ALFA Finder| Revenue growth | Instamart GOV grew 103% YoY; Food Delivery GOV up 20.5%. |
|---|---|
| Margins | Food delivery Adjusted EBITDA margin reached 3.0%, a two-year high. |
| Demand visibility | Strong traction in quick commerce and deepening wallet penetration. |
| Management confidence | Confident, highlighting successful QIP and robust cash reserves for growth. |
Growth
Food delivery MTUs grew 22%; Instamart AOV jumped 39.7% YoY. Instamart margins improved to -2.5% on operating leverage.
Outlook
Long-term approach focuses on reaching contribution margin breakeven through disciplined fiscal prudence and differentiated assortment.
Risks
Quick Commerce remains loss-making with an INR 908 Cr Adjusted EBITDA loss this quarter.
Earnings Call filed with NSE, NSE: SWIGGY. Summary written with AI assistance from the document.
Swiggy Ltd: key numbers
- Share price
- ₹192.06
- Market cap
- ₹53,015 Cr
- Revenue (annual)
- ₹23,053 Cr
- Net profit (annual)
- ₹-4,154 Cr
- P/E (TTM)
- -14.8×Sector 66.2×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 8.86%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Swiggy Ltd
All →Swiggy Capital Structure Change
Nippon India Mutual Fund bought about 0.18% of Swiggy, lifting its stake from 4.99% to 5.17%. The disclosure is a non-promoter Reg 29(1) filing covering open-market purchases through October 26, 2026.
- Execution
- Purchase transactions from November 13, 2024 to October 26, 2026
Swiggy Annual General Meeting
Swiggy's postal ballot seeks shareholder approval to re-appoint two independent directors, Anand Kripalu and Suparna Mitra. E-voting runs until 27 Nov 2026.
Swiggy Other Announcement
Swiggy Limited submitted the Monitoring Agency Report for the quarter ended September 30, 2026, regarding the utilization of IPO and QIP proceeds.
Swiggy Earnings Call Transcript: Key Takeaways
Swiggy is pivoting back to growth, leveraging 'Toing' for affordable food delivery to expand the market while Instamart focuses on high-frequency habit building.
- Call
- Guides 20% growth
Swiggy Results Update
Swiggy's Q2 FY27 letter reports B2C GOV of ₹20,793 Cr and Adjusted Revenue of ₹7,909 Cr. Food delivery EBITDA reached a record ₹341 Cr at 3.4% margin.
Swiggy Management Change
Swiggy's board approved re-appointment of Anand Kripalu and Suparna Mitra as Non-Executive Independent Directors for five-year terms. Both appointments are subject to shareholder approval.