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Blinkit vs Swiggy: क्विक कॉमर्स की जंग में कौन पड़ा किस पर भारी? चौंका देंगे Q4 के नतीजे
India Business: भारत में क्विक कॉमर्स का बाजार अब एक नई करवट ले रहा है। कुछ ही मिनटों में ग्रोसरी और स्नैक्स घर पहुंचाने वाली कंपनियों के बीच मुकाबला काफी दिलचस्प हो गया है। वित्त वर्ष 2026 की चौथी तिमाही (Q4 FY26) के नतीजों ने साफ कर दिया है कि इस रेस में Blinkit फिलहाल बाजी मारता दिख रहा है। हालांकि Swiggy Instamart भी अपने नेटवर्क विस्तार के साथ कड़ी टक्कर दे रहा है। दोनों कंपनियों के आंकड़ों…
Blinkit vs Swiggy: क्विक कॉमर्स की जंग में कौन पड़ा किस पर भारी? चौंका देंगे Q4 के नतीजे
India Business: भारत में क्विक कॉमर्स का बाजार अब एक नई करवट ले रहा है। कुछ ही मिनटों में ग्रोसरी और स्नैक्स घर पहुंचाने वाली कंपनियों के बीच मुकाबला काफी दिलचस्प हो गया है। वित्त वर्ष 2026 की चौथी तिमाही (Q4 FY26) के नतीजों ने साफ कर दिया है कि इस रेस में Blinkit फिलहाल बाजी मारता दिख रहा है। हालांकि Swiggy Instamart भी अपने नेटवर्क विस्तार के साथ कड़ी टक्कर दे रहा है। दोनों कंपनियों के आंकड़ों…
Discover the complete business blueprint behind India’s quick commerce giants like Blinkit, Zepto, and Swiggy Instamart. Explore tech stack, costs, revenue models, and scaling strategies for 2025.
Swiggy Shares Surge 8% Post Eternal's Strong Q1 Show
Swiggy Stock Gains 8% After Eternal’s Robust Q1 Results
Shares of Swiggy rallied 7.8% on Tuesday, following the upbeat Q1FY26 earnings report of Eternal, the parent company of rivals Zomato and Blinkit. Swiggy’s stock closed at ₹426.35, pushing its market capitalization past ₹1.05 lakh crore. The stock has now advanced in three of the last four sessions, reflecting investor optimism ahead of its own quarterly results due on July 31, 2025.
Eternal’s Blowout Q1 Results Boost Sector Sentiment
Eternal’s Q1FY26 performance was a key trigger behind Swiggy’s surge. The company posted a 70% YoY rise in consolidated revenue to ₹7,167 crore, significantly beating market expectations. However, net profit dropped 90% YoY to ₹25 crore, due to rising costs and margin pressures.
A major highlight was Blinkit’s quarterly revenue touching ₹2,400 crore, overtaking Zomato’s food delivery segment for the first time. This shift underlines the growing dominance of quick commerce, a space where Swiggy is aggressively investing.
Swiggy’s Growth Trajectory and Analyst Views
Swiggy’s stock is currently trading 9% above its IPO price of ₹390, although it remains 31% below its 52-week high of ₹617. Analysts remain optimistic about the company's long-term growth, particularly in food delivery and quick commerce.
Nirmal Bang Institutional Equities initiated coverage with a 'Buy' rating and a fair value of ₹500 per share. The brokerage expects Swiggy to narrow its food delivery margin gap with Zomato, citing an improved revenue outlook and enhanced ad monetization.
“Swiggy’s revenue is projected to reach ₹8,850 crore by FY27E, driven by 18% GOV CAGR and ad revenue,” Nirmal Bang stated.
The addition of 412 new dark stores in Q3 and Q4FY25 is expected to improve efficiency and profitability in the Instamart segment, potentially turning contribution margins positive by FY27E.
Kotak and JM Financial Bullish on Swiggy
Kotak Institutional Equities estimates a 49% YoY revenue growth for Swiggy in Q1FY26, led by a 19% increase in food delivery and 129% surge in Instamart. Despite an expected EBITDA loss of ₹850 crore in Instamart due to store expansion and heightened competition, the firm maintained an ‘Add’ rating with a target price of ₹420.
On the other hand, JM Financial is more bullish, assigning a ‘Buy’ rating with a target price of ₹460, signaling strong upside potential.
Outlook: Q1 Results in Focus for Swiggy
All eyes are now on Swiggy’s upcoming earnings report on July 31, 2025. Analysts and investors will closely monitor the company's quick commerce strategy, especially after Blinkit’s recent milestone.
With increasing investor confidence, robust sector momentum, and strong analyst backing, Swiggy appears well-positioned for future growth despite near-term margin pressures.
