In Q1 FY26 (April–June 2025), District reported revenue of ₹207 crore, up 118% year-on-year, compared to ₹95 crore in Q1 FY25. The surge underscores a robust rebound in India’s urban “going-out” economy, as consumers emerge from pandemic-era constraints.
Quarter-over-Quarter Trends
Despite the strong YoY growth, District saw a 10% QoQ revenue decline from ₹229 crore in Q4 FY25 to ₹207 crore in Q1 FY26. This seasonal dip aligns with typical consumer slowdown post-festival season and mid-year lulls.
What’s Powering District’s Growth?
- Rising consumer activity: More dining-out and entertainment spend is lifting go‑out bookings and ticket sales.
- App innovation: New Discover & Offers features may be improving engagement and order frequency.
- Zomato ecosystem integration: Cross-promotion with Zomato’s food delivery and quick-commerce platforms likely helps retention.
Strategic Implications for Zomato
District’s growth plays a key role in Zomato’s multi-pronged strategy:
- Diversification: Bolsters non-food revenue streams alongside core delivery and quick-commerce.
- Margins: Higher ticket sizes in entertainment bookings support better monetization.
- User stickiness: Platforms tied into consumer lifestyle drive higher engagement and LTV.
Key Takeaways
Metric | Q1 FY26 | Q1 FY25 | Growth |
---|---|---|---|
District Revenue | ₹207 cr | ₹95 cr | +118% |
QoQ Change | –10% | — | — |
What Lies Ahead
District remains well-positioned for further growth if economic conditions and going-out demand continue to strengthen. Zomato can leverage its ecosystem to enhance District’s visibility and monetize through premium offers, partnerships, and loyalty schemes. Still, it will need to mitigate seasonal dips and improve QoQ consistency.