SWIGGY

What Swiggy promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 13 tracked 1 delivered 3 missed 9 open
  • Food Delivery GOV Growth delivered said Q4 FY25 Promised: 18% to 22% year-on-year growth Q1 FY27: This promise for FY26 was previously achieved and remains closed.
  • Quick Commerce Contribution Margin Breakeven missed said Q4 FY25 Promised: Q1 FY27 (Revised from Q3 FY26) Q1 FY27: The target for breakeven (0%) in Q1 FY27 was missed, with Quick Commerce contribution margin reported at -0.2%. Management has now set a new operating target range of 0% to -1%.
  • Quick Commerce Capex revised down said Q4 FY25 Promised: Reducing in a significant way going forward Q1 FY27: The promise to significantly reduce capex has been reversed. Management now guides for an acceleration in store additions in Q2 FY27, more than in the previous four quarters combined.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Swiggy — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens