Swiggy CMD 2026 sets INR 10,000 Cr EBITDA target and over 30 percent GOV CAGR by FY31

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

SWIGGY · price

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AI summary

Swiggy held its Capital Markets Day on Aug 6, 2026 sharing Q1FY27 results and FY31 aspirations. B2C GOV rose 28 percent YoY to INR 18,926 Cr with 27.5 million MTU. Adj EBITDA margin improved 2.1pp YoY to negative 3.4 percent. Targets include INR 10,000 Cr Adj EBITDA (around 4 percent margin) and 30 percent plus GOV CAGR by FY31, with EPS of INR 30 to 33. Firm holds INR 14,400 Cr cash, is debt free, and crossed 50 percent domestic ownership, opening path to IOCC status and Instamart 1P transition.

Likely market impact

Multiyear FY31 targets signal aggressive growth and margin expansion. Domestic ownership above 50 percent clears path for Instamart 1P model.