New-Age Stocks: Why Quick Commerce Could Be The Next Big Consumption Opportunity

New-age companies are emerging as a key way to play India’s evolving consumption story, with quick commerce seeing rapid expansion and declining competitive intensity. Ashish Chaturmohta, Managing Director, PMS - JM Financial, explains why the quick-commerce market could expand significantly over the next four to five years and how existing players could benefit from greater scale and pricing power. The discussion also looks at improving EBITDA profiles, dark-store expansion and the broader new-age opportunity. With the sector potentially growing at a strong pace, the focus remains on whether these businesses can transition from losses to sustainable profitability