Swiggy Limited has informed the Exchange regarding a press release dated July 31, 2025, titled "Press release for unaudited financial results for the quarter ended June 30, 2025".
SWIGGY · price
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Awaiting price reaction for this filing.
Swiggy reported strong top-line growth for Q1 FY26 with platform Gross Order Value (GOV) rising ~45% YoY to INR 14,797 crore. Food delivery GOV grew 18.8% YoY to INR 8,086 crore, though Adjusted EBITDA margin dipped to 2.4% (from 2.9% in Q4) due to seasonal investments and annual appraisals. Instamart (Quick Commerce) posted a standout 108% YoY GOV growth to INR 5,655 crore, with Average Order Value up 25.6% YoY to INR 612 and Adjusted EBITDA margin improving to -15.8% from -18.0%. The Out of Home Consumption segment remained profitable with 61% YoY GOV growth and 0.5% EBITDA margin. However, consolidated Adjusted EBITDA loss widened to INR 813 crore as Quick Commerce alone posted an INR 896 crore loss. Monthly transacting users grew 35% YoY to 21.6 million, with 35% using multiple services.
Mixed bag for shareholders - impressive growth momentum and improving unit economics in Quick Commerce are positives, but widening consolidated losses and ongoing competitive intensity in rapid delivery keep the path to profitability uncertain. Stock may react to both the strong GOV print and the rising loss figure; near-term sentiment hinges on whether margin improvements in Instamart sustain.