Unless it’s consistently cheaper than pvt players, the adoption will plateau as the customer experience is much worse.  
  
 ONDC is the opposite of UPI. UPI is bad for banks as they have to pay to maintain infra but great for customers as it’s free. ONDC seems great for sellers but meh for customers.

Founder

Software Developer

Product Manager

Venture Capital

Placed an order. Got cancelled and refunded. Didn't try again.

Product Owner

Welcome to Indian Startups's Private Community

Honest Report Card of ONDC

Honest Report Card of ONDC- Grapevine

Swiggy was valued at $10B a couple of months back. Good luck employees waiting for ESOP buy-back in July 2023. Your shares are now worth half of what it used to be!

https://www.moneycontrol.com/news/business/invesco-cuts-swiggys-valuation-to-5-5-bn-2nd-markdown-in-4-months-10549051.html

Swiggy valuation down to $5.5B

Ignore ONDC at your own risk. VCs would die to have a part in this exponential growth

Software Engineer

Welcome to News Discussion's Private Community

Is it time to write off ONDC? Never heard anyone using it to this date, and now seeing the biggest bull on ONDC stepping back too...

Operations Manager

My biggest fear with ondc is support / sla

Business Development Manager

Zomato delivered another great set of results. Now they are adding 250Cr cash every quarter.
The company hit two benchmarks this quarter according to my calculations, 50,000 Cr worth of orders (4x Q3) and 100 Cr orders (4x Q3), and these are growing 25-30% year on year.
Why is this interesting? As some of you might know, they have started adding platform fees to the orders. Even one more rupee of platform fee will add 100 Cr to EBITDA. So, if they increase fees from 5 to 10, that's 500 Cr more EBITDA every year.
 
Now, If you look at this quarter's results vs last quarter's results, they have added ~3600 Cr of order value, and made 380 Cr of EBITDA (this does not include Events). Which means they are making 10% as EBITDA. In next 3 years, if Zomato doubles their order value to 1,00,000 Cr, and even make 8% EBITDA, this could mean 8000 Cr EBITDA (almost 1 billion dollars). What markets will give as multiple on this, is guess work. Could be 25-40x (Don't hold me on this). Hence the stock looks undervalued from a 3 year lens

Zomato - Interesting Juncture

Business Analyst

Welcome to Ask Grapeviners's Private Community

Anyone tried Ola foods? Whenever I have placed an order, the order is always cancelled after half an hour. Has anyone else faced the same issue?

Why does Ola food never work?

Project Manager

Welcome to Software Engineers's Private Community

Has anyone used ONDC? Does it have any app? It was mentioned somewhere that it heavily reduces delivery costs and prices are better than swiggy and Zomato.

ONDC updates?

Tech Lead

Ordered cause it showed free delivery, they didn't deliver even after 5 hours, while from this restaurant previously order through Paytm app ondc section it was delivered.
There's no update on support ticket created from ola app.

If things remain like this ONDC for food would fail at scale, it's crap experience end to end.

fyi I know same restaurant is on zomato/swiggy, default option less cognitive load and faster deliveries, don't know what I thought before using ondc.

rant: ONDC food section on ola app is bad

Backend Engineer

Has anyone tried ONDC for ordering food?
How was your experience with it

About ONDC

Welcome to Product Managers's Private Community

Am really utopia how much these influencers paid to show how ONDC will destroy Swiggy and Zamato, any sensible businessman knows ONDC short term play which will get defunct very soon.!!

Honest Report Card of ONDC

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Wtf the Govt couldn’t mange monopoly business getting into E-commerce