Zomato's parent, Eternal, spun off its AI platform, Nugget, after it hit ₹7.2 Cr revenue in FY26. The 1.5-year-old internal tool, built to solve Zomato's problems, now counts rival Swiggy among its enterprise clients. Eternal now competes directly against SaaS players looking to productize AI for large Indian enterprises.
Nugget began as an internal project 1.5 years ago to address Zomato's customer support and sales issues. Paytm and Razorpay have also recently packaged their in-house AI capabilities into standalone enterprise software businesses.
Nugget's trajectory will now be keenly watched to see if it sustains its deal velocity and expands its enterprise footprint in the next 12-18 months. Expect more Indian consumer tech giants to follow suit, turning operational tech into new, distinct revenue streams by FY28.
🇮🇳 Why This Matters for India
For product managers and founders in Bangalore and Hyderabad, Nugget's success validates the strategy of building deep tech solutions for large, underserved enterprise segments.
The Take
The real story here is the sheer scale of operational complexity at India's consumer giants; battle-hardened internal tech often wins over generic SaaS, giving Nugget a significant edge. This puts pressure on pure-play enterprise AI startups, who now face competition from well-capitalized, 'internal-first' rivals.
Source:  Inc42 ↗