印度新兴消费者：快速洞察：Rapido推出食品配送服务；若能扩大规模并取得成功，对快餐连锁店（QSR）总体有利

11 June 2025India Emerging ConsumerQuick Take: Rapido launching a food delivery service; net positivefor QSRs if it can scale and succeed.Jignanshu Gor+91 226 842 1494jignanshu.gor@bernsteinsg.comParth Shah+91 226 842 1464parth.shah@bernsteinsg.comContext: Rapido is a ride-hailing platform in India focusing on 2W rides initially and hasrecently expanded to 3W and 4W categories. It is known for starting the zero-commissionmodel in ride hailing. Over the last 3 days, multiple media reports have claimed they intendto start a food delivery platform called Ownly (link). For this platform, it appears that Rapidois planning to partner with NRAI (National Restaurant Association of India), which is anassociation of ~50,000 restaurants (link). NRAI has been a vocal supporter of providingdelivery-led convenience to food service customers but has, at times, been critical of existingfood delivery platforms in multiple areas. Here we look at what Rapido is proposing and itspotential impact on Quick