尽管收入增长了54%,但在Instamart的亏损和高支出的推动下,Swiggy的亏损在FY26第三季度扩大到1,065亿卢比.
Swiggy's loss widened to ₹1,065 crore in Q3 FY26 despite 54% revenue growth, driven by Instamart's losses and high spending.
Swiggirg的净损失从上一年的799克郎增加到了26财政年度的1 065克郎,尽管同比收入增加了54%,达到6 148克郎。
Swiggy's net loss widened to ₹1,065 crore in Q3 FY26, up from ₹799 crore the prior year, despite a 54% year-on-year revenue increase to ₹6,148 crore.
食品交付部分的总价值增加了20.5%,达到三年来的最高值,利润率提高,并调整了3%的EBITDA比值。
The food delivery segment saw a 20.5% rise in gross order value, its highest in three years, with improved profitability and a 3% adjusted EBITDA margin.
快速商务部门Instamart实现了超过100%的年度总订单增长率,但由于激烈竞争、批量采购功能的内部蚕食以及高昂的营销费用,亏损了90.8亿卢比。
Quick commerce arm Instamart posted over 100% annual gross order value growth but incurred a ₹908 crore loss, driven by intense competition, internal cannibalization from bulk-buying features, and high marketing expenses.
该公司增加了34家黑暗商店,达到131个城市的1 136家,并报告每月有2 430万个交易用户,每年增加36.8%。
The company added 34 dark stores, reaching 1,136 across 131 cities, and reported 24.3 million monthly transacting users, up 36.8% annually.
分析员仍然对股票的前景持分歧态度。
Analysts remain divided on the stock’s outlook.