🔍

SWIGGY - Swiggy

📊 NSE: SWIGGY 🏢 Miscellaneous 📅 Last Updated: 12/14/2025 14:02

📢 Recent Corporate Announcements

Swiggy to Host Q4 & FY26 Earnings Conference Call on May 08, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 27 Apr 2026, 06:44 PM

Swiggy Limited has scheduled its Q4 and FY26 earnings conference call for May 08, 2026, at 17:00 IST. This follows the board meeting on the same day to approve the financial results for the quarter and full fiscal year. The call provides a platform for management to discuss operational performance and strategic outlook with analysts and investors. Registration for the virtual event is required through the company's investor relations portal.

Earnings conference call scheduled for May 08, 2026, at 17:00 IST
Discussion to focus on Q4 and Full Year FY26 financial results
Board meeting for result approval also set for May 08, 2026
Management interaction to cover operational metrics and future guidance

💡 Investors should monitor the results on May 08 for key performance indicators like GMV growth and contribution margins. The conference call will be crucial for understanding management's strategy for FY27.

Swiggy Proposes AoA Changes and Appointment of Nominee Director via Postal Ballot

🟡 NEUTRAL ⭐ 6/10

MANAGEMENT 📅 17 Apr 2026, 06:42 PM

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.

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.

💡 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 Submits SEBI Regulation 74(5) Compliance Certificate for Q4 FY26

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 13 Apr 2026, 06:57 PM

Swiggy Limited has filed its quarterly compliance certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018, for the period ended March 31, 2026. The certificate, issued by Registrar and Share Transfer Agent MUFG Intime India Private Limited, confirms that share certificates received for dematerialization were processed within the prescribed timelines. It also verifies that the securities have been listed on the stock exchanges where earlier securities were listed. This is a standard administrative filing ensuring the integrity of the company's share registry and depository records.

Compliance certificate submitted for the quarter ended March 31, 2026.
Issued by MUFG Intime India Private Limited, the company's Registrar and Share Transfer Agent.
Confirms that securities received for dematerialization were accepted/rejected and processed as per SEBI guidelines.
Verification that security certificates were mutilated and cancelled after due verification by the depository participant.
Ensures that the name of depositories has been substituted in the register of members as the registered owner.

💡 No action is required from investors as this is a routine regulatory filing confirming standard administrative compliance regarding share dematerialization.

Swiggy Designates Key KMPs for Materiality Disclosures Under SEBI LODR

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 10 Apr 2026, 05:59 PM

Swiggy Limited has officially designated three Key Managerial Personnel (KMP) to determine the materiality of events and information for stock exchange disclosures. The authorized officials include Sriharsha Majety (MD & Group CEO), Rahul Bothra (CFO), and Cauveri Sriram (Company Secretary). This filing is a mandatory administrative requirement under Regulation 30(5) of the SEBI LODR Regulations. It establishes the internal governance framework for future corporate communications and transparency.

Sriharsha Majety, MD & Group CEO, authorized to determine event materiality
Rahul Bothra (CFO) and Cauveri Sriram (CS) designated for disclosure purposes
Filing complies with Regulation 30(5) of SEBI LODR Regulations 2015
Centralized contact point established via secretarial@swiggy.in for regulatory matters

💡 No action is required as this is a routine regulatory compliance filing. Investors should recognize these individuals as the primary authorities for official company news.

Swiggy Appoints Co-founder Phani Kishan and CFO Rahul Bothra to Board; Nandan Reddy Resigns

🟡 NEUTRAL ⭐ 7/10

MANAGEMENT 📅 10 Apr 2026, 04:43 PM

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.

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.

💡 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

🔵 WATCH ⭐ 7/10

MANAGEMENT 📅 10 Apr 2026, 04:39 PM

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.

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

💡 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 to Close Trading Window from April 1, 2026, for Q4 and FY26 Financial Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 27 Mar 2026, 10:21 PM

Swiggy Limited has announced the closure of its trading window effective April 1, 2026, in compliance with SEBI Prohibition of Insider Trading Regulations. This closure is ahead of the declaration of the company's audited financial results for the quarter and full financial year ending March 31, 2026. The window will remain closed for all designated persons and insiders until 48 hours after the results are made public. This is a standard regulatory procedure for listed companies to prevent insider trading during the earnings preparation period.

Trading window closure starts on April 1, 2026.
Closure pertains to the audited financial results for Q4 and FY ended March 31, 2026.
Window will reopen 48 hours after the official declaration of financial results.
Applies to all Designated Persons, their immediate relatives, and other insiders as per SEBI norms.

💡 No action is required as this is a routine regulatory filing. Investors should await the announcement of the board meeting date for the actual financial performance results.

Swiggy to Participate in J.P. Morgan India Forum in Singapore on March 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 05 Mar 2026, 09:16 PM

Swiggy Limited has scheduled its participation in the J.P. Morgan India Forum on March 10, 2026. The event will be held physically in Singapore and will include one-on-one and group meetings with institutional investors. This disclosure is a routine filing under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Such meetings are standard practice for listed entities to maintain engagement with the global investment community.

