Swiggy (2QFY25) - KPIs Improving; but Scale-Up Priced In
In 2QFY25, Swiggy witnessed a step-up in customer acquisition across both food delivery (FD) as well as quick commerce (QC)
605 Views
Consumer Discretionary (Q1FY26 Results Preview): Q1FY26–a mixed bag
Our discretionary universe is set for a mixed performance in Q1FY26, with overall revenue projected to grow by ~18% YoY in Q1FY26, driven by a few...
413 Views
Consumer Discretionary (Q4FY25 Results Preview): Q4FY25–a mixed bag
Our discretionary universe’s performance continues to be a mixed bag. Our coverage is expected to grow by ~16% YoY in Q4FY25, driven by a few outliers
525 Views
Swiggy (Initiating Coverage): Relegated to Second Fiddle. ADD
Swiggy—once a market leader in convenience-based use cases—has lost ground over FY22-24 in its core offerings (Food Delivery + Quick Commerce)
277 Views