation and a...
Mega deals less likely, but media M&A show to stay strong in 2026Media and entertainment deals will remain strong in 2026. Transactions will focus on content, gaming, sports, and AI companies with intelle...
Retail industry reports high double-digit revenue growth in Q4, continues expansionRetail companies like Trent, Avenue Supermarts, and V-Mart achieved robust double-digit revenue growth in the March quarter of FY26. This e...
IPL an asset class? Karan Taurani on what RCB price tag of $1.8 billion means for Indian cricket and investorsUnited Spirits' $1.8 billion sale of Royal Challengers Bangalore has sparked debate on IPL franchise valuations, nearly doubling analyst ex...
QSR chains stay resilient amid LPG shortage: Karan TauraniIndia's food service industry faces temporary LPG supply constraints. Smaller restaurants are feeling the pinch, while major quick-service ...
Retail shake-up: Trent struggles, DMart steadier, Nykaa and Jubilant emerge stronger bets: Karan TauraniTrent shares slide again as growth slows and valuation multiples reset amid rising competition in fast fashion. Karan Taurani, EVP, Elara S...
Pernod’s Xclamat!on to raise competition in premium alcobev; Radico still top pick: Karan TauraniPernod Ricard’s new Xclamat!on spirits launch is set to intensify competition in India’s premium alcohol market, says Karan Taurani, Execut...
Swiggy, Zomato duopoly to stay strong; Reliance entry won’t disrupt market: Karan TauraniKaran Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit a...
From Losses to Leadership: Karan Taurani sees quick commerce turning a cornerElara Capital's Karan Taurani is optimistic about Zomato, citing improved growth prospects in food delivery and quick commerce. Blinkit's l...
What should investors do with ZEE stock post Sony-Zee agreement? Karan Taurani answersAnd I think there are triggers to reach that margin. If you look at the losses in Zee5, they have been converging. If you look at a lot of ...
Expect bigger delta for Zomato versus QSR stocks in IPL, T20 season: Karan TauraniKaran Taurani explains the impact of T20 World Cup and IPL on QSR companies, emphasizing Zomato's performance compared to other QSR compani...
Zomato’s bigger delta for rerating or up move in target price will come from Blinkit: Karan TauraniKaran Taurani says: "Zomato has been the biggest beneficiary of the World Cup. Zomato has raised its guidance for consolidated revenue grow...