Participation in the J.P. Morgan India Forum scheduled for March 10, 2026.
The engagement will involve one-on-one and group meetings with institutional investors.
The venue for the investor meet is physically located in Singapore.
The schedule is subject to change based on exigencies from either the company or investors.

💡 Investors should monitor the company's website for any investor presentations or transcripts released following the forum for updates on business strategy. No immediate trading action is required as this is a routine corporate event.

Swiggy to Participate in Major Investor Conferences in Mumbai from Feb 23-25, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 17 Feb 2026, 04:43 PM

Swiggy Limited has announced its participation in two high-profile institutional investor conferences scheduled for late February 2026 in Mumbai. The company will attend the Kotak: Chasing Growth 2026 Conference on February 23-24 and the IIFL 17th Enterprising India Global Investors' Conference on February 25. These meetings will involve one-on-one and group interactions with institutional investors to discuss the company's performance and outlook. This is a routine regulatory disclosure under SEBI LODR Regulations.

Scheduled participation in Kotak: Chasing Growth 2026 Conference on February 23 and 24, 2026.
Participation in IIFL's 17th Enterprising India Global Investors' Conference on February 25, 2026.
Meetings will be conducted in physical mode in Mumbai through one-on-one and group formats.
Disclosure submitted in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 Investors should watch for any investor presentations or post-meeting transcripts that the company may upload to the exchanges, as these could provide updated insights into Swiggy's growth strategy.

Swiggy Q3 FY26: Food Delivery GOV Grows 20.5%, Warehousing Capacity Doubles

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 04 Feb 2026, 04:04 PM

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.

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

💡 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 to Attend Nuvama and Axis Capital Investor Conferences on Feb 9-10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 02 Feb 2026, 08:53 PM

Swiggy Limited has scheduled participation in two major institutional investor conferences in Mumbai. The company will attend the Nuvama India Conference on February 9, 2026, followed by Axis Capital's Flagship India Conference on February 10, 2026. These meetings will involve one-on-one or group interactions with institutional investors and analysts. Such engagements are part of the company's regular investor relations activities to provide updates on business performance and strategy.

Participation in Nuvama India Conference 2026 scheduled for February 9, 2026.
Attendance at Axis Capital's Flagship India Conference on February 10, 2026.
Meetings will be held physically in Mumbai in one-on-one or group formats.
Disclosure made under Regulation 30 of SEBI Listing Obligations and Disclosure Requirements.

💡 Investors should monitor for any presentation materials or management commentary that may be released following these conferences. No immediate action is required as these are routine institutional interactions.

Swiggy Releases Audio Recording of Analyst and Investor Conference Call

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 30 Jan 2026, 03:31 PM

Swiggy Limited has released the audio recording of its conference call held on January 29, 2026, for analysts and institutional investors. This disclosure is a routine compliance requirement under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The recording allows shareholders to hear management's detailed commentary on the company's performance and future outlook. The link is hosted on Swiggy's official investor relations website for public access.

Audio recording of the conference call held on January 29, 2026, is now available for public review.
Disclosure made in compliance with Part A of Regulation 30 of SEBI (LODR) Regulations, 2015.
The recording can be accessed via the company's corporate website under the financial results section.
The filing ensures transparency by providing all investors equal access to management discussions.

💡 Investors should listen to the recording to gain qualitative insights into management's strategy and operational updates. No immediate action is required as this is a standard procedural filing.

Swiggy to Relocate Registered Office to Sumadhura Capitol Towers Effective April 1, 2026

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 29 Jan 2026, 03:54 PM

Swiggy Limited has announced a change in its registered office address within Bengaluru, effective from April 1, 2026. The Board of Directors approved the relocation from Embassy Tech Village to Sumadhura Capitol Towers during a meeting held on January 29, 2026. This move is a routine administrative update and remains within the local limits of Karnataka. The transition is scheduled to coincide with the start of the 2026-27 financial year.

Board approved the office relocation in a meeting held on January 29, 2026, between 3:00 PM and 3:35 PM.
The new office will be situated at Sumadhura Capitol Towers, occupying the 3rd to 6th floors of Tower 1.
Relocation is effective from April 1, 2026, ensuring a transition at the start of the new fiscal year.
The move is within the local limits of Bengaluru, maintaining the company's jurisdictional status in Karnataka.

💡 This is a routine administrative filing with no impact on the company's business operations or financial health. No action is required from investors based on this announcement.

Swiggy Q3 Results: Food Delivery GOV Up 20.5%, Instamart GOV Surges 103% YoY

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 29 Jan 2026, 03:49 PM

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.

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

💡 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

🟢 POSITIVE ⭐ 9/10

EARNINGS 📅 29 Jan 2026, 03:46 PM

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.

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.

💡 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.

View All SWIGGY Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Food Delivery Gross Order Value (GOV) grew 43.7% over the last 2 years, with Adjusted Revenue growing 96.8% in the same period. Quick Commerce GOV grew 107.6% YoY to INR 7,022 Cr in Q2FY26. Out-of-Home Consumption GOV grew 52.5% YoY to INR 1,118 Cr in Q2FY26. Supply Chain & Distribution revenue reached INR 2,560 Cr in Q2FY26.

