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Earnings Call

Swiggy Earnings Call: Key Takeaways

Swiggy reported Q4 FY26 earnings, focusing on reaching contribution margin breakeven in Quick Commerce and scaling Food Delivery with a 5% steady-state EBITDA target.

Why this was an Alfa AlertNot a filter event. Results and guidance were described as on track or as a journey toward targets without a material beat of a specific prior guided range.
Highlights
MarginsExited March with 110bps CM improvement in Quick Commerce.
Demand visibilityStrong, catering to top 10% of India's population.
Management confidenceHigh regarding medium-term targets and structural differentiation.

Growth

Food delivery guided for 18-20% medium-term growth. Quick Commerce target set at ₹1 trillion NOV.

Outlook

Targeting EBITDA breakeven in 4 quarters; warehousing capex to moderate; focus on private labels like Noice.

Risks

Competitive intensity impacting MTU growth; high customer acquisition costs; inflationary pressures from LPG prices.

Source

Earnings Call filed with BSE, NSE: SWIGGY. Summary written with AI assistance from the document.

Read the document ↗

Swiggy Ltd: key numbers

Share price
₹264.85
Market cap
₹73,107 Cr
Revenue (annual)
₹23,053 Cr
Net profit (annual)
₹-4,154 Cr
P/E (TTM)
-19.5×Sector 67.6×
Promoter holding
0.00%+0.00% QoQ
FII holding
13.96%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:09 IST NSE
Merger & Restructuring

Swiggy Merger & Restructuring Worth ₹492.2 Cr

Swiggy is selling its stake in Lynks Logistics Limited to Trustroot Internet Private Limited via a share swap. The transaction is valued at ₹492.17 Crore.

Value
₹492.2 Cr