Goldman Sachs states that Blinkit, Zomato's quick commerce arm, holds more value than its food delivery business, with Blinkit's gross order value expected to grow at a CAGR of 53% between FY24-FY27. This growth will drive Zomato's overall adjusted revenue CAGR of 32%, while the food delivery business is predicted to have a lower CAGR of 20%. Blinkit's equity value is estimated at $13 billion, surpassing the value of the food delivery business.