Swiggy Limited has informed the Exchange about Transcript
SWIGGY · price
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Swiggy filed the transcript of its Q4 FY25 earnings call held on May 9, 2025. Management highlighted that its Bolt (10-minute food delivery) service now contributes 12% of food order volumes and is being expanded to 500 cities. Food delivery GOV grew 17.6% YoY (toward the lower end of 18-22% guidance) and the segment is now at a near Rs. 1,000 crore run-rate EBITDA. In Instamart, 314 dark stores were added, GOV grew ~20% and NOV grew ~16%, but the contribution margin breakeven timeline was extended from Q3 FY26 to a three-to-five quarter window (potentially Q1 FY27) citing competitive pressure and growth investment needs. Cash balance stood at Rs. 6,700 crores against an operating cash burn of around Rs. 1,000 crores in the quarter. The CFO guided for another 100-150 bps of contribution margin expansion in food delivery and high-teens AOV growth in Instamart going forward.
Mixed for shareholders: food delivery is turning into a solid cash cow with steady margin gains, but quick commerce (Instamart) profitability has been pushed back and cash burn remains heavy at ~Rs. 10 billion per quarter, keeping the stock sensitive to competitive intensity and path-to-profit updates.