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Motilal Oswal is bullish on Swiggy has recommended buy rating on the stock with a target price of Rs 440 in its research report dated January 29, 2026.
Swiggy has reached out to the customer but has not yet publicly detailed whether the delivery executive violated company policy or what corrective action, if any, has been taken.
Even as Instamart scales rapidly and quick commerce emerges as a larger addressable market, Swiggy’s food delivery chief tells Moneycontrol the company is backing multiple growth engines in parallel, with experimentation in food delivery continuing independently of performance in other verticals, while maintaining 18–20% growth guidance for the segment.
Swiggy share is down 20.5% so far this year. CLSA downgraded to ‘Hold’ and cut its price target to Rs 335 on missing revenue and Ebitda estimates.
Stocks to Watch, 30 Jan: Stocks like ITC, Tata Motors Commercial Vehicles, One 97 Communications Paytm, Swiggy, Colgate Palmolive India, NTPC Green Energy, Indegene, Great Eastern Shipping Company, Orient Cement, Container Corporation of India, MTAR Technologies, Usha Martin, and Syrma SGS Technology will be in focus on January 30.
Swiggy reported net loss of Rs 799 crore in Q3FY25
With delivery growth increasingly constrained by pricing sensitivity and thin margins, restaurant partners and platforms are pushing for GST clarity, lower compliance costs and policy stability to sustain online demand
Swiggy has announced that users can now order food, groceries, and book restaurant tables directly using AI tools like ChatGPT and Claude.
In the current market condition, key would be to stay highly selective, not short the markets too much, and stay invested in relatively stronger pockets, said Milan Vaishnav.
The company reduced its net loss by about 30 percent to Rs 258.4 crore in FY25 from Rs 370.7 crore in FY24, even as expenses rose with higher activity levels.
Swiggy’s food marketplace chief Rohit Kapoor told Moneycontrol that gig work should not be equated with formal employment and must be regulated as flexible work. He added that future growth in food delivery will come from affordability and first-time users rather than city expansion, amid slowing growth in the sector.
Shares of Swiggy, Eternal trimmed intraday gains on reports that Union Labour Minister urged quick commerce firms to discontinue 10-minute delivery services.
Data show that while most delivery partners log in only intermittently, those working 8–10 hours a day, 26 days a month gross about Rs 26,500–27,700, translating to roughly Rs 21,000 in net earnings after costs
While food delivery companies paid out Rs 60-70 crore to gig workers on NYE, quick commerce firms paid a total of Rs 50-60 crore, a jump of at least 30 percent over a regular day, three top executives at different companies told Moneycontrol
Amid the strike call by gig workers' unions, police are closely monitoring developments to prevent any untoward incidents on New Year's Eve, according to police officials.
The payouts are aimed at shoring up rider availability during peak evening hours and the New Year rush, as platforms seek to limit operational disruption after brief slowdowns during the December 25 walkout.
The union has sought a guaranteed minimum monthly earning of Rs 40,000, abolition of peak hours, slot systems and weekend hour limits, and compensation for workers in cases of customer-initiated cancellations.
Delivery workers are facing falling earnings, long and unpredictable working hours, unsafe delivery targets, arbitrary ID blocking, and the absence of basic welfare and social security protections, the unions claimed while calling the nation-wide strike.
Mumbai, consistently among the top three cities across categories, played a defining role in India’s culinary behaviour this year, the Swiggy report stated.
Chicken biryani remained the hero of this universe, clocking 57.7 million orders and leading the repeat-order charts, Swiggy reported.
Last year, Instamart's top spender on condoms hailed from Bengaluru. The 2025 report analysed millions of orders placed between January and November across more than 120 cities.
The platform's 2025 analysis highlights several record‑breaking patterns: the tiniest cart of the year (a Rs 10 printout in Bengaluru), the biggest single cart (Rs 4.3 lakh on iPhones in Hyderabad).
Stocks to Watch, 19 December: Stocks like HCL Technologies, Bharti Airtel, GPT Infraprojects, Swiggy, Waaree Energies, Premier Energies, Niraj Cement Structurals, Biocon, Arisinfra Solutions, Lupin, InterGlobe Aviation, Mishra Dhatu Nigam, Shree Digvijay Cement Company, Ola Electric Mobility, and ICICI Prudential AMC will be in focus on December 19.
