Swiggy vs zomato: HDFC Bank, M&M, ITC and Bharti Airtel have pressurized the Nifty with mild pressure on the day of Weekly expiry. Consolidation is also being seen in the bank Nifty. On the other hand, the volatility index India Vix has risen about three percent. Meanwhile, Swiggy has slipped 4 percent today due to increasing deficit in the third quarter. The company’s deficit has increased from 574 crores to Rs 800 crore on an annual basis. Ebitda loss has also increased. Ebitda Los has increased from Rs 525 crore to Rs 725 crore on a basis.
During this period, the company’s income has increased by 31 per cent to Rs 3,993 crore against Rs 3,049 crore on an annual basis. In Q3, the company’s Quick Commerce Revenue increased by 114 per cent on an annual basis. Quick Commerce’s EBIT deficit has increased from Rs 310 crore to Rs 528 crore. Food delivery income has increased by 23.5 percent. In the third quarter, the company’s food delivery Ebit increased from Rs 26 crore to Rs 193 crore. In Q3, the company’s gross order value increased by 38 per cent to Rs 12,165 crore and the food delivery business Gov increased by 19.2 per cent to Rs 7,436 crore.
Swigy vs jomato, how much power!
Let us now see who is better in Swigy and Zomato from the attitude of investment. Swiggy’s B2C Gov stood at 38 per cent in the third quarter. At the same time, it has been at 57 percent for Jomato. Swiggy’s food delivery growth has been at 19.2 percent during this period. At the same time, Jomato’s food delivery growth has stood at 17 percent. Swiggy’s Quick Commerce Growth stood at 88.1 per cent in the third quarter. At the same time, Quick Commerce growth of Jomato has stood at 120 percent.
Swigy management on results
Swigy’s management on the third quarter results says that the target of 18-22 percent of food delivery gov is durable. Food delivery adjustable margin target is 5 % in the medium period. In the third quarter of FY 2026, there is a guidance to break the break.
Trading Strategy: Will the RBI continue to perform better than the Nifty Bank, Nifty 50 index before the results of the policy meeting?
Zomato management after third quarter results
After the results of the third quarter, the management of Jomato has said that the loss of blinkit will remain in the near future. Food delivery revenue growth has been dull. The effect of weak consumer sentiments has been seen. Further food delivery margin may survive above 5 %.
In Quick Commerce, the growing competition is possible to make an immediate stagnation in margin.
Swigy shares
Swiggy slipped 13 per cent after Jomato’s third quarter results. This stock has slipped 32 percent from its peak. The valuation discount is at 35 per cent against the 50 per cent against the Jomato.
Cash balance in Q3
Swiggy’s cash balance in the third quarter is Rs 19235 crore and Jomato’s cash balance is Rs 8183 crore. Market experts say that the Q3 results of Swigi are giving positive signals for Zomato. Investors can give preference to Zomato in the near future. Jomato is a candidate to join the Nifty. The stock has slipped about 25 percent from its peak. The 3 -year sales CAGR is 66.92 percent.
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