Swiggy IPO: The Good and the Bad

Published: 06th Nov 2024

By: Value Research

The company

Swiggy is a tech-driven online food and grocery delivery platform. It is India’s second largest player in the online food delivery and quick commerce markets. It touts a wide presence with its food delivery services available in over 680 cities and the quick commerce arm, Instamart, operating in 43 cities.

IPO details

Post-IPO

Financial history

EBIT is earnings before interest and taxes (excluding other income) PAT is profit after tax TTM is 12 months ending June 2024

Key ratios

ROE is return on equity ROCE is return on capital employed

The good

The company has an excellent brand recall that it has used successfully to venture into newer segments like quick commerce and online event bookings. This is also reflected in its declining marketing spends that have fallen from nearly 10 per cent in FY22 to around 7 per cent.

The good

The company is expected to ride sectoral tailwinds like growing household incomes and customer preference for time-saving online delivery services, especially in the quick commerce segment that is projected to grow 9-10 per cent annually going ahead.

The bad

The lack of profitability even after a decade of operations and the industry’s competitive intensity are key concerns. To read why these factors are a threat to the food delivery platform, head on to our story from the link below: