📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
0 analysed today
FollowTelegram
0
Today
152,139
All-time analysed
43,645
Positive
6,747
Negative
92,898
Neutral
8,781
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
33 announcements match the current filters (relevance ≥ 5).
Swiggy Proposes AoA Changes and Appointment of Nominee Director via Postal Ballot
Swiggy Limited has issued a postal ballot notice to seek shareholder approval for significant amendments to its Articles of Association (AoA) and the appointment of a new director. The proposed changes include the removal of specific board nomination rights previously held by Accel and SoftBank. New thresholds for nomination rights have been established for founders, with Sriharsha Majety requiring a minimum holding of 67,704,848 shares to nominate two board members. Additionally, the company is seeking approval to appoint Mr. Renan De Castro Alves Pinto as a Non-Executive, Non-Independent Nominee Director.
Key Highlights
Removal of Articles 103B and 103C which granted Accel and SoftBank nomination rights at a 5% shareholding threshold.
Sriharsha Majety retains nomination rights for himself and one senior manager if he holds at least 67,704,848 shares.
Phani Kishan Addepalli granted nomination rights subject to holding 2,934,194 vested ESOPs or shares and remaining an employee.
Proposed appointment of Mr. Renan De Castro Alves Pinto as a Non-Executive Nominee Director effective April 11, 2026.
Remote e-voting period for shareholders is scheduled from April 21, 2026, to May 20, 2026.
👀 What to Watch
Investors should monitor these governance changes as they shift nomination power from institutional venture partners to specific management thresholds. No immediate action is required as these are standard governance evolutions for a maturing listed company.
Swiggy Appoints Co-founder Phani Kishan and CFO Rahul Bothra to Board; Nandan Reddy Resigns
Swiggy has announced a significant leadership transition, elevating Co-founder Phani Kishan (Chief Growth Officer) and Rahul Bothra (Group CFO) to the Board as Executive Directors effective June 1, 2026. This move follows the resignation of Co-founder Nandan Reddy, who is leaving to pursue independent ventures, and Nominee Director Roger Clark Rabalais. Rahul Bothra, who joined in 2017, was a key architect of Swiggy's November 2024 IPO and a recent ₹10,000 crore QIP. Phani Kishan is credited with scaling Instamart into a billion-dollar vertical and currently leads the company's AI and growth strategies.
Key Highlights
Co-founder Phani Kishan and Group CFO Rahul Bothra appointed as Executive Directors effective June 01, 2026.
Co-founder Nandan Reddy and Nominee Director Roger Clark Rabalais resigned effective April 10, 2026.
CFO Rahul Bothra has overseen more than $4.5 billion in primary capital raising and a ₹10,000 crore QIP.
Phani Kishan led the transformation of Instamart into a billion-dollar vertical and manages 25 million monthly users.
Renan De Castro Alves Pinto from Prosus Group joins as a Nominee Director effective April 11, 2026.
👀 What to Watch
Investors should view this as a step toward institutionalizing leadership following the company's public listing. Monitor how the new board structure impacts the execution of the quick-commerce strategy and path to profitability.
Swiggy Proposes AoA Amendment to Restructure Board Nomination Rights for Founders and Investors
Swiggy's Board has approved significant amendments to its Articles of Association (AoA) to rationalize board nomination rights. The proposal includes the removal of specific nomination rights previously held by major institutional investors Accel and Softbank. Instead, the framework is being shifted to empower key management, granting Co-founder Sriharsha Majety the right to nominate himself and one senior management member. These changes, which also include replacing Lakshmi Nandan Reddy Obul's rights with Phani Kishan Addepalli, require shareholder approval via a Special Resolution.
Key Highlights
Deletion of Articles 103B and 103C, effectively removing direct board nomination rights for Accel and Softbank
Sriharsha Majety granted rights to nominate himself and one additional senior management member to the Board
Phani Kishan Addepalli to replace Lakshmi Nandan Reddy Obul for board nomination rights under revised Article 103E
Introduction of a 'one person, one director' limit to streamline governance and prevent concentrated board influence
Proposed amendments are subject to shareholder approval through a Postal Ballot via Special Resolution
👀 What to Watch
Investors should monitor the upcoming Postal Ballot to see if public and institutional shareholders support this shift in board control toward the founders. While this may provide management stability, the reduction in institutional investor oversight rights is a significant governance change.
