| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 34% YoY |
|---|---|
| Margins | Quick Commerce hit break-even; Food delivery EBITDA margin at 3.1%. |
| Demand visibility | Strong organic growth driven by differentiated assortment strategy. |
| Management confidence | High regarding profitability transition and competitive positioning. |
Growth
Revenue grew 34% YoY to INR 7,112 Cr; Food delivery GOV grew 17.4% YoY; Out-of-home GOV rose 45% YoY.
Outlook
Targets INR 10,000 Cr annualized Dineout GOV in 2 years; plans to add ~75 stores in Q2 FY27.
Risks
Seasonal monsoon impacts, annual salary increments, and LPG supply disruptions affecting restaurant operations were noted as headwinds.
Last quarter's promises, checked
Delivered
- Guided Quick Commerce contribution breakeven in Q1 FY27 → delivered Breakeven (= BEAT)
- Guided 18-20% medium-term Food Delivery growth → delivered 17.4% YoY (= PARTIAL)
- Guided store additions for densification → delivered ~75 stores planned for Q2 (= BEAT)
Partly delivered
- Guided EBITDA breakeven in 4 quarters from Q4 FY26 → delivered -0.2% margin (= PARTIAL)
Earnings Call Transcript 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 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 robust FY26 results with food delivery EBITDA crossing INR 1,000 Cr. Revenue surged 45% YoY to INR 6,383 Cr while quick commerce losses narrowed.
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.