Beyond financials: Dinshaw Irani sees growth in quick-commerce

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Diverging from the much-discussed financial sector, Helios Capital's Dinshaw Irani, in a recent interview with ETNow, expressed an inclination towards the quick-commerce platform companies.

While acknowledging the importance of financials, Irani cautioned against aggressive sector rotation, advising investors to remain committed to stocks they are convinced about rather than chasing new themes.


"The sector rotation theme is normally where you end up losing the most. It is better to stick to your convincing stocks at this point than try to take newer bets," Irani said.

He then went on to state the opportunities within platform companies, particularly in the quick-commerce space. Without explicitly naming companies, Irani hinted at favoring the sector’s largest player, alluding to its strategic resilience and ability to withstand competitive pressures.


"We think the reaction of the other platform company to competition was fairly alarming. In just one quarter, the second-place company’s losses tripled in the quick-commerce space. That’s why we are not too keen on that now," he remarked.

Irani highlighted how the market leader in quick-commerce swiftly adapted to competitive threats by accelerating backend and logistics improvements. "The largest guy faced competition by working on his backend and logistics, advancing plans originally set for two years into one. That’s why the stock took a hit at the time, but the strategy is paying off now," he added.When ETNow pressed whether he was referring to Zomato, Irani declined to confirm or deny but reiterated confidence in the sector’s top performer. Beyond quick-commerce, he also pointed to value emerging in fintech and capital goods, suggesting that Helios is carefully evaluating new names for its portfolio.As the financial markets remain saturated with discussions on banking and financial services, Irani’s endorsement of quick-commerce platform companies offers a fresh perspective for investors seeking high-growth opportunities in emerging digital businesses.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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