Swiggy Q3 FY26: Food Delivery GOV Grows 20.5%, Warehousing Capacity Doubles
Swiggy reported a robust 20.5% YoY growth in Food Delivery Gross Order Value (GOV) for Q3 FY26, slightly exceeding its guidance of 18-20%. The company has more than doubled its warehousing capacity over the last four quarters to optimize middle-mile logistics and support expansion into Tier 2 and 3 towns. Management emphasized a disciplined approach to Quick Commerce (Instamart), focusing on structural margin improvements and brand monetization rather than inefficient discounting. With a cash balance of approximately $2 billion and domestic shareholding at 47%, the company is nearing the majority threshold required for IOCC status.
Key Highlights
Food Delivery GOV grew 20.5% YoY while Monthly Transacting Users (MTUs) increased by 22%
Warehousing capacity more than doubled in the last 4 quarters to improve supply chain and replenishment speeds
Domestic shareholding reached approximately 47%, with plans to convert to an IOCC structure upon reaching majority
Working capital infusion limited to INR 130 crores over the last two quarters despite an 18% rise in net order value
Management maintained Food Delivery growth guidance at 18-20% but signaled confidence in hitting the upper end
👀 What to Watch
Investors should view the strong growth in the core Food Delivery segment and disciplined capital allocation in Quick Commerce as positive indicators. Monitor the upcoming transition to IOCC status and the impact of reduced discretionary spending on Instamart's competitive positioning.
Swiggy Q3 Results: Food Delivery GOV Up 20.5%, Instamart GOV Surges 103% YoY
Swiggy reported strong growth for Q3 FY26, with Food Delivery GOV reaching INR 8,959 crore and Adjusted EBITDA growing 1.5x to INR 272 crore. The Quick Commerce segment (Instamart) continues its hyper-growth phase, with GOV doubling YoY to INR 7,938 crore, driven by a 40% jump in Average Order Value (AOV) to INR 746. While Instamart remains loss-making with an Adjusted EBITDA loss of INR 908 crore, contribution margins showed a sequential improvement of 9 bps. The platform's overall user base expanded significantly, with monthly transacting users (MTU) rising 37% to 24.3 million.
Key Highlights
Food Delivery GOV grew 20.5% YoY to INR 8,959 Cr with Adjusted EBITDA margin at a 2-year high of 3.0%
Instamart GOV skyrocketed 103% YoY to INR 7,938 Cr, supported by 1,136 darkstores across 131 cities
Average Order Value (AOV) for Instamart increased by 39.7% YoY to reach INR 746
Total platform Average Monthly Transacting Users (MTU) reached 24.3 million, a 37% YoY increase
Out-of-home consumption segment remained profitable with 49% YoY GOV growth and 0.7% EBITDA margin
👀 What to Watch
Investors should monitor the narrowing losses in the Quick Commerce segment and the steady profitability of the core Food Delivery business. The successful QIP and strong cash reserves provide a solid cushion for Swiggy to compete in the high-growth quick commerce market.
Swiggy Q3FY26: Food Delivery GOV Hits 3-Year High; Quick Commerce Grows 103% YoY
Swiggy reported a robust Q3FY26 with B2C Gross Order Value (GOV) reaching INR 18,122 Cr, up 49% YoY. The Food Delivery segment achieved a 3-year high growth rate of 20.5% YoY with margins expanding to 3%, while Quick Commerce (Instamart) maintained triple-digit growth at 103.2% YoY. The company significantly strengthened its balance sheet through a INR 10,000 Cr QIP and a INR 2,400 Cr unlock from its Rapido stake sale. Despite competitive intensity, the management reiterated its guidance for Quick Commerce contribution breakeven by Q1FY27.
Key Highlights
Food Delivery GOV grew 20.5% YoY to INR 8,959 Cr, with Adjusted EBITDA margins reaching a 2-year high of 3.0%.
Quick Commerce GOV surged 103.2% YoY to INR 7,938 Cr, driven by a 40% YoY increase in Average Order Value (AOV) to INR 746.
