“Mehta identifies platform-based quick commerce companies, such as Swiggy and Eternal, as the 'new FMCG' and significant long-term structural growth opportunities for the next 5-10 years. He suggests investors gradually allocate to these platforms, which possess multiple growth levers including category expansion, improving unit economics, and rapid penetration into tier-II and tier-III markets, at the expense of legacy FMCG stocks.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%