| Margins | Adj. EBITDA margin improved to -3.4% of GOV in Q1FY27. |
|---|---|
| Demand visibility | Strong, targeting 2.5-3x MTU growth through relevant offerings. |
| Management confidence | High based on 150M+ user base and operational excellence. |
Growth
Q1FY27 GOV up 28% YoY; Food delivery up 17%, Instamart up 40%, and Dineout up 45%.
Outlook
Aspiration to build INR 10,000 Cr Adj. EBITDA business (~4% of GOV) by FY31 with 30%+ GOV CAGR.
Risks
Infrequent users (large base) show low wallet share (<5%) and smaller average order values.
Last quarter's promises, checked
Delivered
- Guided breakeven in Q1FY27 → delivered -3.4% Adj. EBITDA (= BEAT)
- Medium-term Food growth 18-20% → delivered 17% YoY (= BEAT)
- Quick Commerce scale up → delivered 40% GOV growth (= BEAT)
Partly delivered
- Targeting 10-20% NOV from differentiated SKUs → delivered early stage No!ce launch (= PARTIAL)
Investor Presentation 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
All →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
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 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.