Geographic Revenue Split

Not disclosed in available documents, though the company operates across major Indian urban centers with a focus on dark store expansion in high-demand regions.

Profitability Margins

Food Delivery Adjusted EBITDA margin improved to 2.8% of GOV in Q2FY26 from 2.0% in FY25. Quick Commerce Adjusted EBITDA margin improved to -12.1% of GOV in Q2FY26 from -18.0% in Q4FY25. Out-of-Home Consumption has been profitable for 3 consecutive quarters, reaching an Adjusted EBITDA of INR 6 Cr in Q2FY26.

EBITDA Margin

Food Delivery generated an annualized Adjusted EBITDA of ~INR 960 Cr in Q2FY26. Group-level profitability is improving as Quick Commerce losses reduced from -18.0% of GOV in Q4FY25 to -12.1% in Q2FY26.

Capital Expenditure

Capital expenditure was INR 188 Cr in Q2FY26, representing a 55.7% reduction from the INR 425 Cr spent in Q4FY25 as upfront network investments stabilized.

Credit Rating & Borrowing

Not disclosed in available documents; however, the company maintains a strong cash position of INR 7,005 Cr (proforma for Rapido stake-sale) and recently raised capital via QIP at INR 375 per share.

⚙️ Operational Drivers

Raw Materials

Primary operational costs include 'Purchases of stock-in-trade' for the Quick Commerce segment (FMCG and groceries) and 'Delivery and related charges' which represent the cost of the delivery network.

Import Sources

Not disclosed in available documents; procurement is primarily domestic from wholesalers and brand partners.

Key Suppliers

Suppliers include various FMCG brands for Instamart and over 44,400 active restaurant partners for the Food Delivery segment.

Capacity Expansion

Quick Commerce capacity is measured by dark stores, with an average area of 3,199 sq ft per store in Q2FY26. Expansion is funded by QIP proceeds for dark stores and warehouses.

Raw Material Costs

Purchases of stock-in-trade and delivery charges are the primary costs. Delivery costs as a % of GOV are being optimized through operating leverage as order density increases.

Manufacturing Efficiency

Operational efficiency in Quick Commerce is tracked via orders per darkstore per day, which rose to 1,025 in Q2FY26, up from 985 in Q1FY26.

Logistics & Distribution

Delivery and related charges are a major expense, though operating leverage is playing out as visible in the 590bps improvement in Quick Commerce margins over the last two quarters.

📈 Strategic Growth

Expected Growth Rate

107.60%

Growth Strategy

Growth will be achieved by expanding the quick commerce fulfillment network (dark stores/warehouses), investing in technology and cloud infrastructure, and aggressive brand marketing. The company is also utilizing QIP proceeds for inorganic growth through unidentified acquisitions.

Products & Services

Food delivery services, Instamart grocery delivery, Dineout restaurant table bookings and discounts, and Supply Chain & Distribution services for wholesalers.

Brand Portfolio

Swiggy, Instamart, Dineout, SteppinOut, Scootsy, SuprDaily, and Lynks.

New Products/Services

Supply Chain and Distribution services for wholesalers/retailers and value-added services in the authorized distribution model are expected to increase operating margins.

Market Expansion

Expansion of the dark store network and scaling Instamart across urban regions using QIP proceeds and IPO capital.

Market Share & Ranking

Quick Commerce now accounts for 42% of total B2C GOV, up from 30% in Q2FY25, indicating rapid market share gains within the internal portfolio.

Strategic Alliances

Strategic stake in Rapido (sale expected to yield INR 2,400 Cr) and collaborations with restaurant partners for co-creating propositions.

🌍 External Factors

Industry Trends

The industry is shifting toward Quick Commerce, which grew 107.6% YoY for Swiggy. There is a trend toward 'unparalleled convenience' and integrated apps for food, grocery, and dining.

Competitive Landscape

Intense competition in Quick Commerce and Food Delivery requires constant optimization of customer incentives and upfront investments in network building.

Competitive Moat

Swiggy's moat is built on network effects (Food Delivery user base cross-pollinating to Instamart/Dineout) and brand recall. Quick Commerce now accounts for ~80% of Food Delivery GOV, showing high ecosystem stickiness.

Macro Economic Sensitivity

Revenue is sensitive to discretionary income levels, particularly for the Out-of-Home Consumption segment which is expected to expand as discretionary incomes rise.

Consumer Behavior

Shift toward rapid delivery (Quick Commerce) and integrated platform usage for all consumption needs.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to data-related regulations, e-commerce logistics rules, and digital payment regulations.

Environmental Compliance

The company has established 2030 sustainability goals highlighting a commitment to responsible growth.

Taxation Policy Impact

The group reported a tax expense of INR 4 Cr for the half-year ended September 2024 against a loss before tax of INR 1,237 Cr.

Legal Contingencies

The company reported a loss before tax of INR 1,237 Cr for the half-year ended September 30, 2024. Specific values for pending court cases are not disclosed in the provided summaries.