bullish
Swiggy (3QFY25): Quick Commerce Burn Deepens. Maintain REDUCE
Swiggy’s food delivery trumped our margin expectations, alas widening Instamart losses pulled it back. Overall, B2C GoV grew ~38/7.6% YoY/QoQ respectively
What is covered in the Full Insight:
- Introduction
- 3QFY25 Financial Results
- Food Delivery Performance
- Instamart and Quick Commerce Challenges
- Valuation and Outlook
SUMMARY
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Full Insight
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