CosmicTaco

Swiggy's Earnings Report Sparks Stock Volatility

CosmicTaco · 2025-08-02T14:36:21.618083+05:30

- Swiggy's aggressive quick commerce expansion led to net losses nearly doubling YoY, reaching INR 1,197 Cr, despite a 54% increase in operating revenue. - The company's shares dropped 4.2% in early BSE trading after Q1 FY26 results were announced, but recovered slightly to trade 2% lower by midday. - While Swiggy's stock has delivered a negative 27% YTD return, Jefferies and Morgan Stanley remain optimistic due to strong growth indicators. - Instamart's revenue jumped 115%, with the core food delivery business seeing a 200% YoY rise, although Instamart continues as both a growth engine and cash burner. - Despite weaker results, analysts expect profitability improvements ahead, highlighting Swiggy's paused dark store expansion and easing competition. Source: [Inc42](https://inc42.com/buzz/swiggy-shares-slump-4-2-after-q1-results-jefferies-morgan-stanley-see-positive-outlook/)

Swiggy's aggressive quick commerce expansion led to net losses nearly doubling YoY, reaching INR 1,197 Cr, despite a 54% increase in operating revenue.
The company's shares dropped 4.2% in early BSE trading after Q1 FY26 results were announced, but recovered slightly to trade 2% lower by midday.
While Swiggy's stock has delivered a negative 27% YTD return, Jefferies and Morgan Stanley remain optimistic due to strong growth indicators.
Instamart's revenue jumped 115%, with the core food delivery business seeing a 200% YoY rise, although Instamart continues as both a growth engine and cash burner.
Despite weaker results, analysts expect profitability improvements ahead, highlighting Swiggy's paused dark store expansion and easing competition.

Source: Inc42