Platform Average Monthly Transacting Users (MTU) grew 36.8% YoY to 24.3 million users.
Consolidated Adjusted Revenue grew 50.8% YoY to INR 6,431 Cr, though consolidated Adjusted EBITDA loss stood at INR 712 Cr.
Liquidity significantly enhanced by INR 10,000 Cr QIP and INR 2,400 Cr from Rapido stake sale, providing a strategic moat.
👀 What to Watch
Investors should view the acceleration in Food Delivery and the massive cash reserve as strong indicators of long-term sustainability. Monitor the progress toward Quick Commerce breakeven in Q1FY27 as the next major valuation catalyst.
Swiggy Q3 FY26 Revenue Jumps 54% YoY to ₹6,148 Cr; Net Loss Narrows QoQ to ₹1,065 Cr
Swiggy reported a robust 54% year-on-year growth in consolidated revenue from operations, reaching ₹6,148 crore for the quarter ended December 31, 2025. While the company remains loss-making, the net loss narrowed slightly on a sequential basis to ₹1,065 crore from ₹1,092 crore in Q2 FY26. Growth was driven by strong performance in Quick Commerce (Instamart) and Food Delivery segments, though total expenses rose to ₹7,298 crore due to higher delivery and marketing costs. For the nine-month period, revenue stands at ₹16,670 crore with a total loss of ₹3,354 crore.
Key Highlights
Consolidated revenue from operations grew 54% YoY to ₹6,148 crore in Q3 FY26.
Net loss for the quarter stood at ₹1,065 crore, showing a marginal sequential improvement from ₹1,092 crore.
Quick Commerce (Instamart) revenue surged 18.4% sequentially to ₹1,588 crore.
Food Delivery segment revenue increased to ₹2,476 crore from ₹2,324 crore in the previous quarter.
Total expenses for the quarter reached ₹7,298 crore, with delivery and related charges at ₹1,533 crore.
👀 What to Watch
Investors should focus on the narrowing sequential losses and the rapid growth in the Quick Commerce segment. While top-line growth is impressive, the high burn rate and path to EBITDA breakeven remain the primary metrics to monitor.
Swiggy Completes INR 10,000 Crore QIP at INR 375 Per Share
Swiggy successfully raised INR 10,000 crore through a Qualified Institutions Placement (QIP) priced at INR 375 per share, a 4% discount to the floor price. The issue attracted over 80 investors with allocations to 61 entities, including marquee global names like BlackRock, GIC, and Temasek. This transaction stands as the second-largest QIP by a non-banking company in India, significantly strengthening the company's balance sheet for its next growth phase.
Key Highlights
Raised INR 10,000 crore at an issue price of INR 375 per share, involving 61 institutional investors.
Participation included all top 10 Indian mutual funds and major global sovereign wealth funds and FIIs.
Proceeds are earmarked for expanding the Instamart dark store network, technology infrastructure, and inorganic growth.
The QIP is the 2nd largest ever by a non-banking company in India and one of the largest in the consumer tech space.
Instamart reported an average delivery time of 13 minutes across 128 cities as of September 2025.
👀 What to Watch
This massive fundraise provides Swiggy with a significant war chest to compete in the aggressive quick commerce sector. Investors should monitor how effectively this capital is deployed into dark store expansion and market share gains against competitors like Zomato and Zepto.
Swiggy Allots 26,66,66,663 Equity Shares via QIP at ₹375 per share
Swiggy Limited has allotted 26,66,66,663 equity shares through a Qualified Institutional Placement (QIP) at a price of ₹375.00 per share. This includes a premium of ₹374.00 per Equity Share. The issue price reflects a discount of 3.97% from the floor price of ₹390.51 per Equity Share. The total amount raised through this issue is ₹99,99,99,98,625. Post-allotment, the paid-up equity share capital of the company has increased to ₹2,76,03,13,555.
Key Highlights
Allotted 26,66,66,663 Equity Shares via QIP.
Issue price is ₹375.00 per Equity Share.
Total amount raised is ₹99,99,99,98,625.
Discount of 3.97% on the floor price.
