UBS: Quick Commerce to Recover as Margins Stabilize

UBS is optimistic about quick commerce, like Swiggy and Zomato, believing it will recover.

The market is expanding rapidly, now covering more cities and products, offering deliveries in 30-45 minutes.

Previously, rising marketing costs and expansion of dark stores caused margin pressure.

UBS thinks this pressure is easing as expansion slows, and a larger network is established.

Satellite communication's high cost may limit widespread adoption, so it is seen as a complementary service for telecom, useful in areas with no traditional networks.