| 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
- ₹246.00
- Market cap
- ₹67,904 Cr
- Revenue (annual)
- ₹23,053 Cr
- Net profit (annual)
- ₹-4,154 Cr
- P/E (TTM)
- -18.1×Sector 66.8×
- 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
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Swiggy Business Update
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- Value
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- Execution
- By FY31
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 Other Announcement
Swiggy Limited has submitted the Monitoring Agency Report for the quarter ended June 30, 2026, regarding the utilization of proceeds from its previous Initial Public Offer.