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Swiggy (SWIGGY) investor relations material
Swiggy Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary30 Oct, 2025
Executive summary
Quick commerce business delivered over 100% GOV growth for the third consecutive quarter, surpassing initial expectations of 50%-60% growth trajectory.
Food delivery business continues on a path of profitable growth, maintaining an annual run rate of INR 1,000 crore.
Consolidated revenue from operations for the half-year ended September 30, 2025, was ₹10,522 crore, up from ₹6,824 crore year-over-year.
Net loss for the half-year was ₹2,289 crore, compared to ₹1,237 crore in the same period last year.
IPO completed in FY25, raising ₹4,359 crore (net of expenses); shares listed on NSE and BSE.
Financial highlights
Contribution margin in quick commerce improved by 200 basis points sequentially, now at -2.6%.
EBITDA margin in quick commerce improved by 375 basis points, with operating leverage starting to play out.
Adjusted revenue per order improved by INR 10 in both Q1 and Q2, reflecting better unit economics.
Food delivery EBITDA increased by 44 basis points over the previous quarter, more than doubling year-over-year.
Total income for the half-year was ₹10,668 crore, up from ₹6,996 crore year-over-year.
Outlook and guidance
Management reiterated guidance for contribution margin profitability in quick commerce by June 2026, with flexibility to invest for further growth if achieved earlier.
Quick commerce business to be transferred to a new subsidiary, pending shareholder approval.
Store additions in quick commerce will be more measured, focusing on densification in existing cities rather than rapid expansion.
No plans for further capital raises at the subsidiary level; QIP at holding company level intended for growth and strategic reserves.
Sale of Rapido investment subject to regulatory and shareholder approvals; gain already recognized in OCI.
QIP capital allocation for growth and innovation?
Instamart CM breakeven before June 2026?
Instamart store network utilization strategy
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Q3 25/264 Feb, 2026
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Frequently asked questions
Swiggy Limited is an India-based consumer technology company offering users an easy-to-use convenience platform, accessible through an application, Swiggy, to browse, select, order and pay for food (food delivery), grocery and household items (Instamart), and have their orders delivered to their doorstep through its on-demand delivery partner network. The company is headquartered in Bangalore, India, and its shares are listed on the NSE.
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