ICICI Prudential was allotted 4,26,66,666 shares (16.0000%)
👀 What to Watch
Investors should note the increase in equity share capital. Monitor the deployment of funds raised through QIP for future growth initiatives.
Swiggy closes QIP, allocates shares at ₹375.00 per share
Swiggy Limited has completed a Qualified Institutions Placement (QIP) of equity shares. The Investment & Allotment Committee approved the closure of the issue on December 12, 2025. A total of 26,66,66,663 Equity Shares were allocated at an issue price of ₹375.00 per Equity Share, including a premium of ₹374.00 per Equity Share. This price represents a discount of 3.97% to the floor price of ₹390.51 per Equity Share.
Key Highlights
Issue price set at ₹375.00 per Equity Share
26,66,66,663 Equity Shares allocated to eligible QIBs
Discount of 3.97% to the floor price of ₹390.51 per Equity Share
Issue closed on December 12, 2025
👀 What to Watch
Investors should be aware of the potential dilution effect from the issuance of new shares. Monitor Swiggy's use of funds raised through the QIP and its impact on future growth.
Swiggy Launches QIP for Equity Shares; Sets Floor Price at ₹390.51 Per Share
Swiggy Limited has officially launched its Qualified Institutions Placement (QIP) on December 09, 2025, to raise capital from institutional investors. The company's Investment & Allotment Committee has fixed the floor price at ₹390.51 per equity share, based on SEBI pricing regulations. The company may, at its discretion, offer a discount of up to 5% on this floor price to participating institutions. This move follows a special resolution passed by shareholders on December 08, 2025, and aims to strengthen the company's financial position for future growth.
Key Highlights
QIP issue opened on December 09, 2025, following shareholder approval on December 08.
Floor price for the equity shares is set at ₹390.51 per share based on SEBI ICDR regulations.
The company is authorized to offer a discount of up to 5% on the calculated floor price.
Trading window for designated persons is closed until 48 hours after the final issue price determination.
👀 What to Watch
Investors should watch for the final issue price and the list of institutional subscribers to gauge market confidence. This capital infusion will likely be used to scale quick commerce operations and compete more aggressively with peers like Zomato.
Swiggy Launches QIP with Floor Price of ₹390.51 Per Share
Swiggy Limited has officially launched its Qualified Institutional Placement (QIP) following shareholder approval on December 8, 2025. The floor price for the equity issue has been set at ₹390.51 per share, calculated as per SEBI pricing formulas. The company reserves the right to offer a discount of up to 5% on this floor price to participating institutional investors. This capital raise is aimed at strengthening the company's financial position for future growth and operational requirements.
Key Highlights
Floor price for the QIP set at ₹390.51 per equity share of face value ₹1.
The company is authorized to offer a discount of up to 5% on the calculated floor price.
The 'relevant date' for the purpose of the issue and pricing is December 09, 2025.
The issue follows a special resolution passed by shareholders at the EGM held on December 08, 2025.
Trading window for designated persons is closed until 48 hours after the determination of the final issue price.
👀 What to Watch
Monitor the final issue price and the quality of institutional investors participating in the QIP to gauge market confidence. While the fundraise provides growth capital, investors should account for the minor equity dilution resulting from the new share issuance.
Swiggy EGM approves ₹10,000 Cr fundraising via Qualified Institutions Placement
Swiggy Limited's Extraordinary General Meeting (EGM) held on December 8, 2025, approved a special resolution to raise capital not exceeding ₹10,000 Crores through Qualified Institutions Placement (QIP). The resolution was passed with the requisite majority, with 98.5375% of votes polled in favor and 1.4625% against. A total of 677,668,939 shares were voted, representing 89.8297% of outstanding shares. The e-voting results showed strong support from public non-institutions, with 1,228,435,856 votes in favor.
Key Highlights
Approved fundraising of up to ₹10,000 Crores via Qualified Institutions Placement.
98.5375% of votes polled were in favor of the resolution.
677,668,939 shares voted, representing 89.8297% of outstanding shares.
1,228,435,856 votes in favor from public non-institutions.
👀 What to Watch
This fundraising could lead to increased investment and expansion for Swiggy. Investors should monitor how the raised capital is utilized and its impact on the company's growth and market share.