| Revenue growth | Overall revenue surged 45% YoY to INR 6,383 Cr. |
|---|---|
| Margins | Food delivery margins hit lifetime highs; Instamart contribution margins improving. |
| Demand visibility | Strong engagement across user cohorts and larger basket sizes in Instamart. |
| Management confidence | High; CEO highlights strongest food delivery growth in four years. |
Growth
Revenue grew 45% YoY; Food delivery GOV up 22.6%. Instamart GOV surged 68.8% with improving contribution margins.
Outlook
Management remains on track for quick commerce contribution margin breakeven as they enter FY27.
Risks
Quick commerce remains loss-making at INR 858 Cr for the quarter despite margin improvements.
Last quarter's promises, checked
Delivered
- Guided 18-20% Food Delivery growth → delivered 22.6% (= BEAT)
- Guided Food Delivery EBITDA 5% → delivered lifetime highs (= BEAT)
- Guided QC contribution breakeven by FY27 → delivered on track (= BEAT)
Partly delivered
- Guided QC store densification → delivered 7 new stores (= PARTIAL)
Earnings Call filed with NSE, NSE: SWIGGY. Summary written with AI assistance from 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.
More from Swiggy Ltd
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- Value
- ₹492.2 Cr
Swiggy Investor Presentation: Key Takeaways
Swiggy's Capital Markets Day presentation highlights Q1FY27 B2C GOV growth of 28% YoY to INR 18,926 Cr, driven by food delivery and Instamart scale.
Swiggy Earnings Call Transcript: Key Takeaways
Swiggy reported Q1 FY27 results with B2C GOV growing 28% YoY to INR 18,926 Cr. Management highlighted Quick Commerce hitting contribution break-even and improved EBITDA margins across segments.
- Call
- Guides 20% growth
Swiggy Q1 FY27 Results: Net Loss of ₹791 Cr, Loss Narrows
Swiggy Ltd reported revenue from operations of ₹6,812 Cr (+37.3% YoY) and a net loss of ₹791 Cr for Q1 FY27.
- Key figure
- Net loss ₹791 Cr
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.
Swiggy Earnings Call: Key Takeaways
Swiggy's Q4FY26 Shareholders' Letter reports strong growth in Food delivery and Quick commerce. Food GOV grew 22.6% YoY, while Quick commerce GOV jumped 68.8% YoY. Group profitability improves with Adj. EBITDA losses reducing.