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    Swiggy concall ledger

    Every earnings call for SWIGGY — management tone, guidance, KPIs and promise tracking, quarter by quarter.

    SWIGGY · 5 transcripts · Consumer Services · latest Q4 FY26
    Q4 FY26Published 08 May 2026Call held 08 May 2026

    SWIGGY Q4 FY26 Earnings Call Transcript & Analysis

    Contribution Margin1.8%Contribution Margin1.1%Quick Commerce Overheads₹700 crQuick Commerce Take Rate19.2%

    Contribution Margin (Q4 Avg) 1.8%; Contribution Margin (March Exit) 1.1%; Quick Commerce Overheads ₹700 cr. Achieved contribution margin breakeven in Q4 FY26, with March exit rate of 1.1% (110 bps).

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    Q3 FY26Published 29 Jan 2026Call held 29 Jan 2026

    SWIGGY Q3 FY26 Earnings Call Transcript & Analysis

    Cash Balance2 billionFood Delivery GOV Growth20.5%+21% YoYFood Delivery MTU Growth22%+22% YoYQuick Commerce Contribution Margin Improvement100 bpsQuick Commerce Contribution Loss₹200 cr

    Cash Balance 2 billion; Food Delivery GOV Growth 20.5% (+20% YoY); Food Delivery MTU Growth 22% (+22% YoY). Food Delivery Gross Order Value (GOV) grew 20.5% YoY.

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    Q2 FY26Published 06 Nov 2025Call held 06 Nov 2025

    SWIGGY Q2 FY26 Earnings Call Transcript & Analysis

    Quick Commerce GOV Growth100%Food Delivery Annual Run Rate₹1,000 crQuick Commerce Contribution Margin-2.6%Quick Commerce CM Improvement200 bpsFood Delivery EBITDA Improvement44 bps

    Quick Commerce GOV Growth 100%; Food Delivery Annual Run Rate ₹1,000 cr; Quick Commerce Contribution Margin -2.6%. Quick Commerce GOV grew over 100% for the third consecutive quarter.

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    Q1 FY26Published 31 Jul 2025Call held 31 Jul 2025

    SWIGGY Q1 FY26 Earnings Call Transcript & Analysis

    Instamart GOV Growth1.08 yoy+108% YoYInstamart AOV Growth0.16 qoq+26% YoYInstamart Contribution Margin Improvement100 bpsFood Delivery GOV Growth0.188 yoy+19% YoYCash Balance₹5,500 cr

    Instamart GOV Growth 1.08 yoy (+108% YoY); Instamart AOV Growth 0.16 qoq (+26% YoY); Instamart Contribution Margin Improvement 100 bps. Instamart GOV accelerated to 108% YoY.

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    Q4 FY25Published 09 May 2025Call held 09 May 2025

    SWIGGY Q4 FY25 Earnings Call Transcript & Analysis

    Operating Cash Burn₹1,000 crCash Balance₹6,700 crQuick Commerce Contribution Margin-5.6%Quick Commerce MTU Additions2.8 millionQuick Commerce Capex₹425 cr

    Operating Cash Burn ₹1,000 cr; Cash Balance ₹6,700 cr; Quick Commerce Contribution Margin -5.6%. Quick Commerce GOV grew 20% in Q4 FY25, with MTU additions of 2.8 million.

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