ALFA Finder| 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
- ₹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.