Samir Arora: Zomato’s Management Far Ahead Of Competitors In QSR Sector

Samir Arora, Founder of Helios Capital, shared his views on the future of retail and quick commerce QSR stocks, highlighting the competitive advantage of Zomato's management. He believes Zomato is far ahead of its competitors, and its success has fueled stock price growth, allowing the company to raise significant capital. Arora points out that Zomato's stock performance has even helped competitors raise funds, but Zomato has preemptively raised its own capital to maintain its leadership position. He emphasizes that the quick commerce industry in India is still in its early stages, representing less than 2% of the total retail market, but companies like Zomato are performing well, with significant potential for future growth.