Swiggy: Guidance - Management noted that financial guidance and pro forma information are estimates based on assumptions and not subject to audit. || Quick commerce has a medium-term guidance of INR1 trillion GOV in 3.5 to 5 years, implying a 35-50% CAGR.

 11 May 2026 09:15 AM

Swiggy: Guidance - Management noted that financial guidance and pro forma information are estimates based on assumptions and not subject to audit. || Quick commerce has a medium-term guidance of INR1 trillion GOV in 3.5 to 5 years, implying a 35-50% CAGR.

Swiggy: Guidance - Food delivery has a medium-term growth guidance of 18-20% and a steady-state EBITDA margin of 5%. || The company expects to achieve quick commerce contribution margin breakeven in the current quarter, improving by 5.5 percentage points year-over-year. CapEx is expected to significantly decrease. - Concall Update

 11 May 2026 09:15 AM

Swiggy: Guidance - Food delivery has a medium-term growth guidance of 18-20% and a steady-state EBITDA margin of 5%. || The company expects to achieve quick commerce contribution margin breakeven in the current quarter, improving by 5.5 percentage points year-over-year. CapEx is expected to significantly decrease. - Concall Update

Swiggy: Guidance - Store additions are not necessary for the next few quarters due to current utilization, and healthy MTU growth is expected in two quarters after churn. - Concall Update

 11 May 2026 09:15 AM

Swiggy: Guidance - Store additions are not necessary for the next few quarters due to current utilization, and healthy MTU growth is expected in two quarters after churn. - Concall Update

SWIGGY: Q4 CONS NET PROFIT LOSS 8B RUPEES VS LOSS 10.8B (YOY) || Q4 REVENUE 63.8B RUPEES VS 44B (YOY)

 08 May 2026 03:46 PM

SWIGGY: Q4 CONS NET PROFIT LOSS 8B RUPEES VS LOSS 10.8B (YOY) || Q4 REVENUE 63.8B RUPEES VS 44B (YOY)

Swiggy: Increases Platform Fee From ₹14.99 To ₹17.58.

 24 Mar 2026 11:14 AM

Swiggy: Increases Platform Fee From ₹14.99 To ₹17.58.

Swiggy: UBS Group AG maintains Buy on Swiggy with ₹510 TP, noting ~20–21% YoY food-delivery volume growth in Feb’26 with stable market share, though Mar–Apr volumes may face risk from cooking gas shortages, while Blinkit continues widening its quick-commerce reach lead over Instamart and Zepto.

 13 Mar 2026 09:10 AM

Swiggy: UBS Group AG maintains Buy on Swiggy with ₹510 TP, noting ~20–21% YoY food-delivery volume growth in Feb’26 with stable market share, though Mar–Apr volumes may face risk from cooking gas shortages, while Blinkit continues widening its quick-commerce reach lead over Instamart and Zepto.

Swiggy: Kotak retains 'Buy' ratings on Swiggy, cuts target price to Rs 400

 04 Mar 2026 09:15 AM

Swiggy: Kotak retains 'Buy' ratings on Swiggy, cuts target price to Rs 400

Bernstein on Swiggy – O-P TP Rs 500

 25 Feb 2026 09:13 AM

Bernstein on Swiggy – O-P TP Rs 500

Swiggy: Co Has Begun Reversing Its Fee Waiver Campaign On Instamart, Reinstating Handling Charges On All Orders And Linking Surge Fee Waivers To Its Subscription Programme -FE

 09 Feb 2026 09:06 AM

Swiggy: Co Has Begun Reversing Its Fee Waiver Campaign On Instamart, Reinstating Handling Charges On All Orders And Linking Surge Fee Waivers To Its Subscription Programme -FE

Swiggy: Food Delivery Growth Forecast Stays at 18% to 20%, Even Though Q3 FY26 Sees 21% Year-Over-Year Growth. Company is Optimistic About Reaching the Upper Limit of Growth Range, but Will Monitor Another Quarter Before Feeling More Certain.

 30 Jan 2026 08:59 AM

Swiggy: Food Delivery Growth Forecast Stays at 18% to 20%, Even Though Q3 FY26 Sees 21% Year-Over-Year Growth. Company is Optimistic About Reaching the Upper Limit of Growth Range, but Will Monitor Another Quarter Before Feeling More Certain.

Swiggy Expects Zero Contribution Margin By Q1 2024 Amidst Tough Competition, Aiming For IOCC Structure As Shareholder Base Approaches Majority.

 30 Jan 2026 08:59 AM

Swiggy Expects Zero Contribution Margin By Q1 2024 Amidst Tough Competition, Aiming For IOCC Structure As Shareholder Base Approaches Majority.

Swiggy: High Marketing Spending for Quick Commerce Will Decrease, Helping Lower Overall Losses. Improved Margins Come from Structural Changes and Cutting Back on Unnecessary Investments, Not from Buying Growth.

 30 Jan 2026 08:59 AM

Swiggy: High Marketing Spending for Quick Commerce Will Decrease, Helping Lower Overall Losses. Improved Margins Come from Structural Changes and Cutting Back on Unnecessary Investments, Not from Buying Growth.

Swiggy: Expects Zero Contribution Margin By Q1 2024 Amidst Tough Competition, Aiming For IOCC Structure As Shareholder Base Approaches Majority.

 30 Jan 2026 08:59 AM

Swiggy: Expects Zero Contribution Margin By Q1 2024 Amidst Tough Competition, Aiming For IOCC Structure As Shareholder Base Approaches Majority.

Swiggy: Morgan Stanley maintains 'Equal-weight' ratings on Swiggy, cuts target price to Rs 375.

 30 Jan 2026 09:02 AM

Swiggy: Morgan Stanley maintains 'Equal-weight' ratings on Swiggy, cuts target price to Rs 375.

SWIGGY: 3Q FOOD DELIVERY GROSS ORDER VALUE (GOV) 89.59B RUPEES VS 74.36B (YOY)

 29 Jan 2026 04:00 PM

SWIGGY: 3Q FOOD DELIVERY GROSS ORDER VALUE (GOV) 89.59B RUPEES VS 74.36B (YOY)

SWIGGY: Q3 CONS NET PROFIT LOSS 10.65B RUPEES VS LOSS 8B (YOY); EST LOSS 9.9B

 29 Jan 2026 03:53 PM

SWIGGY: Q3 CONS NET PROFIT LOSS 10.65B RUPEES VS LOSS 8B (YOY); EST LOSS 9.9B

SWIGGY: Q3 REVENUE 61.48B RUPEES VS 40B (YOY)

 29 Jan 2026 03:53 PM

SWIGGY: Q3 REVENUE 61.48B RUPEES VS 40B (YOY)

Swiggy: Co To Consider Q3 Results On Jan 29 - (Correction)

 19 Jan 2026 11:11 AM

Swiggy: Co To Consider Q3 Results On Jan 29 - (Correction)

Swiggy: UBS on Swiggy – Buy, TP cut to Rs 510 from Rs 580

 14 Jan 2026 09:14 AM

Swiggy: UBS on Swiggy – Buy, TP cut to Rs 510 from Rs 580

Swiggy: Cyrus Soli Poonawalla Acquires 1.1 Million Shares In Co Through Block Deal On NSE - Exchange Reports

 05 Jan 2026 06:21 PM

Swiggy: Cyrus Soli Poonawalla Acquires 1.1 Million Shares In Co Through Block Deal On NSE - Exchange Reports