印度新的劳动法要求提供食品的应用程序支付1-2 % 的劳动力资金周转额,提高成本并引发库存下降。 India’s new labor law mandates food delivery apps to pay 1–2% of turnover to gig worker funds, raising costs and sparking stock drops.

2025年11月21日生效的印度新劳动法要求Swigging和Enternal等食品供应平台将每年营业额的1%至2%捐给一个就业工人的社会保障基金,这可能会增加1.5-2.5美元的成本。 India’s new labour laws, effective November 21, 2025, require food delivery platforms like Swiggy and Eternal to contribute 1–2% of annual turnover to a social security fund for gig workers, potentially adding ₹1.5–2.5 per order in costs. 虽然公司表示影响不会长期显著,但分析师预计利率压力为25-70个基点,摩根士丹利估计EBITDA将达到4-10%. While companies say the impact won’t be material long-term, analysts project margin pressures of 25–70 basis points, with Morgan Stanley estimating a 4–10% EBITDA hit. Swiggig、Derivery、Nykaa和城市公司的股份最初下降,反映了投资者对开支上升的关切,尽管有些已恢复。 Shares of Swiggy, Delhivery, Nykaa, and Urban Company dropped initially, reflecting investor concerns over rising expenses, though some recovered. 公司预期通过定价来吸收或转移成本,现有的保险福利可能抵消部分负担。 Firms expect to absorb or pass on costs through pricing, with existing insurance benefits possibly offsetting part of the burden. 最后规则仍未定下来,使目前支出是否与新任务相符的不确定因素依然存在。 Final rules remain pending, leaving uncertainty over whether current spending counts toward the new mandate.