Disruptions were limited to specific pockets and peak hours, with food delivery seeing brief delays in parts of Gurugram before services normalised by evening, people familiar with the matter told Moneycontrol.
The coordinated walkout during the year-end peak delivery period may disrupt operations across food delivery, quick commerce and e-commerce platforms including Swiggy, Zomato, Zepto, Blinkit, Amazon and Flipkart, as worker groups escalate pressure over payouts, safety risks and account suspensions.
Mumbai, consistently among the top three cities across categories, played a defining role in India’s culinary behaviour this year, the Swiggy report stated.
Sector’s output touched Rs 1.2 trillion in FY24, with jobs and spillover effects rising sharply, NCAER study shows
Temasek, an early backer of Eternal (formerly Zomato), is now looking to bet on Swiggy, sources told Moneycontrol.
As much as Rs 4,475 crore of the proceeds are earmarked for dark stores and warehouses, with another Rs 3,300 crore-plus locked into cloud infrastructure and brand spends over the next three years, regulatory filings showed.
Over the past two years, Ola has wound down or shrunk several experiments outside its mobility business, including used cars and quick commerce pilots Ola Cars and Ola Dash
Despite the rising losses, Prosus – which owns 25 percent of Swiggy – said Despite the rising losses, Prosus – which owns 25 percent of Swiggy – reported strong demand trends for the January–June 2025 period. Swiggy’s customer base grew 35 percent year-on-year to 21.6 million, and gross order value (GOV) rose 43 percent on the back of food-delivery expansion and formats like Bolt
Analysts said that a slight increase in delivery fees cannot be ruled out for customers as platforms adapt to the additional statutory outgo following the implementation of India’s new labour codes.
Both existing players, Swiggy and Zomato and new competition, like Rapido, are all "striving to create an opening in what is a thin-margin, high-visibility, and operations intensive business,” the company’s management said.
With the heavy infrastructure creation largely complete, Swiggy’s focus has shifted to enhancing store productivity, optimising fleet costs, and executing its profitability roadmap.
Swiggy’s revenue from operations rose 54.4 percent YoY to Rs 5,561 crore in Q2, up from Rs 3,601 crore a year ago. It had reported a revenue of Rs 4,961 crore in the previous quarter.
Festivals in India are transcending regional boundaries as technology enables people nationwide to order traditional foods, celebrate together, and preserve cultural rituals; turning regional traditions into shared, connected national experiences
Eternal expects demand recovery in Blinkit from Q3FY26 after GST rate cuts on essentials, but food delivery growth took a short-term hit as the new levy was passed on to customers.
While analysts have long debated on which approach works best, most companies are now launching seperate apps for different use cases to improve the recall in consumers' minds as cross-selling becomes more and more difficult.
The transaction to be executed at book value, with completion expected post-Q3 FY26, regulatory filings showed.
These comments from the brokerage firm come at a time when Swiggy faces intensifying pressure on its balance sheet.
Toing, which will go live in Pune first, aims to tap demand from students, young professionals and will be an extension to Swiggy’s Rs 99 store. It will be the seventh app from the house of Swiggy. The aim is to increase its base of transacting users and maintain the company’s pace of growth.
Industry experts warn that the move could squeeze margins, strain working capital, and trigger higher delivery charges for customers.
The service, currently live in Bangalore and expanding to metros including Mumbai and Delhi, appears as a tab within the main Swiggy app rather than a standalone application
At Swiggy’s present order volumes — estimated at over 2 million orders per day — the higher fee translates to up to Rs 3 crore in daily revenue, compared to around Rs 2.4 crore when the fee was at Rs 12. That’s an additional Rs 54 crore per quarter and Rs 216 crore annually if the rate sustains.
The company has also begun testing a Rs 50 'VIP Mode' in select locations that promises faster deliveries, priority riders, and a concierge-style service for select top customers.
Users in Gurugram were unable to place or track orders on the two apps during the outage, with both platforms showing restaurants as “temporarily unavailable.”
Once the move to a new model is completed, Swiggy’s organisational structure will be similar to that of Blinkit, its arch-rival. The two VPs of Finance will likely report to CFO Rahul Bothra, sources told Moneycontrol.
It is likely that a higher platform fee is an experiment Swiggy is doing for large demand occassions, like festive days, where it needs to pay the fleet more and keep up with operating costs and it reverts to its old structure later. The fee has been hiked from Rs 12 earlier.