Swiggy

Swiggy Q3 FY26 Earnings Call: Food Delivery Shines, Quick Commerce Plays the Long Game-22% MTU increase

Swiggy’s recent quarter exhibited strong food delivery growth, achieving 21% year-on-year GOV growth, while Instamart showed slow but continuous triple-digit growth. Management emphasized sustainable economics over aggressive expansion, focusing on profitability. With nearly $2 billion in cash, Swiggy is well-positioned for long-term strategic growth amidst fierce competition in quick commerce.

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